FIRSTREGULARSESSION
HOUSEBILLNO.178
103RDGENERALASSEMBLY
INTRODUCEDBYREPRESENTATIVEPARKER.
0151H.01I DANARADEMANMILLER,ChiefClerk
ANACT
Toamendchapter474,RSMo,byaddingtheretoonenewsectionrelatingtoestateplanning
duringanemergency.
BeitenactedbytheGeneralAssemblyofthestateofMissouri,asfollows:
SectionA.Chapter474,RSMo,isamendedbyaddingtheretoonenewsection,tobe
2knownassection474.600,toreadasfollows:
474.600.1.Asusedinthissection,thefollowingtermsmean:
2 (1)"Applicablestateofemergency",theperiodbetweenApril6,2020,and
3December31,2021,duringwhichastateofemergencyexistedduetoaCOVID-19
4publichealththreat,asproclaimedbythegovernor,andduringwhichexecutiveorders
520-08,20-10,20-12,20-14,20-19,21.07,and21.09temporarilysuspendedthephysical
6appearancerequirementsunderthischapterandauthorizedtheuseofaudio-visual
7technologytotheextentthatanyMissouristatuterequiredthephysicalpresenceofany
8testator,settlor,principal,witness,notary,orotherpersonnecessaryfortheeffective
9executionofanyestateplanningdocumentsuchasawill,trust,orpowerofattorney,or
10aself-provingaffidavitoftheexecutionofsuchdocument,iftheconditionssetforthin
11theexecutiveordersweremet;
12 (2)"Estateplanningdocument",includes,butisnotlimitedto:
13 (a)Awill;
14 (b)Acodicil;
15 (c)Apowerofattorneyordurablepowerofattorney;
16 (d)Ahealthcaredeclaration;
17 (e)Anadvancedirective;
EXPLANATION—Matterenclosedinbold-facedbrackets[thus] intheabovebillisnotenactedandis
intendedtobeomittedfromthelaw.Matterinbold-facetypeintheabovebillisproposedlanguage. 18 (f)Apowerofattorneyforhealthcareoradurablepowerofattorneyforhealth
19care;
20 (g)Arevocabletrustoramendmentthereto,ormodificationorrevocation
21thereof;
22 (h)Anirrevocabletrust;
23 (i)Abeneficiarydeed;
24 (j)Anonprobatetransfer;or
25 (k)Adocumentmodifying,amending,correcting,orrevokinganywrittenestate
26planningdocument;
27 (3)"Necessaryperson",anytestator,settlor,grantor,principal,declarant,
28witness,notary,orotherpersonrequiredfortheeffectiveexecutionofanyestate
29planningdocumentinthisstate;
30 (4)"Physicalpresencerequirement",includes,butisnotlimitedto,any
31requirementofphysicalpresenceundersection404.705,459.015,474.320,or474.337or
32chapter486.
33 2.Withrespecttotheexecutionofanestateplanningdocument,anecessary
34personshallbedeemedtohavesatisfiedanyphysicalpresencerequirementunder
35Missouristatuteduringtheapplicablestateofemergencyifthefollowingrequirements
36weremet:
37 (1)Thesigneraffirmativelyrepresentedthatthesignerwasphysicallylocatedin
38thestateofMissouri;
39 (2)ThenotarywasphysicallylocatedinthestateofMissouriandstatedinwhich
40countythenotarywasphysicallylocatedforthejurisdictionontheacknowledgment;
41 (3)Thenotaryidentifiedthesignerstothesatisfactionofthenotaryandcurrent
42law;
43 (4)Anypersonwhosesignaturewasrequiredappearedusingvideoconference
44softwarewherelive,interactiveaudio-visualcommunicationbetweentheprincipal,
45notary,andanyothernecessarypersonallowedforobservation,directinteraction,and
46communicationatthetimeofsigning;and
47 (5)Thenotaryrecordedinthenotary'sjournaltheexacttimeandmeansusedto
48performthenotarialact,alongwithallotherrequiredinformation,absentthewet
49signatures.
50 3.Therequirementsofsubdivisions(1)to(5)ofsubsection2ofthissectionshall
51bedeemedsatisfiedifanattorneywhoislicensedorauthorizedtopracticelawin
52Missouriandwhowaspresentattheremoteexecutionsignsawrittenacknowledgment
53madebeforeanofficerauthorizedtoadministeroathsunderthelawsofthisstate,and
54evidencedbytheofficer'scertificate,underofficialseal,affixedtoorlogicallyassociated
HB178 2 55withtheacknowledgment.Theformandcontentoftheacknowledgmentshallbe
56substantiallyasfollows:
57 Stateof______
58 Countyof_____
59 AFFIDAVITOFREMOTEEXECUTIONOFDOCUMENTS
60 I,__________,amanattorneylicensedorauthorizedtopracticelawinthestate
61 ofMissouri.
62 On_____(date),Iconvenedwiththefollowingindividualsviavideoconference
63 softwarethatallowedforlive,interactiveaudio-visualcommunicationbetween
64 thepartiestotheconferenceandthatalsoallowedforobservation,direction,
65 interaction,andcommunicationbetween:
66 __________,the(testator,settlor,grantor,principal,ordeclarant);
67 __________,awitness;
68 __________,asecondwitness;and
69 __________anotarypublic.
70 Duringtheconference,__________,the(testator,settlor,grantor,principal,or
71 declarant)signedthefollowingestateplanningdocumentordocuments:(awill,
72 codicil,powerofattorney,durablepowerofattorney,healthcaredeclaration,
73 advancedirective,healthcarepowerofattorney,revocabletrust,irrevocable
74 trust,beneficiarydeed,nonprobatetransfer,self-provingaffidavitofthe
75 executionofawill,oradocumentmodifying,amending,correcting,or
76 revokingoneoftheseestateplanningdocuments).
77 Allthepartiestotheconferencerepresentedthattheywerephysicallylocatedin
78 thestateofMissouriatthetimeofthesigning.
79 Ihavereviewedandamfamiliarwiththerequirementsoftheapplicable
80 executiveorderorordersineffectatthetimeandaffirmthattheremote
81 executionoftheestateplanningdocumentordocumentsmetalltherequirements
82 oftheapplicableexecutiveorderororders.
83 InwitnesswhereofI,anofficerauthorizedtoadministeroaths,havehereunto
84 subscribedmynameandaffixedmyofficialsealthis_____(date).
85 (Signed)
86 _____________________________________________________
87 (SEAL)
88 _____________________________________________________
89 (Officialcapacityofofficer)
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