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A09497 Summary:

BILL NOA09497
 
SAME ASNo Same As
 
SPONSORLavine
 
COSPNSR
 
MLTSPNSR
 
Amd Art 3 Part 6, §§1-2.19 & 3-2.1, EPT L; amd §5, Chap of 2025 (as proposed in S.7416-A & A.7856-A); amd §212, Judy L
 
Enacts provisions for the execution of electronic wills including attestation, revocation, filing and storage; requires the chief administrator of the courts to adopt rules necessary and appropriate for electronic wills.
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A09497 Text:



 
                STATE OF NEW YORK
        ________________________________________________________________________
 
                                          9497
 
                   IN ASSEMBLY
 
                                     January 7, 2026
                                       ___________
 
        Introduced by M. of A. LAVINE -- read once and referred to the Committee
          on Judiciary
 
        AN ACT to amend the estates, powers and trusts law, in relation to elec-
          tronic  wills; to amend the judiciary law, in relation to rules relat-
          ing to electronic wills; and to amend a chapter of the  laws  of  2025
          amending  the  estates, powers and trusts law and the state technology
          law relating to electronic wills, as  proposed  in  legislative  bills
          numbers  S.  7416-A  and  A.  7856-A, in relation to the effectiveness
          thereof
 
          The People of the State of New York, represented in Senate and  Assem-
        bly, do enact as follows:
 
     1    Section  1. Part 6 of article 3 of the estates, powers and trusts law,
     2  as added by a chapter of the laws of 2025 amending the  estates,  powers
     3  and  trusts  law  and  the  state  technology law relating to electronic
     4  wills, as proposed in legislative bills numbers S. 7416-A and A. 7856-A,
     5  is amended to read as follows:
     6                           PART 6. ELECTRONIC WILLS
     7  Section 3-6.1 Short title
     8          3-6.2 Definitions
     9          3-6.3 Law applicable to electronic will; principles of equity
    10          3-6.4 Choice of law regarding execution
    11          3-6.5 Caution to testator
    12          3-6.6 Execution of electronic will
    13          3-6.7 Revocation
    14          3-6.8 Electronic will attested and made self-proving at time  of
    15                  execution
    16          3-6.9 Filing of an electronic will
    17  § 3-6.1 Short title
    18    This part may be cited as the New York electronic wills act.
    19  § 3-6.2 Definitions
    20    For purposes of this part the following terms shall have the following
    21  meanings:
 
         EXPLANATION--Matter in italics (underscored) is new; matter in brackets
                              [ ] is old law to be omitted.
                                                                   LBD11569-04-6

        A. 9497                             2
 
     1    (a)  "Audit  trail  data"  means  data  about  the activities of data,
     2  including  but  not  limited  to  the  electronic  will's  creation  and
     3  execution.
     4    (b)  "Communication  technology"  means  an electric device or process
     5  that allows two or more remotely located individuals to communicate with
     6  each other simultaneously by sight and sound.
     7    (c) "Electronic" shall have the same meaning set forth in  subdivision
     8  one of section three hundred two of the state technology law.
     9    [(c)]  (d) "Electronic presence" means the relationship of two or more
    10  individuals  in different locations communicating in real time [by elec-
    11  tronic means] using communication technology to the same   extent as  if
    12  the individuals were physically present in the same location.
    13    [(d)]  (e)  "Electronic  will" means a will executed electronically in
    14  compliance with [paragraph] paragraphs (a) and (b) of section 3-6.6  and
    15  subsequently  filed  with  the  New  York  state unified court system in
    16  accordance with section  3-6.9.  [The  original  electronic  will  shall
    17  contain audit trail data.
    18    (e)]  (f)  "Record"  means information that is inscribed on a tangible
    19  medium or that is stored  in  an  electronic  or  other  medium  and  is
    20  retrievable in perceivable form.
    21    [(f)]  (g)  "Sign",  with respect to an electronic record, means, with
    22  present intent to authenticate or adopt a record[:   (1) to  execute  or
    23  adopt a tangible symbol; or (2)] to affix to or logically associate with
    24  the record an electronic symbol or process.
    25    [(g)]  (h) "State" means a state of the United States, the District of
    26  Columbia, Puerto Rico, the United States Virgin Islands, or any territo-
    27  ry or insular possession subject  to  the  jurisdiction  of  the  United
    28  States.    The  term  shall  also  include a federally recognized Indian
    29  tribe.
    30    [(h)] (i) "Will" has the same meaning as in section 1-2.19.
    31  § 3-6.3 Law applicable to electronic will; principles of equity
    32    An electronic will is a will for all  purposes  of  the  law  of  this
    33  state. The law of this state applicable to wills and principles of equi-
    34  ty apply to an electronic will, except as modified by this act.
    35  § 3-6.4 Choice of law regarding execution
    36    A  will  executed  electronically but not in compliance with paragraph
    37  (a) of section 3-6.6 is an electronic will under this act and is formal-
    38  ly valid and admissible to probate if executed in  compliance  with  the
    39  law of the jurisdiction where the testator is:
    40    (a) physically located when the will is executed; or
    41    (b) domiciled when the will is executed or when the testator dies.
    42  § 3-6.5 Caution to the testator
    43    An electronic will shall include a disclosure substantially similar to
    44  the  following  in  twelve-point font or larger, boldface, double-spaced
    45  type:
    46    CAUTION TO THE TESTATOR: YOUR WILL IS AN IMPORTANT DOCUMENT. AS TESTA-
    47  TOR, YOUR WILL SHOULD REFLECT YOUR FINAL WISHES. TO BE VALID, IT MUST BE
    48  SIGNED BY YOU OR ANOTHER INDIVIDUAL AUTHORIZED BY YOU AND WHO IS IN YOUR
    49  PHYSICAL PRESENCE AT THE TIME OF SIGNING. IT MUST  ALSO  BE  SIGNED  [IN
    50  YOUR  PHYSICAL  OR  ELECTRONIC PRESENCE] AT YOUR REQUEST BY AT LEAST TWO
    51  INDIVIDUALS, EACH OF WHOM IS A DOMICILIARY OF A STATE, AND EACH OF  WHOM
    52  SIGNS  THE WILL WITHIN A THIRTY DAY PERIOD AFTER WITNESSING YOU SIGN THE
    53  WILL OR ACKNOWLEDGE THAT YOU SIGNED IT IN  EACH  OF  THEIR  PHYSICAL  OR
    54  ELECTRONIC PRESENCES.
    55    WITHIN  THIRTY  DAYS AFTER THE ELECTRONIC WILL IS EXECUTED, IT MUST BE
    56  ELECTRONICALLY FILED WITH THE NEW YORK STATE UNIFIED COURT SYSTEM.

        A. 9497                             3
 
     1    YOU MAY REVOKE YOUR ELECTRONIC WILL AT ANY TIME.  YOU  MAY  DO  SO  BY
     2  EXECUTING  A SUBSEQUENT WILL OR SEPARATE WRITING CLEARLY INDICATING YOUR
     3  INTENT TO REVOKE ALL OR PART OF YOUR ELECTRONIC WILL, OR  BY  REQUESTING
     4  ITS  REMOVAL FROM THE NEW YORK STATE UNIFIED COURT SYSTEM. ONCE YOU HAVE
     5  REMOVED  YOUR  ELECTRONIC  WILL  FROM  THE  NEW YORK STATE UNIFIED COURT
     6  SYSTEM, IT IS REVOKED.
     7  § 3-6.6 Execution of electronic will
     8    (a) Subject to paragraph (d) of section 3-6.8, an electronic will must
     9  be:
    10    (1) a record that is readable as text at the  time  of  signing  under
    11  subparagraph two;
    12    (2) signed at the end thereof by:
    13    (A) the testator; or
    14    (B) another individual in the testator's name, in the testator's phys-
    15  ical  presence  and  by the testator's direction, in a manner consistent
    16  with section 3-2.1 (a)(1)(C), subject to the following:
    17    (i) The presence of any matter  following  the  testator's  signature,
    18  appearing on the will at the time of its execution, shall not invalidate
    19  such  matter preceding the signature as appeared on the will at the time
    20  of its execution, except that such matter preceding the signature  shall
    21  not  be  given  effect,  in the discretion of the surrogate, if it is so
    22  incomplete as not to be readily comprehensible without the aid of matter
    23  which follows the signature, or if to give effect to such matter preced-
    24  ing this signature would subvert the testator's  general  plan  for  the
    25  disposition and administration of their estate.
    26    (ii)  No  effect shall be given to any matter, other than the attesta-
    27  tion clause, which follows the signature of  the  testator,  or  to  any
    28  matter  preceding  such  signature  which  was added subsequently to the
    29  execution of the will; [and]
    30    (3) declared by the testator to each of  the  attesting  witnesses  in
    31  their  physical  or electronic presence that the instrument the testator
    32  has signed is the testator's will; and
    33    (4) signed [in the physical or electronic presence] at the request  of
    34  the  testator by at least two individuals, each of whom is a domiciliary
    35  of a state and within a thirty day period after witnessing:
    36    (A) the signing of the will under subparagraph two; or
    37    (B) the testator's acknowledgment of the signing  of  the  will  under
    38  subparagraph two or acknowledgment of the will.
    39    (b)  An  electronic  will  must be created and stored using technology
    40  that reliably evidences to a person inspecting the electronic record:
    41    (1) The authenticity of  the  testator's  signing  of  the  electronic
    42  record;
    43    (2)  The identity of that electronic record with the electronic record
    44  attested by the witnesses;
    45    (3) All additions, deletions, or other alterations of  the  electronic
    46  record after signing by the testator; and
    47    (4) Audit trail data.
    48    (c)  Intent  of  a  testator that the record under subparagraph one of
    49  paragraph (a) of this section be the testator's electronic will  may  be
    50  established by extrinsic evidence.
    51  § 3-6.7 Revocation
    52    (a) An electronic will may revoke all or part of a previous will.
    53    (b) An electronic will is revoked by:
    54    (1) a subsequent will that revokes all or part of the electronic will;
    55    (2)  removal  of  the electronic will from the custody of the New York
    56  state unified court system by:

        A. 9497                             4
 
     1    (i) the testator;
     2    (ii)  another  person  duly authorized by the testator as proved by at
     3  least two witnesses, neither of whom shall be the  person  removing  the
     4  electronic will; or
     5    (iii)  as otherwise authorized by the uniform rules of the surrogate's
     6  court; or
     7    (3) a writing of the  testator  clearly  indicating  an  intention  to
     8  effect  such  a  revocation or alteration, executed with the formalities
     9  prescribed by this article for the execution and attestation of a will.
    10    (c) An electronic will may be removed from the custody of the New York
    11  state court system by order of a court of competent jurisdiction  which,
    12  if  occurring during the lifetime of the testator, shall not be deemed a
    13  revocation of the electronic will.
    14  § 3-6.8 Electronic will  attested  and  made  self-proving  at  time  of
    15            execution
    16    (a)  An  electronic will may be simultaneously executed, attested, and
    17  made self-proving by acknowledgment of the testator  and  affidavits  of
    18  the witnesses.
    19    (b) The acknowledgment and affidavits under paragraph (a) must be:
    20    (1) made before and in the physical or electronic presence of an offi-
    21  cer  authorized  to administer oaths under law of the state in which the
    22  officer is located; and
    23    (2) evidenced by the officer's certificate under official seal affixed
    24  to or logically associated with the electronic will.
    25    (c) The acknowledgment and affidavits under paragraph (a) must conform
    26  with section fourteen hundred six of the surrogate's court procedure act
    27  and must indicate that the will was signed electronically.
    28    (d) A signature physically or electronically affixed to  an  affidavit
    29  that is affixed to or logically associated with an electronic will under
    30  this  act  is  deemed a signature of the electronic will under paragraph
    31  (a) of section 3-6.6.
    32    (e) The existence of contemporaneously executed  affidavits  in  elec-
    33  tronic  format  executed in compliance with the applicable law governing
    34  electronic notaries or other such officers duly authorized to administer
    35  oaths electronically that satisfy paragraphs (a), (b) and  (c)  of  this
    36  section  shall  create a rebuttable presumption that the electronic will
    37  was created in compliance with paragraph (b) of section 3-6.6.
    38  § 3-6.9 Filing of electronic will
    39    Within thirty days of its execution, an  electronic  will  with  audit
    40  trail data shall be electronically filed with the New York state unified
    41  court system either by the testator or another person duly authorized by
    42  the testator. The electronic will shall remain in the custody of the New
    43  York  state  unified  court  system  until such time as it is removed or
    44  revoked in accordance with section 3-6.7. The failure to timely file  an
    45  electronic  will  with  the  New  York  state unified court system shall
    46  result in the unfiled electronic will being deemed invalid.
    47    § 2. Paragraph (a) of section 1-2.19 of the estates, powers and trusts
    48  law, as amended by a chapter of the laws of 2025 amending  the  estates,
    49  powers  and  trusts  law and the state  technology law relating to elec-
    50  tronic wills, as proposed in legislative bills numbers S. 7416-A and  A.
    51  7856-A, is amended to read as follows:
    52    (a)    A  will  is [an oral declaration or] a written instrument, oral
    53  declaration or electronic record, made as prescribed by 3-2.1, 3-2.2  or
    54  3-6.6,  respectively,  to  take  effect  upon  death,  whereby  a person
    55  disposes of property or  directs  how  it  shall  not  be  disposed  of,
    56  disposes  of their body or any part thereof, exercises a power, appoints

        A. 9497                             5
 
     1  a fiduciary or makes any other provision for the administration of their
     2  estate, and which is revocable during their lifetime.
     3    §  3.  The  opening paragraph of paragraph (a) of section 3-2.1 of the
     4  estates, powers and trusts law, as amended by a chapter of the  laws  of
     5  2025 amending the estates, powers and trusts law and the state technolo-
     6  gy  law  relating  to electronic wills, as proposed in legislative bills
     7  numbers S. 7416-A and A. 7856-A, is amended to read as follows:
     8    Except for nuncupative and holographic wills authorized by  3-2.2  and
     9  electronic  [will]  wills  authorized by part six of this article, every
    10  will must be in writing, and executed  and  attested  in  the  following
    11  manner:
    12    §  4.  Subdivision 2 of section 212 of the judiciary law is amended by
    13  adding a new paragraph (ff) to read as follows:
    14    (ff) Adopt rules necessary and appropriate to effectuate part  six  of
    15  article three of the estates, powers and trusts law regarding electronic
    16  wills.
    17    §  5. Section 5 of a chapter of the laws of 2025 amending the estates,
    18  powers and trusts law and the state technology law relating to electron-
    19  ic wills, as proposed in legislative bills  numbers  S.  7416-A  and  A.
    20  7856-A, is amended to read as follows:
    21    §  5. This act shall take effect [on the five hundred forty-fifth day]
    22  two years after it shall have become a law. Effective, immediately,  the
    23  addition,  amendment  and/or  repeal of any rule or regulation necessary
    24  for the implementation of this act on its effective date  is  authorized
    25  to be made on or before such effective date.
    26    §  6.  This act shall take effect immediately; provided, however, that
    27  sections one, two, three and four of this act shall take effect  on  the
    28  same date and in the same manner as a chapter of the laws of 2025 amend-
    29  ing  the  estates,  powers  and  trusts law and the state technology law
    30  relating to electronic wills, as proposed in legislative  bills  numbers
    31  S.  7416-A and A. 7856-A, takes effect.
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