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SB 5787 - Electronic estate planning ¶

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Section 1 ¶

This chapter may be cited as the uniform electronic estate planning documents act.

Section 2 ¶

In this chapter:

1. "Electronic" means relating to technology having electrical, digital, magnetic, wireless, optical, electromagnetic, or similar capabilities.

2. "Electronic record" means a record created, generated, sent, communicated, received, or stored by electronic means.

3. "Electronic signature" means an electronic symbol or process attached to or logically associated with a record and executed or adopted by a person with the intent to sign the record.

4. "Information" includes data, text, images, codes, computer programs, software, and databases.

5. "Nontestamentary estate planning document" means a record relating to estate planning that is readable as text at the time of signing and is not a will or contained in a will. The term:

   1. Includes a record readable as text at the time of signing that creates, exercises, modifies, releases, or revokes:

      1. A trust instrument;

      2. A trust power that under the terms of the trust requires a signed record;

      3. A certification of a trust under RCW 11.98.075;

      4. A power of attorney that is durable under chapter 11.125 RCW;

   2. An agent's certification under RCW 11.125.430 of the validity of a power of attorney and the agent's authority;

   6. A power of appointment;

   7. An advance directive, including a durable power of attorney for health care, directive to physicians, natural death statement, living will, and medical or physician order for life-sustaining treatment;

   8. A record directing disposition of an individual's body after death;

    ix. A nomination of a guardian for the signing individual;
   

   24. A nomination of a guardian for a minor child or disabled adult child;

   11. A mental health treatment declaration;

   12. A community property survivorship agreement;

   13. A disclaimer under RCW 11.86.011(5);

   14. A trust decanting under chapter 11.107 RCW; and

   15. Any other record intended to carry out an individual's intent regarding property or health care while incapacitated or on death; and

   2. Does not include:

      1. A deed of real property or certificate of title for a motor vehicle, watercraft, or aircraft; or

      2. A nonjudicial settlement agreement under RCW 11.96A.220.

6. "Person" means an individual, estate, business or nonprofit entity, government or governmental subdivision, agency, or instrumentality, or other legal entity.

7. "Power of attorney" means a record that grants authority to an agent to act in place of the principal, even if the term is not used in the record.

8. "Record" means information:

   1. Inscribed on a tangible medium; or

   2. Stored in an electronic or other medium and retrievable in perceivable form.

9. "Security procedure" means a procedure to verify that an electronic signature, record, or performance is that of a specific person or to detect a change or error in an electronic record. The term includes a procedure that uses an algorithm, code, identifying word or number, encryption, or callback or other acknowledgment procedure.

10. "Settlor" means a person, including a testator, that creates or contributes property to a trust.

11. "Sign" means, with present intent to authenticate or adopt a record:

    1. Execute or adopt a tangible symbol; or

    2. Attach to or logically associate with the record an electronic signature.

12. "State" means a state of the United States, the District of Columbia, Puerto Rico, the United States Virgin Islands, or other territory or possession subject to the jurisdiction of the United States. The term includes a federally recognized Indian tribe.

13. "Terms of a trust" means:

    1. Except as provided in (b) of this subsection, the manifestation of the settlor's intent regarding a trust's provisions as:

       1. Expressed in the trust instrument; or

       2. Established by other evidence that would be admissible in a judicial proceeding; or

    2. The trust's provisions as established, determined, or amended by:

       1. A trustee or other person in accordance with applicable law;

       2. A court order; or

       3. A nonjudicial settlement agreement under RCW 11.96A.220.

14. "Trust instrument" means an instrument executed by the settlor that contains terms of the trust, including any amendments.

15. "Will" includes a codicil and a testamentary instrument that merely appoints an executor, revokes or revises another will, nominates a guardian, or expressly excludes or limits the right of an individual or class to succeed to property of the decedent passing by intestate succession.

Section 3 ¶

This chapter must be construed and applied to:

1. Facilitate electronic estate planning documents and signatures consistent with other law; and

2. Be consistent with reasonable practices concerning electronic documents and signatures and continued expansion of those practices.

Section 4 ¶

1. Except as provided in subsection (2) of this section, this chapter applies to an electronic nontestamentary estate planning document and an electronic signature on a nontestamentary estate planning document.

2. This chapter does not apply to a nontestamentary estate planning document if the document precludes use of an electronic record or electronic signature.

3. This chapter does not affect the validity of an electronic record or electronic signature that is valid under:

   1. Chapter 1.80 RCW; or

   2. RCW 11.12.400 through 11.12.491.

Section 5 ¶

The law of this state and principles of equity applicable to a nontestamentary estate planning document apply to an electronic nontestamentary estate planning document except as modified by this chapter.

Section 6 ¶

1. This chapter does not require a nontestamentary estate planning document or signature on a nontestamentary estate planning document to be created, generated, sent, communicated, received, stored, or otherwise processed or used by electronic means or in electronic form.

2. A person is not required to have a nontestamentary estate planning document in electronic form or signed electronically even if the person previously created or signed a nontestamentary estate planning document by electronic means.

3. A person may not waive the provisions of this section.

Section 7 ¶

1. A nontestamentary estate planning document or a signature on a nontestamentary estate planning document may not be denied legal effect or enforceability solely because it is in electronic form.

2. If other law of this state requires a nontestamentary estate planning document to be in writing, an electronic record of the document satisfies the requirement.

3. If other law of this state requires a signature on a nontestamentary estate planning document, an electronic signature satisfies the requirement.

4. A person that refuses in violation of this section to accept a nontestamentary estate planning document or a signature on a nontestamentary estate planning document is subject to:

   1. A court order mandating acceptance of the document or signature; and

   2. Liability for reasonable attorneys' fees and costs incurred in any action or proceeding that confirms the validity of the document or signature or mandates acceptance of the document or signature.

Section 8 ¶

1. An electronic nontestamentary estate planning document or electronic signature on an electronic nontestamentary estate planning document is attributable to a person if it was the act of the person. The act of the person may be shown in any manner, including by showing the efficacy of a security procedure applied to determine the person to which the electronic record or electronic signature was attributable.

2. The effect of attribution to a person under subsection (1) of this section of a document or signature is determined from the context and surrounding circumstances at the time of its creation, execution, or adoption and as provided by other law.

Section 9 ¶

If other law of this state requires a signature or record to be notarized, acknowledged, verified, or made under oath, the requirement is satisfied with respect to an electronic nontestamentary estate planning document if an individual authorized to perform the notarization, acknowledgment, verification, or oath attaches or logically associates the individual's electronic signature on the document together with all other information required to be included under the other law. The individual making the statement or executing the signature may appear physically or, as provided in RCW 42.45.280, remotely.

Section 10 ¶

1. If other law of this state bases the validity of a nontestamentary estate planning document on whether it is signed, witnessed, or attested by another individual, the signature, witnessing, or attestation of that individual may be electronic.

2. If other law of this state bases the validity of a nontestamentary estate planning document on whether it is signed, witnessed, or attested by another individual in the presence of the individual signing the document, the presence requirement is satisfied if the individuals are in each other's electronic presence, as defined in RCW 11.02.005.

Section 11 ¶

1. Except as provided in subsection (2) of this section, if other law of this state requires an electronic nontestamentary estate planning document to be retained, transmitted, copied, or filed, the requirement is satisfied by retaining, transmitting, copying, or filing an electronic record that:

   1. Accurately reflects the information in the document after it was first generated in final form as an electronic record or under section 12 of this act; and

   2. Remains accessible to the extent required by the other law.

2. A requirement under subsection (1) of this section to retain a record does not apply to information the sole purpose of which is to enable the record to be sent, communicated, or received.

3. If other law of this state requires a nontestamentary estate planning document to be presented or retained in its original form, or provides consequences if a nontestamentary estate planning document is not presented or retained in its original form, an electronic record retained in accordance with subsection (1) of this section satisfies the other law.

4. This section does not preclude a governmental agency from specifying requirements for the retention of a record subject to the agency's jurisdiction in addition to those in this section. In this subsection, "governmental agency" means an executive, legislative, or judicial agency, department, board, commission, authority, institution, or instrumentality of the federal government or of a state or of a county, municipality, or other political subdivision of a state.

Section 12 ¶

An individual may create a certified paper copy of an electronic nontestamentary estate planning document by affirming under penalty of perjury that the paper copy is a complete and accurate copy of the document.

Section 13 ¶

Evidence relating to an electronic nontestamentary estate planning document or an electronic signature on the document may not be excluded in a proceeding solely because it is in electronic form.

Section 14 ¶

In applying and construing this uniform act, a court shall consider the promotion of uniformity of the law among jurisdictions that enact it.

Section 15 ¶

This chapter modifies, limits, or supersedes the electronic signatures in global and national commerce act, 15 U.S.C. Sec. 7001 et seq., but does not modify, limit, or supersede 15 U.S.C. Sec. 7001(c), or authorize electronic delivery of any of the notices described in 15 U.S.C. Sec. 7003(b).

Section 16 ¶

This chapter applies to an electronic nontestamentary estate planning document created, signed, generated, sent, communicated, received, or stored before, on, or after the effective date of this section.

Section 17 ¶

1. Except as otherwise provided in subsection (2) of this section, this chapter applies to electronic records and electronic signatures relating to a transaction.

2. This chapter does not apply to a transaction to the extent it is governed by:

   1. A law governing the creation and execution of wills, codicils, or testamentary trusts. However, this chapter applies to nonjudicial settlement agreements under RCW 11.96A.220; and

   2. Title 62A RCW other than RCW 62A.1-306 and chapters 62A.2 and 62A.2A RCW.

3. This chapter applies to an electronic record or electronic signature otherwise excluded from the application of this chapter under subsection (2) of this section to the extent it is governed by a law other than those specified in subsection (2) of this section.

4. A transaction subject to this chapter is also subject to other applicable substantive law.

Section 18 ¶

If any provision of this act or its application to any person or circumstance is held invalid, the remainder of the act or the application of the provision to other persons or circumstances is not affected.

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