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S07416 Summary:

BILL NOS07416
 
SAME ASSAME AS A07856
 
SPONSORHOYLMAN-SIGAL
 
COSPNSRSKOUFIS
 
MLTSPNSR
 
Add Art 3 Part 6 §§3-6.1 - 3-6.9, amd §§1-2.19 & 3-2.1, EPT L; amd §307, St Tech L
 
Enacts provisions for the execution of electronic wills including attestation, revocation and filing.
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S07416 Text:



 
                STATE OF NEW YORK
        ________________________________________________________________________
 
                                          7416
 
                               2025-2026 Regular Sessions
 
                    IN SENATE
 
                                     April 15, 2025
                                       ___________
 
        Introduced  by  Sens.  HOYLMAN-SIGAL,  SKOUFIS -- read twice and ordered
          printed, and when printed to be committed to the Committee on  Judici-
          ary
 
        AN  ACT  to amend the estates, powers and trusts law and the state tech-
          nology law, in relation to electronic wills
 
          The People of the State of New York, represented in Senate and  Assem-
        bly, do enact as follows:
 
     1    Section  1. Article 3 of the estates, powers and trusts law is amended
     2  by adding a new part 6 to read as follows:
     3                          PART 6. ELECTRONIC WILLS
     4  Section 3-6.1 Short title
     5          3-6.2 Definitions
     6          3-6.3 Law applicable to electronic will; principles of equity
     7          3-6.4 Choice of law regarding execution
     8          3-6.5 Caution to testator
     9          3-6.6 Execution of electronic will
    10          3-6.7 Revocation
    11          3-6.8 Electronic will attested and made self-proving at time  of
    12                  execution
    13          3-6.9 Filing of an electronic will
    14  § 3-6.1 Short title
    15    This part may be cited as the New York electronic wills act.
    16  § 3-6.2 Definitions
    17    For purposes of this part the following terms shall have the following
    18  meanings:
    19    (a)  "Audit  trail  data"  means  data  about  the activities of data,
    20  including  but  not  limited  to  the  electronic  will's  creation  and
    21  execution.
    22    (b)  "Electronic" shall have the same meaning set forth in subdivision
    23  one of section three hundred two of the state technology law.
    24    (c) "Electronic presence" means the relationship of two or more  indi-
    25  viduals  in different locations communicating in real time by electronic
    26  means  to the same  extent as if the individuals were physically present
    27  in the same location.

         EXPLANATION--Matter in italics (underscored) is new; matter in brackets
                              [ ] is old law to be omitted.
                                                                   LBD11569-01-5

        S. 7416                             2
 
     1    (d) "Electronic will" means a will executed electronically in  compli-
     2  ance with paragraph (a) of section 3-6.6 and subsequently filed with the
     3  New  York  state  unified court system in accordance with section 3-6.9.
     4  The original electronic will shall contain audit trail data.
     5    (e)  "Record" means information that is inscribed on a tangible medium
     6  or that is stored in an electronic or other medium and is retrievable in
     7  perceivable form.
     8    (f) "Sign" means, with present  intent  to  authenticate  or  adopt  a
     9  record:    (1) to execute or adopt a tangible symbol; or (2) to affix to
    10  or logically associate with the record an electronic symbol or process.
    11    (g) "State" means a state of the United States, the District of Colum-
    12  bia, Puerto Rico, the United States Virgin Islands, or any territory  or
    13  insular  possession  subject  to  the jurisdiction of the United States.
    14  The term shall also include a federally recognized Indian tribe.
    15    (h) "Will" has the same meaning as in section 1-2.19.
    16  § 3-6.3 Law applicable to electronic will; principles of equity
    17    An electronic will is a will for all  purposes  of  the  law  of  this
    18  state. The law of this state applicable to wills and principles of equi-
    19  ty apply to an electronic will, except as modified by this act.
    20  § 3-6.4 Choice of law regarding execution
    21    A  will  executed  electronically but not in compliance with paragraph
    22  (a) of section 3-6.6 is an electronic will under this act if executed in
    23  compliance with the law of the jurisdiction where the testator is:
    24    (a) physically located when the will is executed; or
    25    (b) domiciled when the will is executed or when the testator dies.
    26  § 3-6.5 Caution to the testator
    27    An electronic will shall include a disclosure substantially similar to
    28  the following in twelve-point font or  larger,  boldface,  double-spaced
    29  type:
    30    CAUTION TO THE TESTATOR: YOUR WILL IS AN IMPORTANT DOCUMENT. AS TESTA-
    31  TOR, YOUR WILL SHOULD REFLECT YOUR FINAL WISHES. TO BE VALID, IT MUST BE
    32  SIGNED BY YOU OR ANOTHER INDIVIDUAL AUTHORIZED BY YOU AND WHO IS IN YOUR
    33  PHYSICAL PRESENCE AT THE TIME OF SIGNING. IT MUST ALSO BE SIGNED IN YOUR
    34  PHYSICAL  OR  ELECTRONIC  PRESENCE  BY AT LEAST TWO INDIVIDUALS, EACH OF
    35  WHOM IS A DOMICILIARY OF A STATE, AND EACH OF WHOM SIGNS THE WILL WITHIN
    36  A THIRTY DAY PERIOD AFTER WITNESSING YOU SIGN THE  WILL  OR  ACKNOWLEDGE
    37  THAT YOU SIGNED IT.
    38    WITHIN  THIRTY  DAYS AFTER THE ELECTRONIC WILL IS EXECUTED, IT MUST BE
    39  ELECTRONICALLY FILED WITH THE NEW YORK STATE UNIFIED COURT SYSTEM.
    40    YOU MAY REVOKE YOUR ELECTRONIC WILL AT ANY TIME.  YOU  MAY  DO  SO  BY
    41  EXECUTING  A SUBSEQUENT WILL OR SEPARATE WRITING CLEARLY INDICATING YOUR
    42  INTENT TO REVOKE ALL OR PART OF YOUR ELECTRONIC WILL, OR  BY  REQUESTING
    43  ITS  REMOVAL FROM THE NEW YORK STATE UNIFIED COURT SYSTEM. ONCE YOU HAVE
    44  REMOVED YOUR ELECTRONIC WILL FROM  THE  NEW  YORK  STATE  UNIFIED  COURT
    45  SYSTEM, IT IS HAS BEEN REVOKED.
    46  § 3-6.6 Execution of electronic will
    47    (a) Subject to paragraph (d) of section 3-6.8, an electronic will must
    48  be:
    49    (1)  a  record  that  is readable as text at the time of signing under
    50  subparagraph two;
    51    (2) signed at the end thereof by:
    52    (A) the testator; or
    53    (B) another individual in the testator's name, in the testator's phys-
    54  ical presence and by the testator's direction, in  a  manner  consistent
    55  with section 3-2.1 (a)(1)(C), subject to the following:

        S. 7416                             3
 
     1    (i)  The  presence  of  any matter following the testator's signature,
     2  appearing on the will at the time of its execution, shall not invalidate
     3  such matter preceding the signature as appeared on the will at the  time
     4  of  its execution, except that such matter preceding the signature shall
     5  not  be  given  effect,  in the discretion of the surrogate, if it is so
     6  incomplete as not to be readily comprehensible without the aid of matter
     7  which follows the signature, or if to give effect to such matter preced-
     8  ing this signature would subvert the testator's  general  plan  for  the
     9  disposition and administration of their estate.
    10    (ii)  No  effect shall be given to any matter, other than the attesta-
    11  tion clause, which follows the signature of  the  testator,  or  to  any
    12  matter  preceding  such  signature  which  was added subsequently to the
    13  execution of the will; and
    14    (3) signed in the physical or electronic presence of the  testator  by
    15  at  least  two individuals, each of whom is a domiciliary of a state and
    16  within a thirty day period after witnessing:
    17    (A) the signing of the will under subparagraph two; or
    18    (B) the testator's acknowledgment of the signing  of  the  will  under
    19  subparagraph two or acknowledgment of the will.
    20    (b)  Intent  of  a  testator that the record under subparagraph one of
    21  paragraph (a) of this section be the testator's electronic will  may  be
    22  established by extrinsic evidence.
    23  § 3-6.7 Revocation
    24    (a) An electronic will may revoke all or part of a previous will.
    25    (b) An electronic will is revoked by:
    26    (1) a subsequent will that revokes all or part of the electronic will;
    27    (2)  removal  of  the electronic will from the custody of the New York
    28  state unified court system by:
    29    (i) the testator;
    30    (ii) another person duly authorized by the testator as  proved  by  at
    31  least  two  witnesses,  neither of whom shall be the person removing the
    32  electronic will; or
    33    (iii) as otherwise authorized by the uniform rules of the  surrogate's
    34  court; or
    35    (3)  a  writing  of  the  testator  clearly indicating an intention to
    36  effect such a revocation or alteration, executed  with  the  formalities
    37  prescribed by this article for the execution and attestation of a will.
    38    (c) An electronic will may be removed from the custody of the New York
    39  state  court system by order of a court of competent jurisdiction which,
    40  if occurring during the lifetime of the testator, shall not be deemed  a
    41  revocation of the electronic will.
    42  § 3-6.8 Electronic  will  attested  and  made  self-proving  at  time of
    43            execution
    44    (a) An electronic will may be simultaneously executed,  attested,  and
    45  made  self-proving  by  acknowledgment of the testator and affidavits of
    46  the witnesses.
    47    (b) The acknowledgment and affidavits under paragraph (a) must be:
    48    (1) made before and in the physical or electronic presence of an offi-
    49  cer authorized to administer oaths under law of the state in  which  the
    50  officer is located; and
    51    (2) evidenced by the officer's certificate under official seal affixed
    52  to or logically associated with the electronic will.
    53    (c) The acknowledgment and affidavits under paragraph (a) must conform
    54  with section fourteen hundred six of the surrogate's court procedure act
    55  and must indicate that the will was signed electronically.

        S. 7416                             4

     1    (d)  A  signature physically or electronically affixed to an affidavit
     2  that is affixed to or logically associated with an electronic will under
     3  this act is deemed a signature of the electronic  will  under  paragraph
     4  (a) of section 3-6.6.
     5  § 3-6.9 Filing of electronic will
     6    Within thirty days of its execution, an electronic will shall be elec-
     7  tronically  filed with the New York state unified court system either by
     8  the testator or another person duly  authorized  by  the  testator.  The
     9  electronic  will  shall  remain  in  the  custody  of the New York state
    10  unified court system until such time as it  is  removed  or  revoked  in
    11  accordance  with section 3-6.7. The failure to timely file an electronic
    12  will with the New York state unified court system shall  result  in  the
    13  unfiled electronic will being deemed invalid.
    14    § 2. Paragraph (a) of section 1-2.19 of the estates, powers and trusts
    15  law,  as amended by chapter 686 of the laws of 1967, and such section as
    16  renumbered by chapter 595 of the laws of 1992, is  amended  to  read  as
    17  follows:
    18    (a)    A  will  is  an oral declaration or written instrument, made as
    19  prescribed by 3-2.1 [or], 3-2.2 or 3-6.6  to  take  effect  upon  death,
    20  whereby  a  person  disposes  of property or directs how it shall not be
    21  disposed of, disposes of [his] their body or any part thereof, exercises
    22  a power, appoints a fiduciary or  makes  any  other  provision  for  the
    23  administration  of  [his]  their  estate,  and which is revocable during
    24  [his] their lifetime.
    25    § 3. The opening paragraph of paragraph (a) of section  3-2.1  of  the
    26  estates, powers and trusts law is amended to read as follows:
    27    Except  for  nuncupative and holographic wills authorized by 3-2.2 and
    28  electronic will authorized by part six of this article, every will  must
    29  be in writing, and executed and attested in the following manner:
    30    §  4.  Subdivision  1  of  section 307 of the state technology law, as
    31  separately amended by chapters 543 of the laws of 2023 and chapter 33 of
    32  the laws of 2024, is amended to read as follows:
    33    1. To any document providing for the disposition  of  an  individual's
    34  person or property upon death or incompetence, or appointing a fiduciary
    35  of  an  individual's  person or property, including, without limitation,
    36  wills, unless such will is executed pursuant  to  part  six  of  article
    37  three  of the estates, powers and trusts law, trusts, decisions consent-
    38  ing to orders not to resuscitate, and powers of attorney and health care
    39  proxies, with the  exception  of:  (a)  contractual  beneficiary  desig-
    40  nations;  (b)  the  registration  of  making,  amending,  or revoking an
    41  anatomical gift under section forty-three  hundred  ten  of  the  public
    42  health  law;  (c)  documents and forms authorizing or accepting funeral,
    43  cemetery and cremation services; and (d) the execution of a valid  power
    44  of  attorney  for  the  purpose of transferring a salvage certificate of
    45  title and the execution of an odometer and damage  disclosure  statement
    46  in  connection  with  such  title  whenever  a loss in connection with a
    47  private automobile is determined by an insurer to be  a  total  loss  or
    48  constructive total loss under section three thousand four hundred twelve
    49  of the insurance law.
    50    §  5.  This  act shall take effect on the five hundred forty-fifth day
    51  after it shall have become a law. Effective, immediately, the  addition,
    52  amendment  and/or  repeal  of  any  rule or regulation necessary for the
    53  implementation of this act on its effective date  is  authorized  to  be
    54  made on or before such effective date.
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