2 | | - | BY REPRESENTATIVE(S) Snyder and Soper, Bird, Clifford, Frizell, |
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3 | | - | Lieder, Lindsay, Marshall, McCluskie; |
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4 | | - | also SENATOR(S) Gardner, Ginal, Gonzales, Kolker, Lundeen, Priola, |
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5 | | - | Rich, Roberts, Smallwood |
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6 | | - | . |
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| 9 | + | House Committees Senate Committees |
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| 10 | + | Judiciary Judiciary |
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| 11 | + | A BILL FOR AN ACT |
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8 | | - | ONCERNING THE "UNIFORM NON-TESTAMENTARY ELECTRONIC ESTATE |
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9 | | - | PLANNING DOCUMENTS ACT". |
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10 | | - | Be it enacted by the General Assembly of the State of Colorado: |
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11 | | - | SECTION 1. In Colorado Revised Statutes, add article 24 to title |
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12 | | - | 15 as follows: |
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13 | | - | ARTICLE 24 |
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14 | | - | Uniform Non-Testamentary Electronic Estate Planning |
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15 | | - | Documents Act |
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16 | | - | PART 1 |
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17 | | - | GENERAL PROVISIONS AND DEFINITIONS |
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| 13 | + | ONCERNING THE "UNIFORM NON-TESTAMENTARY ELECTRONIC101 |
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| 14 | + | E |
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| 15 | + | STATE PLANNING DOCUMENTS ACT".102 |
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| 16 | + | Bill Summary |
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| 17 | + | (Note: This summary applies to this bill as introduced and does |
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| 18 | + | not reflect any amendments that may be subsequently adopted. If this bill |
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| 19 | + | passes third reading in the house of introduction, a bill summary that |
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| 20 | + | applies to the reengrossed version of this bill will be available at |
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| 21 | + | http://leg.colorado.gov/ |
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| 22 | + | .) |
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| 23 | + | Colorado Commission on Uniform State Laws. The bill enacts |
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| 24 | + | the "Uniform Non-Testamentary Electronic Estate Planning Documents |
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| 25 | + | Act". The bill clarifies when and how electronic documents may be used |
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| 26 | + | in estate planning documents other than wills. |
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| 27 | + | SENATE |
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| 28 | + | 3rd Reading Unamended |
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| 29 | + | March 28, 2024 |
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| 30 | + | SENATE |
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| 31 | + | 2nd Reading Unamended |
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| 32 | + | March 27, 2024 |
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| 33 | + | HOUSE |
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| 34 | + | 3rd Reading Unamended |
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| 35 | + | March 4, 2024 |
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| 36 | + | HOUSE |
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| 37 | + | 2nd Reading Unamended |
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| 38 | + | March 1, 2024 |
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| 39 | + | HOUSE SPONSORSHIP |
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| 40 | + | Snyder and Soper, Bird, Clifford, Frizell, Lieder, Lindsay, Marshall, McCluskie |
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| 41 | + | SENATE SPONSORSHIP |
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| 42 | + | Gardner, Ginal, Gonzales, Kolker, Lundeen, Priola, Rich, Roberts, Smallwood |
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| 43 | + | Shading denotes HOUSE amendment. Double underlining denotes SENATE amendment. |
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| 44 | + | Capital letters or bold & italic numbers indicate new material to be added to existing law. |
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| 45 | + | Dashes through the words or numbers indicate deletions from existing law. Be it enacted by the General Assembly of the State of Colorado:1 |
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| 46 | + | SECTION 1. In Colorado Revised Statutes, add article 24 to title2 |
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| 47 | + | 15 as follows:3 |
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| 48 | + | ARTICLE 244 |
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| 49 | + | Uniform Non-Testamentary Electronic Estate Planning5 |
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| 50 | + | Documents Act6 |
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| 51 | + | PART 17 |
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| 52 | + | GENERAL PROVISIONS AND DEFINITIONS8 |
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19 | | - | HIS ARTICLE 24 MAY BE CITED AS THE |
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20 | | - | "UNIFORM NON-TESTAMENTARY ELECTRONIC ESTATE PLANNING |
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21 | | - | DOCUMENTS ACT". |
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22 | | - | NOTE: This bill has been prepared for the signatures of the appropriate legislative |
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23 | | - | officers and the Governor. To determine whether the Governor has signed the bill |
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24 | | - | or taken other action on it, please consult the legislative status sheet, the legislative |
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25 | | - | history, or the Session Laws. |
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26 | | - | ________ |
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27 | | - | Capital letters or bold & italic numbers indicate new material added to existing law; dashes |
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28 | | - | through words or numbers indicate deletions from existing law and such material is not part of |
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29 | | - | the act. 15-24-102. Definitions. I N THIS ARTICLE 24: |
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| 54 | + | HIS ARTICLE 24 MAY BE CITED AS THE9 |
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| 55 | + | "U |
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| 56 | + | NIFORM NON-TESTAMENTARY ELECTRONIC ESTATE PLANNING10 |
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| 57 | + | D |
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| 58 | + | OCUMENTS ACT".11 |
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| 59 | + | 15-24-102. Definitions. I |
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| 60 | + | N THIS ARTICLE 24:12 |
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31 | | - | LECTRONIC" MEANS RELATING TO TECHNOLOGY HAVING |
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32 | | - | ELECTRICAL |
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33 | | - | , DIGITAL, MAGNETIC, WIRELESS, OPTICAL, ELECTROMAGNETIC, |
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34 | | - | OR SIMILAR CAPABILITIES. |
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| 62 | + | LECTRONIC" MEANS RELATING TO TECHNOLOGY HAVING13 |
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| 63 | + | ELECTRICAL, DIGITAL, MAGNETIC , WIRELESS, OPTICAL,14 |
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| 64 | + | ELECTROMAGNETIC, OR SIMILAR CAPABILITIES.15 |
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45 | | - | NFORMATION" INCLUDES DATA, TEXT, IMAGES, CODES, |
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46 | | - | COMPUTER PROGRAMS , SOFTWARE, AND DATABASES. |
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| 75 | + | NFORMATION" INCLUDES DATA, TEXT, IMAGES, CODES,23 |
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| 76 | + | COMPUTER PROGRAMS , SOFTWARE, AND DATABASES.24 |
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71 | | - | POWER OF APPOINTMENT; |
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72 | | - | PAGE 2-HOUSE BILL 24-1248 (VII) AN ADVANCE DIRECTIVE, INCLUDING A HEALTH-CARE POWER |
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73 | | - | OF ATTORNEY |
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74 | | - | , DIRECTIVE TO PHYSICIANS, NATURAL DEATH STATEMENT , |
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75 | | - | LIVING WILL, AND MEDICAL OR PHYSICIAN ORDER FOR LIFE -SUSTAINING |
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76 | | - | TREATMENT |
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77 | | - | ; |
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| 104 | + | POWER OF APPOINTMENT;15 |
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| 105 | + | (VII) A |
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| 106 | + | N ADVANCE DIRECTIVE, INCLUDING A HEALTH-CARE POWER16 |
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| 107 | + | OF ATTORNEY, DIRECTIVE TO PHYSICIANS, NATURAL DEATH STATEMENT ,17 |
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| 108 | + | LIVING WILL, AND MEDICAL OR PHYSICIAN ORDER FOR LIFE -SUSTAINING18 |
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| 109 | + | TREATMENT;19 |
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105 | | - | CERTIFICATE OF TITLE FOR A MOTOR VEHICLE, WATERCRAFT, |
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106 | | - | OR AIRCRAFT; AND |
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107 | | - | (III) SUBJECT TO SECTION 15-24-201 (2)(b)(III), ANY RECORD OF A |
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108 | | - | MULTIPLE |
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109 | | - | -PARTY AGREEMENT OR OTHER CONTRACTUAL ARRANGEMENT NOT |
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110 | | - | IDENTIFIED IN SUBSECTION |
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111 | | - | (5)(a) OF THIS SECTION. |
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| 134 | + | CERTIFICATE OF TITLE FOR A MOTOR VEHICLE, WATERCRAFT,7 |
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| 135 | + | OR AIRCRAFT; AND8 |
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| 136 | + | (III) S |
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| 137 | + | UBJECT TO SECTION 15-24-201 (2)(b)(III), ANY RECORD OF9 |
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| 138 | + | A MULTIPLE-PARTY AGREEMENT OR OTHER CONTRACTUAL ARRANGEMENT10 |
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| 139 | + | NOT IDENTIFIED IN SUBSECTION (5)(a) OF THIS SECTION.11 |
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113 | | - | ERSON" MEANS AN INDIVIDUAL , ESTATE, BUSINESS OR |
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114 | | - | NONPROFIT ENTITY |
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115 | | - | , GOVERNMENT OR GOVERNMENTAL SUBDIVISION , |
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116 | | - | AGENCY, OR INSTRUMENTALITY, OR OTHER LEGAL ENTITY. |
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| 141 | + | ERSON" MEANS AN INDIVIDUAL, ESTATE, BUSINESS OR12 |
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| 142 | + | NONPROFIT ENTITY, GOVERNMENT OR GOVERNMENTAL SUBDIVISION ,13 |
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| 143 | + | AGENCY, OR INSTRUMENTALITY, OR OTHER LEGAL ENTITY.14 |
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130 | | - | ECURITY PROCEDURE" MEANS A PROCEDURE TO VERIFY THAT |
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131 | | - | AN ELECTRONIC SIGNATURE |
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132 | | - | , RECORD, OR PERFORMANCE IS THAT OF A |
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133 | | - | SPECIFIC PERSON OR TO DETECT A CHANGE OR ERROR IN AN ELECTRONIC |
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134 | | - | RECORD |
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135 | | - | . THE TERM INCLUDES A PROCEDURE THAT USES AN ALGORITHM , |
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136 | | - | CODE, IDENTIFYING WORD OR NUMBER , ENCRYPTION, OR CALLBACK OR |
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137 | | - | OTHER ACKNOWLEDGMENT PROCEDURE |
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138 | | - | . |
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139 | | - | (10) "S |
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140 | | - | ETTLOR" MEANS A PERSON, INCLUDING A TESTATOR, THAT |
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141 | | - | CREATES OR CONTRIBUTES PROPERTY TO A TRUST |
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142 | | - | . |
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| 156 | + | ECURITY PROCEDURE" MEANS A PROCEDURE TO VERIFY THAT22 |
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| 157 | + | AN ELECTRONIC SIGNATURE , RECORD, OR PERFORMANCE IS THAT OF A23 |
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| 158 | + | SPECIFIC PERSON OR TO DETECT A CHANGE OR ERROR IN AN ELECTRONIC24 |
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| 159 | + | RECORD. THE TERM INCLUDES A PROCEDURE THAT USES AN ALGORITHM ,25 |
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| 160 | + | CODE, IDENTIFYING WORD OR NUMBER , ENCRYPTION, OR CALLBACK OR26 |
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| 161 | + | OTHER ACKNOWLEDGMENT PROCEDURE .27 |
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| 162 | + | 1248 |
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| 163 | + | -4- (10) "SETTLOR" MEANS A PERSON, INCLUDING A TESTATOR, THAT1 |
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| 164 | + | CREATES OR CONTRIBUTES PROPERTY TO A TRUST .2 |
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153 | | - | TATE" MEANS A STATE OF THE UNITED STATES, THE DISTRICT |
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154 | | - | OF |
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155 | | - | COLUMBIA, PUERTO RICO, THE UNITED STATES VIRGIN ISLANDS, OR |
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156 | | - | OTHER TERRITORY OR POSSESSION SUBJECT TO THE JURISDICTION OF THE |
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157 | | - | UNITED STATES. THE TERM INCLUDES A FEDERALLY RECOGNIZED INDIAN |
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158 | | - | TRIBE |
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159 | | - | . |
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| 174 | + | TATE" MEANS A STATE OF THE UNITED STATES, THE8 |
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| 175 | + | D |
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| 176 | + | ISTRICT OF COLUMBIA, PUERTO RICO, THE UNITED STATES VIRGIN9 |
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| 177 | + | I |
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| 178 | + | SLANDS, OR OTHER TERRITORY OR POSSESSION SUBJECT TO THE10 |
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| 179 | + | JURISDICTION OF THE UNITED STATES. THE TERM INCLUDES A FEDERALLY11 |
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| 180 | + | RECOGNIZED INDIAN TRIBE.12 |
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165 | | - | XPRESSED IN THE TRUST INSTRUMENT ; OR |
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166 | | - | (b) MAY BE ESTABLISHED BY OTHER EVIDENCE IN A JUDICIAL |
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167 | | - | PROCEEDING OR IN A NONJUDICIAL SETTLEMENT AGREEMENT PURSUANT TO |
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168 | | - | PAGE 4-HOUSE BILL 24-1248 SECTION 15-5-111 OR BY ALTERNATE DISPUTE RESOLUTION PURSUANT TO |
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169 | | - | SECTION |
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170 | | - | 15-5-113. |
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| 185 | + | XPRESSED IN THE TRUST INSTRUMENT ; OR15 |
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| 186 | + | (b) M |
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| 187 | + | AY BE ESTABLISHED BY OTHER EVIDENCE IN A JUDICIAL16 |
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| 188 | + | PROCEEDING OR IN A NONJUDICIAL SETTLEMENT AGREEMENT PURSUANT17 |
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| 189 | + | TO SECTION 15-5-111 OR BY ALTERNATE DISPUTE RESOLUTION PURSUANT18 |
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| 190 | + | TO SECTION 15-5-113.19 |
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178 | | - | ILL" INCLUDES A CODICIL AND A TESTAMENTARY |
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179 | | - | INSTRUMENT THAT MERELY APPOINTS AN EXECUTOR |
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180 | | - | , REVOKES OR REVISES |
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181 | | - | ANOTHER WILL |
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182 | | - | , NOMINATES A GUARDIAN , OR EXPRESSLY EXCLUDES OR |
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183 | | - | LIMITS THE RIGHT OF AN INDIVIDUAL OR CLASS TO SUCCEED TO PROPERTY OF |
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184 | | - | THE DECEDENT PASSING BY INTESTATE SUCCESSION |
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185 | | - | . |
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186 | | - | 15-24-103. Construction. (1) T |
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187 | | - | HIS ARTICLE 24 IS DESIGNED TO |
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188 | | - | AUTHORIZE ESTATE PLANNING DOCUMENTS TO BE IN ELECTRONIC FORM AND |
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189 | | - | ELECTRONICALLY SIGNED |
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190 | | - | . THIS ARTICLE 24 DOES NOT NEGATE OTHER STATE |
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191 | | - | LAW REQUIREMENTS THAT MUST BE SATISFIED TO VALIDATE A |
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192 | | - | NON |
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193 | | - | -TESTAMENTARY ESTATE PLANNING DOCUMENT . ACCORDINGLY, THIS |
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194 | | - | ARTICLE |
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195 | | - | 24 MUST BE CONSTRUED AND APPLIED TO : |
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| 196 | + | ILL" INCLUDES A CODICIL AND A TESTAMENTARY23 |
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| 197 | + | INSTRUMENT THAT MERELY APPOINTS AN EXECUTOR , REVOKES OR REVISES24 |
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| 198 | + | ANOTHER WILL, NOMINATES A GUARDIAN, OR EXPRESSLY EXCLUDES OR25 |
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| 199 | + | LIMITS THE RIGHT OF AN INDIVIDUAL OR CLASS TO SUCCEED TO PROPERTY26 |
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| 200 | + | OF THE DECEDENT PASSING BY INTESTATE SUCCESSION .27 |
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| 201 | + | 1248 |
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| 202 | + | -5- 15-24-103. Construction. (1) T HIS ARTICLE 24 IS DESIGNED TO1 |
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| 203 | + | AUTHORIZE ESTATE PLANNING DOCUMENTS TO BE IN ELECTRONIC FORM2 |
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| 204 | + | AND ELECTRONICALLY SIGNED. THIS ARTICLE 24 DOES NOT NEGATE OTHER3 |
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| 205 | + | STATE LAW REQUIREMENTS THAT MUST BE SATISFIED TO VALIDATE A4 |
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| 206 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT . ACCORDINGLY, THIS5 |
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| 207 | + | ARTICLE 24 MUST BE CONSTRUED AND APPLIED TO :6 |
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197 | | - | ACILITATE THE CREATION OF NON -TESTAMENTARY ESTATE |
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198 | | - | PLANNING DOCUMENTS IN ELECTRONIC FORM AND THE ELECTRONIC SIGNING |
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199 | | - | OF SUCH DOCUMENTS |
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200 | | - | ; AND |
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201 | | - | (b) BE CONSISTENT WITH REASONABLE PRACTICES CONCERNING |
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202 | | - | ELECTRONIC DOCUMENTS AND SIGNATURES AND CONTINUED EXPANSION OF |
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203 | | - | THOSE PRACTICES |
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204 | | - | . |
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205 | | - | PART 2 |
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206 | | - | ELECTRONIC NON-TESTAMENTARY |
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207 | | - | ESTATE PLANNING DOCUMENTS |
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| 209 | + | ACILITATE THE CREATION OF NON-TESTAMENTARY ESTATE7 |
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| 210 | + | PLANNING DOCUMENTS IN ELECTRONIC FORM AND THE ELECTRONIC8 |
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| 211 | + | SIGNING OF SUCH DOCUMENTS; AND9 |
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| 212 | + | (b) B |
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| 213 | + | E CONSISTENT WITH REASONABLE PRACTICES CONCERNING10 |
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| 214 | + | ELECTRONIC DOCUMENTS AND SIGNATURES AND CONTINUED EXPANSION11 |
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| 215 | + | OF THOSE PRACTICES.12 |
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| 216 | + | PART 213 |
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| 217 | + | ELECTRONIC NON-TESTAMENTARY14 |
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| 218 | + | ESTATE PLANNING DOCUMENTS15 |
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209 | | - | XCEPT AS PROVIDED IN SUBSECTION (2) OF |
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210 | | - | THIS SECTION |
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211 | | - | , THIS ARTICLE 24 APPLIES TO AN ELECTRONIC |
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212 | | - | NON |
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213 | | - | -TESTAMENTARY ESTATE PLANNING DOCUMENT AND AN ELECTRONIC |
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214 | | - | SIGNATURE ON A NON |
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215 | | - | -TESTAMENTARY ESTATE PLANNING DOCUMENT . |
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| 220 | + | XCEPT AS PROVIDED IN SUBSECTION (2) OF16 |
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| 221 | + | THIS SECTION, THIS ARTICLE 24 APPLIES TO AN ELECTRONIC17 |
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| 222 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT AND AN ELECTRONIC18 |
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| 223 | + | SIGNATURE ON A NON-TESTAMENTARY ESTATE PLANNING DOCUMENT .19 |
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217 | | - | HIS ARTICLE 24 DOES NOT APPLY TO A NON-TESTAMENTARY |
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218 | | - | ESTATE PLANNING DOCUMENT IF THE DOCUMENT PRECLUDES USE OF AN |
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219 | | - | ELECTRONIC RECORD OR ELECTRONIC SIGNATURE |
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220 | | - | . |
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221 | | - | PAGE 5-HOUSE BILL 24-1248 (b) THIS ARTICLE 24 DOES NOT AFFECT THE VALIDITY OF AN |
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222 | | - | ELECTRONIC RECORD OR ELECTRONIC SIGNATURE THAT IS VALID PURSUANT |
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223 | | - | TO THE |
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224 | | - | : |
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| 225 | + | HIS ARTICLE 24 DOES NOT APPLY TO A20 |
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| 226 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT IF THE DOCUMENT21 |
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| 227 | + | PRECLUDES USE OF AN ELECTRONIC RECORD OR ELECTRONIC SIGNATURE .22 |
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| 228 | + | (b) T |
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| 229 | + | HIS ARTICLE 24 DOES NOT AFFECT THE VALIDITY OF AN23 |
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| 230 | + | ELECTRONIC RECORD OR ELECTRONIC SIGNATURE THAT IS VALID24 |
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| 231 | + | PURSUANT TO THE:25 |
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226 | | - | NIFORM ELECTRONIC TRANSACTIONS ACT", ARTICLE 71.3 OF |
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227 | | - | TITLE |
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228 | | - | 24; |
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229 | | - | (II) "U |
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230 | | - | NIFORM ELECTRONIC WILLS ACT", PART 13 OF ARTICLE 11 OF |
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231 | | - | THIS TITLE |
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232 | | - | 15; OR |
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233 | | - | (III) TERMS OF A RECORD THAT EVIDENCES AN AGREEMENT OR |
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234 | | - | OTHER ARRANGEMENT GOVERNING THE TRANSFER OF PROPERTY AT A |
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235 | | - | PARTY |
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236 | | - | 'S DEATH. |
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| 233 | + | NIFORM ELECTRONIC TRANSACTIONS ACT", ARTICLE 71.3 OF26 |
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| 234 | + | TITLE 24;27 |
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| 235 | + | 1248 |
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| 236 | + | -6- (II) "UNIFORM ELECTRONIC WILLS ACT", PART 13 OF ARTICLE 111 |
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| 237 | + | OF THIS TITLE 15; OR2 |
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| 238 | + | (III) T |
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| 239 | + | ERMS OF A RECORD THAT EVIDENCES AN AGREEMENT OR3 |
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| 240 | + | OTHER ARRANGEMENT GOVERNING THE TRANSFER OF PROPERTY AT A4 |
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| 241 | + | PARTY'S DEATH.5 |
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238 | | - | HE LAW OF THIS STATE |
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239 | | - | AND PRINCIPLES OF EQUITY APPLICABLE TO A NON |
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240 | | - | -TESTAMENTARY ESTATE |
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241 | | - | PLANNING DOCUMENT APPLY TO AN ELECTRONIC NON |
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242 | | - | -TESTAMENTARY |
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243 | | - | ESTATE PLANNING DOCUMENT EXCEPT AS MODIFIED BY THIS ARTICLE |
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244 | | - | 24. |
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245 | | - | 15-24-203. Use of electronic record or signature not required. |
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| 243 | + | HE LAW OF THIS STATE6 |
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| 244 | + | AND PRINCIPLES OF EQUITY APPLICABLE TO A NON-TESTAMENTARY ESTATE7 |
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| 245 | + | PLANNING DOCUMENT APPLY TO AN ELECTRONIC NON -TESTAMENTARY8 |
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| 246 | + | ESTATE PLANNING DOCUMENT EXCEPT AS MODIFIED BY THIS ARTICLE 24.9 |
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| 247 | + | 15-24-203. Use of electronic record or signature not required.10 |
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247 | | - | HIS ARTICLE 24 DOES NOT REQUIRE A NON-TESTAMENTARY ESTATE |
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248 | | - | PLANNING DOCUMENT OR SIGNATURE ON A NON |
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249 | | - | -TESTAMENTARY ESTATE |
---|
250 | | - | PLANNING DOCUMENT TO BE CREATED |
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251 | | - | , GENERATED, SENT, COMMUNICATED, |
---|
252 | | - | RECEIVED, STORED, OR OTHERWISE PROCESSED OR USED BY ELECTRONIC |
---|
253 | | - | MEANS OR IN ELECTRONIC FORM |
---|
254 | | - | . |
---|
| 249 | + | HIS ARTICLE 24 DOES NOT REQUIRE A NON-TESTAMENTARY ESTATE11 |
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| 250 | + | PLANNING DOCUMENT OR SIGNATURE ON A NON -TESTAMENTARY ESTATE12 |
---|
| 251 | + | PLANNING DOCUMENT TO BE CREATED , GENERATED, SENT,13 |
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| 252 | + | COMMUNICATED, RECEIVED, STORED, OR OTHERWISE PROCESSED OR USED14 |
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| 253 | + | BY ELECTRONIC MEANS OR IN ELECTRONIC FORM .15 |
---|
262 | | - | PERSON MAY NOT WAIVE THE PROVISIONS OF THIS SECTION . |
---|
263 | | - | 15-24-204. Recognition of electronic non-testamentary estate |
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264 | | - | planning document and electronic signature. (1) A |
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265 | | - | NON-TESTAMENTARY |
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266 | | - | ESTATE PLANNING DOCUMENT OR A SIGNATURE ON A NON |
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267 | | - | -TESTAMENTARY |
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268 | | - | ESTATE PLANNING DOCUMENT MAY NOT BE DENIED LEGAL EFFECT OR |
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269 | | - | ENFORCEABILITY SOLELY BECAUSE IT IS IN ELECTRONIC FORM |
---|
270 | | - | . |
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271 | | - | (2) I |
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272 | | - | F ANOTHER LAW OF THIS STATE REQUIRES A |
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273 | | - | PAGE 6-HOUSE BILL 24-1248 NON-TESTAMENTARY ESTATE PLANNING DOCUMENT TO BE IN WRITING , AN |
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274 | | - | ELECTRONIC RECORD OF THE DOCUMENT SATISFIES THE REQUIREMENT |
---|
275 | | - | . |
---|
| 261 | + | PERSON MAY NOT WAIVE THE PROVISIONS OF THIS SECTION .21 |
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| 262 | + | 15-24-204. Recognition of electronic non-testamentary estate22 |
---|
| 263 | + | planning document and electronic signature. (1) A23 |
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| 264 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT OR A SIGNATURE ON24 |
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| 265 | + | A NON-TESTAMENTARY ESTATE PLANNING DOCUMENT MAY NOT BE DENIED25 |
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| 266 | + | LEGAL EFFECT OR ENFORCEABILITY SOLELY BECAUSE IT IS IN ELECTRONIC26 |
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| 267 | + | FORM.27 |
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| 268 | + | 1248 |
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| 269 | + | -7- (2) IF ANOTHER LAW OF THIS STATE REQUIRES A1 |
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| 270 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT TO BE IN WRITING , AN2 |
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| 271 | + | ELECTRONIC RECORD OF THE DOCUMENT SATISFIES THE REQUIREMENT .3 |
---|
277 | | - | F ANOTHER LAW OF THIS STATE REQUIRES A SIGNATURE ON A |
---|
278 | | - | NON |
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279 | | - | -TESTAMENTARY ESTATE PLANNING DOCUMENT , AN ELECTRONIC |
---|
280 | | - | SIGNATURE SATISFIES THE REQUIREMENT |
---|
281 | | - | . |
---|
282 | | - | 15-24-205. Attribution and effect of electronic record and |
---|
| 273 | + | F ANOTHER LAW OF THIS STATE REQUIRES A SIGNATURE ON A4 |
---|
| 274 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT , AN ELECTRONIC5 |
---|
| 275 | + | SIGNATURE SATISFIES THE REQUIREMENT .6 |
---|
| 276 | + | 15-24-205. Attribution and effect of electronic record and7 |
---|
284 | | - | N ELECTRONIC NON-TESTAMENTARY ESTATE |
---|
285 | | - | PLANNING DOCUMENT OR ELECTRONIC SIGNATURE ON AN ELECTRONIC |
---|
286 | | - | NON |
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287 | | - | -TESTAMENTARY ESTATE PLANNING DOCUMENT IS ATTRIBUTABLE TO A |
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288 | | - | PERSON IF IT WAS THE ACT OF THE PERSON |
---|
289 | | - | . THE ACT OF THE PERSON MAY BE |
---|
290 | | - | SHOWN IN ANY MANNER |
---|
291 | | - | , INCLUDING BY SHOWING THE EFFICACY OF A |
---|
292 | | - | SECURITY PROCEDURE APPLIED TO DETERMINE THE PERSON TO WHICH THE |
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293 | | - | ELECTRONIC RECORD OR ELECTRONIC SIGNATURE WAS ATTRIBUTABLE |
---|
294 | | - | . |
---|
| 278 | + | N ELECTRONIC NON-TESTAMENTARY ESTATE8 |
---|
| 279 | + | PLANNING DOCUMENT OR ELECTRONIC SIGNATURE ON AN ELECTRONIC9 |
---|
| 280 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT IS ATTRIBUTABLE TO10 |
---|
| 281 | + | A PERSON IF IT WAS THE ACT OF THE PERSON. THE ACT OF THE PERSON MAY11 |
---|
| 282 | + | BE SHOWN IN ANY MANNER, INCLUDING BY SHOWING THE EFFICACY OF A12 |
---|
| 283 | + | SECURITY PROCEDURE APPLIED TO DETERMINE THE PERSON TO WHICH THE13 |
---|
| 284 | + | ELECTRONIC RECORD OR ELECTRONIC SIGNATURE WAS ATTRIBUTABLE .14 |
---|
296 | | - | HE EFFECT OF ATTRIBUTION TO A PERSON PURSUANT TO |
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297 | | - | SUBSECTION |
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298 | | - | (1) OF THIS SECTION OF A DOCUMENT OR SIGNATURE IS |
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299 | | - | DETERMINED FROM THE CONTEXT AND SURROUNDING CIRCUMSTANCES AT |
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300 | | - | THE TIME OF ITS CREATION |
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301 | | - | , EXECUTION, OR ADOPTION AND AS PROVIDED BY |
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302 | | - | OTHER LAW |
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303 | | - | . |
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| 286 | + | HE EFFECT OF ATTRIBUTION TO A PERSON PURSUANT TO15 |
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| 287 | + | SUBSECTION (1) OF THIS SECTION OF A DOCUMENT OR SIGNATURE IS16 |
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| 288 | + | DETERMINED FROM THE CONTEXT AND SURROUNDING CIRCUMSTANCES AT17 |
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| 289 | + | THE TIME OF ITS CREATION, EXECUTION, OR ADOPTION AND AS PROVIDED18 |
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| 290 | + | BY OTHER LAW.19 |
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305 | | - | F ANOTHER LAW |
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306 | | - | OF THIS STATE REQUIRES A SIGNATURE OR RECORD TO BE NOTARIZED |
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307 | | - | , |
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308 | | - | ACKNOWLEDGED, VERIFIED, OR MADE UNDER OATH, THE REQUIREMENT IS |
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309 | | - | SATISFIED WITH RESPECT TO AN ELECTRONIC NON |
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310 | | - | -TESTAMENTARY ESTATE |
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311 | | - | PLANNING DOCUMENT IF AN INDIVIDUAL AUTHORIZED TO PERFORM THE |
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312 | | - | NOTARIZATION |
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313 | | - | , ACKNOWLEDGMENT , VERIFICATION, OR OATH ATTACHES OR |
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314 | | - | LOGICALLY ASSOCIATES THE INDIVIDUAL |
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315 | | - | 'S ELECTRONIC SIGNATURE ON THE |
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316 | | - | DOCUMENT TOGETHER WITH ALL OTHER INFORMATION REQUIRED TO BE |
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317 | | - | INCLUDED UNDER THE OTHER LAW |
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318 | | - | . |
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| 292 | + | F ANOTHER LAW20 |
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| 293 | + | OF THIS STATE REQUIRES A SIGNATURE OR RECORD TO BE NOTARIZED ,21 |
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| 294 | + | ACKNOWLEDGED, VERIFIED, OR MADE UNDER OATH, THE REQUIREMENT IS22 |
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| 295 | + | SATISFIED WITH RESPECT TO AN ELECTRONIC NON-TESTAMENTARY ESTATE23 |
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| 296 | + | PLANNING DOCUMENT IF AN INDIVIDUAL AUTHORIZED TO PERFORM THE24 |
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| 297 | + | NOTARIZATION, ACKNOWLEDGMENT , VERIFICATION, OR OATH ATTACHES25 |
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| 298 | + | OR LOGICALLY ASSOCIATES THE INDIVIDUAL'S ELECTRONIC SIGNATURE ON26 |
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| 299 | + | THE DOCUMENT TOGETHER WITH ALL OTHER INFORMATION REQUIRED TO27 |
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| 300 | + | 1248 |
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| 301 | + | -8- BE INCLUDED UNDER THE OTHER LAW .1 |
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320 | | - | F ANOTHER LAW OF THIS |
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321 | | - | STATE BASES THE VALIDITY OF A NON |
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322 | | - | -TESTAMENTARY ESTATE PLANNING |
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323 | | - | DOCUMENT ON WHETHER IT IS SIGNED |
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324 | | - | , WITNESSED, OR ATTESTED BY |
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325 | | - | ANOTHER INDIVIDUAL |
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326 | | - | , THE SIGNATURE, WITNESSING, OR ATTESTATION OF |
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327 | | - | THAT INDIVIDUAL MAY BE ELECTRONIC |
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328 | | - | . |
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329 | | - | 15-24-208. Retention of electronic record - original. (1) E |
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330 | | - | XCEPT |
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331 | | - | AS PROVIDED IN SUBSECTION |
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332 | | - | (2) OF THIS SECTION, IF ANOTHER LAW OF THIS |
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333 | | - | PAGE 7-HOUSE BILL 24-1248 STATE REQUIRES AN ELECTRONIC NON -TESTAMENTARY ESTATE PLANNING |
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334 | | - | DOCUMENT TO BE RETAINED |
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335 | | - | , TRANSMITTED, COPIED, OR FILED, THE |
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336 | | - | REQUIREMENT IS SATISFIED BY RETAINING |
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337 | | - | , TRANSMITTING, COPYING, OR |
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338 | | - | FILING AN ELECTRONIC RECORD THAT |
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339 | | - | : |
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| 303 | + | F ANOTHER LAW OF THIS2 |
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| 304 | + | STATE BASES THE VALIDITY OF A NON-TESTAMENTARY ESTATE PLANNING3 |
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| 305 | + | DOCUMENT ON WHETHER IT IS SIGNED , WITNESSED, OR ATTESTED BY4 |
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| 306 | + | ANOTHER INDIVIDUAL, THE SIGNATURE, WITNESSING, OR ATTESTATION OF5 |
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| 307 | + | THAT INDIVIDUAL MAY BE ELECTRONIC .6 |
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| 308 | + | 15-24-208. Retention of electronic record - original.7 |
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| 309 | + | (1) E |
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| 310 | + | XCEPT AS PROVIDED IN SUBSECTION (2) OF THIS SECTION, IF ANOTHER8 |
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| 311 | + | LAW OF THIS STATE REQUIRES AN ELECTRONIC NON -TESTAMENTARY9 |
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| 312 | + | ESTATE PLANNING DOCUMENT TO BE RETAINED , TRANSMITTED, COPIED, OR10 |
---|
| 313 | + | FILED, THE REQUIREMENT IS SATISFIED BY RETAINING , TRANSMITTING,11 |
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| 314 | + | COPYING, OR FILING AN ELECTRONIC RECORD THAT :12 |
---|
360 | | - | F ANOTHER LAW OF THIS STATE REQUIRES A |
---|
361 | | - | NON |
---|
362 | | - | -TESTAMENTARY ESTATE PLANNING DOCUMENT TO BE PRESENTED OR |
---|
363 | | - | RETAINED IN ITS ORIGINAL FORM |
---|
364 | | - | , OR PROVIDES CONSEQUENCES IF A |
---|
365 | | - | NON |
---|
366 | | - | -TESTAMENTARY ESTATE PLANNING DOCUMENT IS NOT PRESENTED OR |
---|
367 | | - | RETAINED IN ITS ORIGINAL FORM |
---|
368 | | - | , AN ELECTRONIC RECORD RETAINED IN |
---|
369 | | - | ACCORDANCE WITH SUBSECTION |
---|
370 | | - | (1) OF THIS SECTION SATISFIES THE OTHER |
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371 | | - | LAW |
---|
372 | | - | . |
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| 331 | + | F ANOTHER LAW OF THIS STATE REQUIRES A24 |
---|
| 332 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT TO BE PRESENTED OR25 |
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| 333 | + | RETAINED IN ITS ORIGINAL FORM , OR PROVIDES CONSEQUENCES IF A26 |
---|
| 334 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT IS NOT PRESENTED OR27 |
---|
| 335 | + | 1248 |
---|
| 336 | + | -9- RETAINED IN ITS ORIGINAL FORM, AN ELECTRONIC RECORD RETAINED IN1 |
---|
| 337 | + | ACCORDANCE WITH SUBSECTION (1) OF THIS SECTION SATISFIES THE OTHER2 |
---|
| 338 | + | LAW.3 |
---|
374 | | - | HIS SECTION DOES NOT PRECLUDE A GOVERNMENTAL AGENCY |
---|
375 | | - | FROM SPECIFYING REQUIREMENTS FOR THE RETENTION OF A RECORD SUBJECT |
---|
376 | | - | TO THE AGENCY |
---|
377 | | - | 'S JURISDICTION IN ADDITION TO THOSE IN THIS SECTION. IN |
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378 | | - | THIS SECTION |
---|
379 | | - | , "GOVERNMENTAL AGENCY " MEANS AN EXECUTIVE , |
---|
380 | | - | LEGISLATIVE, OR JUDICIAL AGENCY, DEPARTMENT, BOARD, COMMISSION, |
---|
381 | | - | AUTHORITY, INSTITUTION, OR INSTRUMENTALITY OF THE FEDERAL |
---|
382 | | - | GOVERNMENT OR OF A STATE OR OF A C OUNTY |
---|
383 | | - | , MUNICIPALITY, OR OTHER |
---|
384 | | - | POLITICAL SUBDIVISION OF A STATE |
---|
385 | | - | . |
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| 340 | + | HIS SECTION DOES NOT PRECLUDE A GOVERNMENTAL AGENCY4 |
---|
| 341 | + | FROM SPECIFYING REQUIREMENTS FOR THE RETENTION OF A RECORD5 |
---|
| 342 | + | SUBJECT TO THE AGENCY'S JURISDICTION IN ADDITION TO THOSE IN THIS6 |
---|
| 343 | + | SECTION. IN THIS SECTION, "GOVERNMENTAL AGENCY " MEANS AN7 |
---|
| 344 | + | EXECUTIVE, LEGISLATIVE, OR JUDICIAL AGENCY, DEPARTMENT, BOARD,8 |
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| 345 | + | COMMISSION, AUTHORITY, INSTITUTION, OR INSTRUMENTALITY OF THE9 |
---|
| 346 | + | FEDERAL GOVERNMENT OR OF A STATE OR OF A COUNTY , MUNICIPALITY,10 |
---|
| 347 | + | OR OTHER POLITICAL SUBDIVISION OF A STATE.11 |
---|
403 | | - | F A PERSON ACTING IN |
---|
404 | | - | GOOD FAITH HAS NO ACTUAL KNOWLEDGE OF AN ELECTRONIC |
---|
405 | | - | NON |
---|
406 | | - | -TESTAMENTARY ESTATE PLANNING DOCUMENT , THEN THE PERSON IS |
---|
407 | | - | NOT LIABLE FOR ACTS PERFORMED IN GOOD FAITH AND MAY PRESUME THAT |
---|
408 | | - | THE DOCUMENT DOES NOT EXIST |
---|
409 | | - | . |
---|
410 | | - | PART 3 |
---|
411 | | - | (Reserved) |
---|
412 | | - | PART 4 |
---|
413 | | - | MISCELLANEOUS PROVISIONS |
---|
| 361 | + | F A PERSON ACTING IN22 |
---|
| 362 | + | GOOD FAITH HAS NO ACTUAL KNOWLEDGE OF AN ELECTRONIC23 |
---|
| 363 | + | NON-TESTAMENTARY ESTATE PLANNING DOCUMENT , THEN THE PERSON IS24 |
---|
| 364 | + | NOT LIABLE FOR ACTS PERFORMED IN GOOD FAITH AND MAY PRESUME25 |
---|
| 365 | + | THAT THE DOCUMENT DOES NOT EXIST .26 |
---|
| 366 | + | PART 327 |
---|
| 367 | + | 1248 |
---|
| 368 | + | -10- (Reserved)1 |
---|
| 369 | + | PART 42 |
---|
| 370 | + | MISCELLANEOUS PROVISIONS3 |
---|
416 | | - | APPLYING AND CONSTRUING THIS UNIFORM ACT |
---|
417 | | - | , A COURT SHALL CONSIDER |
---|
418 | | - | THE PROMOTION OF UNIFORMITY OF THE LAW AMONG JURISDICTIONS THAT |
---|
419 | | - | ENACT IT |
---|
420 | | - | . |
---|
421 | | - | 15-24-402. Relation to electronic signatures in global and |
---|
422 | | - | national commerce act. T |
---|
423 | | - | HIS ARTICLE 24 MODIFIES, LIMITS, OR SUPERSEDES |
---|
424 | | - | THE FEDERAL |
---|
425 | | - | "ELECTRONIC SIGNATURES IN GLOBAL AND NATIONAL |
---|
426 | | - | COMMERCE ACT", 15 U.S.C. SEC. 7001 ET SEQ., AS AMENDED, BUT DOES NOT |
---|
427 | | - | MODIFY |
---|
428 | | - | , LIMIT, OR SUPERSEDE 15 U.S.C. SECTION 7001(c), OR AUTHORIZE |
---|
429 | | - | ELECTRONIC DELIVERY OF ANY OF THE NOTICES DESCRIBED IN |
---|
430 | | - | 15 U.S.C. |
---|
431 | | - | SECTION 7003(b). |
---|
| 381 | + | ATIONAL COMMERCE ACT", 15 U.S.C. SEC. 7001 ET SEQ., AS AMENDED,11 |
---|
| 382 | + | BUT DOES NOT MODIFY, LIMIT, OR SUPERSEDE 15 U.S.C. SECTION 7001(c),12 |
---|
| 383 | + | OR AUTHORIZE ELECTRONIC DELIVERY OF ANY OF THE NOTICES DESCRIBED13 |
---|
| 384 | + | IN 15 U.S.C. SECTION 7003(b).14 |
---|
433 | | - | HIS ARTICLE 24 APPLIES |
---|
434 | | - | TO AN ELECTRONIC NON |
---|
435 | | - | -TESTAMENTARY ESTATE PLANNING DOCUMENT |
---|
436 | | - | CREATED |
---|
437 | | - | , SIGNED, GENERATED, SENT, COMMUNICATED, RECEIVED, OR |
---|
438 | | - | STORED BEFORE |
---|
439 | | - | , ON, OR AFTER THE EFFECTIVE DATE OF THIS ARTICLE 24. |
---|
| 386 | + | HIS ARTICLE 24 APPLIES15 |
---|
| 387 | + | TO AN ELECTRONIC NON-TESTAMENTARY ESTATE PLANNING DOCUMENT16 |
---|
| 388 | + | CREATED, SIGNED, GENERATED, SENT, COMMUNICATED, RECEIVED, OR17 |
---|
| 389 | + | STORED BEFORE, ON, OR AFTER THE EFFECTIVE DATE OF THIS ARTICLE 24.18 |
---|
441 | | - | HIS ARTICLE 24 APPLIES TO THE WILL OF A DECEDENT WHO DIES |
---|
442 | | - | ON OR AFTER THE EFFECTIVE DATE OF THIS ARTICLE |
---|
443 | | - | 24. |
---|
444 | | - | PAGE 9-HOUSE BILL 24-1248 SECTION 2. Act subject to petition - effective date. This act |
---|
445 | | - | takes effect January 1, 2025; except that, if a referendum petition is filed |
---|
446 | | - | pursuant to section 1 (3) of article V of the state constitution against this act |
---|
447 | | - | or an item, section, or part of this act within the ninety-day period after final |
---|
448 | | - | adjournment of the general assembly, then the act, item, section, or part will |
---|
449 | | - | not take effect unless approved by the people at the general election to be |
---|
450 | | - | held in November 2024 and, in such case, will take effect on the date of the |
---|
451 | | - | official declaration of the vote thereon by the governor. |
---|
452 | | - | ____________________________ ____________________________ |
---|
453 | | - | Julie McCluskie Steve Fenberg |
---|
454 | | - | SPEAKER OF THE HOUSE PRESIDENT OF |
---|
455 | | - | OF REPRESENTATIVES THE SENATE |
---|
456 | | - | ____________________________ ____________________________ |
---|
457 | | - | Robin Jones Cindi L. Markwell |
---|
458 | | - | CHIEF CLERK OF THE HOUSE SECRETARY OF |
---|
459 | | - | OF REPRESENTATIVES THE SENATE |
---|
460 | | - | APPROVED________________________________________ |
---|
461 | | - | (Date and Time) |
---|
462 | | - | _________________________________________ |
---|
463 | | - | Jared S. Polis |
---|
464 | | - | GOVERNOR OF THE STATE OF COLORADO |
---|
465 | | - | PAGE 10-HOUSE BILL 24-1248 PAGE 11-HOUSE BILL 24-1248 |
---|
| 391 | + | HIS ARTICLE 24 APPLIES TO THE WILL OF A DECEDENT WHO19 |
---|
| 392 | + | DIES ON OR AFTER THE EFFECTIVE DATE OF THIS ARTICLE 24.20 |
---|
| 393 | + | SECTION 2. Act subject to petition - effective date. This act21 |
---|
| 394 | + | takes effect January 1, 2025; except that, if a referendum petition is filed22 |
---|
| 395 | + | pursuant to section 1 (3) of article V of the state constitution against this23 |
---|
| 396 | + | act or an item, section, or part of this act within the ninety-day period24 |
---|
| 397 | + | after final adjournment of the general assembly, then the act, item,25 |
---|
| 398 | + | section, or part will not take effect unless approved by the people at the26 |
---|
| 399 | + | 1248 |
---|
| 400 | + | -11- general election to be held in November 2024 and, in such case, will take1 |
---|
| 401 | + | effect on the date of the official declaration of the vote thereon by the2 |
---|
| 402 | + | governor.3 |
---|
| 403 | + | 1248 |
---|
| 404 | + | -12- |
---|