103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1930 Introduced 2/9/2023, by Sen. Laura Ellman SYNOPSIS AS INTRODUCED: See Index Amends the Electronic Wills and Remote Witnesses Act. Changes the short title of the Act to the Electronic Wills, Electronic Estate Planning Documents, and Remote Witnesses Act. Defines "electronic", "information", "nontestamentary estate planning document", "person", "record", "security procedure", "settlor", "sign", "state", "terms of trust", "trust instrument", and "will". Creates the Electronic Nontestamentary Estate Planning Documents Article. Sets forth provisions related to: construction; scope; principles of law and equity; use of an electronic record or signature; recognition of an electronic nontestamentary estate planning document and electronic signature; attribution and effect of an electronic record and electronic signature; notarization and acknowledgment; witnessing and attestation; retention of an electronic record; certification of a paper copy; admissibility in evidence; relation to the Electronic Signatures in Global and National Commerce Act; application; and severability. Makes conforming changes in the Probate Act of 1975. Effective January 1, 2024. LRB103 27862 LNS 54240 b A BILL FOR 103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1930 Introduced 2/9/2023, by Sen. Laura Ellman SYNOPSIS AS INTRODUCED: See Index See Index Amends the Electronic Wills and Remote Witnesses Act. Changes the short title of the Act to the Electronic Wills, Electronic Estate Planning Documents, and Remote Witnesses Act. Defines "electronic", "information", "nontestamentary estate planning document", "person", "record", "security procedure", "settlor", "sign", "state", "terms of trust", "trust instrument", and "will". Creates the Electronic Nontestamentary Estate Planning Documents Article. Sets forth provisions related to: construction; scope; principles of law and equity; use of an electronic record or signature; recognition of an electronic nontestamentary estate planning document and electronic signature; attribution and effect of an electronic record and electronic signature; notarization and acknowledgment; witnessing and attestation; retention of an electronic record; certification of a paper copy; admissibility in evidence; relation to the Electronic Signatures in Global and National Commerce Act; application; and severability. Makes conforming changes in the Probate Act of 1975. Effective January 1, 2024. LRB103 27862 LNS 54240 b LRB103 27862 LNS 54240 b A BILL FOR 103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1930 Introduced 2/9/2023, by Sen. Laura Ellman SYNOPSIS AS INTRODUCED: See Index See Index See Index Amends the Electronic Wills and Remote Witnesses Act. Changes the short title of the Act to the Electronic Wills, Electronic Estate Planning Documents, and Remote Witnesses Act. Defines "electronic", "information", "nontestamentary estate planning document", "person", "record", "security procedure", "settlor", "sign", "state", "terms of trust", "trust instrument", and "will". Creates the Electronic Nontestamentary Estate Planning Documents Article. Sets forth provisions related to: construction; scope; principles of law and equity; use of an electronic record or signature; recognition of an electronic nontestamentary estate planning document and electronic signature; attribution and effect of an electronic record and electronic signature; notarization and acknowledgment; witnessing and attestation; retention of an electronic record; certification of a paper copy; admissibility in evidence; relation to the Electronic Signatures in Global and National Commerce Act; application; and severability. Makes conforming changes in the Probate Act of 1975. Effective January 1, 2024. LRB103 27862 LNS 54240 b LRB103 27862 LNS 54240 b LRB103 27862 LNS 54240 b A BILL FOR SB1930LRB103 27862 LNS 54240 b SB1930 LRB103 27862 LNS 54240 b SB1930 LRB103 27862 LNS 54240 b 1 AN ACT concerning civil law. 2 Be it enacted by the People of the State of Illinois, 3 represented in the General Assembly: 4 Section 5. The Probate Act of 1975 is amended by changing 5 Sections 1-2.25, 8-1, and 8-2 as follows: 6 (755 ILCS 5/1-2.25) 7 Sec. 1-2.25. Where this Act requires information to be 8 "written" or "in writing", or provides for certain 9 consequences if it is not, an electronic record under the 10 Electronic Wills, Electronic Estate Planning Documents, and 11 Remote Witnesses Act satisfies the provisions of this Act. 12 (Source: P.A. 102-167, eff. 7-26-21.) 13 (755 ILCS 5/8-1) (from Ch. 110 1/2, par. 8-1) 14 Sec. 8-1. Contest of admission of will to probate; notice. 15 (a) Within 6 months after the admission to probate of a 16 domestic will in accordance with the provisions of Section 6-4 17 or Section 20-20 or 20-25 of the Electronic Wills, Electronic 18 Estate Planning Documents, and Remote Witnesses Act, or of a 19 foreign will in accordance with the provisions of Article VII 20 of this Act, any interested person may file a petition in the 21 proceeding for the administration of the testator's estate or, 22 if no proceeding is pending, in the court in which the will was 103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1930 Introduced 2/9/2023, by Sen. Laura Ellman SYNOPSIS AS INTRODUCED: See Index See Index See Index Amends the Electronic Wills and Remote Witnesses Act. Changes the short title of the Act to the Electronic Wills, Electronic Estate Planning Documents, and Remote Witnesses Act. Defines "electronic", "information", "nontestamentary estate planning document", "person", "record", "security procedure", "settlor", "sign", "state", "terms of trust", "trust instrument", and "will". Creates the Electronic Nontestamentary Estate Planning Documents Article. Sets forth provisions related to: construction; scope; principles of law and equity; use of an electronic record or signature; recognition of an electronic nontestamentary estate planning document and electronic signature; attribution and effect of an electronic record and electronic signature; notarization and acknowledgment; witnessing and attestation; retention of an electronic record; certification of a paper copy; admissibility in evidence; relation to the Electronic Signatures in Global and National Commerce Act; application; and severability. Makes conforming changes in the Probate Act of 1975. Effective January 1, 2024. LRB103 27862 LNS 54240 b LRB103 27862 LNS 54240 b LRB103 27862 LNS 54240 b A BILL FOR See Index LRB103 27862 LNS 54240 b SB1930 LRB103 27862 LNS 54240 b SB1930- 2 -LRB103 27862 LNS 54240 b SB1930 - 2 - LRB103 27862 LNS 54240 b SB1930 - 2 - LRB103 27862 LNS 54240 b 1 admitted to probate, to contest the validity of the will. 2 (b) The petitioner shall cause a copy of the petition to be 3 mailed or delivered to the representative, to his or her 4 attorney of record, and to each heir and legatee whose name is 5 listed in the petition to admit the will to probate and in any 6 amended petition filed in accordance with Section 6-11, at the 7 address stated in the petition or amended petition. Filing a 8 pleading constitutes a waiver of the mailing or delivery of 9 the notice to the person filing the pleading. Failure to mail 10 or deliver a copy of the petition to an heir or a legatee does 11 not extend the time within which a petition to contest the will 12 may be filed under subsection (a) of this Section or affect the 13 validity of the judgment judgement entered in the proceeding. 14 (c) Any contestant or proponent may demand a trial by 15 jury. An issue shall be made whether or not the instrument 16 produced is the will of the testator. The contestant shall in 17 the first instance proceed with proof to establish the 18 invalidity of the will. At the close of the contestant's case, 19 the proponent may present evidence to sustain the will. An 20 authenticated transcript of the testimony of any witness or 21 other party taken at the time of the hearing on the admission 22 of the will to probate, or an affidavit of any witness or other 23 party received as evidence under subsection 6-4(b), paragraphs 24 (c) and (e) of Section 20-20 of the Electronic Wills, 25 Electronic Estate Planning Documents, and Remote Witnesses 26 Act, or Section 20-25 of the Electronic Wills, Electronic SB1930 - 2 - LRB103 27862 LNS 54240 b SB1930- 3 -LRB103 27862 LNS 54240 b SB1930 - 3 - LRB103 27862 LNS 54240 b SB1930 - 3 - LRB103 27862 LNS 54240 b 1 Estate Planning Documents, and Remote Witnesses Act, is 2 admissible in evidence. 3 (d) The right to institute or continue a proceeding to 4 contest the validity of a will survives and descends to the 5 heir, legatee, representative, grantee or assignee of the 6 person entitled to institute the proceeding. 7 (e) It is the duty of the representative to defend a 8 proceeding to contest the validity of the will. The court may 9 order the representative to defend the proceeding or prosecute 10 an appeal from the judgment. If the representative fails or 11 refuses to do so when ordered by the court, or if there is no 12 representative then acting, the court, upon its motion or on 13 application of any interested person, may appoint a special 14 administrator to defend or appeal in his stead. 15 (f) An action to set aside or contest the validity of a 16 revocable inter vivos trust agreement or declaration of trust 17 to which a legacy is provided by the settlor's will which is 18 admitted to probate shall be commenced within and not after 19 the time to contest the validity of a will as provided in 20 subsection (a) of this Section and Section 13-223 of the Code 21 of Civil Procedure. 22 (g) This amendatory Act of 1995 applies to pending cases 23 as well as cases commenced on or after its effective date. 24 (Source: P.A. 102-167, eff. 7-26-21.) 25 (755 ILCS 5/8-2) (from Ch. 110 1/2, par. 8-2) SB1930 - 3 - LRB103 27862 LNS 54240 b SB1930- 4 -LRB103 27862 LNS 54240 b SB1930 - 4 - LRB103 27862 LNS 54240 b SB1930 - 4 - LRB103 27862 LNS 54240 b 1 Sec. 8-2. Contest of denial of admission of will to 2 probate. 3 (a) Within 6 months after the entry of an order denying 4 admission to probate of a domestic will in accordance with the 5 provisions of Section 6-4 or Section 20-20 or 20-25 of the 6 Electronic Wills, Electronic Estate Planning Documents, and 7 Remote Witnesses Act, or of a foreign will in accordance with 8 the provisions of Article VII of this Act, any interested 9 person desiring to contest the denial of admission may file a 10 petition to admit the will to probate in the proceeding for the 11 administration of the decedent's estate or, if no proceeding 12 is pending, in the court which denied admission of the will to 13 probate. The petition must state the facts required to be 14 stated in Section 6-2 or 6-20, whichever is applicable. 15 (b) The petitioner shall cause a copy of the petition to be 16 mailed or delivered to the representative, to his or her 17 attorney of record, and to each heir and legatee whose name is 18 listed in the petition to admit the will to probate and in any 19 amended petition filed in accordance with Section 6-11, at the 20 address stated in the petition or amended petition. Filing a 21 pleading constitutes a waiver of the mailing or delivery of 22 the notice to the person filing the pleading. Failure to mail 23 or deliver a copy of the petition to an heir or legatee does 24 not extend the time within which a petition to admit the will 25 to probate may be filed under subsection (a) of Section 8-1 or 26 affect the validity of the judgment entered in the proceeding. SB1930 - 4 - LRB103 27862 LNS 54240 b SB1930- 5 -LRB103 27862 LNS 54240 b SB1930 - 5 - LRB103 27862 LNS 54240 b SB1930 - 5 - LRB103 27862 LNS 54240 b 1 (c) Any proponent or contestant may demand a trial by 2 jury. An issue shall be made whether or not the instrument 3 produced is the will of the testator. The proponent shall in 4 the first instance proceed with proof to establish the 5 validity of the will and may introduce any evidence competent 6 to establish a will. Any interested person may oppose the 7 petition and may introduce any evidence admissible in a will 8 contest under Section 8-1. At the close of the contestant's 9 case, the proponent may present further evidence to sustain 10 the will. 11 (d) The right to institute or continue a proceeding to 12 contest the denial of admission of a will to probate survives 13 and descends to the heir, legatee, representative, grantee or 14 assignee of the person entitled to institute the proceeding. 15 (e) The court may order the representative to defend a 16 proceeding to probate the will or prosecute an appeal from the 17 judgment. If the representative fails or refuses to do so when 18 ordered by the court, or if there is no representative then 19 acting, the court, upon its motion or on application of any 20 interested person, may appoint a special administrator to do 21 so in his stead. 22 (f) A person named as executor in a will that has been 23 denied admission to probate has no duty to file or support a 24 petition under Section 8-2. 25 (g) This amendatory Act of 1995 applies to pending cases 26 as well as cases commenced on or after its effective date. SB1930 - 5 - LRB103 27862 LNS 54240 b SB1930- 6 -LRB103 27862 LNS 54240 b SB1930 - 6 - LRB103 27862 LNS 54240 b SB1930 - 6 - LRB103 27862 LNS 54240 b 1 (Source: P.A. 102-167, eff. 7-26-21.) 2 Section 10. The Electronic Wills and Remote Witnesses Act 3 is amended by changing Sections 1-1, 1-5, 1-15, and 1-20 and by 4 adding Article 11 as follows: 5 (755 ILCS 6/1-1) 6 Sec. 1-1. Short title. This Act may be cited as the 7 Electronic Wills, Electronic Estate Planning Documents, and 8 Remote Witnesses Act. 9 (Source: P.A. 102-167, eff. 7-26-21.) 10 (755 ILCS 6/1-5) 11 Sec. 1-5. Purpose. The purpose of this Act is to provide 12 for: (1) the valid execution, attestation, self-proving, and 13 probate of electronic wills, paper copies of electronic wills, 14 and wills attested to by witnesses through audio-video 15 communication; (2) the valid execution of electronic 16 nontestamentary estate planning documents and validation of 17 electronic signatures on nontestamentary estate planning 18 documents; and (3) (2) the valid execution, attestation, and 19 witnessing of documents, other than wills, through audio-video 20 communication. 21 (Source: P.A. 102-167, eff. 7-26-21.) 22 (755 ILCS 6/1-15) SB1930 - 6 - LRB103 27862 LNS 54240 b SB1930- 7 -LRB103 27862 LNS 54240 b SB1930 - 7 - LRB103 27862 LNS 54240 b SB1930 - 7 - LRB103 27862 LNS 54240 b 1 Sec. 1-15. Relation to Probate Act of 1975, other 2 statutes, and common law. All electronic wills, paper copies 3 of electronic wills, and wills attested to under this Act are 4 subject to all requirements of the Probate Act of 1975 and the 5 common law, but to the extent the common law or any provision 6 of the Probate Act of 1975 conflicts with or is modified by 7 this Act, the requirements of this Act control. 8 Nontestamentary estate planning documents executed in 9 accordance with this Act are subject to all requirements of 10 the various statutes applicable thereto, but to the extent the 11 common law or any statute conflicts with or is modified by this 12 Act, the requirements of this Act control. 13 (Source: P.A. 102-167, eff. 7-26-21.) 14 (755 ILCS 6/1-20) 15 Sec. 1-20. Definitions. As used in this Act: 16 "Audio-video communication" means communication by which a 17 person can hear, see, and communicate with another person in 18 real time using electronic means. A person's visual or hearing 19 impairment does not prohibit or limit that person's use of 20 audio-visual communication under this Act. 21 "Electronic" means relating to technology having 22 electrical, digital, magnetic, wireless, optical, 23 electromagnetic, or similar capabilities. 24 "Electronic record" means a record generated, 25 communicated, received, or stored by electronic means for use SB1930 - 7 - LRB103 27862 LNS 54240 b SB1930- 8 -LRB103 27862 LNS 54240 b SB1930 - 8 - LRB103 27862 LNS 54240 b SB1930 - 8 - LRB103 27862 LNS 54240 b 1 in an information system or for transmission from one 2 information system to another. 3 "Electronic signature" means a signature in electronic 4 form that uses a security procedure under the Electronic 5 Commerce Security Act and attached to or logically associated 6 with an electronic record. 7 "Electronic will" is a will that is created and maintained 8 as a tamper-evident electronic record. 9 "Identity proofing" means a process or service through 10 which a third person affirms the identity of an individual 11 through a review of personal information from public and 12 proprietary data sources, including: (1) by means of dynamic 13 knowledge-based authentication, including a review of personal 14 information from public or proprietary data sources; or (2) by 15 means of an analysis of biometric data, including, but not 16 limited to, facial recognition, voiceprint analysis, or 17 fingerprint analysis. 18 "Information" includes data, text, images, codes, computer 19 programs, software, and databases. 20 "Nontestamentary estate planning document" means a record 21 relating to estate planning that is readable as text at the 22 time of signing and is not a will or contained in a will. 23 "Nontestamentary estate planning document" includes a record 24 readable as text at the time of signing that creates, 25 exercises, modifies, releases, or revokes: (1) a trust 26 instrument; (2) a trust power that under the terms of the trust SB1930 - 8 - LRB103 27862 LNS 54240 b SB1930- 9 -LRB103 27862 LNS 54240 b SB1930 - 9 - LRB103 27862 LNS 54240 b SB1930 - 9 - LRB103 27862 LNS 54240 b 1 requires a signed record; (3) a certification of a trust under 2 Section 1013 of the Illinois Trust Code; (4) a power of 3 attorney that is durable under Article II of the Illinois 4 Power of Attorney Act; (5) an agent's certification under 5 Section 2-8 of the Illinois Power of Attorney Act of the 6 validity of a power of attorney and the agent's authority; (6) 7 a power of appointment; (7) an advance directive, including a 8 health care power of attorney, directive to physicians, 9 natural death statement, living will, and medical or physician 10 order for life-sustaining treatment; (8) a record directing 11 the disposition of an individual's body after death; (9) a 12 nomination of a guardian for the signing individual; (10) a 13 nomination of a guardian for a minor child or disabled adult 14 child; (11) a mental health treatment declaration; (12) a 15 community property survivorship agreement; (13) a disclaimer 16 under Section 2-7 of the Probate Act of 1975; and (14) any 17 other record intended to carry out an individual's intent 18 regarding property or health care while incapacitated or on 19 death. "Nontestamentary estate planning document" does not 20 include a deed of real property or a certificate of title for a 21 vehicle, watercraft, or aircraft. 22 "Paper copy" means a tamper-evident electronic record that 23 is printed and contains the following: (1) the text of the 24 document; (2) the electronic signature of the signer; (3) a 25 readable copy of the evidence of any changes displayed in the 26 electronic record; and (4) any exhibits, attestation clauses, SB1930 - 9 - LRB103 27862 LNS 54240 b SB1930- 10 -LRB103 27862 LNS 54240 b SB1930 - 10 - LRB103 27862 LNS 54240 b SB1930 - 10 - LRB103 27862 LNS 54240 b 1 affidavits, or other items forming a part of the document or 2 contained in the electronic record. 3 "Paper document" means a document that is written or 4 printed on paper. 5 "Person" means an individual, estate, business or 6 nonprofit entity, government or governmental subdivision, 7 agency, or instrumentality, or other legal entity. 8 "Physical presence" means being in the same physical 9 location as another person and close enough to see and know the 10 other person is signing a document. 11 "Power of attorney" means a record that grants authority 12 to an agent to act in place of the principal, even if the term 13 is not used in the record. 14 "Presence" includes: (1) physical presence; or (2) being 15 in a different physical location from another person, but 16 able, using audio-video communication, to know the person is 17 signing a document in real time. 18 "Record" means information: (1) inscribed on a tangible 19 medium; or (2) stored in an electronic or other medium and 20 retrievable in a perceivable form. 21 "Remote witness" means a person attesting to a document 22 who is in the presence of the signer or testator through 23 audio-video communication. 24 "Rule of law" means any statute, ordinance, common law 25 rule, court decision, or other rule of law enacted, 26 established, or promulgated by this State or any agency, SB1930 - 10 - LRB103 27862 LNS 54240 b SB1930- 11 -LRB103 27862 LNS 54240 b SB1930 - 11 - LRB103 27862 LNS 54240 b SB1930 - 11 - LRB103 27862 LNS 54240 b 1 commission, department, court, other authority, or political 2 subdivision of this State. 3 "Security procedure" means a procedure to verify that an 4 electronic signature, record, or performance is that of a 5 specific person or to detect a change or error in an electronic 6 record. "Security procedure" includes a procedure that uses an 7 algorithm, code, identifying word or number, encryption, or 8 callback or other acknowledgment procedure. 9 "Settlor" means a person, including a testator, that 10 creates or contributes property to a trust. 11 "Signature" includes an electronic signature and an ink 12 signature. 13 "Sign" means, with present intent to authenticate or adopt 14 a record, to: (1) execute or adopt a tangible symbol; or (2) 15 attach to or logically associate with the record an electronic 16 signature. 17 "State" means a state of the United States, the District 18 of Columbia, Puerto Rico, the United States Virgin Islands, or 19 other territory or possession subject to the jurisdiction of 20 the United States. "State" includes a federally recognized 21 Indian tribe. 22 "Tamper-evident" means a feature of an electronic record 23 by which any change to the electronic record is displayed. 24 "Terms of trust" means: (1) the manifestation of the 25 settlor's intent regarding a trust's provisions as (i) 26 expressed in the trust instrument or (ii) established by other SB1930 - 11 - LRB103 27862 LNS 54240 b SB1930- 12 -LRB103 27862 LNS 54240 b SB1930 - 12 - LRB103 27862 LNS 54240 b SB1930 - 12 - LRB103 27862 LNS 54240 b 1 evidence that would be admissible in a judicial proceeding; or 2 (2) the trust's provisions as established, determined, or 3 amended by (i) a trustee or other person in accordance with 4 applicable law, (ii) a court order, or (iii) a nonjudicial 5 settlement agreement under Section 111 of the Illinois Trust 6 Code. 7 "Trust instrument" means an instrument executed by the 8 settlor that contains terms of the trust, including any 9 amendments. 10 "Will" includes a codicil and a testamentary instrument 11 that merely appoints an executor, revokes or revises another 12 will, nominates a guardian, or expressly excludes or limits 13 the right of an individual or class to succeed to property of 14 the decedent passing by intestate succession. 15 (Source: P.A. 102-167, eff. 7-26-21.) 16 (755 ILCS 6/Art. 11 heading new) 17 Article 11. Electronic Nontestamentary Estate Planning 18 Documents 19 (755 ILCS 6/11-5 new) 20 Sec. 11-5. Construction. This Article shall be construed 21 and applied to: 22 (1) facilitate electronic estate planning documents 23 and signatures consistent with other law; and 24 (2) be consistent with reasonable practices concerning SB1930 - 12 - LRB103 27862 LNS 54240 b SB1930- 13 -LRB103 27862 LNS 54240 b SB1930 - 13 - LRB103 27862 LNS 54240 b SB1930 - 13 - LRB103 27862 LNS 54240 b 1 electronic documents and signatures and continued 2 expansion of those practices. 3 (755 ILCS 6/11-10 new) 4 Sec. 11-10. Scope. 5 (a) Except as provided in subsection (b), this Article 6 applies to an electronic nontestamentary estate planning 7 document and an electronic signature on a nontestamentary 8 estate planning document. 9 (b) This Article does not apply to a nontestamentary 10 estate planning document if the document precludes use of an 11 electronic record or electronic signature. 12 (c) This Article does not affect the validity of an 13 electronic record or electronic signature that is valid under: 14 (1) the Illinois Uniform Electronic Transactions Act; 15 (2) any other Section of this Act; or 16 (3) any other State law relating to nontestamentary 17 estate planning documents. 18 (755 ILCS 6/11-15 new) 19 Sec. 11-15. Principles of law and equity. The law of this 20 State and principles of equity applicable to a nontestamentary 21 estate planning document apply to an electronic 22 nontestamentary estate planning document except as modified by 23 this Article. SB1930 - 13 - LRB103 27862 LNS 54240 b SB1930- 14 -LRB103 27862 LNS 54240 b SB1930 - 14 - LRB103 27862 LNS 54240 b SB1930 - 14 - LRB103 27862 LNS 54240 b 1 (755 ILCS 6/11-20 new) 2 Sec. 11-20. Use of electronic record or signature not 3 required. 4 (a) This Article does not require a nontestamentary estate 5 planning document or signature on a nontestamentary estate 6 planning document to be created, generated, sent, 7 communicated, received, stored, or otherwise processed or used 8 by electronic means or in electronic form. 9 (b) A person is not required to have a nontestamentary 10 estate planning document in electronic form or signed 11 electronically even if the person previously created or signed 12 a nontestamentary estate planning document by electronic 13 means. 14 (c) A person may not waive the provisions of this Section. 15 (755 ILCS 6/11-25 new) 16 Sec. 11-25. Recognition of electronic nontestamentary 17 estate planning document and electronic signature. 18 (a) A nontestamentary estate planning document or a 19 signature on a nontestamentary estate planning document may 20 not be denied legal effect or enforceability solely because it 21 is in electronic form. 22 (b) If other law of this State requires a nontestamentary 23 estate planning document to be in writing, an electronic 24 record of the document satisfies the requirement. 25 (c) If other law of this State requires a signature on a SB1930 - 14 - LRB103 27862 LNS 54240 b SB1930- 15 -LRB103 27862 LNS 54240 b SB1930 - 15 - LRB103 27862 LNS 54240 b SB1930 - 15 - LRB103 27862 LNS 54240 b 1 nontestamentary estate planning document, an electronic 2 signature satisfies the requirement. 3 (755 ILCS 6/11-30 new) 4 Sec. 11-30. Attribution and effect of electronic record 5 and electronic signature. 6 (a) An electronic nontestamentary estate planning document 7 or electronic signature on an electronic nontestamentary 8 estate planning document is attributable to a person if it was 9 the act of the person. The act of the person may be shown in 10 any manner, including by showing the efficacy of a security 11 procedure applied to determine the person to which the 12 electronic record or electronic signature was attributable. 13 (b) The effect of attribution to a person under subsection 14 (a) of a document or signature is determined from the context 15 and surrounding circumstances at the time of its creation, 16 execution, or adoption and as provided by other law. 17 (755 ILCS 6/11-35 new) 18 Sec. 11-35. Notarization and acknowledgment. If other law 19 of this State requires a signature or record to be notarized, 20 acknowledged, verified, or made under oath, the requirement is 21 satisfied with respect to an electronic nontestamentary estate 22 planning document if an individual authorized to perform the 23 notarization, acknowledgment, verification, or oath attaches 24 or logically associates the individual's electronic signature SB1930 - 15 - LRB103 27862 LNS 54240 b SB1930- 16 -LRB103 27862 LNS 54240 b SB1930 - 16 - LRB103 27862 LNS 54240 b SB1930 - 16 - LRB103 27862 LNS 54240 b 1 on the document together with all other information required 2 to be included under the other law. 3 (755 ILCS 6/11-40 new) 4 Sec. 11-40. Witnessing and attestation. 5 (a) If other law of this State bases the validity of a 6 nontestamentary estate planning document on whether it is 7 signed, witnessed, or attested by another individual, the 8 signature, witnessing, or attestation of that individual may 9 be electronic. 10 (b) As used in this subsection (b), "electronic presence" 11 means that 2 or more individuals in different locations are 12 able to communicate in real time to the same extent as if the 13 individuals were physically present in the same location. If 14 other law of this State bases the validity of a 15 nontestamentary estate planning document on whether it is 16 signed, witnessed, or attested by another individual in the 17 presence of the individual signing the document, the presence 18 requirement is satisfied if the individuals are in each 19 other's electronic presence. 20 (755 ILCS 6/11-45 new) 21 Sec. 11-45. Retention of electronic record; original. 22 (a) Except as provided in subsection (b), if other law of 23 this State requires an electronic nontestamentary estate 24 planning document to be retained, transmitted, copied, or SB1930 - 16 - LRB103 27862 LNS 54240 b SB1930- 17 -LRB103 27862 LNS 54240 b SB1930 - 17 - LRB103 27862 LNS 54240 b SB1930 - 17 - LRB103 27862 LNS 54240 b 1 filed, the requirement is satisfied by retaining, 2 transmitting, copying, or filing an electronic record that: 3 (1) accurately reflects the information in the 4 document after it was first generated in final form as an 5 electronic record or under Section 11-30; and 6 (2) remains accessible to the extent required by the 7 other law. 8 (b) A requirement under subsection (a) to retain a record 9 does not apply to information the sole purpose of which is to 10 enable the record to be sent, communicated, or received. 11 (c) A person may satisfy subsection (a) by using the 12 services of another person. 13 (d) If other law of this State requires a nontestamentary 14 estate planning document to be presented or retained in its 15 original form, or provides consequences if a nontestamentary 16 estate planning document is not presented or retained in its 17 original form, an electronic record retained in accordance 18 with subsection (a) satisfies the other law. 19 (e) This Section does not preclude a governmental agency 20 from specifying requirements for the retention of a record 21 subject to the agency's jurisdiction in addition to those in 22 this Section. In this Section, "governmental agency" means an 23 executive, legislative, or judicial agency, department, board, 24 commission, authority, institution, or instrumentality of the 25 federal government or of a state or of a county, municipality, 26 or other political subdivision of a state. SB1930 - 17 - LRB103 27862 LNS 54240 b SB1930- 18 -LRB103 27862 LNS 54240 b SB1930 - 18 - LRB103 27862 LNS 54240 b SB1930 - 18 - LRB103 27862 LNS 54240 b 1 (755 ILCS 6/11-50 new) 2 Sec. 11-50. Certification of paper copy. An individual may 3 create a certified paper copy of an electronic nontestamentary 4 estate planning document by affirming under penalty of perjury 5 that the paper copy is a complete and accurate copy of the 6 document. 7 (755 ILCS 6/11-55 new) 8 Sec. 11-55. Admissibility in evidence. Evidence relating 9 to an electronic nontestamentary estate planning document or 10 an electronic signature on the document may not be excluded in 11 a proceeding solely because it is in electronic form. 12 (755 ILCS 6/11-60 new) 13 Sec. 11-60. Relation to the Electronic Signatures in 14 Global and National Commerce Act. This Article modifies, 15 limits, or supersedes the Electronic Signatures in Global and 16 National Commerce Act, 15 U.S.C. Section 7001 et seq., but 17 does not modify, limit, or supersede 15 U.S.C. Section 7001(c) 18 or authorize electronic delivery of any of the notices 19 described in 15 U.S.C. Section 7003(b). 20 (755 ILCS 6/11-65 new) 21 Sec. 11-65. Application. This Article applies to an 22 electronic nontestamentary estate planning document created, SB1930 - 18 - LRB103 27862 LNS 54240 b SB1930- 19 -LRB103 27862 LNS 54240 b SB1930 - 19 - LRB103 27862 LNS 54240 b SB1930 - 19 - LRB103 27862 LNS 54240 b 1 signed, generated, sent, communicated, received, or stored 2 before, on, or after the effective date of this amendatory Act 3 of the 103rd General Assembly. 4 (755 ILCS 6/11-70 new) 5 Sec. 11-70. Severability. If a provision of this Article 6 or its application to a person or circumstance is held 7 invalid, the invalidity does not affect another provision or 8 application that can be given effect without the invalid 9 provision. 10 Section 99. Effective date. This Act takes effect January 11 1, 2024. SB1930- 20 -LRB103 27862 LNS 54240 b 1 INDEX 2 Statutes amended in order of appearance SB1930- 20 -LRB103 27862 LNS 54240 b SB1930 - 20 - LRB103 27862 LNS 54240 b 1 INDEX 2 Statutes amended in order of appearance SB1930- 20 -LRB103 27862 LNS 54240 b SB1930 - 20 - LRB103 27862 LNS 54240 b SB1930 - 20 - LRB103 27862 LNS 54240 b 1 INDEX 2 Statutes amended in order of appearance SB1930 - 19 - LRB103 27862 LNS 54240 b SB1930- 20 -LRB103 27862 LNS 54240 b SB1930 - 20 - LRB103 27862 LNS 54240 b SB1930 - 20 - LRB103 27862 LNS 54240 b 1 INDEX 2 Statutes amended in order of appearance SB1930 - 20 - LRB103 27862 LNS 54240 b