Oklahoma 2024 Regular Session

Oklahoma House Bill HB3778 Compare Versions

Version 1 (Old)

Version 2 (New)

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1		-	An Act
2		-	ENROLLED HOUSE
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	30	+	April 1, 2024
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3	34		BILL NO. 3778 By: Duel of the House
4	35
5	36		and
6	37
7	38		Garvin of the Senate
8		-
9	39
10	40
11	41
12	42
13	43		An Act relating to digital assets; creating the
14	44		Revised Uniform Fiduciary Access to Digital Assets
15	45		Act; defining terms; clarifying applicability of act;
16	46		permitting user to use online tool to direct
17	47		custodian to disclose or not disclose certain digital
18	48		assets; providing procedure if online tool not used;
19	49		establishing that user's direction overrides certain
20	50		contrary terms-of-service agreement; clarifying that
21	51		act does not impair certain right; clarifying that
22	52		act does not expand nor give certain rights;
23	53		permitting modification or elimination of certain
24	54		access; permitting custodian grant certain access;
25	55		permitting custodian to provide cer tain copy of
26	56		digital asset; permitting reasonable administrative
27	57		charge; specifying that custodian need not disclose
28	58		certain digital asset; permitting custodian to not
29	59		disclose certain digital assets that impose undue
30	60		burden; permitting seeking of certain court order;
31	61		directing that custodian make certain disclosures to
32	62		personal representative of the estate of the user;
33	63		directing custodian make certain disclosures of
34	64		catalog of electronic communications to personal
35	65		representative; directing custodian make c ertain
36	66		disclosures of electronic communications to agent;
37	67		directing custodian make certain disclosure of
38	68		catalog of electronic communications to certain
39	69		agents with certain authority; directing that
40	70		custodian make certain disclosures to trustee;
41	71		permitting court to grant access to guardian of
42	72		certain digital assets; directing custodian to make
43	73		certain disclosures of electronic c ommunications to
44	74		guardian; permitting guardian with general authority
45	75		to suspend or terminate certain accounts for good
46		-	cause; establishing legal duties of fiduciary charged ENR. H. B. NO. 3778 Page 2
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	103	+	cause; establishing legal duties of fiduciary charged
47	104		with management of digital assets; clarifying
48	105		authority of fiduciary or designated recipient's
49	106		authority; permitting fiduciary with certain
50	107		authority certain right of access to certain digital
51	108		assets; clarifying t hat fiduciary acting within
52	109		certain scope is an authorized user; permitting
53	110		custodian to disclose certain information to
54	111		fiduciary when necessary to terminate certain
55	112		account; permitting fiduciary to request termination
56	113		of user's account; directing that cu stodian comply
57	114		with request within time frame; permitting fiduciary
58	115		or designated recipient to seek court order;
59	116		directing that order must not violate certain federal
60	117		law; permitting custodian to notify user of certain
61	118		requests; permitting custodian to den y certain
62	119		requests; clarifying that act does not limit certain
63	120		abilities of custodian; limiting liability; directing
64	121		for certain consideration in application of act;
65	122		clarifying that act modifies, limits, or supersedes
66	123		certain law; providing for severabilit y; providing
67	124		for codification; and providing an effective date.
68	125
69	126
70		-	~~SUBJECT: Digital assets~~
	127	+
71	128
72	129		BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:
73		-
74	130		SECTION 1. NEW LAW A new section of law to be codified
75	131		in the Oklahoma Statutes as Section 3101 of Title 58, u nless there
76	132		is created a duplication in numbering, reads as follows:
77		-
78	133		This act shall be known and may be cited as the "Revised Uniform
79	134		Fiduciary Access to Digital Assets Act".
80		-
81	135		SECTION 2. NEW LAW A new section of law to be codified
82	136		in the Oklahoma Statutes as Section 3102 of Title 58, unless ther e
83	137		is created a duplication in numbering, reads as follows:
	138	+	As used in this act:
84	139
85		-	As used in this act:
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86	165
87	166		1. "Account" means an arrangement under a terms -of-service
88	167		agreement in which a custodian carries, maintains, pr ocesses,
89	168		receives, or stores a digital asset of the user or provides goods or
90	169		services to the user;
91		-	ENR. H. B. NO. 3778 Page 3
92	170		2. "Agent" means an attorney -in-fact granted authority under a
93	171		durable or nondurable power of attorney;
94		-
95	172		3. "Carries" means engages in the transmission of an electronic
96	173		communication;
97		-
98	174		4. "Catalog of electronic communi cations" means information
99	175		that identifies each person with which a user has had an electronic
100	176		communication, the time and date of the communication, and the
101	177		electronic address of the person;
102		-
103	178		5. "Guardian" means a person appointed by a court to manage the
104	179		estate of a living individual. The term includes a limited
105	180		guardian;
106		-
107	181		6. "Content of an electronic communication" means information
108	182		concerning the substance or meaning of the communication wh ich:
109		-
110	183		a. has been sent or received by a user,
111		-
112	184		b. is in electronic storage by a custodian providing an
113	185		electronic-communication service to the public or is
114	186		carried or maintained by a custodian providing a
115	187		remote-computing service to the public, and
	188	+	c. is not readily accessible to the public;
	189	+	7. "Court" means the court of proper jurisdiction;
116	190
117		-	c. is not readily accessible to the public;
118		-
119		-	7. "Court" means the court of proper jurisdic tion;
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121	217		8. "Custodian" means a person who carries, maintains,
122	218		processes, receives, or stores a digital asset of a user;
123		-
124	219		9. "Designated recipient" means a person chosen by a us er using
125	220		an online tool to administer digital assets of the use r;
126		-
127	221		10. "Digital asset" means an electronic record in which an
128	222		individual has a right or interest. The term does not include an
129	223		underlying asset or liability unless the asset or liability is
130	224		itself an electronic record;
131		-
132	225		11. "Electronic" means relating to technology having
133	226		electrical, digital, magnetic, wireless, optical, electromagnetic,
134	227		or similar capabilities;
135		-	ENR. H. B. NO. 3778 Page 4
136	228		12. "Electronic communication" has the meaning set forth in 18
137	229		U.S.C., Section 2510(12);
138		-
139	230		13. "Electronic-communication service" means a custodi an that
140	231		provides a user the ability to send or receive an electronic
141	232		communication;
142		-
143	233		14. "Fiduciary" means an original, additional, or successor
144	234		personal representative, guardian, agent, or tru stee;
145		-
146	235		15. "Information" means data, text, images, videos, sounds,
147	236		codes, computer programs, software, databases, or the like;
148		-
149	237		16. "Online tool" means an electronic service provided by a
150	238		custodian that allows the user, in an agreement distinct from the
151	239		terms-of-service agreement between the custodian and user, to
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152	267		provide directions for disclosure or nondisclosure of digital assets
153	268		to a third person;
154		-
155	269		17. "Person" means an individual, estate, business or nonprofit
156	270		entity, public corporation, government or g overnmental subdivision,
157	271		agency, or instrumentality, or other legal entity;
158		-
159	272		18. "Personal representative" means an executor, administrator,
160	273		special administrator, or person that performs substantially the
161	274		same function under the laws of this state other t han this act;
162		-
163	275		19. "Power of attorney" means a record that gran ts an agent
164	276		authority to act in the place of a principal;
165		-
166	277		20. "Principal" means an individual who grants authority to an
167	278		agent in a power of attorney;
168		-
169	279		21. "Protected person" means an individu al for whom a guardian
170	280		has been appointed. The term includes an individual for whom an
171	281		application for the appointment of a guardian is pending;
172		-
173	282		22. "Record" means information that is inscribed on a tangible
174	283		medium or that is stored in an electronic or o ther medium and is
175	284		retrievable in perceivable form;
176		-
177	285		23. "Remote-computing service" means a custodian that provides
178	286		to a user computer processing services or the storage of digital
179	287		assets by means of an electronic communications system, as defined
180		-	in 18 U.S.C., Section 2510(14); ENR. H. B. NO. 3778 Page 5
181		-
	288	+	in 18 U.S.C., Section 2510(14);
182	289		24. "Terms-of-service agreement" means an agreement that
183	290		controls the relationship between a user and a custodian;
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184	317
185	318		25. "Trustee" means a fiduciary with legal title to property
186	319		under an agreement or declaration that creates a benef icial interest
187	320		in another. The term includes a successor trust ee;
188		-
189	321		26. "User" means a person who has an account with a custodian;
190	322		and
191		-
192	323		27. "Will" includes a codicil, testamentary instrument that
193	324		only appoints an executor, and instrument that revokes or re vises a
194	325		testamentary instrument.
195		-
196	326		SECTION 3. NEW LAW A new section of law to be codified
197	327		in the Oklahoma Statutes as Section 3103 of Title 58, unless there
198	328		is created a duplication in numbering, reads as follows:
199		-
200	329		A. This act applies to:
201		-
202	330		1. A fiduciary acting under a will or power of attorney
203	331		executed before, on, or after November 1, 2024;
204		-
205	332		2. A personal representative acting for a decedent who died
206	333		before, on, or after November 1, 2024;
207		-
208	334		3. A guardianship proceeding commenced before , on, or after
209	335		November 1, 2024; and
210		-
211	336		4. A trustee acting under a trust created before, on, or after
212	337		November 1, 2024.
213		-
214	338		B. This act applies to a custodian if the user resides in this
215	339		state or resided in this state at the time of the user's death.
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216	366
217	367		C. This act does not apply to a digital asset of an employer
218	368		used by an employee in the ordinary course of the employer's
219	369		business.
220		-
221	370		SECTION 4. NEW LAW A new section of law to be codified
222	371		in the Oklahoma Statutes as Section 3104 of Title 58, unless there
223	372		is created a duplication in numbering, reads as follows:
224		-	ENR. H. B. NO. 3778 Page 6
225	373		A. A user may use an online tool to direct the custodian to
226	374		disclose to a designated recipient or not to disclose some or all of
227	375		the user's digital assets, including the content of ele ctronic
228	376		communications. If the online tool allows the user to modify or
229	377		delete a direction at all times, a direction regarding disclosure
230	378		using an online tool overrides a contrary direction by the user in a
231	379		will, trust, power of attorney, or other record.
232		-
233	380		B. If a user has not used an online tool to give direction
234	381		under subsection A of this section or if the custodian has not
235	382		provided an online tool, the user may allow or prohibit in a will,
236	383		trust, power of attorney, or other record, disclosure to a fiduci ary
237	384		of some or all of the user's digital assets, including the content
238	385		of electronic communications sent or received by the user.
239		-
240	386		C. A user's direction under subsection A or B of this section
241	387		overrides a contrary provision in a terms -of-service agreement that
242	388		does not require the user to act affirmatively and distinctly from
243	389		the user's assent to the terms of service.
244	390
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245	417		SECTION 5. NEW LAW A new section of law to be codified
246	418		in the Oklahoma Statutes as Section 3105 of Title 58, unless t here
247	419		is created a duplication in numbering, reads as follows:
248		-
249	420		A. This act does not change or impair a right of a custodian or
250	421		a user under a terms -of-service agreement to access and use digital
251	422		assets of the user.
252		-
253	423		B. This act does not give a fiduciary or designated recipient
254	424		any new or expanded rights other than those held by the user for
255	425		whom, or for whose estate, the fiduciary or designated recipient
256	426		acts or represents.
257		-
258	427		C. A fiduciary's or designated recipient's access to digital
259	428		assets may be modified or eliminated by a user, by federal law, or
260	429		by a terms-of-service agreement if the user has not provided
261	430		direction under Section 4 of this act.
262		-
263	431		SECTION 6. NEW LAW A new section of law to be codified
264	432		in the Oklahoma Statutes as Sect ion 3106 of Title 58, unless there
265	433		is created a duplication in numbering, reads as follows:
266		-
267	434		A. When disclosing digital assets of a user under this act, the
268	435		custodian may, at its sole discretion:
269		-	ENR. H. B. NO. 3778 Page 7
270	436		1. Grant a fiduciary or designated recipient full access to the
271	437		user's account;
272		-
273	438		2. Grant a fiduciary or designated recipi ent partial access to
274	439		the user's account sufficient to perform the tasks with which the
275	440		fiduciary or designated recipient is charged; or
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277	468		3. Provide a fiduciary or designated recipient a copy o f a
278	469		record of any digital asset that, on the date the custodian received
279	470		the request for disclosure, the user could have accessed if the user
280	471		were alive and had full capacity and access to the account.
281		-
282	472		B. A custodian may assess a reasonable administrative charge
283	473		for the cost of disclosing digital assets under this ac t.
284		-
285	474		C. A custodian need not disclose under this act a digital asset
286	475		deleted by a user.
287		-
288	476		D. If a user directs or a fiduciary requests a custodian to
289	477		disclose under this act some, but not all, of the user's digital
290	478		assets, the custodian need not disclose the assets if segregation of
291	479		the assets would impose an undue burden on the custodian. If the
292	480		custodian believes the direction or request imposes an undue burden,
293	481		the custodian or fiduciary may s eek an order from the court to
294	482		disclose:
295		-
296	483		1. A subset limited b y date of the user's digital assets;
297		-
298	484		2. All of the user's digital assets to the fiduciary or
299	485		designated recipient;
300		-
301	486		3. None of the user's digital assets; or
302		-
303	487		4. All of the user's digital asset s to the court for review in
304	488		camera.
305		-
306	489		SECTION 7. NEW LAW A new section of law to be codified
307	490		in the Oklahoma Statutes as Section 3107 of Title 58, unless there
308	491		is created a duplication in numbering, reads as follows:
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310	519		If a deceased user consented or a court directs disclosure of
311	520		the contents of electronic communications of the user, the custodian
312	521		shall disclose to the personal representative of the estate of the
313	522		user the content of an electronic communication sent or received by
314		-	the user if the representative gives the custodian: ENR. H. B. NO. 3778 Page 8
315		-
	523	+	the user if the representative gives the custodian:
316	524		1. A written request for disclosure in physical or electronic
317	525		form;
318		-
319	526		2. A certified copy of the death certificate of the user;
320		-
321	527		3. A certified copy of the letter of appointment of the
322	528		representative or a small -estate affidavit or court order;
323		-
324	529		4. Unless the user provided direction using an online tool, a
325	530		copy of the user's will, trust, power of attorney, or other record
326	531		evidencing the user's consent to disclosure of the content of
327	532		electronic communications; and
328		-
329	533		5. If requested by the custodian:
330		-
331	534		a. a number, username, address, or other unique
332	535		subscriber or account identifier assigned by the
333	536		custodian to identify the user's account,
334		-
335	537		b. evidence linking the account to the user, or
336		-
337	538		c. a finding by the court that:
338		-
339	539		(1) the user had a specific account with the
340	540		custodian, identifiable by the information
341	541		specified in subparagraph a of paragraph 5 of
342	542		this section,
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344	570		(2) disclosure of the content of electronic
345	571		communications of the user would not violate 18
346	572		U.S.C., Section 2701 et seq., 47 U.S.C., Section
347	573		222, or other applicable law,
348		-
349	574		(3) unless the user provided direction using an
350	575		online tool, the user consented to disclosure of
351	576		the content of electronic communications, or
352		-
353	577		(4) disclosure of the content of electronic
354	578		communications of the user is reasonably
355	579		necessary for administration o f the estate.
356		-
357	580		SECTION 8. NEW LAW A new section of law to be codified
358	581		in the Oklahoma Statutes as Section 3108 of Title 58, unless there
359		-	is created a duplication in numbering, reads as foll ows: ENR. H. B. NO. 3778 Page 9
360		-
	582	+	is created a duplication in numbe ring, reads as follows:
361	583		Unless the user prohibited disclosure of digital assets or the
362	584		court directs otherwise, a custodian shall disclose to the personal
363	585		representative of the estate of a deceased user, a catalog of
364	586		electronic communications sent or recei ved by the user and digital
365	587		assets, other than the content of e lectronic communications, of the
366	588		user, if the representative gives the custodian:
367		-
368	589		1. A written request for disclosure in physical or electronic
369	590		form;
370		-
371	591		2. A certified copy of the death certific ate of the user;
372		-
373	592		3. A certified copy of the letter of appointment of the
374	593		representative or a small -estate affidavit or court order; and
375	594
	595	+	SENATE FLOOR VERSION - HB3778 SFLR Page 12
	596	+	(Bold face denotes Committee Amendments) 1
	597	+	2
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	620	+
376	621		4. If requested by the custodian:
377		-
378	622		a. a number, username, address, or other unique
379	623		subscriber or account identifier ass igned by the
380	624		custodian to identify the user's account,
381		-
382	625		b. evidence linking the account to the user,
383		-
384	626		c. an affidavit stating that disclosure of the user's
385	627		digital assets is reasonably necessary for
386	628		administration of the estate, or
387		-
388	629		d. a finding by the court that:
389		-
390	630		(1) the user had a specific account with the
391	631		custodian, identifiable by the information
392	632		specified in subparagraph a of paragraph 4 of
393	633		this section, or
394		-
395	634		(2) disclosure of the user's digital assets is
396	635		reasonably necessary for administration of the
397	636		estate.
398		-
399	637		SECTION 9. NEW LAW A new section of law to be codified
400	638		in the Oklahoma Statutes as Section 3109 of Title 58, unless there
401	639		is created a duplication in numbering, reads as follows:
402		-
403	640		To the extent a power of attorney expressly grants an agent
404		-	authority over the content of electronic communications ~~se nt~~ or ~~ENR. H. B. NO. 3778 Page 10~~
	641	+	authority over the content of electronic communications sent or
405	642		received by the principal and unless directed otherwise by the
406	643		principal or the court, a custodian shall disclose to the agent the
407	644		content if the agent gives the custodian:
408	645
	646	+	SENATE FLOOR VERSION - HB3778 SFLR Page 13
	647	+	(Bold face denotes Committee Amendments) 1
	648	+	2
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409	672		1. A written request for disclosure in physical or electronic
410	673		form;
411		-
412	674		2. An original or copy of the power of attorney expressly
413	675		granting the agent authority over the content of electronic
414	676		communications of the principal;
415		-
416	677		3. A certification by the agent, under pena lty of perjury, that
417	678		the power of attorney is in effect; and
418		-
419	679		4. If requested by the custodian:
420		-
421	680		a. a number, username, address, or other unique
422	681		subscriber or account identifier assigned by the
423	682		custodian to identify the principal's account, or
424		-
425	683		b. evidence linking the account to the principal.
426		-
427	684		SECTION 10. NEW LAW A new section of law to be codified
428	685		in the Oklahoma Statutes as Section 3110 of Title 58, unless there
429	686		is created a duplication in numbering, reads as follows:
430		-
431	687		Unless otherwise ordered by the court, directed by the
432	688		principal, or provided by a power of attorney, a custodian shall
433	689		disclose to an agent with specific authority over digital assets or
434	690		general authority to act on behalf of a principal, a catalog of
435	691		electronic communica tions sent or received by the principal and
436	692		digital assets, other than the content of electronic communications,
437	693		of the principal if the agent gives the custodian:
438		-
439	694		1. A written request for disclosure in physical or electronic
440	695		form;
	696	+
	697	+	SENATE FLOOR VERSION - HB3778 SFLR Page 14
	698	+	(Bold face denotes Committee Amendments) 1
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441	722
442	723		2. An original or a co py of the power of attorney that gives
443	724		the agent specific authority over digital assets or general
444	725		authority to act on behalf of the principal;
445		-
446	726		3. A certification by the agent, under penalty of perjury, that
447	727		the power of attorney is in effect; and
448		-
449		-	4. If requested by the cu stodian: ENR. H. B. NO. 3778 Page 11
450		-
	728	+	4. If requested by the custodian:
451	729		a. a number, username, address, or other unique
452	730		subscriber or account identifier assigned by the
453	731		custodian to identify the principal's account, or
454		-
455	732		b. evidence linking the account to the principal.
456		-
457	733		SECTION 11. NEW LAW A new section of law to be codified
458	734		in the Oklahoma Statutes as Section 3111 of Title 58, unless there
459	735		is created a duplication in numbering, reads as follows:
460		-
461	736		Unless otherwise ordered by the court or provided in a trust, a
462	737		custodian shall disc lose to a trustee that is an original user of an
463	738		account any digital asset of the account held in trust, including a
464	739		catalog of electronic communications of the trustee and the content
465	740		of electronic communications.
466		-
467	741		SECTION 12. NEW LAW A new section of law to be codified
468	742		in the Oklahoma Statutes as Section 3112 of Title 58, unless there
469	743		is created a duplication in numbering, reads as follows:
470		-
471	744		Unless otherwise ordered by the court, directed by the user, or
472	745		provided in a trust, a custodi an shall disclose to a trustee that is
473	746		not an original user of an account the content of an electronic
	747	+
	748	+	SENATE FLOOR VERSION - HB3778 SFLR Page 15
	749	+	(Bold face denotes Committee Amendments) 1
	750	+	2
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	773	+
474	774		communication sent or received by an original or successor user and
475	775		carried, maintained, processed, received, or stored by the custodian
476	776		in the account of the trust if the trustee gives the custodian:
477		-
478	777		1. A written request for disclosure in physical or electronic
479	778		form;
480		-
481	779		2. A certified copy of the trust instrument that includes
482	780		consent to disclosure of the content of electronic communications to
483	781		the trustee;
484		-
485	782		3. A certification by the trustee, under penalty of perjury,
486	783		that the trust exists and the trustee is a currently acting trustee
487	784		of the trust; and
488		-
489	785		4. If requested by the custodian:
490		-
491	786		a. a number, username, address, or other unique
492	787		subscriber or account i dentifier assigned by the
493	788		custodian to identify the trust's account, or
494		-	ENR. H. B. NO. 3778 Page 12
495	789		b. evidence linking the account to the trust.
496		-
497	790		SECTION 13. NEW LAW A new section of law to be codified
498	791		in the Oklahoma Statutes as Section 3113 of Title 58, unles s there
499	792		is created a duplication in numbering, reads as follows :
500		-
501	793		Unless otherwise ordered by the court, directed by the user, or
502	794		provided in a trust, a custodian shall disclose, to a trustee that
503	795		is not an original user of an account, a catalog of electron ic
504	796		communications sent or received by an original or successor user and
505	797		stored, carried, or maintained by the custodian in an account of the
	798	+
	799	+	SENATE FLOOR VERSION - HB3778 SFLR Page 16
	800	+	(Bold face denotes Committee Amendments) 1
	801	+	2
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	824	+
506	825		trust and any digital assets, other than the content of electronic
507	826		communications, in which the trust has a right o r interest if the
508	827		trustee gives the custodian:
509		-
510	828		1. A written request for disclosure in physical or electronic
511	829		form;
512		-
513	830		2. A certified copy of the trust instrument;
514		-
515	831		3. A certification by the trustee, under penalty of perjury,
516	832		that the trust exists and the tr ustee is a currently acting trustee
517	833		of the trust; and
518		-
519	834		4. If requested by the custodian:
520		-
521	835		a. a number, username, address, or other unique
522	836		subscriber or account identifier assigned by the
523	837		custodian to identify the trust's account, or
524		-
525	838		b. evidence linking the account to the trust.
526		-
527	839		SECTION 14. NEW LAW A new section of law to be codified
528	840		in the Oklahoma Statutes as Section 3114 of Title 58, unless there
529	841		is created a duplication in numbering, reads as follows:
530		-
531	842		A. After an opportunity for a hearing under Section 3 -112 of
532	843		Title 30 of the Oklahoma Statutes, the court may grant a guardian
533	844		access to the digital assets of a protected person.
534		-
535	845		B. Unless otherwise ordered by the court or directed by the
536	846		user, a custodian shall disclose to a guardian the catalog of
537	847		electronic communications sent or received by a protected person and
538		-	any digital assets, other than the content of electronic ENR. H. B. NO. 3778 Page 13
	848	+	any digital assets, other than the content of electronic
	849	+
	850	+	SENATE FLOOR VERSION - HB3778 SFLR Page 17
	851	+	(Bold face denotes Committee Amendments) 1
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	875	+
539	876		communications, in which the protected person has a right or
540	877		interest if the guardian gives the custodian:
541		-
542	878		1. A written request for disclosure in physical or electronic
543	879		form;
544		-
545	880		2. A certified copy of the court order that gives the guardian
546	881		authority over the digital assets of the protected person; and
547		-
548	882		3. If requested by the custodian:
549		-
550	883		a. a number, username, address, or other unique
551	884		subscriber or account identifier assigned by th e
552	885		custodian to identify the account of the protected
553	886		person, or
554		-
555	887		b. evidence linking the account to the protected person.
556		-
557	888		C. A guardian with general authority to manage the assets of a
558	889		protected person may request a custodian of the digital assets of
559	890		the protected person to suspend or terminate an account of the
560	891		protected person for good cause. A request made under this section
561	892		must be accompanied by a certified copy of the court order giving
562	893		the guardian authority over the protected person's property.
563		-
564	894		SECTION 15. NEW LAW A new section of law to be codified
565	895		in the Oklahoma Statutes as Section 3115 of Title 58, unless there
566	896		is created a duplication in numbering, reads as fo llows:
567		-
568	897		A. The legal duties imposed on a fiduciary charged with
569	898		managing tangible property apply to the management of digital
570	899		assets, including:
571	900
	901	+	SENATE FLOOR VERSION - HB3778 SFLR Page 18
	902	+	(Bold face denotes Committee Amendments) 1
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	926	+
572	927		1. The duty of care;
573		-
574	928		2. The duty of loyalty; and
575		-
576	929		3. The duty of confidentiality.
577		-
578	930		B. A fiduciary's or design ated recipient's authority with
579	931		respect to a digital asset of a user:
580		-
581	932		1. Except as otherwise provided in Section 4 of this act, is
582	933		subject to the applicable terms of service;
583		-	ENR. H. B. NO. 3778 Page 14
584	934		2. Is subject to other applicable law, including copyright law;
585		-
586	935		3. In the case of a fiduciary, is limited by the scope of the
587	936		fiduciary's duties; and
588		-
589	937		4. May not be used to impersonate the user.
590		-
591	938		C. A fiduciary with authority over the property of a decedent,
592	939		protected person, principal, or settlor has the right to access any
593	940		digital asset in which the decedent, protected person, principal, or
594	941		settlor had a right or interest and that is not held by a custodian
595	942		or subject to a terms -of-service agreement.
596		-
597	943		D. A fiduciary acting within the scope of the fiduciary's
598	944		duties is an authorized user of the property of the decedent,
599	945		protected person, principal, or settlor for the purpose of
600	946		applicable computer fraud and unauthorized computer access laws.
601		-
602	947		E. A fiduciary with authority over the tangible, personal
603	948		property of a decedent, protected person, principal, or settlor:
604		-
605	949		1. Has the right to access the property and any digital asset
606	950		stored in it; and
607	951
	952	+	SENATE FLOOR VERSION - HB3778 SFLR Page 19
	953	+	(Bold face denotes Committee Amendments) 1
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	977	+
608	978		2. Is an authorized user for the purpose of computer fraud and
609	979		unauthorized computer access laws.
610		-
611	980		F. A custodian may disclose information in a n account to a
612	981		fiduciary of the user when the information is required to terminate
613	982		an account used to access digital assets licensed to the user.
614		-
615	983		G. A fiduciary of a user may request a custodian to terminate
616	984		the user's account. A request for termination must be in writing,
617	985		in either physical or electronic form, and accompanied by:
618		-
619	986		1. If the user is deceased, a certified copy of the death
620	987		certificate of the user;
621		-
622	988		2. A certified copy of the letter of appointment of the
623	989		representative, court order, power o f attorney, or trust giving the
624	990		fiduciary authority over the account; and
625		-
626	991		3. If requested by the custodian:
627		-	ENR. H. B. NO. 3778 Page 15
628	992		a. a number, username, address, or other unique
629	993		subscriber or account identifier assigned by the
630	994		custodian to identify the user's account,
631		-
632	995		b. evidence linking the account to the user, or
633		-
634	996		c. a finding by the cou rt that the user had a specific
635	997		account with the custodian, identifiable by the
636	998		information specified in subparagraph a of paragraph 3
637	999		of subsection G of this section.
638	1000
	1001	+	SENATE FLOOR VERSION - HB3778 SFLR Page 20
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639	1027		SECTION 16. NEW LAW A new section of law to be codified
640	1028		in the Oklahoma Statutes as Section 3116 of Title 58, unless there
641	1029		is created a duplication in numbering, reads as follows:
642		-
643	1030		A. Not later than sixty (60) days after receipt of the
644	1031		information required u nder Sections 7 through 15 of this act, a
645	1032		custodian shall compl y with a request under this act from a
646	1033		fiduciary or designated recipient to disclose digital assets or
647	1034		terminate an account. If the custodian fails to comply, the
648	1035		fiduciary or designated recip ient may apply to the court for an
649	1036		order directing compliance.
650		-
651	1037		B. An order under subsection A of this section directing
652	1038		compliance must contain a finding that compliance is not in
653	1039		violation of 18 U.S.C., Section 2702.
654		-
655	1040		C. A custodian may notify the user t hat a request for
656	1041		disclosure or to terminate an account was mad e under this act.
657		-
658	1042		D. A custodian may deny a request under this act from a
659	1043		fiduciary or designated recipient for disclosure of digital assets
660	1044		or to terminate an account if the custodian is awar e of any lawful
661	1045		access to the account following the receipt of the fiduciary's
662	1046		request.
663		-
664	1047		E. This act does not limit a custodian's ability to obtain or
665	1048		require a fiduciary or designated recipient requesting disclosure or
666	1049		termination under this act to obtain a court order which:
667	1050
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	1052	+	(Bold face denotes Committee Amendments) 1
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	1076	+
668	1077		1. Specifies that an account belongs to the protected person or
669	1078		principal;
670		-	ENR. H. B. NO. 3778 Page 16
671	1079		2. Specifies that there is sufficient consent from the
672	1080		protected person or principal to support the requested disclosure;
673	1081		and
674		-
675	1082		3. Contains a finding required by law other than this act.
676		-
677	1083		F. A custodian and its officers, employees, and agents are
678	1084		immune from liability for an act or omission done in good faith in
679	1085		compliance with this act.
680		-
681	1086		SECTION 17. NEW LAW A new section of law to be codi fied
682	1087		in the Oklahoma Statutes as Section 3117 of Title 58, unle ss there
683	1088		is created a duplication in numbering, reads as follows:
684		-
685	1089		In applying and construing this uniform act, consideration must
686	1090		be given to the need to promote uniformity of the law with resp ect
687	1091		to its subject matter among states that enact it.
688		-
689	1092		SECTION 18. NEW LAW A new section of law to be codified
690	1093		in the Oklahoma Statutes as Section 3118 of Title 58, unless there
691	1094		is created a duplication in numbering, reads as follows:
692		-
693	1095		This act modifies, limits, or supersedes the Electronic
694	1096		Signatures in Global and National Commerce Act, 15 U.S.C., Section
695	1097		7001 et seq., but does not modify, limit, or supersede Section
696	1098		101(c) of that act, 15 U.S.C., Section 7001(c), or authorize
697	1099		electronic delivery of any of the notices described in Section
698	1100		103(b) of that act, 15 U.S.C., Section 7003(b).
699	1101
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	1125	+	23
	1126	+	24
	1127	+
700	1128		SECTION 19. NEW LAW A new section of law to be codified
701	1129		in the Oklahoma Statutes as Section 3119 of Title 58, unless there
702	1130		is created a duplication in numbering, reads as follows:
703		-
704	1131		If any provision of this act or its application to any person or
705	1132		circumstance is held invalid, the invalidity does not affect other
706	1133		provisions or applications of this act which can be given effect
707	1134		without the invalid provision or application, and to this end the
708	1135		provisions of this act are severable.
709		-
710	1136		SECTION 20. This act shall become effective November 1, 2024.
711		-	ENR. H. B. NO. 3778 Page 17
712		-	Passed the House of Representatives the 12th day of March, 2024.
713		-
714		-
715		-
716		-
717		-	Presiding Officer of the House
718		-	of Representatives
719		-
720		-
721		-	Passed the Senate the 17th day of April, 2024.
722		-
723		-
724		-
725		-
726		-	Presiding Officer of the Senate
727		-
728		-
729		-	OFFICE OF THE GOVERNOR
730		-	Received by the Office of the Governor this ____________________
731		-	day of ___________________, 20_______, at _______ o'clock _______ M.
732		-	By: _________________________________
733		-	Approved by the Governor of the State of Oklahoma this _____ ____
734		-	day of ___________________, 20_______, at _______ o'clock _______ M.
735		-
736		-
737		-	_________________________________
738		-	Governor of the State of Oklahoma
739		-
740		-	OFFICE OF THE SECRETARY OF STATE
741		-	Received by the Office of the Secretary of State this __________
742		-	day of ___________________, 20_______, at _______ o'clock _______ M.
743		-	By: _________________________________
744		-
	1137	+	COMMITTEE REPORT BY: COMMITTEE ON FINANCE
	1138	+	April 1, 2024 - DO PASS