| 1 | 1 | | FIRSTREGULARSESSION |
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| 2 | 2 | | HOUSEBILLNO.180 |
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| 3 | 3 | | 103RDGENERALASSEMBLY |
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| 4 | 4 | | INTRODUCEDBYREPRESENTATIVEPARKER. |
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| 5 | 5 | | 0155H.01I DANARADEMANMILLER,ChiefClerk |
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| 6 | 6 | | ANACT |
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| 7 | 7 | | Torepealsections456.1-108and456.10-1005,RSMo,andtoenactinlieuthereofsixteen |
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| 8 | 8 | | newsectionsrelatingtoestateplanning. |
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| 9 | 9 | | BeitenactedbytheGeneralAssemblyofthestateofMissouri,asfollows: |
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| 10 | 10 | | SectionA.Sections456.1-108and456.10-1005,RSMo,arerepealedandsixteennew |
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| 11 | 11 | | 2sectionsenactedinlieuthereof,tobeknownassections456.1-108,456.10-1005,474.540, |
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| 12 | 12 | | 3474.542,474.544,474.546,474.548,474.550,474.552,474.554,474.556,474.558,474.560, |
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| 13 | 13 | | 4474.562,474.564,and474.600,toreadasfollows: |
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| 14 | 14 | | 456.1-108.1.Withoutprecludingothermeansforestablishingasufficient |
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| 15 | 15 | | 2connectionwiththedesignatedjurisdiction,termsofatrustdesignatingtheprincipalplaceof |
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| 16 | 16 | | 3administrationarevalidandcontrollingif: |
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| 17 | 17 | | 4 (1)atrustee'sprincipalplaceofbusinessislocatedinoratrusteeisaresidentofthe |
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| 18 | 18 | | 5designatedjurisdiction;or |
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| 19 | 19 | | 6 (2)allorpartoftheadministrationoccursinthedesignatedjurisdiction. |
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| 20 | 20 | | 7 2.Withoutprecludingtherightofthecourttoorder,approve,ordisapprovea |
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| 21 | 21 | | 8transfer,thetrusteemaytransferthetrust'sprincipalplaceofadministrationtoanotherstateor |
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| 22 | 22 | | 9toajurisdictionoutsideoftheUnitedStatesthatisappropriatetothetrust'spurposes,its |
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| 23 | 23 | | 10administration,andtheinterestsofthebeneficiaries. |
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| 24 | 24 | | 11 3.Thetrusteeshallnotifythequalifiedbeneficiariesofaproposedtransferofatrust's |
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| 25 | 25 | | 12principalplaceofadministrationnotlessthansixtydaysbeforeinitiatingthetransfer.The |
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| 26 | 26 | | 13noticeofproposedtransfermustinclude: |
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| 27 | 27 | | 14 (1)thenameofthejurisdictiontowhichtheprincipalplaceofadministrationistobe |
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| 28 | 28 | | 15transferred; |
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| 29 | 29 | | EXPLANATION—Matterenclosedinbold-facedbrackets[thus] intheabovebillisnotenactedandis |
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| 30 | 30 | | intendedtobeomittedfromthelaw.Matterinbold-facetypeintheabovebillisproposedlanguage. 16 (2)theaddressandtelephonenumberatthenewlocationatwhichthetrusteecanbe |
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| 31 | 31 | | 17contacted; |
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| 32 | 32 | | 18 (3)anexplanationofthereasonsfortheproposedtransfer; |
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| 33 | 33 | | 19 (4)noticethatachangeintheplaceofadministrationmayresultinachangeof |
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| 34 | 34 | | 20governinglaw,whichmayaffecttherightsofbeneficiariesinwaysthataredifferent |
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| 35 | 35 | | 21fromcurrentgoverninglaw; |
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| 36 | 36 | | 22 (5)thedateonwhichtheproposedtransferisanticipatedtooccur;and |
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| 37 | 37 | | 23 [(5)](6)thedate,notlessthansixtydaysafterthegivingofthenotice,bywhichthe |
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| 38 | 38 | | 24qualifiedbeneficiarymustnotifythetrusteeofanobjectiontotheproposedtransfer. |
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| 39 | 39 | | 25 4.Theauthorityofatrusteeunderthissectiontotransferatrust'sprincipalplaceof |
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| 40 | 40 | | 26administrationwithoutanorderofacourtterminatesifaqualifiedbeneficiarynotifiesthe |
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| 41 | 41 | | 27trusteeofanobjectiontotheproposedtransferonorbeforethedatespecifiedinthenotice. |
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| 42 | 42 | | 28 5.Inconnectionwithatransferofthetrust'sprincipalplaceofadministration,the |
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| 43 | 43 | | 29trusteemaytransfersomeorallofthetrustpropertytoasuccessortrusteedesignatedinthe |
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| 44 | 44 | | 30termsofthetrustorappointedpursuanttosection456.7-704. |
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| 45 | 45 | | 456.10-1005.1.Abeneficiarymaynotcommenceaproceedingagainstatrusteefor |
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| 46 | 46 | | 2breachoftrustmorethanoneyearafterthelasttooccurofthedatethebeneficiaryora |
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| 47 | 47 | | 3representativeofthebeneficiarywassentareportthatadequatelydisclosedtheexistenceofa |
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| 48 | 48 | | 4potentialclaimforbreachoftrustandthedatethetrusteeinformedthebeneficiaryofthetime |
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| 49 | 49 | | 5allowedforcommencingaproceedingwithrespecttoanypotentialclaimadequately |
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| 50 | 50 | | 6disclosedonthereport. |
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| 51 | 51 | | 7 2.Areportadequatelydisclosestheexistenceofapotentialclaimforbreachoftrust |
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| 52 | 52 | | 8ifitprovidessufficientinformationsothatthebeneficiaryorrepresentativeknowsofthe |
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| 53 | 53 | | 9potentialclaimorshouldhaveinquiredintoitsexistence. |
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| 54 | 54 | | 10 3.Ifsubsection1ofthissectiondoesnotapply,ajudicialproceedingbyabeneficiary |
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| 55 | 55 | | 11againstatrusteeforbreachoftrustmustbecommencedwithinfiveyearsafterthefirstto |
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| 56 | 56 | | 12occurof: |
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| 57 | 57 | | 13 (1)theremoval,resignation,ordeathofthetrustee; |
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| 58 | 58 | | 14 (2)theoccurrenceoftheeventcausingaterminationofthebeneficiary'sinterestin |
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| 59 | 59 | | 15thetrust;or |
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| 60 | 60 | | 16 (3)theoccurrenceoftheeventcausingaterminationofthetrust. |
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| 61 | 61 | | 474.540.Sections474.540to474.564shallbeknownandmaybecitedasthe |
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| 62 | 62 | | 2"MissouriElectronicWillsandElectronicEstatePlanningDocumentsAct". |
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| 63 | 63 | | 474.542.Asusedinsections474.540to474.564,thefollowingtermsmean: |
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| 64 | 64 | | 2 (1)"Electronic",technologyhavingelectrical,digital,magnetic,wireless, |
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| 65 | 65 | | 3optical,electromagnetic,orsimilarcapabilities; |
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| 66 | 66 | | HB180 2 4 (2)"Electronicpresence",therelationshipoftwoormoreindividualsin |
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| 67 | 67 | | 5differentlocationsinrealtimeusingtechnologyenablinglive,interactiveaudio-visual |
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| 68 | 68 | | 6communicationthatallowsforobservation,directinteraction,andcommunication |
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| 69 | 69 | | 7betweenoramongtheindividuals; |
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| 70 | 70 | | 8 (3)"Electronicwill",awillexecutedelectronicallyincompliancewith |
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| 71 | 71 | | 9subsection1ofsection474.548; |
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| 72 | 72 | | 10 (4)"Record",informationthatisinscribedonatangiblemediumorthatis |
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| 73 | 73 | | 11storedinanelectronicorothermediumandisretrievableinperceivableform; |
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| 74 | 74 | | 12 (5)"Securityprocedure",aproceduretoverifythatanelectronicsignature, |
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| 75 | 75 | | 13record,orperformanceisthatofaspecificpersonortodetectachangeorerrorinan |
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| 76 | 76 | | 14electronicrecord,includingaprocedurethatusesanalgorithm,code,identifyingword |
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| 77 | 77 | | 15ornumber,encryption,orcallbackorotheracknowledgmentprocedure; |
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| 78 | 78 | | 16 (6)"Sign",withpresentintenttoauthenticateoradoptarecord,to: |
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| 79 | 79 | | 17 (a)Executeoradoptatangiblesymbol;or |
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| 80 | 80 | | 18 (b)Affixtoorlogicallyassociatewiththerecordanelectronicsymbolor |
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| 81 | 81 | | 19process; |
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| 82 | 82 | | 20 (7)"State",astateoftheUnitedStates,theDistrictofColumbia,PuertoRico, |
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| 83 | 83 | | 21theUnitedStatesVirginIslands,afederallyrecognizedIndiantribe,oranyterritoryor |
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| 84 | 84 | | 22insularpossessionsubjecttothejurisdictionoftheUnitedStates; |
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| 85 | 85 | | 23 (8)"Will",acodicilandanytestamentaryinstrumentthatappointsanexecutor, |
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| 86 | 86 | | 24revokesorrevisesanotherwill,nominatesaguardian,orexpresslyexcludesorlimitsthe |
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| 87 | 87 | | 25rightofanindividualorclasstosucceedtopropertyofthedecedentpassingbyintestate |
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| 88 | 88 | | 26succession. |
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| 89 | 89 | | 474.544.Anelectronicwillisawillforallpurposesofthelawsofthisstate.The |
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| 90 | 90 | | 2lawsofthisstateapplicabletowillsandprinciplesofequityappliestoanelectronicwill |
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| 91 | 91 | | 3exceptasmodifiedbysections474.540to474.564. |
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| 92 | 92 | | 474.546.Awillexecutedelectronicallybutnotincompliancewithsubsection1of |
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| 93 | 93 | | 2section474.548isanelectronicwillundersections474.540to474.564ifexecutedin |
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| 94 | 94 | | 3compliancewiththelawofthejurisdictionwherethetestatoris: |
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| 95 | 95 | | 4 (1)Physicallylocatedwhenthewillissigned;or |
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| 96 | 96 | | 5 (2)Domiciled,orwherethetestatorresides,whenthewillissignedorwhenthe |
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| 97 | 97 | | 6testatordies. |
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| 98 | 98 | | 474.548.1.Anelectronicwillshallbe: |
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| 99 | 99 | | 2 (1)Arecordthatisreadableastextatthetimeofsigningundersubdivision(2) |
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| 100 | 100 | | 3ofthissubsectionandremainsaccessibleastextforlaterreference; |
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| 101 | 101 | | 4 (2)Signedby: |
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| 102 | 102 | | 5 (a)Thetestator;or |
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| 103 | 103 | | HB180 3 6 (b)Anotherindividualinthetestator'sname,inthetestator'sphysicalpresence, |
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| 104 | 104 | | 7andbythetestator'sdirection;and |
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| 105 | 105 | | 8 (3)Signedinthephysicalorelectronicpresenceofthetestatorbyatleasttwo |
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| 106 | 106 | | 9individualsafterwitnessing: |
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| 107 | 107 | | 10 (a)Thesigningofthewillundersubdivision(2)ofthissubsection;or |
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| 108 | 108 | | 11 (b)Thetestator'sacknowledgmentofthesigningofthewillundersubdivision |
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| 109 | 109 | | 12(2)ofthissubsectionoracknowledgmentofthewill. |
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| 110 | 110 | | 13 2.Theintentofatestatorthattherecordundersubdivision(1)ofsubsection1of |
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| 111 | 111 | | 14thissectionbethetestator'selectronicwillmaybeestablishedbyextrinsicevidence. |
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| 112 | 112 | | 15 3.Inaccordancewithsection474.337or474.550,awitnesstoawillshallbea |
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| 113 | 113 | | 16residentofastateandphysicallylocatedinastateatthetimeofsigningifnoself- |
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| 114 | 114 | | 17provingaffidavitissignedcontemporaneouslywiththeexecutionoftheelectronicwill. |
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| 115 | 115 | | 474.550.Atthetimeofitsexecutionoratanysubsequentdate,anelectronicwill |
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| 116 | 116 | | 2maybemadeself-provedinthesamemannerasspecifiedinsection474.337or,iffewer |
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| 117 | 117 | | 3thantwowitnessesarephysicallypresentinthesamelocationasthetestatoratthetime |
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| 118 | 118 | | 4ofsuchacknowledgments,beforearemoteonlinenotaryauthorizedtoperforma |
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| 119 | 119 | | 5remoteonlinenotarizationinthisstateunderthelawofanystateortheUnitedStates, |
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| 120 | 120 | | 6andevidencedbyaremoteonlinenotarialcertificate,informandcontentsubstantially |
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| 121 | 121 | | 7asfollows,subjecttotheadditionalrequirementsundersection486.1165: |
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| 122 | 122 | | 8 Stateof_____ |
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| 123 | 123 | | 9 County(and/orCity)of_____ |
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| 124 | 124 | | 10 I,theundersignednotary,certifythat_____,thetestator,andthewitnesses, |
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| 125 | 125 | | 11 whosenamesaresignedtotheattachedorforegoinginstrument,having |
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| 126 | 126 | | 12 personallyappearedbeforemebyremoteonlinemeans,andhavingbeenfirst |
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| 127 | 127 | | 13 dulysworn,eachthendeclaredtomethatthetestatorsignedandexecutedthe |
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| 128 | 128 | | 14 instrumentasthetestator'slastwill,andthatthetestatorhadwillinglysignedor |
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| 129 | 129 | | 15 willinglydirectedanothertosignforthetestator,andthatthetestatorexecutedit |
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| 130 | 130 | | 16 asthetestator'sfreeandvoluntaryactforthepurposesthereinexpressed;and |
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| 131 | 131 | | 17 thateachofthewitnesses,inthepresenceandhearingofthetestator,signedthe |
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| 132 | 132 | | 18 willaswitnessandthattothebestofthewitnesses'knowledgethetestatorwasat |
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| 133 | 133 | | 19 thattimeeighteenormoreyearsofage,ofsoundmind,andundernoconstraint |
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| 134 | 134 | | 20 orundueinfluence. |
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| 135 | 135 | | 21 InwitnessthereofIhavehereuntosubscribedmynameandaffixedmyofficial |
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| 136 | 136 | | 22 sealthis_____(date). |
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| 137 | 137 | | 23 ____________________(officialsignatureandsealofnotary) |
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| 138 | 138 | | 474.552.1.Anelectronicwillmayrevokeallorpartofapreviouswill. |
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| 139 | 139 | | 2 2.Allorpartofanelectronicwillisrevokedby: |
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| 140 | 140 | | HB180 4 3 (1)Asubsequentwillthatrevokesallorpartoftheelectronicwillexpresslyor |
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| 141 | 141 | | 4byinconsistency; |
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| 142 | 142 | | 5 (2)Awritteninstrumentsignedbythetestatordeclaringtherevocation;or |
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| 143 | 143 | | 6 (3)Aphysicalact,ifitisestablishedbyapreponderanceoftheevidencethatthe |
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| 144 | 144 | | 7testator,withtheintentofrevokingallorpartofthewill,performedtheactordirected |
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| 145 | 145 | | 8anotherindividualwhoperformedtheactinthetestator'sphysicalpresence. |
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| 146 | 146 | | 9 3.Ifthereisevidencethatatestatorsignedanelectronicwillandneitheran |
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| 147 | 147 | | 10electronicwillnoracertifiedpapercopyoftheelectronicwillcanbelocatedaftera |
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| 148 | 148 | | 11testator'sdeath,thereisapresumptionthatthetestatorrevokedtheelectronicwilleven |
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| 149 | 149 | | 12ifnoinstrumentorlaterwillrevokingtheelectronicwillcanbelocated. |
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| 150 | 150 | | 474.554.Withoutfurthernotice,atanytimeduringtheadministrationofthe |
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| 151 | 151 | | 2estateor,ifthereisnograntofadministration,uponsuchnoticeandinsuchmanneras |
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| 152 | 152 | | 3thecourtdirects,thecourtmayissueanorderundersections472.400to472.490fora |
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| 153 | 153 | | 4custodianofanaccountheldunderaterms-of-serviceagreementtodisclosedigital |
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| 154 | 154 | | 5assetsforthepurposesofobtaininganelectronicwillfromtheaccountofadeceased |
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| 155 | 155 | | 6user.Ifthereisnograntofadministrationatthetimethecourtissuestheorder,the |
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| 156 | 156 | | 7court'sordershallgrantdisclosuretothepetitionerwhoisdeemedapersonal |
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| 157 | 157 | | 8representativeundersections472.400to472.490. |
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| 158 | 158 | | 474.556.1.Anindividualmaycreateacertifiedpapercopyofanelectronicwill |
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| 159 | 159 | | 2byaffirmingunderpenaltyofperjurythatapapercopyoftheelectronicwillisa |
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| 160 | 160 | | 3complete,true,andaccuratecopyoftheelectronicwill.Iftheelectronicwillismade |
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| 161 | 161 | | 4self-proving,thecertifiedpapercopyofthewillshallincludetheself-provingaffidavit |
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| 162 | 162 | | 5undersection474.337or474.550. |
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| 163 | 163 | | 6 2.Ifaruleoflaworprocedurerequiresawilltobepresentedorretainedinits |
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| 164 | 164 | | 7originalformorprovidesconsequencesfortheinformationnotbeingpresentedor |
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| 165 | 165 | | 8retainedinitsoriginalform,thatruleoflaworprocedureshallbesatisfiedbya |
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| 166 | 166 | | 9certifiedpapercopyofanelectronicwill. |
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| 167 | 167 | | 474.558.Inapplyingandconstruingsections474.540to474.564,consideration |
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| 168 | 168 | | 2shallbegiventotheneedtopromoteuniformityofthelawwithrespecttoitssubject |
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| 169 | 169 | | 3matteramongstatesthatenactit. |
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| 170 | 170 | | 474.560.1.Anywrittenestateplanningdocumentmaybeexecuted |
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| 171 | 171 | | 2electronically,andnosuchestateplanningdocumentshallbeinvalidorvoidsolely |
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| 172 | 172 | | 3becauseitisinelectronicformorbecauseitissignedelectronicallybyasettlor,trustee, |
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| 173 | 173 | | 4principal,grantor,declarant,orowner,orbyawitnesstoanysuchperson'ssignature. |
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| 174 | 174 | | 5Forpurposesofthissection,"estateplanningdocument"shallinclude,butnotbe |
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| 175 | 175 | | 6limitedto: |
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| 176 | 176 | | 7 (1)Apowerofattorneyordurablepowerofattorney; |
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| 177 | 177 | | HB180 5 8 (2)Ahealthcaredeclaration; |
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| 178 | 178 | | 9 (3)Anadvancedirective; |
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| 179 | 179 | | 10 (4)Apowerofattorneyforhealthcareordurablepowerofattorneyforhealth |
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| 180 | 180 | | 11care; |
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| 181 | 181 | | 12 (5)Arevocabletrustoramendmentthereto,ormodificationorrevocation |
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| 182 | 182 | | 13thereof; |
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| 183 | 183 | | 14 (6)Anirrevocabletrust; |
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| 184 | 184 | | 15 (7)Abeneficiarydeed; |
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| 185 | 185 | | 16 (8)Anonprobatetransfer;or |
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| 186 | 186 | | 17 (9)Adocumentmodifying,amending,correcting,orrevokinganywrittenestate |
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| 187 | 187 | | 18planningdocument. |
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| 188 | 188 | | 19 2.(1)Anelectronicestateplanningdocumentoranelectronicsignatureonsuch |
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| 189 | 189 | | 20documentshallbeattributabletoapersonifitwastheactoftheperson.Theactofthe |
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| 190 | 190 | | 21personmaybeshowninanymanner,includingashowingoftheefficacyofasecurity |
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| 191 | 191 | | 22procedureappliedtodeterminethepersontowhichtheelectronicrecordorsignature |
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| 192 | 192 | | 23wasattributable. |
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| 193 | 193 | | 24 (2)Theeffectofattributionofadocumentorsignaturetoapersonunder |
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| 194 | 194 | | 25subdivision(1)ofthissubsectionshallbedeterminedfromthecontextandsurrounding |
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| 195 | 195 | | 26circumstancesatthetimeofitscreation,execution,oradoptionandasprovidedby |
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| 196 | 196 | | 27otherlaw. |
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| 197 | 197 | | 28 3.(1)Unlessotherwiseprovidedunderitsterms,anyelectronicestateplanning |
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| 198 | 198 | | 29documentmaybesignedinoneormorecounterparts,andeachseparatecounterpart |
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| 199 | 199 | | 30maybeanelectronicdocumentorapaperdocument,providedthatallsigned |
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| 200 | 200 | | 31counterpartpagesofeachdocumentareincorporatedinto,orattachedto,the |
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| 201 | 201 | | 32document. |
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| 202 | 202 | | 33 (2)Anindividualmaycreateacertifiedpapercopyofanysuchelectronicestate |
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| 203 | 203 | | 34planningdocumentbyaffirmingunderpenaltyofperjurythatapapercopyofthe |
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| 204 | 204 | | 35electronicestateplanningdocumentisacomplete,true,andaccuratecopyofsuch |
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| 205 | 205 | | 36document.Ifaruleoflaworprocedurerequiresanestateplanningdocumenttobe |
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| 206 | 206 | | 37presentedorretainedinitsoriginalformorprovidesconsequencesfortheinformation |
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| 207 | 207 | | 38notbeingpresentedorretainedinitsoriginalform,suchruleoflaworprocedureshall |
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| 208 | 208 | | 39besatisfiedbyacertifiedpapercopyofanelectronicdocument. |
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| 209 | 209 | | 40 4.Anywrittenestateplanningdocument,otherthanawill,thatrequiresoneor |
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| 210 | 210 | | 41morewitnessestothesignatureofaprincipalmaybewitnessedbyanyindividualor |
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| 211 | 211 | | 42individualsintheelectronicpresenceoftheprincipal. |
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| 212 | 212 | | 43 5.Apersonwhoactsinrelianceuponanelectronicallyexecutedwrittenestate |
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| 213 | 213 | | 44planningdocumentshallnotbeliabletoanypersonforsorelyingandmayassume |
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| 214 | 214 | | HB180 6 45withoutinquirythevalidexecutionoftheelectronicallyexecutedwrittenestateplanning |
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| 215 | 215 | | 46document. |
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| 216 | 216 | | 47 6.Thissectiondoesnotrequireawrittenestateplanningdocumenttobe |
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| 217 | 217 | | 48electronicallysigned. |
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| 218 | 218 | | 49 7.Thelawsofthisstateandprinciplesofequityapplicabletoanyestate |
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| 219 | 219 | | 50planningdocumentshallapplytoanyelectronicestateplanningdocumentexceptas |
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| 220 | 220 | | 51modifiedbythissection. |
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| 221 | 221 | | 474.562.Theprovisionsofsections474.540to474.564modify,limit,and |
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| 222 | 222 | | 2supersedethefederalElectronicSignaturesinGlobalandNationalCommerceAct,15 |
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| 223 | 223 | | 3U.S.C.Section7001etseq.,butdonotmodify,limit,orsupersedeSection101(c)ofthat |
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| 224 | 224 | | 4act,15U.S.C.7001(c),orauthorizeelectronicdeliveryofanyofthenoticesdescribedin |
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| 225 | 225 | | 5Section103(b)ofthatact,15U.S.C.Section7003(b). |
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| 226 | 226 | | 474.564.Theprovisionsofsections474.540to474.564shallapplytothewillofa |
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| 227 | 227 | | 2decedentwhodiesonorafterAugust28,2025,andtoeachotherwrittenestateplanning |
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| 228 | 228 | | 3documentsignedorremotelywitnessedonorafterAugust28,2025. |
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| 229 | 229 | | 474.600.1.Asusedinthissection,thefollowingtermsmean: |
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| 230 | 230 | | 2 (1)"Applicablestateofemergency",theperiodbetweenApril6,2020,and |
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| 231 | 231 | | 3December31,2021,duringwhichastateofemergencyexistedduetoaCOVID-19 |
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| 232 | 232 | | 4publichealththreat,asproclaimedbythegovernor,andduringwhichexecutiveorders |
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| 233 | 233 | | 520-08,20-10,20-12,20-14,20-19,21.07,and21.09temporarilysuspendedthephysical |
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| 234 | 234 | | 6appearancerequirementsunderthischapterandauthorizedtheuseofaudio-visual |
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| 235 | 235 | | 7technologytotheextentthatanyMissouristatuterequiredthephysicalpresenceofany |
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| 236 | 236 | | 8testator,settlor,principal,witness,notary,orotherpersonnecessaryfortheeffective |
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| 237 | 237 | | 9executionofanyestateplanningdocumentsuchasawill,trust,orpowerofattorney,or |
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| 238 | 238 | | 10aself-provingaffidavitoftheexecutionofsuchdocument,iftheconditionssetforthin |
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| 239 | 239 | | 11theexecutiveordersweremet; |
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| 240 | 240 | | 12 (2)"Estateplanningdocument",includes,butisnotlimitedto: |
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| 241 | 241 | | 13 (a)Awill; |
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| 242 | 242 | | 14 (b)Acodicil; |
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| 243 | 243 | | 15 (c)Apowerofattorneyordurablepowerofattorney; |
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| 244 | 244 | | 16 (d)Ahealthcaredeclaration; |
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| 245 | 245 | | 17 (e)Anadvancedirective; |
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| 246 | 246 | | 18 (f)Apowerofattorneyforhealthcareoradurablepowerofattorneyforhealth |
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| 247 | 247 | | 19care; |
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| 248 | 248 | | 20 (g)Arevocabletrustoramendmentthereto,ormodificationorrevocation |
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| 249 | 249 | | 21thereof; |
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| 250 | 250 | | 22 (h)Anirrevocabletrust; |
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| 251 | 251 | | HB180 7 23 (i)Abeneficiarydeed; |
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| 252 | 252 | | 24 (j)Anonprobatetransfer;or |
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| 253 | 253 | | 25 (k)Adocumentmodifying,amending,correcting,orrevokinganywrittenestate |
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| 254 | 254 | | 26planningdocument; |
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| 255 | 255 | | 27 (3)"Necessaryperson",anytestator,settlor,grantor,principal,declarant, |
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| 256 | 256 | | 28witness,notary,orotherpersonrequiredfortheeffectiveexecutionofanyestate |
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| 257 | 257 | | 29planningdocumentinthisstate; |
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| 258 | 258 | | 30 (4)"Physicalpresencerequirement",includes,butisnotlimitedto,any |
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| 259 | 259 | | 31requirementofphysicalpresenceundersection404.705,459.015,474.320,or474.337or |
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| 260 | 260 | | 32chapter486. |
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| 261 | 261 | | 33 2.Withrespecttotheexecutionofanestateplanningdocument,anecessary |
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| 262 | 262 | | 34personshallbedeemedtohavesatisfiedanyphysicalpresencerequirementunder |
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| 263 | 263 | | 35Missouristatuteduringtheapplicablestateofemergencyifthefollowingrequirements |
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| 264 | 264 | | 36weremet: |
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| 265 | 265 | | 37 (1)Thesigneraffirmativelyrepresentedthatthesignerwasphysicallylocatedin |
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| 266 | 266 | | 38thestateofMissouri; |
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| 267 | 267 | | 39 (2)ThenotarywasphysicallylocatedinthestateofMissouriandstatedinwhich |
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| 268 | 268 | | 40countythenotarywasphysicallylocatedforthejurisdictionontheacknowledgment; |
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| 269 | 269 | | 41 (3)Thenotaryidentifiedthesignerstothesatisfactionofthenotaryandcurrent |
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| 270 | 270 | | 42law; |
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| 271 | 271 | | 43 (4)Anypersonwhosesignaturewasrequiredappearedusingvideoconference |
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| 272 | 272 | | 44softwarewherelive,interactiveaudio-visualcommunicationbetweentheprincipal, |
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| 273 | 273 | | 45notary,andanyothernecessarypersonallowedforobservation,directinteraction,and |
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| 274 | 274 | | 46communicationatthetimeofsigning;and |
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| 275 | 275 | | 47 (5)Thenotaryrecordedinthenotary'sjournaltheexacttimeandmeansusedto |
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| 276 | 276 | | 48performthenotarialact,alongwithallotherrequiredinformation,absentthewet |
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| 277 | 277 | | 49signatures. |
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| 278 | 278 | | 50 3.Therequirementsofsubdivisions(1)to(5)ofsubsection2ofthissectionshall |
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| 279 | 279 | | 51bedeemedsatisfiedifanattorneywhoislicensedorauthorizedtopracticelawin |
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| 280 | 280 | | 52Missouriandwhowaspresentattheremoteexecutionsignsawrittenacknowledgment |
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| 281 | 281 | | 53madebeforeanofficerauthorizedtoadministeroathsunderthelawsofthisstate,and |
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| 282 | 282 | | 54evidencedbytheofficer'scertificate,underofficialseal,affixedtoorlogicallyassociated |
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| 283 | 283 | | 55withtheacknowledgment.Theformandcontentoftheacknowledgmentshallbe |
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| 284 | 284 | | 56substantiallyasfollows: |
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| 285 | 285 | | 57 Stateof______ |
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| 286 | 286 | | 58 Countyof_____ |
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| 287 | 287 | | 59 AFFIDAVITOFREMOTEEXECUTIONOFDOCUMENTS |
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| 288 | 288 | | HB180 8 60 I,__________,amanattorneylicensedorauthorizedtopracticelawinthestate |
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| 289 | 289 | | 61 ofMissouri. |
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| 290 | 290 | | 62 On_____(date),Iconvenedwiththefollowingindividualsviavideoconference |
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| 291 | 291 | | 63 softwarethatallowedforlive,interactiveaudio-visualcommunicationbetween |
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| 292 | 292 | | 64 thepartiestotheconferenceandthatalsoallowedforobservation,direction, |
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| 293 | 293 | | 65 interaction,andcommunicationbetween: |
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| 294 | 294 | | 66 __________,the(testator,settlor,grantor,principal,ordeclarant); |
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| 295 | 295 | | 67 __________,awitness; |
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| 296 | 296 | | 68 __________,asecondwitness;and |
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| 297 | 297 | | 69 __________anotarypublic. |
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| 298 | 298 | | 70 Duringtheconference,__________,the(testator,settlor,grantor,principal,or |
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| 299 | 299 | | 71 declarant)signedthefollowingestateplanningdocumentordocuments:(awill, |
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| 300 | 300 | | 72 codicil,powerofattorney,durablepowerofattorney,healthcaredeclaration, |
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| 301 | 301 | | 73 advancedirective,healthcarepowerofattorney,revocabletrust,irrevocable |
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| 302 | 302 | | 74 trust,beneficiarydeed,nonprobatetransfer,self-provingaffidavitofthe |
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| 303 | 303 | | 75 executionofawill,oradocumentmodifying,amending,correcting,or |
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| 304 | 304 | | 76 revokingoneoftheseestateplanningdocuments). |
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| 305 | 305 | | 77 Allthepartiestotheconferencerepresentedthattheywerephysicallylocatedin |
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| 306 | 306 | | 78 thestateofMissouriatthetimeofthesigning. |
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| 307 | 307 | | 79 Ihavereviewedandamfamiliarwiththerequirementsoftheapplicable |
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| 308 | 308 | | 80 executiveorderorordersineffectatthetimeandaffirmthattheremote |
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| 309 | 309 | | 81 executionoftheestateplanningdocumentordocumentsmetalltherequirements |
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| 310 | 310 | | 82 oftheapplicableexecutiveorderororders. |
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| 311 | 311 | | 83 InwitnesswhereofI,anofficerauthorizedtoadministeroaths,havehereunto |
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| 312 | 312 | | 84 subscribedmynameandaffixedmyofficialsealthis_____(date). |
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| 313 | 313 | | 85 (Signed) |
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| 314 | 314 | | 86 _____________________________________________________ |
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| 315 | 315 | | 87 (SEAL) |
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| 316 | 316 | | 88 _____________________________________________________ |
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| 317 | 317 | | 89 (Officialcapacityofofficer) |
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| 318 | 318 | | âś” |
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| 319 | 319 | | HB180 9 |
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