Illinois 2023-2024 Regular Session

Illinois Senate Bill SB1930 Compare Versions

Only one version of the bill is available at this time.

Old	New	Differences
1	1	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
2	2	103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1930 Introduced 2/9/2023, by Sen. Laura Ellman SYNOPSIS AS INTRODUCED:
3	3	See Index See Index
4	4	See Index
5	5	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.
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8	8	A BILL FOR
9	9	SB1930LRB103 27862 LNS 54240 b SB1930 LRB103 27862 LNS 54240 b
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11	11	1 AN ACT concerning civil law.
12	12	2 Be it enacted by the People of the State of Illinois,
13	13	3 represented in the General Assembly:
14	14	4 Section 5. The Probate Act of 1975 is amended by changing
15	15	5 Sections 1-2.25, 8-1, and 8-2 as follows:
16	16	6 (755 ILCS 5/1-2.25)
17	17	7 Sec. 1-2.25. Where this Act requires information to be
18	18	8 "written" or "in writing", or provides for certain
19	19	9 consequences if it is not, an electronic record under the
20	20	10 Electronic Wills, Electronic Estate Planning Documents, and
21	21	11 Remote Witnesses Act satisfies the provisions of this Act.
22	22	12 (Source: P.A. 102-167, eff. 7-26-21.)
23	23	13 (755 ILCS 5/8-1) (from Ch. 110 1/2, par. 8-1)
24	24	14 Sec. 8-1. Contest of admission of will to probate; notice.
25	25	15 (a) Within 6 months after the admission to probate of a
26	26	16 domestic will in accordance with the provisions of Section 6-4
27	27	17 or Section 20-20 or 20-25 of the Electronic Wills, Electronic
28	28	18 Estate Planning Documents, and Remote Witnesses Act, or of a
29	29	19 foreign will in accordance with the provisions of Article VII
30	30	20 of this Act, any interested person may file a petition in the
31	31	21 proceeding for the administration of the testator's estate or,
32	32	22 if no proceeding is pending, in the court in which the will was
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36	36	103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 SB1930 Introduced 2/9/2023, by Sen. Laura Ellman SYNOPSIS AS INTRODUCED:
37	37	See Index See Index
38	38	See Index
39	39	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.
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42	42	A BILL FOR
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48	48	See Index
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67	67	1 admitted to probate, to contest the validity of the will.
68	68	2 (b) The petitioner shall cause a copy of the petition to be
69	69	3 mailed or delivered to the representative, to his or her
70	70	4 attorney of record, and to each heir and legatee whose name is
71	71	5 listed in the petition to admit the will to probate and in any
72	72	6 amended petition filed in accordance with Section 6-11, at the
73	73	7 address stated in the petition or amended petition. Filing a
74	74	8 pleading constitutes a waiver of the mailing or delivery of
75	75	9 the notice to the person filing the pleading. Failure to mail
76	76	10 or deliver a copy of the petition to an heir or a legatee does
77	77	11 not extend the time within which a petition to contest the will
78	78	12 may be filed under subsection (a) of this Section or affect the
79	79	13 validity of the judgment judgement entered in the proceeding.
80	80	14 (c) Any contestant or proponent may demand a trial by
81	81	15 jury. An issue shall be made whether or not the instrument
82	82	16 produced is the will of the testator. The contestant shall in
83	83	17 the first instance proceed with proof to establish the
84	84	18 invalidity of the will. At the close of the contestant's case,
85	85	19 the proponent may present evidence to sustain the will. An
86	86	20 authenticated transcript of the testimony of any witness or
87	87	21 other party taken at the time of the hearing on the admission
88	88	22 of the will to probate, or an affidavit of any witness or other
89	89	23 party received as evidence under subsection 6-4(b), paragraphs
90	90	24 (c) and (e) of Section 20-20 of the Electronic Wills,
91	91	25 Electronic Estate Planning Documents, and Remote Witnesses
92	92	26 Act, or Section 20-25 of the Electronic Wills, Electronic
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103	103	1 Estate Planning Documents, and Remote Witnesses Act, is
104	104	2 admissible in evidence.
105	105	3 (d) The right to institute or continue a proceeding to
106	106	4 contest the validity of a will survives and descends to the
107	107	5 heir, legatee, representative, grantee or assignee of the
108	108	6 person entitled to institute the proceeding.
109	109	7 (e) It is the duty of the representative to defend a
110	110	8 proceeding to contest the validity of the will. The court may
111	111	9 order the representative to defend the proceeding or prosecute
112	112	10 an appeal from the judgment. If the representative fails or
113	113	11 refuses to do so when ordered by the court, or if there is no
114	114	12 representative then acting, the court, upon its motion or on
115	115	13 application of any interested person, may appoint a special
116	116	14 administrator to defend or appeal in his stead.
117	117	15 (f) An action to set aside or contest the validity of a
118	118	16 revocable inter vivos trust agreement or declaration of trust
119	119	17 to which a legacy is provided by the settlor's will which is
120	120	18 admitted to probate shall be commenced within and not after
121	121	19 the time to contest the validity of a will as provided in
122	122	20 subsection (a) of this Section and Section 13-223 of the Code
123	123	21 of Civil Procedure.
124	124	22 (g) This amendatory Act of 1995 applies to pending cases
125	125	23 as well as cases commenced on or after its effective date.
126	126	24 (Source: P.A. 102-167, eff. 7-26-21.)
127	127	25 (755 ILCS 5/8-2) (from Ch. 110 1/2, par. 8-2)
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138	138	1 Sec. 8-2. Contest of denial of admission of will to
139	139	2 probate.
140	140	3 (a) Within 6 months after the entry of an order denying
141	141	4 admission to probate of a domestic will in accordance with the
142	142	5 provisions of Section 6-4 or Section 20-20 or 20-25 of the
143	143	6 Electronic Wills, Electronic Estate Planning Documents, and
144	144	7 Remote Witnesses Act, or of a foreign will in accordance with
145	145	8 the provisions of Article VII of this Act, any interested
146	146	9 person desiring to contest the denial of admission may file a
147	147	10 petition to admit the will to probate in the proceeding for the
148	148	11 administration of the decedent's estate or, if no proceeding
149	149	12 is pending, in the court which denied admission of the will to
150	150	13 probate. The petition must state the facts required to be
151	151	14 stated in Section 6-2 or 6-20, whichever is applicable.
152	152	15 (b) The petitioner shall cause a copy of the petition to be
153	153	16 mailed or delivered to the representative, to his or her
154	154	17 attorney of record, and to each heir and legatee whose name is
155	155	18 listed in the petition to admit the will to probate and in any
156	156	19 amended petition filed in accordance with Section 6-11, at the
157	157	20 address stated in the petition or amended petition. Filing a
158	158	21 pleading constitutes a waiver of the mailing or delivery of
159	159	22 the notice to the person filing the pleading. Failure to mail
160	160	23 or deliver a copy of the petition to an heir or legatee does
161	161	24 not extend the time within which a petition to admit the will
162	162	25 to probate may be filed under subsection (a) of Section 8-1 or
163	163	26 affect the validity of the judgment entered in the proceeding.
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174	174	1 (c) Any proponent or contestant may demand a trial by
175	175	2 jury. An issue shall be made whether or not the instrument
176	176	3 produced is the will of the testator. The proponent shall in
177	177	4 the first instance proceed with proof to establish the
178	178	5 validity of the will and may introduce any evidence competent
179	179	6 to establish a will. Any interested person may oppose the
180	180	7 petition and may introduce any evidence admissible in a will
181	181	8 contest under Section 8-1. At the close of the contestant's
182	182	9 case, the proponent may present further evidence to sustain
183	183	10 the will.
184	184	11 (d) The right to institute or continue a proceeding to
185	185	12 contest the denial of admission of a will to probate survives
186	186	13 and descends to the heir, legatee, representative, grantee or
187	187	14 assignee of the person entitled to institute the proceeding.
188	188	15 (e) The court may order the representative to defend a
189	189	16 proceeding to probate the will or prosecute an appeal from the
190	190	17 judgment. If the representative fails or refuses to do so when
191	191	18 ordered by the court, or if there is no representative then
192	192	19 acting, the court, upon its motion or on application of any
193	193	20 interested person, may appoint a special administrator to do
194	194	21 so in his stead.
195	195	22 (f) A person named as executor in a will that has been
196	196	23 denied admission to probate has no duty to file or support a
197	197	24 petition under Section 8-2.
198	198	25 (g) This amendatory Act of 1995 applies to pending cases
199	199	26 as well as cases commenced on or after its effective date.
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210	210	1 (Source: P.A. 102-167, eff. 7-26-21.)
211	211	2 Section 10. The Electronic Wills and Remote Witnesses Act
212	212	3 is amended by changing Sections 1-1, 1-5, 1-15, and 1-20 and by
213	213	4 adding Article 11 as follows:
214	214	5 (755 ILCS 6/1-1)
215	215	6 Sec. 1-1. Short title. This Act may be cited as the
216	216	7 Electronic Wills, Electronic Estate Planning Documents, and
217	217	8 Remote Witnesses Act.
218	218	9 (Source: P.A. 102-167, eff. 7-26-21.)
219	219	10 (755 ILCS 6/1-5)
220	220	11 Sec. 1-5. Purpose. The purpose of this Act is to provide
221	221	12 for: (1) the valid execution, attestation, self-proving, and
222	222	13 probate of electronic wills, paper copies of electronic wills,
223	223	14 and wills attested to by witnesses through audio-video
224	224	15 communication; (2) the valid execution of electronic
225	225	16 nontestamentary estate planning documents and validation of
226	226	17 electronic signatures on nontestamentary estate planning
227	227	18 documents; and (3) (2) the valid execution, attestation, and
228	228	19 witnessing of documents, other than wills, through audio-video
229	229	20 communication.
230	230	21 (Source: P.A. 102-167, eff. 7-26-21.)
231	231	22 (755 ILCS 6/1-15)
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242	242	1 Sec. 1-15. Relation to Probate Act of 1975, other
243	243	2 statutes, and common law. All electronic wills, paper copies
244	244	3 of electronic wills, and wills attested to under this Act are
245	245	4 subject to all requirements of the Probate Act of 1975 and the
246	246	5 common law, but to the extent the common law or any provision
247	247	6 of the Probate Act of 1975 conflicts with or is modified by
248	248	7 this Act, the requirements of this Act control.
249	249	8 Nontestamentary estate planning documents executed in
250	250	9 accordance with this Act are subject to all requirements of
251	251	10 the various statutes applicable thereto, but to the extent the
252	252	11 common law or any statute conflicts with or is modified by this
253	253	12 Act, the requirements of this Act control.
254	254	13 (Source: P.A. 102-167, eff. 7-26-21.)
255	255	14 (755 ILCS 6/1-20)
256	256	15 Sec. 1-20. Definitions. As used in this Act:
257	257	16 "Audio-video communication" means communication by which a
258	258	17 person can hear, see, and communicate with another person in
259	259	18 real time using electronic means. A person's visual or hearing
260	260	19 impairment does not prohibit or limit that person's use of
261	261	20 audio-visual communication under this Act.
262	262	21 "Electronic" means relating to technology having
263	263	22 electrical, digital, magnetic, wireless, optical,
264	264	23 electromagnetic, or similar capabilities.
265	265	24 "Electronic record" means a record generated,
266	266	25 communicated, received, or stored by electronic means for use
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277	277	1 in an information system or for transmission from one
278	278	2 information system to another.
279	279	3 "Electronic signature" means a signature in electronic
280	280	4 form that uses a security procedure under the Electronic
281	281	5 Commerce Security Act and attached to or logically associated
282	282	6 with an electronic record.
283	283	7 "Electronic will" is a will that is created and maintained
284	284	8 as a tamper-evident electronic record.
285	285	9 "Identity proofing" means a process or service through
286	286	10 which a third person affirms the identity of an individual
287	287	11 through a review of personal information from public and
288	288	12 proprietary data sources, including: (1) by means of dynamic
289	289	13 knowledge-based authentication, including a review of personal
290	290	14 information from public or proprietary data sources; or (2) by
291	291	15 means of an analysis of biometric data, including, but not
292	292	16 limited to, facial recognition, voiceprint analysis, or
293	293	17 fingerprint analysis.
294	294	18 "Information" includes data, text, images, codes, computer
295	295	19 programs, software, and databases.
296	296	20 "Nontestamentary estate planning document" means a record
297	297	21 relating to estate planning that is readable as text at the
298	298	22 time of signing and is not a will or contained in a will.
299	299	23 "Nontestamentary estate planning document" includes a record
300	300	24 readable as text at the time of signing that creates,
301	301	25 exercises, modifies, releases, or revokes: (1) a trust
302	302	26 instrument; (2) a trust power that under the terms of the trust
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313	313	1 requires a signed record; (3) a certification of a trust under
314	314	2 Section 1013 of the Illinois Trust Code; (4) a power of
315	315	3 attorney that is durable under Article II of the Illinois
316	316	4 Power of Attorney Act; (5) an agent's certification under
317	317	5 Section 2-8 of the Illinois Power of Attorney Act of the
318	318	6 validity of a power of attorney and the agent's authority; (6)
319	319	7 a power of appointment; (7) an advance directive, including a
320	320	8 health care power of attorney, directive to physicians,
321	321	9 natural death statement, living will, and medical or physician
322	322	10 order for life-sustaining treatment; (8) a record directing
323	323	11 the disposition of an individual's body after death; (9) a
324	324	12 nomination of a guardian for the signing individual; (10) a
325	325	13 nomination of a guardian for a minor child or disabled adult
326	326	14 child; (11) a mental health treatment declaration; (12) a
327	327	15 community property survivorship agreement; (13) a disclaimer
328	328	16 under Section 2-7 of the Probate Act of 1975; and (14) any
329	329	17 other record intended to carry out an individual's intent
330	330	18 regarding property or health care while incapacitated or on
331	331	19 death. "Nontestamentary estate planning document" does not
332	332	20 include a deed of real property or a certificate of title for a
333	333	21 vehicle, watercraft, or aircraft.
334	334	22 "Paper copy" means a tamper-evident electronic record that
335	335	23 is printed and contains the following: (1) the text of the
336	336	24 document; (2) the electronic signature of the signer; (3) a
337	337	25 readable copy of the evidence of any changes displayed in the
338	338	26 electronic record; and (4) any exhibits, attestation clauses,
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349	349	1 affidavits, or other items forming a part of the document or
350	350	2 contained in the electronic record.
351	351	3 "Paper document" means a document that is written or
352	352	4 printed on paper.
353	353	5 "Person" means an individual, estate, business or
354	354	6 nonprofit entity, government or governmental subdivision,
355	355	7 agency, or instrumentality, or other legal entity.
356	356	8 "Physical presence" means being in the same physical
357	357	9 location as another person and close enough to see and know the
358	358	10 other person is signing a document.
359	359	11 "Power of attorney" means a record that grants authority
360	360	12 to an agent to act in place of the principal, even if the term
361	361	13 is not used in the record.
362	362	14 "Presence" includes: (1) physical presence; or (2) being
363	363	15 in a different physical location from another person, but
364	364	16 able, using audio-video communication, to know the person is
365	365	17 signing a document in real time.
366	366	18 "Record" means information: (1) inscribed on a tangible
367	367	19 medium; or (2) stored in an electronic or other medium and
368	368	20 retrievable in a perceivable form.
369	369	21 "Remote witness" means a person attesting to a document
370	370	22 who is in the presence of the signer or testator through
371	371	23 audio-video communication.
372	372	24 "Rule of law" means any statute, ordinance, common law
373	373	25 rule, court decision, or other rule of law enacted,
374	374	26 established, or promulgated by this State or any agency,
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385	385	1 commission, department, court, other authority, or political
386	386	2 subdivision of this State.
387	387	3 "Security procedure" means a procedure to verify that an
388	388	4 electronic signature, record, or performance is that of a
389	389	5 specific person or to detect a change or error in an electronic
390	390	6 record. "Security procedure" includes a procedure that uses an
391	391	7 algorithm, code, identifying word or number, encryption, or
392	392	8 callback or other acknowledgment procedure.
393	393	9 "Settlor" means a person, including a testator, that
394	394	10 creates or contributes property to a trust.
395	395	11 "Signature" includes an electronic signature and an ink
396	396	12 signature.
397	397	13 "Sign" means, with present intent to authenticate or adopt
398	398	14 a record, to: (1) execute or adopt a tangible symbol; or (2)
399	399	15 attach to or logically associate with the record an electronic
400	400	16 signature.
401	401	17 "State" means a state of the United States, the District
402	402	18 of Columbia, Puerto Rico, the United States Virgin Islands, or
403	403	19 other territory or possession subject to the jurisdiction of
404	404	20 the United States. "State" includes a federally recognized
405	405	21 Indian tribe.
406	406	22 "Tamper-evident" means a feature of an electronic record
407	407	23 by which any change to the electronic record is displayed.
408	408	24 "Terms of trust" means: (1) the manifestation of the
409	409	25 settlor's intent regarding a trust's provisions as (i)
410	410	26 expressed in the trust instrument or (ii) established by other
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421	421	1 evidence that would be admissible in a judicial proceeding; or
422	422	2 (2) the trust's provisions as established, determined, or
423	423	3 amended by (i) a trustee or other person in accordance with
424	424	4 applicable law, (ii) a court order, or (iii) a nonjudicial
425	425	5 settlement agreement under Section 111 of the Illinois Trust
426	426	6 Code.
427	427	7 "Trust instrument" means an instrument executed by the
428	428	8 settlor that contains terms of the trust, including any
429	429	9 amendments.
430	430	10 "Will" includes a codicil and a testamentary instrument
431	431	11 that merely appoints an executor, revokes or revises another
432	432	12 will, nominates a guardian, or expressly excludes or limits
433	433	13 the right of an individual or class to succeed to property of
434	434	14 the decedent passing by intestate succession.
435	435	15 (Source: P.A. 102-167, eff. 7-26-21.)
436	436	16 (755 ILCS 6/Art. 11 heading new)
437	437	17 Article 11. Electronic Nontestamentary Estate Planning
438	438	18 Documents
439	439	19 (755 ILCS 6/11-5 new)
440	440	20 Sec. 11-5. Construction. This Article shall be construed
441	441	21 and applied to:
442	442	22 (1) facilitate electronic estate planning documents
443	443	23 and signatures consistent with other law; and
444	444	24 (2) be consistent with reasonable practices concerning
445	445
446	446
447	447
448	448
449	449
450	450	SB1930 - 12 - LRB103 27862 LNS 54240 b
451	451
452	452
453	453	SB1930- 13 -LRB103 27862 LNS 54240 b SB1930 - 13 - LRB103 27862 LNS 54240 b
454	454	SB1930 - 13 - LRB103 27862 LNS 54240 b
455	455	1 electronic documents and signatures and continued
456	456	2 expansion of those practices.
457	457	3 (755 ILCS 6/11-10 new)
458	458	4 Sec. 11-10. Scope.
459	459	5 (a) Except as provided in subsection (b), this Article
460	460	6 applies to an electronic nontestamentary estate planning
461	461	7 document and an electronic signature on a nontestamentary
462	462	8 estate planning document.
463	463	9 (b) This Article does not apply to a nontestamentary
464	464	10 estate planning document if the document precludes use of an
465	465	11 electronic record or electronic signature.
466	466	12 (c) This Article does not affect the validity of an
467	467	13 electronic record or electronic signature that is valid under:
468	468	14 (1) the Illinois Uniform Electronic Transactions Act;
469	469	15 (2) any other Section of this Act; or
470	470	16 (3) any other State law relating to nontestamentary
471	471	17 estate planning documents.
472	472	18 (755 ILCS 6/11-15 new)
473	473	19 Sec. 11-15. Principles of law and equity. The law of this
474	474	20 State and principles of equity applicable to a nontestamentary
475	475	21 estate planning document apply to an electronic
476	476	22 nontestamentary estate planning document except as modified by
477	477	23 this Article.
478	478
479	479
480	480
481	481
482	482
483	483	SB1930 - 13 - LRB103 27862 LNS 54240 b
484	484
485	485
486	486	SB1930- 14 -LRB103 27862 LNS 54240 b SB1930 - 14 - LRB103 27862 LNS 54240 b
487	487	SB1930 - 14 - LRB103 27862 LNS 54240 b
488	488	1 (755 ILCS 6/11-20 new)
489	489	2 Sec. 11-20. Use of electronic record or signature not
490	490	3 required.
491	491	4 (a) This Article does not require a nontestamentary estate
492	492	5 planning document or signature on a nontestamentary estate
493	493	6 planning document to be created, generated, sent,
494	494	7 communicated, received, stored, or otherwise processed or used
495	495	8 by electronic means or in electronic form.
496	496	9 (b) A person is not required to have a nontestamentary
497	497	10 estate planning document in electronic form or signed
498	498	11 electronically even if the person previously created or signed
499	499	12 a nontestamentary estate planning document by electronic
500	500	13 means.
501	501	14 (c) A person may not waive the provisions of this Section.
502	502	15 (755 ILCS 6/11-25 new)
503	503	16 Sec. 11-25. Recognition of electronic nontestamentary
504	504	17 estate planning document and electronic signature.
505	505	18 (a) A nontestamentary estate planning document or a
506	506	19 signature on a nontestamentary estate planning document may
507	507	20 not be denied legal effect or enforceability solely because it
508	508	21 is in electronic form.
509	509	22 (b) If other law of this State requires a nontestamentary
510	510	23 estate planning document to be in writing, an electronic
511	511	24 record of the document satisfies the requirement.
512	512	25 (c) If other law of this State requires a signature on a
513	513
514	514
515	515
516	516
517	517
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519	519
520	520
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522	522	SB1930 - 15 - LRB103 27862 LNS 54240 b
523	523	1 nontestamentary estate planning document, an electronic
524	524	2 signature satisfies the requirement.
525	525	3 (755 ILCS 6/11-30 new)
526	526	4 Sec. 11-30. Attribution and effect of electronic record
527	527	5 and electronic signature.
528	528	6 (a) An electronic nontestamentary estate planning document
529	529	7 or electronic signature on an electronic nontestamentary
530	530	8 estate planning document is attributable to a person if it was
531	531	9 the act of the person. The act of the person may be shown in
532	532	10 any manner, including by showing the efficacy of a security
533	533	11 procedure applied to determine the person to which the
534	534	12 electronic record or electronic signature was attributable.
535	535	13 (b) The effect of attribution to a person under subsection
536	536	14 (a) of a document or signature is determined from the context
537	537	15 and surrounding circumstances at the time of its creation,
538	538	16 execution, or adoption and as provided by other law.
539	539	17 (755 ILCS 6/11-35 new)
540	540	18 Sec. 11-35. Notarization and acknowledgment. If other law
541	541	19 of this State requires a signature or record to be notarized,
542	542	20 acknowledged, verified, or made under oath, the requirement is
543	543	21 satisfied with respect to an electronic nontestamentary estate
544	544	22 planning document if an individual authorized to perform the
545	545	23 notarization, acknowledgment, verification, or oath attaches
546	546	24 or logically associates the individual's electronic signature
547	547
548	548
549	549
550	550
551	551
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553	553
554	554
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556	556	SB1930 - 16 - LRB103 27862 LNS 54240 b
557	557	1 on the document together with all other information required
558	558	2 to be included under the other law.
559	559	3 (755 ILCS 6/11-40 new)
560	560	4 Sec. 11-40. Witnessing and attestation.
561	561	5 (a) If other law of this State bases the validity of a
562	562	6 nontestamentary estate planning document on whether it is
563	563	7 signed, witnessed, or attested by another individual, the
564	564	8 signature, witnessing, or attestation of that individual may
565	565	9 be electronic.
566	566	10 (b) As used in this subsection (b), "electronic presence"
567	567	11 means that 2 or more individuals in different locations are
568	568	12 able to communicate in real time to the same extent as if the
569	569	13 individuals were physically present in the same location. If
570	570	14 other law of this State bases the validity of a
571	571	15 nontestamentary estate planning document on whether it is
572	572	16 signed, witnessed, or attested by another individual in the
573	573	17 presence of the individual signing the document, the presence
574	574	18 requirement is satisfied if the individuals are in each
575	575	19 other's electronic presence.
576	576	20 (755 ILCS 6/11-45 new)
577	577	21 Sec. 11-45. Retention of electronic record; original.
578	578	22 (a) Except as provided in subsection (b), if other law of
579	579	23 this State requires an electronic nontestamentary estate
580	580	24 planning document to be retained, transmitted, copied, or
581	581
582	582
583	583
584	584
585	585
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587	587
588	588
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590	590	SB1930 - 17 - LRB103 27862 LNS 54240 b
591	591	1 filed, the requirement is satisfied by retaining,
592	592	2 transmitting, copying, or filing an electronic record that:
593	593	3 (1) accurately reflects the information in the
594	594	4 document after it was first generated in final form as an
595	595	5 electronic record or under Section 11-30; and
596	596	6 (2) remains accessible to the extent required by the
597	597	7 other law.
598	598	8 (b) A requirement under subsection (a) to retain a record
599	599	9 does not apply to information the sole purpose of which is to
600	600	10 enable the record to be sent, communicated, or received.
601	601	11 (c) A person may satisfy subsection (a) by using the
602	602	12 services of another person.
603	603	13 (d) If other law of this State requires a nontestamentary
604	604	14 estate planning document to be presented or retained in its
605	605	15 original form, or provides consequences if a nontestamentary
606	606	16 estate planning document is not presented or retained in its
607	607	17 original form, an electronic record retained in accordance
608	608	18 with subsection (a) satisfies the other law.
609	609	19 (e) This Section does not preclude a governmental agency
610	610	20 from specifying requirements for the retention of a record
611	611	21 subject to the agency's jurisdiction in addition to those in
612	612	22 this Section. In this Section, "governmental agency" means an
613	613	23 executive, legislative, or judicial agency, department, board,
614	614	24 commission, authority, institution, or instrumentality of the
615	615	25 federal government or of a state or of a county, municipality,
616	616	26 or other political subdivision of a state.
617	617
618	618
619	619
620	620
621	621
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623	623
624	624
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627	627	1 (755 ILCS 6/11-50 new)
628	628	2 Sec. 11-50. Certification of paper copy. An individual may
629	629	3 create a certified paper copy of an electronic nontestamentary
630	630	4 estate planning document by affirming under penalty of perjury
631	631	5 that the paper copy is a complete and accurate copy of the
632	632	6 document.
633	633	7 (755 ILCS 6/11-55 new)
634	634	8 Sec. 11-55. Admissibility in evidence. Evidence relating
635	635	9 to an electronic nontestamentary estate planning document or
636	636	10 an electronic signature on the document may not be excluded in
637	637	11 a proceeding solely because it is in electronic form.
638	638	12 (755 ILCS 6/11-60 new)
639	639	13 Sec. 11-60. Relation to the Electronic Signatures in
640	640	14 Global and National Commerce Act. This Article modifies,
641	641	15 limits, or supersedes the Electronic Signatures in Global and
642	642	16 National Commerce Act, 15 U.S.C. Section 7001 et seq., but
643	643	17 does not modify, limit, or supersede 15 U.S.C. Section 7001(c)
644	644	18 or authorize electronic delivery of any of the notices
645	645	19 described in 15 U.S.C. Section 7003(b).
646	646	20 (755 ILCS 6/11-65 new)
647	647	21 Sec. 11-65. Application. This Article applies to an
648	648	22 electronic nontestamentary estate planning document created,
649	649
650	650
651	651
652	652
653	653
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655	655
656	656
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658	658	SB1930 - 19 - LRB103 27862 LNS 54240 b
659	659	1 signed, generated, sent, communicated, received, or stored
660	660	2 before, on, or after the effective date of this amendatory Act
661	661	3 of the 103rd General Assembly.
662	662	4 (755 ILCS 6/11-70 new)
663	663	5 Sec. 11-70. Severability. If a provision of this Article
664	664	6 or its application to a person or circumstance is held
665	665	7 invalid, the invalidity does not affect another provision or
666	666	8 application that can be given effect without the invalid
667	667	9 provision.
668	668	10 Section 99. Effective date. This Act takes effect January
669	669	11 1, 2024.
670	670	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
671	671	SB1930- 20 -LRB103 27862 LNS 54240 b SB1930 - 20 - LRB103 27862 LNS 54240 b
672	672	SB1930 - 20 - LRB103 27862 LNS 54240 b
673	673	1 INDEX
674	674	2 Statutes amended in order of appearance
675	675
676	676
677	677
678	678
679	679
680	680	SB1930 - 19 - LRB103 27862 LNS 54240 b
681	681
682	682
683	683
684	684	SB1930- 20 -LRB103 27862 LNS 54240 b SB1930 - 20 - LRB103 27862 LNS 54240 b
685	685	SB1930 - 20 - LRB103 27862 LNS 54240 b
686	686	1 INDEX
687	687	2 Statutes amended in order of appearance
688	688
689	689
690	690
691	691
692	692
693	693	SB1930 - 20 - LRB103 27862 LNS 54240 b