1 of 1 SENATE DOCKET, NO. 230 FILED ON: 1/9/2025 SENATE . . . . . . . . . . . . . . No. 1048 The Commonwealth of Massachusetts _________________ PRESENTED BY: Cynthia Stone Creem _________________ To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General Court assembled: The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill: An Act relative to access to a decedent's electronic mail accounts. _______________ PETITION OF: NAME:DISTRICT/ADDRESS :Cynthia Stone CreemNorfolk and Middlesex 1 of 19 SENATE DOCKET, NO. 230 FILED ON: 1/9/2025 SENATE . . . . . . . . . . . . . . No. 1048 By Ms. Creem, a petition (accompanied by bill, Senate, No. 1048) of Cynthia Stone Creem for legislation relative to access to a decedent's electronic mail accounts. The Judiciary. [SIMILAR MATTER FILED IN PREVIOUS SESSION SEE SENATE, NO. 930 OF 2023-2024.] The Commonwealth of Massachusetts _______________ In the One Hundred and Ninety-Fourth General Court (2025-2026) _______________ An Act relative to access to a decedent's electronic mail accounts. Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows: 1 SECTION 1. The General Laws are hereby amended by inserting after chapter 201F the 2following chapter:- 3 CHAPTER 201G. MASSACHUSETTS REVISED UNIFORM FIDUCIARY ACCESS 4TO DIGITAL ASSETS ACT. 5 Section 1. Short title 6 This chapter may be cited as the Massachusetts Revised Uniform Fiduciary Access to 7Digital Assets Act. 8 Section 2. Definitions 9 In this chapter: 2 of 19 10 (1) “Account” means an arrangement under a terms-of-service agreement in which a 11custodian carries, maintains, processes, receives, or stores a digital asset of the user or provides 12goods or services to the user. 13 (2) “Agent” means an attorney-in-fact granted authority under a durable or nondurable 14power of attorney. 15 (3) “Carries” means engages in the transmission of an electronic communication. 16 (4) “Catalogue of electronic communications” means information that identifies each 17person with which a user has had an electronic communication, the time and date of the 18communication, and the electronic address of the person. 19 (5) “Conservator” means a person appointed by a court to manage the estate of a 20protected person and includes a limited conservator, temporary conservator, special conservator, 21and those individuals specifically authorized under section 5-408 of chapter 190B. 22 (6) “Content of an electronic communication” means information concerning the 23substance or meaning of the communication which: 24 (A) has been sent or received by a user; 25 (B) is in electronic storage by a custodian providing an electronic communication service 26to the public or is carried or maintained by a custodian providing a remote computing service to 27the public; and 28 (C) is not readily accessible to the public. 3 of 19 29 (7) “Court” means the probate and family court department of the trial court and any 30other Massachusetts court having appellate jurisdiction over any ruling by the probate and family 31court. 32 (8) “Custodian” means a person that carries, maintains, processes, receives, or stores a 33digital asset of a user. 34 (9) “Designated recipient” means a person chosen by a user using an online tool to 35administer digital assets of the user. 36 (10) “Digital asset” means an electronic record in which an individual has a right or 37interest. The term does not include an underlying asset or liability unless the asset or liability is 38itself an electronic record. 39 (11) “Electronic” means relating to technology having electrical, digital, magnetic, 40wireless, optical, electromagnetic, or similar capabilities. 41 (12) “Electronic communication” has the meaning set forth in 18 U.S.C. Section 422510(12), as amended. 43 (13) “Electronic communication service” means a custodian that provides to a user the 44ability to send or receive an electronic communication. 45 (14) “Fiduciary” means an original, additional, or successor personal representative, 46conservator, agent or trustee. 47 (15) “Information” means data, text, images, videos, sounds, codes, computer programs, 48software, databases, or the like. 4 of 19 49 (16) “Online tool” means an electronic service provided by a custodian that allows the 50user, in an agreement distinct from the terms-of-service agreement between the custodian and 51user, to provide directions for disclosure or nondisclosure of digital assets to a third person. 52 (17) “Person” means an individual, estate, business or nonprofit entity, public 53corporation, government or governmental subdivision, agency, or instrumentality, or other legal 54entity. 55 (18) “Personal representative” means an executor, administrator, special administrator, or 56person that performs substantially the same function under law of this commonwealth other than 57this chapter. 58 (19) “Power of attorney” means a record that grants an agent authority to act in the place 59of a principal. 60 (20) “Principal” means an individual who grants authority to an agent in a power of 61attorney. 62 (21) “Protected person” means an individual for whom a conservator has been appointed. 63The term includes an individual for whom a petition for the appointment of a conservator is 64pending. 65 (22) “Record” means information that is inscribed on a tangible medium or that is stored 66in an electronic or other medium and is retrievable in perceivable form. 67 (23) “Remote computing service” means a custodian that provides to a user computer- 68processing services or the storage of digital assets by means of an electronic communications 69system, as defined in 18 U.S.C. Section 2510(14), as amended. 5 of 19 70 (24) “Terms of service agreement” means an agreement that controls the relationship 71between a user and a custodian. 72 (25) “Trustee” means a fiduciary with legal title to property under an agreement or 73declaration that creates a beneficial interest in another. The term includes an original, additional, 74or successor trustee, whether or not appointed or confirmed by the court. 75 (26) “User” means a person that has an account with a custodian. 76 (27) “Will” includes a codicil, testamentary instrument that only appoints a personal 77representative, and an instrument that revokes or revises a testamentary instrument. 78 Section 3. Applicability 79 (a) This chapter applies to: 80 (1) a fiduciary acting under a will or power of attorney executed before, on, or after the 81effective date of this chapter; 82 (2) a personal representative acting for a decedent who died before, on, or after the 83effective date of this chapter; 84 (3) a conservatorship proceeding commenced before, on, or after the effective date of this 85chapter; and 86 (4) a trustee acting under a trust created before, on, or after the effective date of this 87chapter. 88 (b) This chapter applies to a custodian if the user resides in this commonwealth or resided 89in this commonwealth at the time of the user’s death. 6 of 19 90 (c) This chapter does not apply to a digital asset of an employer used by an employee in 91the ordinary course of the employer’s business. 92 Section 4. Direction for disclosure of digital assets. 93 (a) A user may use an online tool to direct the custodian to disclose or not to disclose 94some or all of the user’s digital assets, including the content of electronic communications. If the 95online tool allows the user to modify or delete a direction at all times, a direction regarding 96disclosure using an online tool overrides a contrary direction by the user in a will, trust, power of 97attorney or other record made prior to the date of the direction made by the user using an online 98tool. 99 (b) The user may allow or prohibit in a will, trust, power of attorney, or other record, 100disclosure to a fiduciary of some or all of the user’s digital assets, including the content of 101electronic communications sent or received by the user, and the provisions of such will or other 102record shall override a contrary direction by the user using an online tool that was made prior to 103the date of such will or other record. 104 (c) A user’s direction under subsection (a) or (b) overrides (i) a contrary provision in a 105terms-of-service agreement that does not require the user to act affirmatively and distinctly from 106the user’s assent to the terms of service and (ii) a contrary prior direction from the user under 107subsection (a) or (b). 108 (d) If the online tool has not been utilized by the user or if the custodian has not provided 109an online tool and, in either case, if no direction regarding some or all of the digital assets is 110provided to the fiduciary in a will or other record, the fiduciary may petition a court for access to 7 of 19 111some or all of the user’s digital assets. The court shall grant such access unless it finds that the 112fiduciary is not acting in good faith or that such access is prohibited by applicable federal law. 113 Section 5. Terms-of-service agreement 114 (a) Except as otherwise provided in Section 4, this chapter does not change or impair a 115right of a custodian or a user under a terms-of-service agreement to access and use digital assets 116of the user. 117 (b) Except as otherwise provided in Section 4, this chapter does not give a fiduciary any 118new or expanded rights other than those held by the user for whom, or for whose estate, the 119fiduciary acts or represents. 120 (c) A fiduciary’s access to digital assets may be modified or eliminated by a user, by 121federal law, or, subject to Section 4, by a terms-of-service agreement if the user has not provided 122a direction under Section 4(a) or Section 4(b) or the fiduciary has not obtained a court order 123issued under Section 4(d). 124 Section 6. Procedure for disclosing digital assets 125 (a) When disclosing digital assets of a user under this chapter, the custodian shall, in 126accordance with the direction provided under Section 4(a) or Section 4(b) or a court order issued 127under Section 4(d): 128 (1) if requested by the fiduciary or designated recipient, grant a fiduciary or designated 129recipient full access to the user’s account; 8 of 19 130 (2) subject to Section 6(d), grant a fiduciary or designated recipient partial access to the 131user’s account to the extent that such partial access is requested by a fiduciary or designated 132recipient; or 133 (3) at the option of the custodian, provide a fiduciary or designated recipient a copy in a 134record of any digital asset that, on the date the custodian received the request for disclosure, the 135user could have accessed if the user were alive and had full capacity and access to the account. 136 (b) A custodian may assess a reasonable administrative charge for the cost of disclosing 137digital assets under this chapter. 138 (c) A custodian need not disclose under this chapter a digital asset deleted by a user. 139 (d) If a user directs or a fiduciary requests a custodian to disclose under this chapter 140some, but not all, of the user’s digital assets, the custodian need not disclose the assets if 141segregation of the assets would impose an undue burden on the custodian. If the custodian 142believes the direction or request imposes an undue burden, the custodian or fiduciary may seek 143an order from the court to disclose: 144 (1) a subset limited by date of the user’s digital assets; 145 (2) all of the user’s digital assets to the fiduciary or designated recipient; 146 (3) none of the user’s digital assets; or 147 (4) all of the user’s digital assets to the court for review in camera. 148 Section 7. Disclosure of content of electronic communications of deceased user 9 of 19 149 If a deceased user consented or a court directs disclosure of the contents of electronic 150communications of the user, the custodian shall disclose to the personal representative of the 151estate of the user the content of an electronic communication sent or received by the user if the 152personal representative gives the custodian: 153 (1) a written request for disclosure in physical or electronic form; 154 (2) a certified copy of the death certificate of the user; 155 (3) an attested copy of the letter of appointment of the personal representative or a small 156estate affidavit or court order; 157 (4) unless the deceased user provided direction using an online tool, (i) a copy of the 158user’s will, trust or other record evidencing the user’s consent to disclosure of the content of 159electronic communications, (ii) a court order acknowledging that the user consented to the 160disclosure of the content of electronic communications to the personal representative under the 161user’s will, trust or other record or (iii) a court order issued under Section 4(d); and 162 (5) if requested by the custodian: 163 (A) a number, username, address, or other unique subscriber or account identifier 164assigned by the custodian to identify the user’s account; 165 (B) evidence linking the account to the user; or 166 (C) a finding by the court that the deceased user had a specific account with the 167custodian, identifiable by the information specified in subparagraph (A). 168 Section 8. Disclosure of other digital assets of deceased user 10 of 19 169 Unless the deceased user prohibited disclosure of digital assets or the court directs 170otherwise, a custodian shall disclose to the personal representative of the estate of a deceased 171user a catalogue of electronic communications sent or received by the user and digital assets, 172other than the content of electronic communications, of the user, if the representative gives the 173custodian: 174 (1) a written request for disclosure in physical or electronic form; 175 (2) a certified copy of the death certificate of the user; 176 (3) an attested copy of the letter of appointment of the representative or a small estate 177affidavit or court order; and 178 (4) if requested by the custodian: 179 (A) a number, username, address, or other unique subscriber or account identifier 180assigned by the custodian to identify the user’s account; 181 (B) evidence linking the account to the user; 182 (C) an affidavit stating that disclosure of the user’s digital assets is reasonably necessary 183for administration of the estate; or 184 (D) a finding by the court that: 185 (i) the user had a specific account with the custodian, identifiable by the 186information specified in subparagraph (A); or 187 (ii) disclosure of the user’s digital assets is reasonably necessary for 188administration of the estate. 11 of 19 189 Section 9. Disclosure of content of electronic communications of principal 190 To the extent a power of attorney expressly grants an agent authority over the content of 191electronic communications sent or received by the principal and unless directed otherwise by the 192principal or the court, a custodian shall disclose to the agent the content if the agent gives the 193custodian: 194 (1) a written request for disclosure in physical or electronic form; 195 (2) an original or copy of the power of attorney expressly granting the agent authority 196over the content of electronic communications of the principal; 197 (3) a certification by the agent, under penalty of perjury, that the power of attorney is in 198effect; and 199 (4) if requested by the custodian: 200 (A) a number, username, address, or other unique subscriber or account identifier 201assigned by the custodian to identify the principal’s account; or 202 (B) evidence linking the account to the principal. 203 Section 10. Disclosure of other digital assets of principal 204 Unless otherwise ordered by the court, directed by the principal, or provided by a power 205of attorney, a custodian shall disclose to an agent with specific authority over digital assets or 206general authority to act on behalf of a principal a catalogue of electronic communications sent or 207received by the principal and digital assets, other than the content of electronic communications, 208of the principal if the agent gives the custodian: 12 of 19 209 (1) a written request for the disclosure in physical or electronic form; 210 (2) an original or a copy of the power of attorney that gives the agent specific authority 211over digital assets or general authority to act on behalf of the principal; 212 (3) a certification by the agent, under penalty of perjury, that the power of attorney is in 213effect and; 214 (4) if requested by the custodian: 215 (A) a number, username, address, or other unique subscriber or account identifier 216assigned by the custodian to identify the principal’s account; or 217 (B) evidence linking the account to the principal. 218 Section 11. Disclosure of digital assets held in trust when trustee is original user 219 Unless otherwise ordered by the court or provided in a trust, a custodian shall disclose to 220a trustee that is an original user of an account any digital asset of the account held in trust, 221including a catalogue of electronic communications of the trustee and the content of electronic 222communications. 223 Section 12. Disclosure of contents of electronic communications held in trust when 224trustee is not original user 225 Unless otherwise ordered by the court, directed by the user, or provided in a trust, a 226custodian shall disclose to a trustee that is not an original user of an account the content of an 227electronic communication sent or received by an original or successor user and carried, 13 of 19 228maintained, processed, received, or stored by the custodian in the account of the trust if the 229trustee gives the custodian: 230 (1) a written request for disclosure in physical or electronic form; 231 (2) a certified copy of the trust instrument or a certification of the trust under chapter 232203E that includes consent to disclosure of the content of electronic communications to the 233trustee; 234 (3) a certification by the trustee, under penalty of perjury, that the trust exists and the 235trustee is a currently acting trustee of the trust; and 236 (4) if requested by the custodian: 237 (A) a number, username, address, or other unique subscriber or account identifier 238assigned by the custodian to identify the trust’s account; or 239 (B) evidence linking the account to the trust. 240 Section 13. Disclosure of other digital assets held in trust when trustee is not original 241user 242 Unless otherwise ordered by the court, directed by the user, or provided in a trust, a 243custodian shall disclose, to a trustee that is not an original user of an account, a catalogue of 244electronic communications sent or received by an original or successor user and stored, carried, 245or maintained by the custodian in an account of the trust and any digital assets, other than the 246content of electronic communications, in which the trust has a right or interest if the trustee gives 247the custodian: 14 of 19 248 (1) a written request for disclosure in physical or electronic form; 249 (2) a certified copy of the trust instrument or a certification of the trust under chapter 250203E; 251 (3) a certification by the trustee, under penalty of perjury, that the trust exists and the 252trustee is a currently acting trustee of the trust; and 253 (4) if requested by the custodian: 254 (A) a number, username, address, or other unique subscriber or account identifier 255assigned by the custodian to identify the trust’s account; or 256 (B) evidence linking the account to the trust. 257 Section 14. Disclosure of digital assets to conservator of protected person 258 (a) After an opportunity for a hearing under chapter 190B, the court may grant a 259conservator access to the digital assets of a protected person. 260 (b) Unless otherwise ordered by the court or directed by the user, a custodian shall 261disclose to a conservator the catalogue of electronic communications sent or received by a 262protected person and any digital assets, other than the content of electronic communications, in 263which the protected person has a right or interest if the conservator gives the custodian: 264 (1) a written request for disclosure in physical or electronic form; 265 (2) an attested copy of the court order that gives the conservator authority over the 266digital assets of the protected person; and 15 of 19 267 (3) if requested by the custodian: 268 (A) a number, username, address, or other unique subscriber or account 269identifier assigned by the custodian to identify the account of the protected person; or 270 (B) evidence linking the account to the protected person. 271 (c) A conservator with general authority to manage the assets of a protected person may 272request a custodian of the digital assets of the protected person to suspend or terminate an 273account of the protected person for good cause. A request made under this section must be 274accompanied by an attested copy of the court order giving the conservator authority over the 275protected person’s property. 276 Section 15. Fiduciary duty and authority 277 (a) The user’s rights in digital assets, including the content of electronic communications, 278constitute property of the estate of the user to be managed consistent with the legal duties 279imposed on a fiduciary charged with managing tangible property, including: 280 (1) the duty of care; 281 (2) the duty of loyalty; and 282 (3) the duty of confidentiality. 283 (b) A fiduciary’s authority with respect to a digital asset of a user: 284 (1) except as otherwise provided in Section 4, is subject to the applicable terms of 285service; 16 of 19 286 (2) is subject to other applicable law, including copyright law; 287 (3) is limited by the scope of the fiduciary’s duties; and 288 (4) may not be used to impersonate the user. 289 (c) A fiduciary with authority over the property of a decedent, protected person, principal 290or settlor has the right to access any digital asset in which the decedent, protected person, 291principal, or settlor had a right or interest and that is not held by a custodian or subject to a 292terms-of-service agreement. 293 (d) A fiduciary acting within the scope of the fiduciary’s duties is an authorized user of 294the property of the decedent, protected person, principal, or settlor for the purpose of applicable 295computer fraud and unauthorized computer access laws, including section 120F of chapter 266 of 296the General Laws. 297 (e) A fiduciary with authority over the tangible, personal property of a decedent, 298protected person, principal, or settlor: 299 (1) has the right to access the property and any digital asset stored in it; and 300 (2) is an authorized user for the purpose of computer fraud and unauthorized 301computer access laws, including section 120F of chapter 266 of the General Laws. 302 (f) A custodian may disclose information in an account to a fiduciary of the user when the 303information is required to terminate an account used to access digital assets licensed to the user. 17 of 19 304 (g) A fiduciary of a user may request a custodian to terminate the user’s account. A 305request for termination must be in writing, in either physical or electronic form, and 306accompanied by: 307 (1) if the user is deceased, a certified copy of the death certificate of the user; 308 (2) an attested copy of the letter of appointment of the representative or a small 309estate affidavit or court order, power of attorney, or trust giving the fiduciary authority over the 310account; and 311 (3) if requested by the custodian: 312 (A) a number, username, address, or other unique subscriber or account identifier 313assigned by the custodian to identify the user’s account; 314 (B) evidence linking the account to the user; or 315 (C) a finding by the court that the user had a specific account with the custodian, 316identifiable by the information specified in subparagraph (A). 317 Section 16. Custodian compliance and immunity 318 (a) Not later than 60 days after receipt of the information required under sections 7 319through 14, a custodian shall comply with a request under this chapter from a fiduciary or 320designated recipient to disclose digital assets or terminate an account. If the custodian fails to 321comply, the fiduciary or designated recipient may apply to the court for an order directing 322compliance. 18 of 19 323 (b) A custodian may notify the user that a request for disclosure or to terminate an 324account was made under this chapter. 325 (c) A custodian may deny a request under this chapter from a fiduciary or designated 326recipient for disclosure of digital assets or to terminate an account if the custodian is aware of 327any lawful access to the account following the receipt of the fiduciary’s request. 328 (d) This chapter does not limit a custodian’s ability to obtain or require a fiduciary or 329designated recipient requesting disclosure or termination under this chapter to obtain a court 330order which: 331 (1) specifies that an account belongs to the protected person or principal; 332 (2) specifies that there is sufficient consent from the protected person or principal to 333support the requested disclosure; and 334 (3) contains a finding required by law other than this chapter. 335 (e) A custodian and its officers, employees, and agents are immune from liability for an 336act or omission done in good faith in compliance with this chapter. 337 Section 17. Uniformity of application and construction 338 In applying and construing this uniform act, consideration must be given to the need to 339promote uniformity of the law with respect to its subject matter among states that enact it. 340 Section 18. Relation to Electronic Signatures in Global and National Commerce Act 341 This chapter modifies, limits and supersedes the federal Electronic Signatures in Global 342and National Commerce Act, 15 U.S.C. section 7001, et seq., but does not modify, limit, or 19 of 19 343supersede section 101(c) of said act, 15 U.S.C. section 7001(c), or authorize electronic delivery 344of any of the notices described in section 103(b) of said act, 15 U.S.C. section 7003(b). 345 Section 19. Severability 346 If any provision of this chapter or its application to any person or circumstance is held 347invalid, the invalidity does not affect other provisions or applications of this chapter which can 348be given effect without the invalid provision or application, and to this end the provisions of this 349chapter are severable. 350 SECTION 2. This act shall take effect 1 year after its passage.