Electronic Wills and Remote Execution
“Electronic Wills and Remote Execution,” that is the subject of today’s ACTEC Trust and Estate Talk.
This is Travis Hayes, ACTEC Fellow from Naples, Florida. In 2019 the Uniform Law Commission published the Uniform Electronic Wills Act which a few states have adopted. Starting in 2020 through this year states have also considered new laws on remote witnessing and remote notarization. To update us on these topics I am joined today by Susan Snyder, ACTEC Fellow from Chicago. Welcome, Susan.
Susan, would you mind giving us a quick background on the Uniform Electronic Wills Act?
Not a problem. The Uniform Electronic Wills Act permits persons to execute an electronic will. It allows probate courts to give those e-wills legal effect. Most documents that were traditionally printed on paper and signed on paper now can be created, signed, and recorded in electronic form, really bringing probate laws into the 21st century.
To date, which states have adopted the E-Wills Act?
So, we have Colorado, North Dakota, Washington State, and Utah who have enacted some version of the Uniform Electronic Wills Act. It has been introduced in many more states. And Florida has its own version of an Electronic Wills Act. And for more information on that, Florida statutes, ACTEC Fellow Sarah Butters recorded a previous podcast that we launched in April on the Florida statute that you can check out (Electronic Wills in Florida). So Illinois, where I am, has a version that has passed both houses and is on its way to the governor’s desk.
What are some of the features of the new Illinois law?
Illinois Electronic Wills Act Legislation
So, it’s a little bit different. Illinois never adopts uniform laws just as they are, so we always have to make our own changes. But it really provides for an electronic option and it also provides for remote witnessing. So, an electronic will can be executed by someone in the testator’s presence, at the testator’s direction, and attested to at the testator’s presence by two or more credible witnesses, but it can all be done electronically. It also provides that the electronic will is a digital asset and any person or business in possession of an electronic will is a custodian for purposes of safeguarding that. So, it provides for having certified copies of electronic will.
And then for the remote witnessing, it provides for audio visual communication between the individual signing the document and the witness. And interestingly, the remote witnessing feature is not just for wills, it’s for any document that’s executed in Illinois. And it also provides for the verification of electronic will when a petition to have an electronic will admitted to probate is filed. So hopefully the courts will become much more comfortable with that.
And then it does provide a little more information about how this law will work with Governor Pritzker’s emergency declarations regarding COVID-19 that provided for remote witnessing and remote notarization. So those are the details. It is Senate Bill 730 and it has passed both houses and we’re hoping it will soon go on to the governor’s desk (This bill was signed into law on July 26, 2021).
Illinois has also passed legislation relating to remote witnessing and remote notarization. What can you tell us about those bills?
So that is interesting as well. As part of the Electronic Wills, as I mentioned, we have the remote witnessing piece for any other document. It also – both houses have passed Senate Bill 2176, which creates the Uniform Electronic Transactions Act, which really is replacing an old electronic transactions act. Which creates a law that will jive with this new electronic witnessing law that is hoped to go into effect.
And then the last thing I want to mention is Senate Bill 2664, which deals with remote notarization. So, I was on a task force that the Illinois Secretary of State had over the last two years, pre-COVID. We weren’t even thinking about that. At the time that really was discussed and crafted a law on amending our Illinois Notary Public Act to provide for electronic notarization and electronic notaries public. So, this is a very detailed bill on how to deal with remote notarization and electronic notarization.
So, the provisions of that law are going to take effect July 1, 2022 or sooner if the office of the Secretary of State has adopted the rules necessary for implementation. The person who’s in the Secretary of State’s office who’s in charge of the notary public certification and all the rules related to notaries public was really wary about adopting a law effective immediately. He wanted to have time to get the rules in place on how he certifies and authorizes electronic notaries public in Illinois.
Thank you, Susan, for your timely update on electronic wills and remote execution.
ACTEC Trust and Estate Talk Podcasts on Electronic Wills
This podcast was produced by The American College of Trust and Estate Counsel, ACTEC. Listeners, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. The material in this podcast is for information purposes only and is not intended to and should not be treated as legal advice or tax advice. The views expressed are those of speakers as of the date noted and not necessarily those of ACTEC or any speaker’s employer or firm. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. The entire contents and design of this Podcast, are the property of ACTEC, or used by ACTEC with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this Podcast may save and use information contained in the Podcast only for personal or other non-commercial, educational purposes. No other use, including, without limitation, reproduction, retransmission or editing, of this Podcast may be made without the prior written permission of The American College of Trust and Estate Counsel.
If you have ideas for a future ACTEC Trust & Estate Talk topic, please contact us at ACTECpodcast@ACTEC.org.
© 2018 – 2022 The American College of Trust and Estate Counsel. All rights reserved.
Latest ACTEC Trust and Estate Talk Podcasts
Overstepping boundaries in asset protection exposes practitioners to civil, professional, misdemeanor, and even criminal RICO liabilities.
The conclusion of the 2022 Trachtman Memorial Lecture by Ron Aucutt, where he shares his wisdom and offers closing thoughts for estate counselors.
Ron Aucutt shares his recommendations to trust and estate professionals on how to help clients nourish their family legacies in Part 2 of 3 of the Trachtman Lecture.