1 | 1 | | 84R6531 MTB-F |
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2 | 2 | | By: Leach H.B. No. 2183 |
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3 | 3 | | |
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4 | 4 | | |
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5 | 5 | | A BILL TO BE ENTITLED |
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6 | 6 | | AN ACT |
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7 | 7 | | relating to the adoption of the Uniform Fiduciary Access to Digital |
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8 | 8 | | Assets Act. |
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9 | 9 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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10 | 10 | | SECTION 1. The Estates Code is amended by adding Title 4 to |
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11 | 11 | | read as follows: |
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12 | 12 | | TITLE 4. DIGITAL ASSETS |
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13 | 13 | | CHAPTER 2001. UNIFORM FIDUCIARY ACCESS TO DIGITAL ASSETS ACT |
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14 | 14 | | Sec. 2001.001. SHORT TITLE. This chapter may be cited as |
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15 | 15 | | the Uniform Fiduciary Access to Digital Assets Act. |
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16 | 16 | | Sec. 2001.002. DEFINITIONS. In this chapter: |
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17 | 17 | | (1) "Account holder" means: |
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18 | 18 | | (A) a person that has entered into a |
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19 | 19 | | terms-of-service agreement; and |
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20 | 20 | | (B) a fiduciary for a person described in |
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21 | 21 | | Paragraph (A). |
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22 | 22 | | (2) "Agent" means an attorney in fact granted |
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23 | 23 | | authority under a durable or nondurable power of attorney. |
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24 | 24 | | (3) "Catalogue of electronic communications" means |
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25 | 25 | | information that identifies each person with whom an account holder |
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26 | 26 | | has had an electronic communication, the time and date of the |
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27 | 27 | | communication, and the electronic mail address of the person. |
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28 | 28 | | (4) "Content of an electronic communication" means |
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29 | 29 | | information not readily accessible to the public concerning the |
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30 | 30 | | substance or meaning of an electronic communication. |
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31 | 31 | | (5) "Custodian" means a person that carries, |
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32 | 32 | | maintains, or stores a digital asset of an account holder. |
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33 | 33 | | (6) "Digital asset" means an electronic record. The |
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34 | 34 | | term does not include an underlying asset or liability unless the |
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35 | 35 | | asset or liability is itself an electronic record. |
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36 | 36 | | (7) "Electronic" means relating to technology having |
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37 | 37 | | electrical, digital, magnetic, wireless, optical, electromagnetic, |
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38 | 38 | | or similar capabilities. |
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39 | 39 | | (8) "Electronic communication" means a digital asset |
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40 | 40 | | stored by an electronic-communication service or carried or |
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41 | 41 | | maintained by a remote-computing service. The term includes the |
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42 | 42 | | catalogue of electronic communications and the content of an |
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43 | 43 | | electronic communication. |
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44 | 44 | | (9) "Electronic-communication service" means a |
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45 | 45 | | custodian that provides to the public the ability to send or receive |
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46 | 46 | | an electronic communication. |
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47 | 47 | | (10) "Fiduciary" means a person that is a personal |
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48 | 48 | | representative, guardian of the estate, agent, or trustee. |
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49 | 49 | | (11) "Governing instrument" means a will, trust, |
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50 | 50 | | instrument creating a power of attorney, or other dispositive or |
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51 | 51 | | nominative instrument. |
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52 | 52 | | (12) "Guardian" has the meaning assigned by Section |
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53 | 53 | | 1002.012. |
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54 | 54 | | (13) "Information" means data, text, images, videos, |
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55 | 55 | | sounds, codes, computer programs, software, databases, or other |
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56 | 56 | | similar items. |
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57 | 57 | | (14) Notwithstanding Section 22.027, "person" means |
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58 | 58 | | an individual, estate, business or nonprofit entity, public |
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59 | 59 | | corporation, government or governmental subdivision, agency, or |
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60 | 60 | | instrumentality, or other legal entity. |
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61 | 61 | | (15) "Power of attorney" means a record that grants an |
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62 | 62 | | agent authority to act in the place of a principal. |
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63 | 63 | | (16) "Principal" means an individual who grants |
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64 | 64 | | authority to an agent in a power of attorney. |
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65 | 65 | | (17) "Record" means information that is inscribed on a |
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66 | 66 | | tangible medium or that is stored in an electronic or other medium |
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67 | 67 | | and is retrievable in perceivable form. |
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68 | 68 | | (18) "Remote-computing service" means a custodian |
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69 | 69 | | that provides to the public computer processing services or the |
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70 | 70 | | storage of digital assets by means of an electronic communications |
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71 | 71 | | system, as defined in 18 U.S.C. Section 2510(14). |
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72 | 72 | | (19) "Terms-of-service agreement" means an agreement |
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73 | 73 | | that controls the relationship between an account holder and a |
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74 | 74 | | custodian. |
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75 | 75 | | (20) "Trustee" means a fiduciary with legal title to |
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76 | 76 | | an asset under an agreement or declaration that creates a |
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77 | 77 | | beneficial interest in others. |
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78 | 78 | | Sec. 2001.003. ACCESS BY PERSONAL REPRESENTATIVE TO DIGITAL |
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79 | 79 | | ASSETS OF DECEDENT. Unless otherwise provided by a court or the |
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80 | 80 | | will of a decedent, a personal representative of the estate of a |
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81 | 81 | | decedent may access: |
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82 | 82 | | (1) the content of an electronic communication sent or |
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83 | 83 | | received by the decedent only if the electronic-communication |
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84 | 84 | | service or remote-computing service is permitted to disclose the |
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85 | 85 | | content under 18 U.S.C. Section 2702(b); |
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86 | 86 | | (2) the catalogue of electronic communications sent or |
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87 | 87 | | received by the decedent; and |
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88 | 88 | | (3) any other digital asset in which the decedent at |
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89 | 89 | | death had a right or interest. |
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90 | 90 | | Sec. 2001.004. ACCESS BY GUARDIAN TO DIGITAL ASSETS OF |
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91 | 91 | | WARD. The court, after an opportunity for a hearing, may authorize |
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92 | 92 | | a guardian of the ward's estate to access: |
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93 | 93 | | (1) the content of an electronic communication sent or |
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94 | 94 | | received by the ward only if the electronic-communication service |
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95 | 95 | | or remote-computing service is permitted to disclose the content |
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96 | 96 | | under 18 U.S.C. Section 2702(b); |
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97 | 97 | | (2) the catalogue of electronic communications sent or |
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98 | 98 | | received by the ward; and |
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99 | 99 | | (3) any other digital asset in which the ward has a |
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100 | 100 | | right or interest. |
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101 | 101 | | Sec. 2001.005. ACCESS BY AGENT TO DIGITAL ASSETS OF |
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102 | 102 | | PRINCIPAL. (a) To the extent a power of attorney expressly grants |
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103 | 103 | | authority to an agent over the content of an electronic |
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104 | 104 | | communication of the principal, the agent may access the content of |
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105 | 105 | | an electronic communication sent or received by the principal if |
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106 | 106 | | the electronic-communication service or remote-computing service |
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107 | 107 | | is permitted to disclose the content under 18 U.S.C. Section |
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108 | 108 | | 2702(b). |
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109 | 109 | | (b) Unless otherwise provided by a power of attorney or the |
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110 | 110 | | court, an agent may access: |
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111 | 111 | | (1) the catalogue of electronic communications sent or |
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112 | 112 | | received by the principal; and |
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113 | 113 | | (2) any other digital asset in which the principal has |
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114 | 114 | | a right or interest. |
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115 | 115 | | Sec. 2001.006. ACCESS BY TRUSTEE TO DIGITAL ASSETS. Unless |
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116 | 116 | | otherwise provided by a court or the settlor in the terms of a |
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117 | 117 | | trust: |
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118 | 118 | | (1) a trustee that is an original account holder, or a |
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119 | 119 | | successor of the trustee, may access each digital asset held in |
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120 | 120 | | trust, including the catalogue of electronic communications sent or |
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121 | 121 | | received by the trustee and the content of an electronic |
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122 | 122 | | communication; and |
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123 | 123 | | (2) a trustee that is not an original account holder, |
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124 | 124 | | or a successor of the trustee, may access: |
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125 | 125 | | (A) the content of an electronic communication |
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126 | 126 | | sent or received by the original or any successor account holder |
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127 | 127 | | only if the electronic-communication service or remote-computing |
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128 | 128 | | service is permitted to disclose the content under 18 U.S.C. |
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129 | 129 | | Section 2702(b); |
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130 | 130 | | (B) the catalogue of electronic communications |
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131 | 131 | | sent or received by the original or any successor account holder; |
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132 | 132 | | and |
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133 | 133 | | (C) any other digital asset of the original or |
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134 | 134 | | any successor account holder. |
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135 | 135 | | Sec. 2001.007. FIDUCIARY AUTHORITY. (a) A fiduciary that |
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136 | 136 | | is an account holder or has the right to access a digital asset of an |
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137 | 137 | | account holder: |
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138 | 138 | | (1) subject to the terms-of-service agreement and |
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139 | 139 | | copyright or other applicable law, may take any action concerning |
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140 | 140 | | the asset to the extent of the account holder's authority and the |
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141 | 141 | | fiduciary's powers under the law of this state; |
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142 | 142 | | (2) has, under applicable electronic privacy laws, the |
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143 | 143 | | lawful consent of the account holder for the custodian to divulge |
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144 | 144 | | the content of an electronic communication to the fiduciary; and |
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145 | 145 | | (3) is, under applicable computer fraud and |
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146 | 146 | | unauthorized-access laws, an authorized user. |
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147 | 147 | | (b) If a provision in a terms-of-service agreement limits a |
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148 | 148 | | fiduciary's access to the digital assets of the account holder, the |
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149 | 149 | | provision is void as against the public policy of this state, unless |
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150 | 150 | | the account holder, after September 1, 2015, agreed to the |
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151 | 151 | | provision by an affirmative act separate from the account holder's |
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152 | 152 | | assent to other provisions of the terms-of-service agreement. |
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153 | 153 | | (c) A choice-of-law provision in a terms-of-service |
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154 | 154 | | agreement is unenforceable against a fiduciary acting under this |
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155 | 155 | | chapter to the extent the provision designates law that enforces a |
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156 | 156 | | limitation on a fiduciary's access to digital assets that is void |
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157 | 157 | | under Subsection (b). |
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158 | 158 | | (d) A fiduciary's access under this chapter to a digital |
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159 | 159 | | asset does not violate a terms-of-service agreement, |
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160 | 160 | | notwithstanding a provision of the agreement that limits |
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161 | 161 | | third-party access or requires notice of change in the account |
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162 | 162 | | holder's status. |
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163 | 163 | | (e) If tangible personal property of a decedent, ward, |
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164 | 164 | | principal, or settlor can receive, store, process, or send a |
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165 | 165 | | digital asset, a fiduciary with authority over the property may |
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166 | 166 | | access the property and any digital asset stored in it. The |
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167 | 167 | | fiduciary is an authorized user for purposes of any applicable |
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168 | 168 | | computer fraud and unauthorized-access laws. |
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169 | 169 | | Sec. 2001.008. COMPLIANCE. (a) If a fiduciary with a right |
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170 | 170 | | under this chapter to access a digital asset of an account holder |
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171 | 171 | | complies with Subsection (b), the custodian shall comply with the |
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172 | 172 | | fiduciary's request for: |
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173 | 173 | | (1) access to the asset; |
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174 | 174 | | (2) control of the asset; and |
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175 | 175 | | (3) a copy of the asset to the extent permitted by |
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176 | 176 | | copyright law. |
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177 | 177 | | (b) If a request under Subsection (a) is made by: |
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178 | 178 | | (1) a personal representative with a right of access |
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179 | 179 | | under Section 2001.003, the request must be accompanied by a |
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180 | 180 | | certified copy of the letters testamentary or of administration |
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181 | 181 | | appointing the representative; |
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182 | 182 | | (2) a guardian of the estate with the right of access |
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183 | 183 | | under Section 2001.004, the request must be accompanied by a |
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184 | 184 | | certified copy of the court order that gives the guardian authority |
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185 | 185 | | over the digital asset; |
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186 | 186 | | (3) an agent with the right of access under Section |
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187 | 187 | | 2001.005, the request must be accompanied by an original or a copy |
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188 | 188 | | of the power of attorney that authorizes the agent to exercise |
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189 | 189 | | authority over the digital asset and a certification of the agent, |
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190 | 190 | | under penalty of perjury, that the power of attorney is in effect; |
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191 | 191 | | and |
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192 | 192 | | (4) a trustee with the right of access under Section |
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193 | 193 | | 2001.006, the request must be accompanied by a certified copy of the |
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194 | 194 | | trust instrument, or a certification of the trust under Section |
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195 | 195 | | 114.086, Property Code, that authorizes the trustee to exercise |
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196 | 196 | | authority over the digital asset. |
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197 | 197 | | (c) A custodian shall comply with a request made under |
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198 | 198 | | Subsection (a) not later than 60 days after receipt. If the |
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199 | 199 | | custodian fails to comply, the fiduciary may apply to the court for |
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200 | 200 | | an order directing compliance. |
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201 | 201 | | (d) This section does not limit the right of a person to |
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202 | 202 | | obtain a copy of a trust instrument in a judicial proceeding |
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203 | 203 | | concerning the trust. |
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204 | 204 | | Sec. 2001.009. CUSTODIAN IMMUNITY. A custodian and the |
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205 | 205 | | custodian's officers, employees, and agents are immune from |
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206 | 206 | | liability for any act done in good faith in compliance with this |
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207 | 207 | | chapter. |
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208 | 208 | | Sec. 2001.010. UNIFORMITY OF APPLICATION AND CONSTRUCTION. |
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209 | 209 | | In applying and construing this uniform act, consideration must be |
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210 | 210 | | given to the need to promote uniformity of the law with respect to |
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211 | 211 | | its subject matter among states that enact it. |
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212 | 212 | | Sec. 2001.011. RELATION TO ELECTRONIC SIGNATURES IN GLOBAL |
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213 | 213 | | AND NATIONAL COMMERCE ACT. This chapter modifies, limits, and |
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214 | 214 | | supersedes the Electronic Signatures in Global and National |
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215 | 215 | | Commerce Act (15 U.S.C. Section 7001 et seq.), but does not modify, |
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216 | 216 | | limit, or supersede Section 101(c) of that Act (15 U.S.C. Section |
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217 | 217 | | 7001(c)) or authorize electronic delivery of any of the notices |
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218 | 218 | | described in Section 103(b) of that Act (15 U.S.C. Section |
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219 | 219 | | 7003(b)). |
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220 | 220 | | SECTION 2. This Act applies to: |
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221 | 221 | | (1) a fiduciary or agent acting under a will, trust, or |
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222 | 222 | | power of attorney executed before, on, or after the effective date |
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223 | 223 | | of this Act; |
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224 | 224 | | (2) a personal representative acting for a decedent |
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225 | 225 | | who died before, on, or after the effective date of this Act; and |
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226 | 226 | | (3) a guardianship proceeding pending or commenced |
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227 | 227 | | before, on, or after the effective date of this Act. |
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228 | 228 | | SECTION 3. This Act takes effect September 1, 2015. |
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