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1 | AN ACT concerning civil law.
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2 | Be it enacted by the People of the State of Illinois,
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3 | represented in the General Assembly:
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4 | Section 5. The Probate Act of 1975 is amended by changing | |||||||||||||||||||
5 | Sections 1-2.25, 8-1, and 8-2 as follows: | |||||||||||||||||||
6 | (755 ILCS 5/1-2.25) | |||||||||||||||||||
7 | Sec. 1-2.25.
Where this Act requires information to be | |||||||||||||||||||
8 | "written" or "in writing", or provides for certain | |||||||||||||||||||
9 | consequences if it is not, an electronic record under the | |||||||||||||||||||
10 | Electronic Wills , Electronic Estate Planning Documents, and | |||||||||||||||||||
11 | Remote Witnesses Act satisfies the provisions of this Act. | |||||||||||||||||||
12 | (Source: P.A. 102-167, eff. 7-26-21.)
| |||||||||||||||||||
13 | (755 ILCS 5/8-1) (from Ch. 110 1/2, par. 8-1)
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14 | Sec. 8-1. Contest of
admission of will to probate; notice. | |||||||||||||||||||
15 | (a) Within 6 months after the admission
to probate of a | |||||||||||||||||||
16 | domestic will in accordance with the provisions
of Section 6-4 | |||||||||||||||||||
17 | or Section 20-20 or 20-25 of the Electronic Wills , Electronic | |||||||||||||||||||
18 | Estate Planning Documents, and Remote Witnesses Act, or of a | |||||||||||||||||||
19 | foreign will in accordance with the provisions of
Article VII | |||||||||||||||||||
20 | of this Act, any interested person may file a petition in the | |||||||||||||||||||
21 | proceeding
for the administration of the testator's estate or, | |||||||||||||||||||
22 | if no proceeding is
pending,
in the court in which the will was |
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1 | admitted to probate, to contest the validity
of the will.
| ||||||
2 | (b) The petitioner shall cause a copy of the petition to be | ||||||
3 | mailed or
delivered
to the representative, to his or her
| ||||||
4 | attorney of
record, and to each heir and legatee whose name is | ||||||
5 | listed in the petition to
admit the will to probate and in any | ||||||
6 | amended petition filed in accordance with
Section 6-11,
at the | ||||||
7 | address stated in the petition or amended petition. Filing a
| ||||||
8 | pleading constitutes a waiver of the mailing or delivery of | ||||||
9 | the notice to the
person filing the pleading. Failure to mail | ||||||
10 | or deliver a copy of the petition
to an heir or a legatee does | ||||||
11 | not extend the time within which a petition to
contest
the will | ||||||
12 | may be filed under subsection (a) of this Section or affect the
| ||||||
13 | validity of the judgment judgement entered in the proceeding.
| ||||||
14 | (c) Any contestant or proponent may demand a
trial by | ||||||
15 | jury. An issue
shall be made whether or not the instrument | ||||||
16 | produced is
the will of the testator. The contestant shall in | ||||||
17 | the first instance proceed
with proof to establish the | ||||||
18 | invalidity of the will. At the close of the
contestant's case, | ||||||
19 | the proponent may present evidence to sustain the will.
An | ||||||
20 | authenticated transcript of the testimony of any witness or | ||||||
21 | other party taken at the
time of the hearing on the admission | ||||||
22 | of the will to probate, or an affidavit
of any witness or other | ||||||
23 | party received as evidence under subsection 6-4(b), paragraphs | ||||||
24 | (c) and (e) of Section 20-20 of the Electronic Wills , | ||||||
25 | Electronic Estate Planning Documents, and Remote Witnesses | ||||||
26 | Act, or Section 20-25 of the Electronic Wills , Electronic |
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| |||||||
1 | Estate Planning Documents, and Remote Witnesses Act, is | ||||||
2 | admissible in
evidence.
| ||||||
3 | (d) The right to institute or continue a proceeding to | ||||||
4 | contest the validity
of a will survives and descends to the | ||||||
5 | heir, legatee, representative, grantee
or assignee of the | ||||||
6 | person entitled to institute the proceeding.
| ||||||
7 | (e) It is the duty of the representative to defend a | ||||||
8 | proceeding to contest
the validity of the will. The court may | ||||||
9 | order the representative to defend
the proceeding or prosecute | ||||||
10 | an appeal from the judgment. If the representative
fails or | ||||||
11 | refuses to do so when ordered by the court, or if there is no
| ||||||
12 | representative then acting, the court, upon its
motion or on | ||||||
13 | application of any interested person, may appoint a special
| ||||||
14 | administrator to defend or appeal in his stead.
| ||||||
15 | (f) An action to set aside or contest the validity of a | ||||||
16 | revocable inter
vivos trust agreement or declaration of trust | ||||||
17 | to which a legacy is provided by
the settlor's will which is | ||||||
18 | admitted to probate shall be commenced within and
not after | ||||||
19 | the time to contest the validity of a will as provided in
| ||||||
20 | subsection (a) of this Section
and Section 13-223 of the Code | ||||||
21 | of Civil Procedure.
| ||||||
22 | (g) This amendatory Act of 1995 applies to pending cases | ||||||
23 | as well as cases
commenced on or after its effective date.
| ||||||
24 | (Source: P.A. 102-167, eff. 7-26-21.)
| ||||||
25 | (755 ILCS 5/8-2) (from Ch. 110 1/2, par. 8-2)
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1 | Sec. 8-2. Contest of denial of admission of will to | ||||||
2 | probate.
| ||||||
3 | (a) Within
6 months after the entry of an order denying | ||||||
4 | admission to probate of a domestic
will in accordance with the | ||||||
5 | provisions of Section 6-4 or Section 20-20 or 20-25 of the | ||||||
6 | Electronic Wills , Electronic Estate Planning Documents, and | ||||||
7 | Remote Witnesses Act, or of a foreign will
in accordance with | ||||||
8 | the provisions of Article VII of this Act, any interested | ||||||
9 | person
desiring to contest the denial of admission may file a | ||||||
10 | petition to admit
the will to probate in the proceeding for the | ||||||
11 | administration of the
decedent's estate
or, if no proceeding | ||||||
12 | is pending, in the court which
denied admission of the
will to | ||||||
13 | probate. The petition must state the facts required to be | ||||||
14 | stated
in Section 6-2 or 6-20, whichever is applicable.
| ||||||
15 | (b) The petitioner shall cause a copy of the petition to be | ||||||
16 | mailed or
delivered
to the representative, to his or her | ||||||
17 | attorney of record, and to
each
heir and legatee whose name is | ||||||
18 | listed in the petition to admit the will to
probate and in any | ||||||
19 | amended petition filed in accordance with Section 6-11, at
the | ||||||
20 | address stated in the petition or amended petition. Filing a | ||||||
21 | pleading
constitutes a waiver of the
mailing or delivery of | ||||||
22 | the notice to the person
filing the pleading. Failure to mail | ||||||
23 | or deliver a copy of the petition to an
heir or legatee does | ||||||
24 | not extend the time within which a petition to admit the
will
| ||||||
25 | to probate may be filed under subsection (a) of Section 8-1 or
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26 | affect the validity of the judgment entered in the proceeding.
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| |||||||
1 | (c) Any proponent or contestant may demand a
trial by | ||||||
2 | jury. An issue
shall be made whether or not the instrument | ||||||
3 | produced is the will of the
testator. The proponent shall in | ||||||
4 | the first instance proceed
with proof to establish the | ||||||
5 | validity of the will and may introduce any evidence
competent | ||||||
6 | to establish a will. Any interested person may oppose the | ||||||
7 | petition
and may introduce any evidence admissible in a will | ||||||
8 | contest under Section
8-1. At the close of the contestant's | ||||||
9 | case, the proponent may present further
evidence to sustain | ||||||
10 | the will.
| ||||||
11 | (d) The right to institute or continue a proceeding to | ||||||
12 | contest the denial
of admission of a will to probate survives | ||||||
13 | and descends to the heir, legatee,
representative, grantee or | ||||||
14 | assignee of the person entitled to institute
the proceeding.
| ||||||
15 | (e) The court may order the representative to defend a | ||||||
16 | proceeding to probate
the will or prosecute an appeal from the | ||||||
17 | judgment. If the representative
fails or refuses to do so when | ||||||
18 | ordered by the court, or if there is no
representative then | ||||||
19 | acting, the court, upon its
motion or on application of any | ||||||
20 | interested person, may appoint a special
administrator to do | ||||||
21 | so in his stead.
| ||||||
22 | (f) A person named as executor in a will that has been | ||||||
23 | denied admission
to probate has no duty to file or support a | ||||||
24 | petition under Section 8-2.
| ||||||
25 | (g) This amendatory Act of 1995 applies to pending cases | ||||||
26 | as well as cases
commenced on or after its effective date.
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| |||||||
1 | (Source: P.A. 102-167, eff. 7-26-21.)
| ||||||
2 | Section 10. The Electronic Wills and Remote Witnesses Act | ||||||
3 | is amended by changing Sections 1-1, 1-5, 1-15, and 1-20 and by | ||||||
4 | adding Article 11 as follows: | ||||||
5 | (755 ILCS 6/1-1)
| ||||||
6 | Sec. 1-1. Short title. This Act may be cited as the | ||||||
7 | Electronic Wills , Electronic Estate Planning Documents, and | ||||||
8 | Remote Witnesses Act.
| ||||||
9 | (Source: P.A. 102-167, eff. 7-26-21.) | ||||||
10 | (755 ILCS 6/1-5)
| ||||||
11 | Sec. 1-5. Purpose. The purpose of this Act is to provide | ||||||
12 | for: (1) the valid execution, attestation, self-proving, and | ||||||
13 | probate of electronic wills, paper copies of electronic wills, | ||||||
14 | and wills attested to by witnesses through audio-video | ||||||
15 | communication; (2) the valid execution of electronic | ||||||
16 | nontestamentary estate planning documents and validation of | ||||||
17 | electronic signatures on nontestamentary estate planning | ||||||
18 | documents; and (3) (2) the valid execution, attestation, and | ||||||
19 | witnessing of documents, other than wills, through audio-video | ||||||
20 | communication.
| ||||||
21 | (Source: P.A. 102-167, eff. 7-26-21.) | ||||||
22 | (755 ILCS 6/1-15)
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1 | Sec. 1-15. Relation to Probate Act of 1975 , other | ||||||
2 | statutes, and common law. All electronic wills, paper copies | ||||||
3 | of electronic wills, and wills attested to under this Act are | ||||||
4 | subject to all requirements of the Probate Act of 1975 and the | ||||||
5 | common law, but to the extent the common law or any provision | ||||||
6 | of the Probate Act of 1975 conflicts with or is modified by | ||||||
7 | this Act, the requirements of this Act control. | ||||||
8 | Nontestamentary estate planning documents executed in | ||||||
9 | accordance with this Act are subject to all requirements of | ||||||
10 | the various statutes applicable thereto, but to the extent the | ||||||
11 | common law or any statute conflicts with or is modified by this | ||||||
12 | Act, the requirements of this Act control.
| ||||||
13 | (Source: P.A. 102-167, eff. 7-26-21.) | ||||||
14 | (755 ILCS 6/1-20)
| ||||||
15 | Sec. 1-20. Definitions. As used in this Act: | ||||||
16 | "Audio-video communication" means communication by which a | ||||||
17 | person can hear, see, and communicate with another person in | ||||||
18 | real time using electronic means. A person's visual or hearing | ||||||
19 | impairment does not prohibit or limit that person's use of | ||||||
20 | audio-visual communication under this Act. | ||||||
21 | "Electronic" means relating to technology having | ||||||
22 | electrical, digital, magnetic, wireless, optical, | ||||||
23 | electromagnetic, or similar capabilities. | ||||||
24 | "Electronic record" means a record generated, | ||||||
25 | communicated, received, or stored by electronic means for use |
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1 | in an information system or for transmission from one | ||||||
2 | information system to another. | ||||||
3 | "Electronic signature" means a signature in electronic | ||||||
4 | form that uses a security procedure under the Electronic | ||||||
5 | Commerce Security Act and attached to or logically associated | ||||||
6 | with an electronic record. | ||||||
7 | "Electronic will" is a will that is created and maintained | ||||||
8 | as a tamper-evident electronic record. | ||||||
9 | "Identity proofing" means a process or service through | ||||||
10 | which a third person affirms the identity of an individual | ||||||
11 | through a review of personal information from public and | ||||||
12 | proprietary data sources, including: (1) by means of dynamic | ||||||
13 | knowledge-based authentication, including a review of personal | ||||||
14 | information from public or proprietary data sources; or (2) by | ||||||
15 | means of an analysis of biometric data, including, but not | ||||||
16 | limited to, facial recognition, voiceprint analysis, or | ||||||
17 | fingerprint analysis. | ||||||
18 | "Information" includes data, text, images, codes, computer | ||||||
19 | programs, software, and databases. | ||||||
20 | "Nontestamentary estate planning document" means a record | ||||||
21 | relating to estate planning that is readable as text at the | ||||||
22 | time of signing and is not a will or contained in a will. | ||||||
23 | "Nontestamentary estate planning document" includes a record | ||||||
24 | readable as text at the time of signing that creates, | ||||||
25 | exercises, modifies, releases, or revokes: (1) a trust | ||||||
26 | instrument;
(2) a trust power that under the terms of the trust |
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1 | requires a signed record;
(3) a certification of a trust under | ||||||
2 | Section 1013 of the Illinois Trust Code;
(4) a power of | ||||||
3 | attorney that is durable under Article II of the Illinois | ||||||
4 | Power of Attorney Act;
(5) an agent's certification under | ||||||
5 | Section 2-8 of the Illinois Power of Attorney Act of the | ||||||
6 | validity of a power of attorney and the agent's authority;
(6) | ||||||
7 | a power of appointment;
(7) an advance directive, including a | ||||||
8 | health care power of attorney, directive to physicians, | ||||||
9 | natural death statement, living will, and medical or physician | ||||||
10 | order for life-sustaining treatment;
(8) a record directing | ||||||
11 | the disposition of an individual's body after death;
(9) a | ||||||
12 | nomination of a guardian for the signing individual;
(10) a | ||||||
13 | nomination of a guardian for a minor child or disabled adult | ||||||
14 | child;
(11) a mental health treatment declaration;
(12) a | ||||||
15 | community property survivorship agreement;
(13) a disclaimer | ||||||
16 | under Section 2-7 of the Probate Act of 1975; and
(14) any | ||||||
17 | other record intended to carry out an individual's intent | ||||||
18 | regarding property or health care while incapacitated or on | ||||||
19 | death. "Nontestamentary estate planning document" does not | ||||||
20 | include a deed of real property or a certificate of title for a | ||||||
21 | vehicle, watercraft, or aircraft. | ||||||
22 | "Paper copy" means a tamper-evident electronic record that | ||||||
23 | is printed and contains the following: (1) the text of the | ||||||
24 | document; (2) the electronic signature of the signer; (3) a | ||||||
25 | readable copy of the evidence of any changes displayed in the | ||||||
26 | electronic record; and (4) any exhibits, attestation clauses, |
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1 | affidavits, or other items forming a part of the document or | ||||||
2 | contained in the electronic record. | ||||||
3 | "Paper document" means a document that is written or | ||||||
4 | printed on paper. | ||||||
5 | "Person" means an individual, estate, business or | ||||||
6 | nonprofit entity, government or governmental subdivision, | ||||||
7 | agency, or instrumentality, or other legal entity. | ||||||
8 | "Physical presence" means being in the same physical | ||||||
9 | location as another person and close enough to see and know the | ||||||
10 | other person is signing a document. | ||||||
11 | "Power of attorney" means a record that grants authority | ||||||
12 | to an agent to act in place of the principal, even if the term | ||||||
13 | is not used in the record. | ||||||
14 | "Presence" includes: (1) physical presence; or (2) being | ||||||
15 | in a different physical location from another person, but | ||||||
16 | able, using audio-video communication, to know the person is | ||||||
17 | signing a document in real time. | ||||||
18 | "Record" means information: (1) inscribed on a tangible | ||||||
19 | medium; or
(2) stored in an electronic or other medium and | ||||||
20 | retrievable in a perceivable
form. | ||||||
21 | "Remote witness" means a person attesting to a document | ||||||
22 | who is in the presence of the signer or testator through | ||||||
23 | audio-video communication. | ||||||
24 | "Rule of law" means any statute, ordinance, common law | ||||||
25 | rule, court decision, or other rule of law enacted, | ||||||
26 | established, or promulgated by this State or any agency, |
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1 | commission, department, court, other authority, or political | ||||||
2 | subdivision of this State. | ||||||
3 | "Security procedure" means a procedure to verify that an | ||||||
4 | electronic signature, record, or performance is that of a | ||||||
5 | specific person or to detect a change or error in an electronic | ||||||
6 | record. "Security procedure" includes a procedure that uses an | ||||||
7 | algorithm, code, identifying word or number, encryption, or | ||||||
8 | callback or other acknowledgment procedure. | ||||||
9 | "Settlor" means a person, including a testator, that | ||||||
10 | creates or contributes property to a trust. | ||||||
11 | "Signature" includes an electronic signature and an ink | ||||||
12 | signature. | ||||||
13 | "Sign" means, with present intent to authenticate or adopt | ||||||
14 | a record, to:
(1) execute or adopt a tangible symbol; or
(2) | ||||||
15 | attach to or logically associate with the record an electronic | ||||||
16 | signature. | ||||||
17 | "State" means a state of the United States, the District | ||||||
18 | of Columbia, Puerto Rico, the United States Virgin Islands, or | ||||||
19 | other territory or possession subject to the jurisdiction of | ||||||
20 | the United States. "State" includes a federally recognized | ||||||
21 | Indian tribe. | ||||||
22 | "Tamper-evident" means a feature of an electronic record | ||||||
23 | by which any change to the electronic record is displayed. | ||||||
24 | "Terms of trust" means: (1) the manifestation of the | ||||||
25 | settlor's intent regarding a trust's provisions as (i) | ||||||
26 | expressed in the trust instrument or
(ii) established by other |
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| |||||||
1 | evidence that would be admissible in a judicial proceeding; or
| ||||||
2 | (2) the trust's provisions as established, determined, or | ||||||
3 | amended by (i) a trustee or other person in accordance with | ||||||
4 | applicable law,
(ii) a court order, or
(iii) a nonjudicial | ||||||
5 | settlement agreement under Section 111 of the Illinois Trust | ||||||
6 | Code. | ||||||
7 | "Trust instrument" means an instrument executed by the | ||||||
8 | settlor that contains terms of the trust, including any | ||||||
9 | amendments. | ||||||
10 | "Will" includes a codicil and a testamentary instrument | ||||||
11 | that merely appoints an executor, revokes or revises another | ||||||
12 | will, nominates a guardian, or expressly excludes or limits | ||||||
13 | the right of an individual or class to succeed to property of | ||||||
14 | the decedent passing by intestate succession.
| ||||||
15 | (Source: P.A. 102-167, eff. 7-26-21.) | ||||||
16 | (755 ILCS 6/Art. 11 heading new) | ||||||
17 | Article 11. Electronic Nontestamentary Estate Planning | ||||||
18 | Documents | ||||||
19 | (755 ILCS 6/11-5 new) | ||||||
20 | Sec. 11-5. Construction. This Article shall be construed | ||||||
21 | and applied to: | ||||||
22 | (1) facilitate electronic estate planning documents | ||||||
23 | and signatures consistent with other law; and | ||||||
24 | (2) be consistent with reasonable practices concerning |
| |||||||
| |||||||
1 | electronic documents and signatures and continued | ||||||
2 | expansion of those practices. | ||||||
3 | (755 ILCS 6/11-10 new) | ||||||
4 | Sec. 11-10. Scope. | ||||||
5 | (a) Except as provided in subsection (b), this Article | ||||||
6 | applies to an electronic nontestamentary estate planning | ||||||
7 | document and an electronic signature on a nontestamentary | ||||||
8 | estate planning document. | ||||||
9 | (b) This Article does not apply to a nontestamentary | ||||||
10 | estate planning document if the document precludes use of an | ||||||
11 | electronic record or electronic signature. | ||||||
12 | (c) This Article does not affect the validity of an | ||||||
13 | electronic record or electronic signature that is valid under: | ||||||
14 | (1) the Illinois Uniform Electronic Transactions Act; | ||||||
15 | (2) any other Section of this Act; or | ||||||
16 | (3) any other State law relating to nontestamentary | ||||||
17 | estate planning documents. | ||||||
18 | (755 ILCS 6/11-15 new) | ||||||
19 | Sec. 11-15. Principles of law and equity. The law of this | ||||||
20 | State and principles of equity applicable to a nontestamentary | ||||||
21 | estate planning document apply to an electronic | ||||||
22 | nontestamentary estate planning document except as modified by | ||||||
23 | this Article. |
| |||||||
| |||||||
1 | (755 ILCS 6/11-20 new) | ||||||
2 | Sec. 11-20. Use of electronic record or signature not | ||||||
3 | required. | ||||||
4 | (a) This Article does not require a nontestamentary estate | ||||||
5 | planning document or signature on a nontestamentary estate | ||||||
6 | planning document to be created, generated, sent, | ||||||
7 | communicated, received, stored, or otherwise processed or used | ||||||
8 | by electronic means or in electronic form. | ||||||
9 | (b) A person is not required to have a nontestamentary | ||||||
10 | estate planning document in electronic form or signed | ||||||
11 | electronically even if the person previously created or signed | ||||||
12 | a nontestamentary estate planning document by electronic | ||||||
13 | means. | ||||||
14 | (c) A person may not waive the provisions of this Section. | ||||||
15 | (755 ILCS 6/11-25 new) | ||||||
16 | Sec. 11-25. Recognition of electronic nontestamentary | ||||||
17 | estate planning document and electronic signature. | ||||||
18 | (a) A nontestamentary estate planning document or a | ||||||
19 | signature on a nontestamentary estate planning document may | ||||||
20 | not be denied legal effect or enforceability solely because it | ||||||
21 | is in electronic form. | ||||||
22 | (b) If other law of this State requires a nontestamentary | ||||||
23 | estate planning document to be in writing, an electronic | ||||||
24 | record of the document satisfies the requirement. | ||||||
25 | (c) If other law of this State requires a signature on a |
| |||||||
| |||||||
1 | nontestamentary estate planning document, an electronic | ||||||
2 | signature satisfies the requirement. | ||||||
3 | (755 ILCS 6/11-30 new) | ||||||
4 | Sec. 11-30. Attribution and effect of electronic record | ||||||
5 | and electronic signature. | ||||||
6 | (a) An electronic nontestamentary estate planning document | ||||||
7 | or electronic signature on an electronic nontestamentary | ||||||
8 | estate planning document is attributable to a person if it was | ||||||
9 | the act of the person. The act of the person may be shown in | ||||||
10 | any manner, including by showing the efficacy of a security | ||||||
11 | procedure applied to determine the person to which the | ||||||
12 | electronic record or electronic signature was attributable. | ||||||
13 | (b) The effect of attribution to a person under subsection | ||||||
14 | (a) of a document or signature is determined from the context | ||||||
15 | and surrounding circumstances at the time of its creation, | ||||||
16 | execution, or adoption and as provided by other law. | ||||||
17 | (755 ILCS 6/11-35 new) | ||||||
18 | Sec. 11-35. Notarization and acknowledgment. If other law | ||||||
19 | of this State requires a signature or record to be notarized, | ||||||
20 | acknowledged, verified, or made under oath, the requirement is | ||||||
21 | satisfied with respect to an electronic nontestamentary estate | ||||||
22 | planning document if an individual authorized to perform the | ||||||
23 | notarization, acknowledgment, verification, or oath attaches | ||||||
24 | or logically associates the individual's electronic signature |
| |||||||
| |||||||
1 | on the document together with all other information required | ||||||
2 | to be included under the other law. | ||||||
3 | (755 ILCS 6/11-40 new) | ||||||
4 | Sec. 11-40. Witnessing and attestation. | ||||||
5 | (a) If other law of this State bases the validity of a | ||||||
6 | nontestamentary estate planning document on whether it is | ||||||
7 | signed, witnessed, or attested by another individual, the | ||||||
8 | signature, witnessing, or attestation of that individual may | ||||||
9 | be electronic. | ||||||
10 | (b) As used in this subsection (b), "electronic presence" | ||||||
11 | means that 2 or more individuals in different locations are | ||||||
12 | able to communicate in real time to the same extent as if the | ||||||
13 | individuals were physically present in the same location. If | ||||||
14 | other law of this State bases the validity of a | ||||||
15 | nontestamentary estate planning document on whether it is | ||||||
16 | signed, witnessed, or attested by another individual in the | ||||||
17 | presence of the individual signing the document, the presence | ||||||
18 | requirement is satisfied if the individuals are in each | ||||||
19 | other's electronic presence. | ||||||
20 | (755 ILCS 6/11-45 new) | ||||||
21 | Sec. 11-45. Retention of electronic record; original. | ||||||
22 | (a) Except as provided in subsection (b), if other law of | ||||||
23 | this State requires an electronic nontestamentary estate | ||||||
24 | planning document to be retained, transmitted, copied, or |
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1 | filed, the requirement is satisfied by retaining, | ||||||
2 | transmitting, copying, or filing an electronic record that: | ||||||
3 | (1) accurately reflects the information in the | ||||||
4 | document after it was first generated in final form as an | ||||||
5 | electronic record or under Section 11-30; and | ||||||
6 | (2) remains accessible to the extent required by the | ||||||
7 | other law. | ||||||
8 | (b) A requirement under subsection (a) to retain a record | ||||||
9 | does not apply to information the sole purpose of which is to | ||||||
10 | enable the record to be sent, communicated, or received. | ||||||
11 | (c) A person may satisfy subsection (a) by using the | ||||||
12 | services of another person. | ||||||
13 | (d) If other law of this State requires a nontestamentary | ||||||
14 | estate planning document to be presented or retained in its | ||||||
15 | original form, or provides consequences if a nontestamentary | ||||||
16 | estate planning document is not presented or retained in its | ||||||
17 | original form, an electronic record retained in accordance | ||||||
18 | with subsection (a) satisfies the other law. | ||||||
19 | (e) This Section does not preclude a governmental agency | ||||||
20 | from specifying requirements for the retention of a record | ||||||
21 | subject to the agency's jurisdiction in addition to those in | ||||||
22 | this Section. In this Section, "governmental agency" means an | ||||||
23 | executive, legislative, or judicial agency, department, board, | ||||||
24 | commission, authority, institution, or instrumentality of the | ||||||
25 | federal government or of a state or of a county, municipality, | ||||||
26 | or other political subdivision of a state. |
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1 | (755 ILCS 6/11-50 new) | ||||||
2 | Sec. 11-50. Certification of paper copy. An individual may | ||||||
3 | create a certified paper copy of an electronic nontestamentary | ||||||
4 | estate planning document by affirming under penalty of perjury | ||||||
5 | that the paper copy is a complete and accurate copy of the | ||||||
6 | document. | ||||||
7 | (755 ILCS 6/11-55 new) | ||||||
8 | Sec. 11-55. Admissibility in evidence. Evidence relating | ||||||
9 | to an electronic nontestamentary estate planning document or | ||||||
10 | an electronic signature on the document may not be excluded in | ||||||
11 | a proceeding solely because it is in electronic form. | ||||||
12 | (755 ILCS 6/11-60 new) | ||||||
13 | Sec. 11-60. Relation to the Electronic Signatures in | ||||||
14 | Global and National Commerce Act. This Article modifies, | ||||||
15 | limits, or supersedes the Electronic Signatures in Global and | ||||||
16 | National Commerce Act, 15 U.S.C. Section 7001 et seq., but | ||||||
17 | does not modify, limit, or supersede 15 U.S.C. Section 7001(c) | ||||||
18 | or authorize electronic delivery of any of the notices | ||||||
19 | described in 15 U.S.C. Section 7003(b). | ||||||
20 | (755 ILCS 6/11-65 new) | ||||||
21 | Sec. 11-65. Application. This Article applies to an | ||||||
22 | electronic nontestamentary estate planning document created, |
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1 | signed, generated, sent, communicated, received, or stored | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2 | before, on, or after the effective date of this amendatory Act | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3 | of the 103rd General Assembly. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4 | (755 ILCS 6/11-70 new) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5 | Sec. 11-70. Severability. If a provision of this Article | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
6 | or its application to a person or circumstance is held | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7 | invalid, the invalidity does not affect another provision or | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8 | application that can be given effect without the invalid | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9 | provision.
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10 | Section 99. Effective date. This Act takes effect January | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11 | 1, 2024.
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