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2 | 2 | | HOUSE DOCKET, NO. 343 FILED ON: 1/12/2023 |
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3 | 3 | | HOUSE . . . . . . . . . . . . . . . No. 1748 |
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4 | 4 | | The Commonwealth of Massachusetts |
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5 | 5 | | _________________ |
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6 | 6 | | PRESENTED BY: |
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7 | 7 | | Jeffrey N. Roy |
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8 | 8 | | _________________ |
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9 | 9 | | To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General |
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10 | 10 | | Court assembled: |
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11 | 11 | | The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill: |
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12 | 12 | | An Act relative to access to a decedent's electronic mail accounts. |
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13 | 13 | | _______________ |
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14 | 14 | | PETITION OF: |
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15 | 15 | | NAME:DISTRICT/ADDRESS :DATE ADDED:Jeffrey N. Roy10th Norfolk1/12/2023Lindsay N. Sabadosa1st Hampshire2/14/2023John Barrett, III1st Berkshire2/14/2023Jay D. Livingstone8th Suffolk2/15/2023James J. O'Day14th Worcester2/22/2023 1 of 19 |
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16 | 16 | | HOUSE DOCKET, NO. 343 FILED ON: 1/12/2023 |
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17 | 17 | | HOUSE . . . . . . . . . . . . . . . No. 1748 |
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18 | 18 | | By Representative Roy of Franklin, a petition (accompanied by bill, House, No. 1748) of Jeffrey |
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19 | 19 | | N. Roy and others relative to access to a decedent's electronic mail accounts. The Judiciary. |
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20 | 20 | | The Commonwealth of Massachusetts |
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21 | 21 | | _______________ |
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22 | 22 | | In the One Hundred and Ninety-Third General Court |
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23 | 23 | | (2023-2024) |
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24 | 24 | | _______________ |
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25 | 25 | | An Act relative to access to a decedent's electronic mail accounts. |
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26 | 26 | | Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority |
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27 | 27 | | of the same, as follows: |
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28 | 28 | | 1 SECTION 1. The General Laws are hereby amended by inserting after chapter 201F the |
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29 | 29 | | 2following chapter:- |
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30 | 30 | | 3 CHAPTER 201G. MASSACHUSETTS REVISED UNIFORM FIDUCIARY ACCESS |
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31 | 31 | | 4TO DIGITAL ASSETS ACT. |
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32 | 32 | | 5 Section 1. Short title |
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33 | 33 | | 6 This chapter may be cited as the Massachusetts Revised Uniform Fiduciary Access to |
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34 | 34 | | 7Digital Assets Act. |
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35 | 35 | | 8 Section 2. Definitions |
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36 | 36 | | 9 In this chapter: 2 of 19 |
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37 | 37 | | 10 (1) “Account” means an arrangement under a terms-of-service agreement in which a |
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38 | 38 | | 11custodian carries, maintains, processes, receives, or stores a digital asset of the user or provides |
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39 | 39 | | 12goods or services to the user. |
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40 | 40 | | 13 (2) “Agent” means an attorney-in-fact granted authority under a durable or nondurable |
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41 | 41 | | 14power of attorney. |
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42 | 42 | | 15 (3) “Carries” means engages in the transmission of an electronic communication. |
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43 | 43 | | 16 (4) “Catalogue of electronic communications” means information that identifies each |
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44 | 44 | | 17person with which a user has had an electronic communication, the time and date of the |
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45 | 45 | | 18communication, and the electronic address of the person. |
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46 | 46 | | 19 (5) “Conservator” means a person appointed by a court to manage the estate of a |
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47 | 47 | | 20protected person and includes a limited conservator, temporary conservator, special conservator, |
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48 | 48 | | 21and those individuals specifically authorized under section 5-408 of chapter 190B. |
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49 | 49 | | 22 (6) “Content of an electronic communication” means information concerning the |
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50 | 50 | | 23substance or meaning of the communication which: |
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51 | 51 | | 24 (A) has been sent or received by a user; |
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52 | 52 | | 25 (B) is in electronic storage by a custodian providing an electronic communication service |
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53 | 53 | | 26to the public or is carried or maintained by a custodian providing a remote computing service to |
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54 | 54 | | 27the public; and |
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55 | 55 | | 28 (C) is not readily accessible to the public. 3 of 19 |
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56 | 56 | | 29 (7) “Court” means the probate and family court department of the trial court and any |
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57 | 57 | | 30other Massachusetts court having appellate jurisdiction over any ruling by the probate and family |
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58 | 58 | | 31court. |
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59 | 59 | | 32 (8) “Custodian” means a person that carries, maintains, processes, receives, or stores a |
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60 | 60 | | 33digital asset of a user. |
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61 | 61 | | 34 (9) “Designated recipient” means a person chosen by a user using an online tool to |
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62 | 62 | | 35administer digital assets of the user. |
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63 | 63 | | 36 (10) “Digital asset” means an electronic record in which an individual has a right or |
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64 | 64 | | 37interest. The term does not include an underlying asset or liability unless the asset or liability is |
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65 | 65 | | 38itself an electronic record. |
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66 | 66 | | 39 (11) “Electronic” means relating to technology having electrical, digital, magnetic, |
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67 | 67 | | 40wireless, optical, electromagnetic, or similar capabilities. |
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68 | 68 | | 41 (12) “Electronic communication” has the meaning set forth in 18 U.S.C. Section |
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69 | 69 | | 422510(12), as amended. |
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70 | 70 | | 43 (13) “Electronic communication service” means a custodian that provides to a user the |
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71 | 71 | | 44ability to send or receive an electronic communication. |
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72 | 72 | | 45 (14) “Fiduciary” means an original, additional, or successor personal representative, |
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73 | 73 | | 46conservator, agent or trustee. |
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74 | 74 | | 47 (15) “Information” means data, text, images, videos, sounds, codes, computer programs, |
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75 | 75 | | 48software, databases, or the like. 4 of 19 |
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76 | 76 | | 49 (16) “Online tool” means an electronic service provided by a custodian that allows the |
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77 | 77 | | 50user, in an agreement distinct from the terms-of-service agreement between the custodian and |
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78 | 78 | | 51user, to provide directions for disclosure or nondisclosure of digital assets to a third person. |
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79 | 79 | | 52 (17) “Person” means an individual, estate, business or nonprofit entity, public |
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80 | 80 | | 53corporation, government or governmental subdivision, agency, or instrumentality, or other legal |
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81 | 81 | | 54entity. |
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82 | 82 | | 55 (18) “Personal representative” means an executor, administrator, special administrator, or |
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83 | 83 | | 56person that performs substantially the same function under law of this commonwealth other than |
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84 | 84 | | 57this chapter. |
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85 | 85 | | 58 (19) “Power of attorney” means a record that grants an agent authority to act in the place |
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86 | 86 | | 59of a principal. |
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87 | 87 | | 60 (20) “Principal” means an individual who grants authority to an agent in a power of |
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88 | 88 | | 61attorney. |
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89 | 89 | | 62 (21) “Protected person” means an individual for whom a conservator has been appointed. |
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90 | 90 | | 63The term includes an individual for whom a petition for the appointment of a conservator is |
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91 | 91 | | 64pending. |
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92 | 92 | | 65 (22) “Record” means information that is inscribed on a tangible medium or that is stored |
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93 | 93 | | 66in an electronic or other medium and is retrievable in perceivable form. |
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94 | 94 | | 67 (23) “Remote computing service” means a custodian that provides to a user computer- |
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95 | 95 | | 68processing services or the storage of digital assets by means of an electronic communications |
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96 | 96 | | 69system, as defined in 18 U.S.C. Section 2510(14), as amended. 5 of 19 |
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97 | 97 | | 70 (24) “Terms of service agreement” means an agreement that controls the relationship |
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98 | 98 | | 71between a user and a custodian. |
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99 | 99 | | 72 (25) “Trustee” means a fiduciary with legal title to property under an agreement or |
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100 | 100 | | 73declaration that creates a beneficial interest in another. The term includes an original, additional, |
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101 | 101 | | 74or successor trustee, whether or not appointed or confirmed by the court. |
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102 | 102 | | 75 (26) “User” means a person that has an account with a custodian. |
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103 | 103 | | 76 (27) “Will” includes a codicil, testamentary instrument that only appoints a personal |
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104 | 104 | | 77representative, and an instrument that revokes or revises a testamentary instrument. |
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105 | 105 | | 78 Section 3. Applicability |
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106 | 106 | | 79 (a) This chapter applies to: |
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107 | 107 | | 80 (1) a fiduciary acting under a will or power of attorney executed before, on, or after the |
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108 | 108 | | 81effective date of this chapter; |
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109 | 109 | | 82 (2) a personal representative acting for a decedent who died before, on, or after the |
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110 | 110 | | 83effective date of this chapter; |
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111 | 111 | | 84 (3) a conservatorship proceeding commenced before, on, or after the effective date of this |
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112 | 112 | | 85chapter; and |
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113 | 113 | | 86 (4) a trustee acting under a trust created before, on, or after the effective date of this |
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114 | 114 | | 87chapter. |
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115 | 115 | | 88 (b) This chapter applies to a custodian if the user resides in this commonwealth or resided |
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116 | 116 | | 89in this commonwealth at the time of the user’s death. 6 of 19 |
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117 | 117 | | 90 (c) This chapter does not apply to a digital asset of an employer used by an employee in |
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118 | 118 | | 91the ordinary course of the employer’s business. |
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119 | 119 | | 92 Section 4. Direction for disclosure of digital assets. |
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120 | 120 | | 93 (a) A user may use an online tool to direct the custodian to disclose or not to disclose |
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121 | 121 | | 94some or all of the user’s digital assets, including the content of electronic communications. If the |
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122 | 122 | | 95online tool allows the user to modify or delete a direction at all times, a direction regarding |
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123 | 123 | | 96disclosure using an online tool overrides a contrary direction by the user in a will, trust, power of |
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124 | 124 | | 97attorney or other record made prior to the date of the direction made by the user using an online |
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125 | 125 | | 98tool. |
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126 | 126 | | 99 (b) The user may allow or prohibit in a will, trust, power of attorney, or other record, |
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127 | 127 | | 100disclosure to a fiduciary of some or all of the user’s digital assets, including the content of |
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128 | 128 | | 101electronic communications sent or received by the user, and the provisions of such will or other |
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129 | 129 | | 102record shall override a contrary direction by the user using an online tool that was made prior to |
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130 | 130 | | 103the date of such will or other record. |
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131 | 131 | | 104 (c) A user’s direction under subsection (a) or (b) overrides (i) a contrary provision in a |
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132 | 132 | | 105terms-of-service agreement that does not require the user to act affirmatively and distinctly from |
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133 | 133 | | 106the user’s assent to the terms of service and (ii) a contrary prior direction from the user under |
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134 | 134 | | 107subsection (a) or (b). |
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135 | 135 | | 108 (d) If the online tool has not been utilized by the user or if the custodian has not provided |
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136 | 136 | | 109an online tool and, in either case, if no direction regarding some or all of the digital assets is |
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137 | 137 | | 110provided to the fiduciary in a will or other record, the fiduciary may petition a court for access to 7 of 19 |
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138 | 138 | | 111some or all of the user’s digital assets. The court shall grant such access unless it finds that the |
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139 | 139 | | 112fiduciary is not acting in good faith or that such access is prohibited by applicable federal law. |
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140 | 140 | | 113 Section 5. Terms-of-service agreement |
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141 | 141 | | 114 (a) Except as otherwise provided in Section 4, this chapter does not change or impair a |
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142 | 142 | | 115right of a custodian or a user under a terms-of-service agreement to access and use digital assets |
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143 | 143 | | 116of the user. |
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144 | 144 | | 117 (b) Except as otherwise provided in Section 4, this chapter does not give a fiduciary any |
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145 | 145 | | 118new or expanded rights other than those held by the user for whom, or for whose estate, the |
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146 | 146 | | 119fiduciary acts or represents. |
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147 | 147 | | 120 (c) A fiduciary’s access to digital assets may be modified or eliminated by a user, by |
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148 | 148 | | 121federal law, or, subject to Section 4, by a terms-of-service agreement if the user has not provided |
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149 | 149 | | 122a direction under Section 4(a) or Section 4(b) or the fiduciary has not obtained a court order |
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150 | 150 | | 123issued under Section 4(d). |
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151 | 151 | | 124 Section 6. Procedure for disclosing digital assets |
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152 | 152 | | 125 (a) When disclosing digital assets of a user under this chapter, the custodian shall, in |
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153 | 153 | | 126accordance with the direction provided under Section 4(a) or Section 4(b) or a court order issued |
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154 | 154 | | 127under Section 4(d): |
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155 | 155 | | 128 (1) if requested by the fiduciary or designated recipient, grant a fiduciary or designated |
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156 | 156 | | 129recipient full access to the user’s account; 8 of 19 |
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157 | 157 | | 130 (2) subject to Section 6(d), grant a fiduciary or designated recipient partial access to the |
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158 | 158 | | 131user’s account to the extent that such partial access is requested by a fiduciary or designated |
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159 | 159 | | 132recipient; or |
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160 | 160 | | 133 (3) at the option of the custodian, provide a fiduciary or designated recipient a copy in a |
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161 | 161 | | 134record of any digital asset that, on the date the custodian received the request for disclosure, the |
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162 | 162 | | 135user could have accessed if the user were alive and had full capacity and access to the account. |
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163 | 163 | | 136 (b) A custodian may assess a reasonable administrative charge for the cost of disclosing |
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164 | 164 | | 137digital assets under this chapter. |
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165 | 165 | | 138 (c) A custodian need not disclose under this chapter a digital asset deleted by a user. |
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166 | 166 | | 139 (d) If a user directs or a fiduciary requests a custodian to disclose under this chapter |
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167 | 167 | | 140some, but not all, of the user’s digital assets, the custodian need not disclose the assets if |
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168 | 168 | | 141segregation of the assets would impose an undue burden on the custodian. If the custodian |
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169 | 169 | | 142believes the direction or request imposes an undue burden, the custodian or fiduciary may seek |
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170 | 170 | | 143an order from the court to disclose: |
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171 | 171 | | 144 (1) a subset limited by date of the user’s digital assets; |
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172 | 172 | | 145 (2) all of the user’s digital assets to the fiduciary or designated recipient; |
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173 | 173 | | 146 (3) none of the user’s digital assets; or |
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174 | 174 | | 147 (4) all of the user’s digital assets to the court for review in camera. |
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175 | 175 | | 148 Section 7. Disclosure of content of electronic communications of deceased user 9 of 19 |
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176 | 176 | | 149 If a deceased user consented or a court directs disclosure of the contents of electronic |
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177 | 177 | | 150communications of the user, the custodian shall disclose to the personal representative of the |
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178 | 178 | | 151estate of the user the content of an electronic communication sent or received by the user if the |
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179 | 179 | | 152personal representative gives the custodian: |
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180 | 180 | | 153 (1) a written request for disclosure in physical or electronic form; |
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181 | 181 | | 154 (2) a certified copy of the death certificate of the user; |
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182 | 182 | | 155 (3) an attested copy of the letter of appointment of the personal representative or a small |
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183 | 183 | | 156estate affidavit or court order; |
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184 | 184 | | 157 (4) unless the deceased user provided direction using an online tool, (i) a copy of the |
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185 | 185 | | 158user’s will, trust or other record evidencing the user’s consent to disclosure of the content of |
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186 | 186 | | 159electronic communications, (ii) a court order acknowledging that the user consented to the |
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187 | 187 | | 160disclosure of the content of electronic communications to the personal representative under the |
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188 | 188 | | 161user’s will, trust or other record or (iii) a court order issued under Section 4(d); and |
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189 | 189 | | 162 (5) if requested by the custodian: |
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190 | 190 | | 163 (A) a number, username, address, or other unique subscriber or account identifier |
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191 | 191 | | 164assigned by the custodian to identify the user’s account; |
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192 | 192 | | 165 (B) evidence linking the account to the user; or |
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193 | 193 | | 166 (C) a finding by the court that the deceased user had a specific account with the |
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194 | 194 | | 167custodian, identifiable by the information specified in subparagraph (A). |
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195 | 195 | | 168 Section 8. Disclosure of other digital assets of deceased user 10 of 19 |
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196 | 196 | | 169 Unless the deceased user prohibited disclosure of digital assets or the court directs |
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197 | 197 | | 170otherwise, a custodian shall disclose to the personal representative of the estate of a deceased |
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198 | 198 | | 171user a catalogue of electronic communications sent or received by the user and digital assets, |
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199 | 199 | | 172other than the content of electronic communications, of the user, if the representative gives the |
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200 | 200 | | 173custodian: |
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201 | 201 | | 174 (1) a written request for disclosure in physical or electronic form; |
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202 | 202 | | 175 (2) a certified copy of the death certificate of the user; |
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203 | 203 | | 176 (3) an attested copy of the letter of appointment of the representative or a small estate |
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204 | 204 | | 177affidavit or court order; and |
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205 | 205 | | 178 (4) if requested by the custodian: |
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206 | 206 | | 179 (A) a number, username, address, or other unique subscriber or account identifier |
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207 | 207 | | 180assigned by the custodian to identify the user’s account; |
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208 | 208 | | 181 (B) evidence linking the account to the user; |
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209 | 209 | | 182 (C) an affidavit stating that disclosure of the user’s digital assets is reasonably necessary |
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210 | 210 | | 183for administration of the estate; or |
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211 | 211 | | 184 (D) a finding by the court that: |
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212 | 212 | | 185 (i) the user had a specific account with the custodian, identifiable by the |
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213 | 213 | | 186information specified in subparagraph (A); or |
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214 | 214 | | 187 (ii) disclosure of the user’s digital assets is reasonably necessary for |
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215 | 215 | | 188administration of the estate. 11 of 19 |
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216 | 216 | | 189 Section 9. Disclosure of content of electronic communications of principal |
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217 | 217 | | 190 To the extent a power of attorney expressly grants an agent authority over the content of |
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218 | 218 | | 191electronic communications sent or received by the principal and unless directed otherwise by the |
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219 | 219 | | 192principal or the court, a custodian shall disclose to the agent the content if the agent gives the |
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220 | 220 | | 193custodian: |
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221 | 221 | | 194 (1) a written request for disclosure in physical or electronic form; |
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222 | 222 | | 195 (2) an original or copy of the power of attorney expressly granting the agent authority |
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223 | 223 | | 196over the content of electronic communications of the principal; |
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224 | 224 | | 197 (3) a certification by the agent, under penalty of perjury, that the power of attorney is in |
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225 | 225 | | 198effect; and |
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226 | 226 | | 199 (4) if requested by the custodian: |
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227 | 227 | | 200 (A) a number, username, address, or other unique subscriber or account identifier |
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228 | 228 | | 201assigned by the custodian to identify the principal’s account; or |
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229 | 229 | | 202 (B) evidence linking the account to the principal. |
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230 | 230 | | 203 Section 10. Disclosure of other digital assets of principal |
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231 | 231 | | 204 Unless otherwise ordered by the court, directed by the principal, or provided by a power |
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232 | 232 | | 205of attorney, a custodian shall disclose to an agent with specific authority over digital assets or |
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233 | 233 | | 206general authority to act on behalf of a principal a catalogue of electronic communications sent or |
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234 | 234 | | 207received by the principal and digital assets, other than the content of electronic communications, |
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235 | 235 | | 208of the principal if the agent gives the custodian: 12 of 19 |
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236 | 236 | | 209 (1) a written request for the disclosure in physical or electronic form; |
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237 | 237 | | 210 (2) an original or a copy of the power of attorney that gives the agent specific authority |
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238 | 238 | | 211over digital assets or general authority to act on behalf of the principal; |
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239 | 239 | | 212 (3) a certification by the agent, under penalty of perjury, that the power of attorney is in |
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240 | 240 | | 213effect and; |
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241 | 241 | | 214 (4) if requested by the custodian: |
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242 | 242 | | 215 (A) a number, username, address, or other unique subscriber or account identifier |
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243 | 243 | | 216assigned by the custodian to identify the principal’s account; or |
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244 | 244 | | 217 (B) evidence linking the account to the principal. |
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245 | 245 | | 218 Section 11. Disclosure of digital assets held in trust when trustee is original user |
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246 | 246 | | 219 Unless otherwise ordered by the court or provided in a trust, a custodian shall disclose to |
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247 | 247 | | 220a trustee that is an original user of an account any digital asset of the account held in trust, |
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248 | 248 | | 221including a catalogue of electronic communications of the trustee and the content of electronic |
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249 | 249 | | 222communications. |
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250 | 250 | | 223 Section 12. Disclosure of contents of electronic communications held in trust when |
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251 | 251 | | 224trustee is not original user |
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252 | 252 | | 225 Unless otherwise ordered by the court, directed by the user, or provided in a trust, a |
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253 | 253 | | 226custodian shall disclose to a trustee that is not an original user of an account the content of an |
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254 | 254 | | 227electronic communication sent or received by an original or successor user and carried, 13 of 19 |
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255 | 255 | | 228maintained, processed, received, or stored by the custodian in the account of the trust if the |
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256 | 256 | | 229trustee gives the custodian: |
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257 | 257 | | 230 (1) a written request for disclosure in physical or electronic form; |
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258 | 258 | | 231 (2) a certified copy of the trust instrument or a certification of the trust under chapter |
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259 | 259 | | 232203E that includes consent to disclosure of the content of electronic communications to the |
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260 | 260 | | 233trustee; |
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261 | 261 | | 234 (3) a certification by the trustee, under penalty of perjury, that the trust exists and the |
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262 | 262 | | 235trustee is a currently acting trustee of the trust; and |
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263 | 263 | | 236 (4) if requested by the custodian: |
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264 | 264 | | 237 (A) a number, username, address, or other unique subscriber or account identifier |
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265 | 265 | | 238assigned by the custodian to identify the trust’s account; or |
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266 | 266 | | 239 (B) evidence linking the account to the trust. |
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267 | 267 | | 240 Section 13. Disclosure of other digital assets held in trust when trustee is not original |
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268 | 268 | | 241user |
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269 | 269 | | 242 Unless otherwise ordered by the court, directed by the user, or provided in a trust, a |
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270 | 270 | | 243custodian shall disclose, to a trustee that is not an original user of an account, a catalogue of |
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271 | 271 | | 244electronic communications sent or received by an original or successor user and stored, carried, |
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272 | 272 | | 245or maintained by the custodian in an account of the trust and any digital assets, other than the |
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273 | 273 | | 246content of electronic communications, in which the trust has a right or interest if the trustee gives |
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274 | 274 | | 247the custodian: 14 of 19 |
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275 | 275 | | 248 (1) a written request for disclosure in physical or electronic form; |
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276 | 276 | | 249 (2) a certified copy of the trust instrument or a certification of the trust under chapter |
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277 | 277 | | 250203E; |
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278 | 278 | | 251 (3) a certification by the trustee, under penalty of perjury, that the trust exists and the |
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279 | 279 | | 252trustee is a currently acting trustee of the trust; and |
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280 | 280 | | 253 (4) if requested by the custodian: |
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281 | 281 | | 254 (A) a number, username, address, or other unique subscriber or account identifier |
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282 | 282 | | 255assigned by the custodian to identify the trust’s account; or |
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283 | 283 | | 256 (B) evidence linking the account to the trust. |
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284 | 284 | | 257 Section 14. Disclosure of digital assets to conservator of protected person |
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285 | 285 | | 258 (a) After an opportunity for a hearing under chapter 190B, the court may grant a |
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286 | 286 | | 259conservator access to the digital assets of a protected person. |
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287 | 287 | | 260 (b) Unless otherwise ordered by the court or directed by the user, a custodian shall |
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288 | 288 | | 261disclose to a conservator the catalogue of electronic communications sent or received by a |
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289 | 289 | | 262protected person and any digital assets, other than the content of electronic communications, in |
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290 | 290 | | 263which the protected person has a right or interest if the conservator gives the custodian: |
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291 | 291 | | 264 (1) a written request for disclosure in physical or electronic form; |
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292 | 292 | | 265 (2) an attested copy of the court order that gives the conservator authority over the |
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293 | 293 | | 266digital assets of the protected person; and 15 of 19 |
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294 | 294 | | 267 (3) if requested by the custodian: |
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295 | 295 | | 268 (A) a number, username, address, or other unique subscriber or account |
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296 | 296 | | 269identifier assigned by the custodian to identify the account of the protected person; or |
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297 | 297 | | 270 (B) evidence linking the account to the protected person. |
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298 | 298 | | 271 (c) A conservator with general authority to manage the assets of a protected person may |
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299 | 299 | | 272request a custodian of the digital assets of the protected person to suspend or terminate an |
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300 | 300 | | 273account of the protected person for good cause. A request made under this section must be |
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301 | 301 | | 274accompanied by an attested copy of the court order giving the conservator authority over the |
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302 | 302 | | 275protected person’s property. |
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303 | 303 | | 276 Section 15. Fiduciary duty and authority |
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304 | 304 | | 277 (a) The user’s rights in digital assets, including the content of electronic communications, |
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305 | 305 | | 278constitute property of the estate of the user to be managed consistent with the legal duties |
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306 | 306 | | 279imposed on a fiduciary charged with managing tangible property, including: |
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307 | 307 | | 280 (1) the duty of care; |
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308 | 308 | | 281 (2) the duty of loyalty; and |
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309 | 309 | | 282 (3) the duty of confidentiality. |
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310 | 310 | | 283 (b) A fiduciary’s authority with respect to a digital asset of a user: |
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311 | 311 | | 284 (1) except as otherwise provided in Section 4, is subject to the applicable terms of |
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312 | 312 | | 285service; 16 of 19 |
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313 | 313 | | 286 (2) is subject to other applicable law, including copyright law; |
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314 | 314 | | 287 (3) is limited by the scope of the fiduciary’s duties; and |
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315 | 315 | | 288 (4) may not be used to impersonate the user. |
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316 | 316 | | 289 (c) A fiduciary with authority over the property of a decedent, protected person, principal |
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317 | 317 | | 290or settlor has the right to access any digital asset in which the decedent, protected person, |
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318 | 318 | | 291principal, or settlor had a right or interest and that is not held by a custodian or subject to a |
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319 | 319 | | 292terms-of-service agreement. |
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320 | 320 | | 293 (d) A fiduciary acting within the scope of the fiduciary’s duties is an authorized user of |
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321 | 321 | | 294the property of the decedent, protected person, principal, or settlor for the purpose of applicable |
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322 | 322 | | 295computer fraud and unauthorized computer access laws, including section 120F of chapter 266 of |
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323 | 323 | | 296the General Laws. |
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324 | 324 | | 297 (e) A fiduciary with authority over the tangible, personal property of a decedent, |
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325 | 325 | | 298protected person, principal, or settlor: |
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326 | 326 | | 299 (1) has the right to access the property and any digital asset stored in it; and |
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327 | 327 | | 300 (2) is an authorized user for the purpose of computer fraud and unauthorized |
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328 | 328 | | 301computer access laws, including section 120F of chapter 266 of the General Laws. |
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329 | 329 | | 302 (f) A custodian may disclose information in an account to a fiduciary of the user when the |
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330 | 330 | | 303information is required to terminate an account used to access digital assets licensed to the user. 17 of 19 |
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331 | 331 | | 304 (g) A fiduciary of a user may request a custodian to terminate the user’s account. A |
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332 | 332 | | 305request for termination must be in writing, in either physical or electronic form, and |
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333 | 333 | | 306accompanied by: |
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334 | 334 | | 307 (1) if the user is deceased, a certified copy of the death certificate of the user; |
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335 | 335 | | 308 (2) an attested copy of the letter of appointment of the representative or a small |
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336 | 336 | | 309estate affidavit or court order, power of attorney, or trust giving the fiduciary authority over the |
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337 | 337 | | 310account; and |
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338 | 338 | | 311 (3) if requested by the custodian: |
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339 | 339 | | 312 (A) a number, username, address, or other unique subscriber or account identifier |
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340 | 340 | | 313assigned by the custodian to identify the user’s account; |
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341 | 341 | | 314 (B) evidence linking the account to the user; or |
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342 | 342 | | 315 (C) a finding by the court that the user had a specific account with the custodian, |
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343 | 343 | | 316identifiable by the information specified in subparagraph (A). |
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344 | 344 | | 317 Section 16. Custodian compliance and immunity |
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345 | 345 | | 318 (a) Not later than 60 days after receipt of the information required under sections 7 |
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346 | 346 | | 319through 14, a custodian shall comply with a request under this chapter from a fiduciary or |
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347 | 347 | | 320designated recipient to disclose digital assets or terminate an account. If the custodian fails to |
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348 | 348 | | 321comply, the fiduciary or designated recipient may apply to the court for an order directing |
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349 | 349 | | 322compliance. 18 of 19 |
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350 | 350 | | 323 (b) A custodian may notify the user that a request for disclosure or to terminate an |
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351 | 351 | | 324account was made under this chapter. |
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352 | 352 | | 325 (c) A custodian may deny a request under this chapter from a fiduciary or designated |
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353 | 353 | | 326recipient for disclosure of digital assets or to terminate an account if the custodian is aware of |
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354 | 354 | | 327any lawful access to the account following the receipt of the fiduciary’s request. |
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355 | 355 | | 328 (d) This chapter does not limit a custodian’s ability to obtain or require a fiduciary or |
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356 | 356 | | 329designated recipient requesting disclosure or termination under this chapter to obtain a court |
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357 | 357 | | 330order which: |
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358 | 358 | | 331 (1) specifies that an account belongs to the protected person or principal; |
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359 | 359 | | 332 (2) specifies that there is sufficient consent from the protected person or principal to |
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360 | 360 | | 333support the requested disclosure; and |
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361 | 361 | | 334 (3) contains a finding required by law other than this chapter. |
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362 | 362 | | 335 (e) A custodian and its officers, employees, and agents are immune from liability for an |
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363 | 363 | | 336act or omission done in good faith in compliance with this chapter. |
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364 | 364 | | 337 Section 17. Uniformity of application and construction |
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365 | 365 | | 338 In applying and construing this uniform act, consideration must be given to the need to |
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366 | 366 | | 339promote uniformity of the law with respect to its subject matter among states that enact it. |
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367 | 367 | | 340 Section 18. Relation to Electronic Signatures in Global and National Commerce Act |
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368 | 368 | | 341 This chapter modifies, limits and supersedes the federal Electronic Signatures in Global |
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369 | 369 | | 342and National Commerce Act, 15 U.S.C. section 7001, et seq., but does not modify, limit, or 19 of 19 |
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370 | 370 | | 343supersede section 101(c) of said act, 15 U.S.C. section 7001(c), or authorize electronic delivery |
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371 | 371 | | 344of any of the notices described in section 103(b) of said act, 15 U.S.C. section 7003(b). |
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372 | 372 | | 345 Section 19. Severability |
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373 | 373 | | 346 If any provision of this chapter or its application to any person or circumstance is held |
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374 | 374 | | 347invalid, the invalidity does not affect other provisions or applications of this chapter which can |
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375 | 375 | | 348be given effect without the invalid provision or application, and to this end the provisions of this |
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376 | 376 | | 349chapter are severable. |
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377 | 377 | | 350 SECTION 2. This act shall take effect 1 year after its passage. |
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378 | 378 | | 351 4705250.4 |
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