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NY State Legislature· S8887-2025Signed by Governor

Relates to enacting provisions for the execution of electronic wills, the official text

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S T A T E   O F   N E W   Y O R K
 ________________________________________________________________________
 
                                   8887
 
                             I N  S E N A T E
 
                             January 13, 2026
                                ___________
 
 Introduced by Sen. SEPULVEDA -- read twice and ordered printed, and when
   printed to be committed to the Committee on Rules
 
 AN ACT to amend the estates, powers and trusts law, in relation to elec-
   tronic  wills; to amend the judiciary law, in relation to rules relat-
   ing to electronic wills; and to amend a chapter of the  laws  of  2025
   amending  the  estates, powers and trusts law and the state technology
   law relating to electronic wills, as  proposed  in  legislative  bills
   numbers  S.  7416-A  and  A.  7856-A, in relation to the effectiveness
   thereof
 
   THE PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND  ASSEM-
 BLY, DO ENACT AS FOLLOWS:
 
   Section  1. Part 6 of article 3 of the estates, powers and trusts law,
 as added by a chapter of the laws of 2025 amending the  estates,  powers
 and  trusts  law  and  the  state  technology law relating to electronic
 wills, as proposed in legislative bills numbers S. 7416-A and A. 7856-A,
 is amended to read as follows:
                          PART 6. ELECTRONIC WILLS
 Section 3-6.1 Short title
         3-6.2 Definitions
         3-6.3 Law applicable to electronic will; principles of equity
         3-6.4 Choice of law regarding execution
         3-6.5 Caution to testator
         3-6.6 Execution of electronic will
         3-6.7 Revocation
         3-6.8 Electronic will attested and made self-proving at time  of
                 execution
         3-6.9 Filing of an electronic will
 § 3-6.1 Short title
   This part may be cited as the New York electronic wills act.
 § 3-6.2 Definitions
   For purposes of this part the following terms shall have the following
 meanings:
 
  EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
                       [ ] is old law to be omitted.
                                                            LBD11569-04-6
 S. 8887                             2
 
   (a)  "Audit  trail  data"  means  data  about  the activities of data,
 including  but  not  limited  to  the  electronic  will's  creation  and
 execution.
   (b)  "COMMUNICATION  TECHNOLOGY"  MEANS  AN ELECTRIC DEVICE OR PROCESS
 THAT ALLOWS TWO OR MORE REMOTELY LOCATED INDIVIDUALS TO COMMUNICATE WITH
 EACH OTHER SIMULTANEOUSLY BY SIGHT AND SOUND.
   (C) "Electronic" shall have the same meaning set forth in  subdivision
 one of section three hundred two of the state technology law.
   [(c)]  (D) "Electronic presence" means the relationship of two or more
 individuals  in different locations communicating in real time [by elec-
 tronic means] USING COMMUNICATION TECHNOLOGY to the same   extent as  if
 the individuals were physically present in the same location.
   [(d)]  (E)  "Electronic  will" means a will executed electronically in
 compliance with [paragraph] PARAGRAPHS (a) AND (B) of section 3-6.6  and
 subsequently  filed  with  the  New  York  state unified court system in
 accordance with section  3-6.9.  [The  original  electronic  will  shall
 contain audit trail data.
   (e)]  (F)  "Record"  means information that is inscribed on a tangible
 medium or that is stored  in  an  electronic  or  other  medium  and  is
 retrievable in perceivable form.
   [(f)]  (G)  "Sign",  WITH RESPECT TO AN ELECTRONIC RECORD, means, with
 present intent to authenticate or adopt a record[:   (1) to  execute  or
 adopt a tangible symbol; or (2)] to affix to or logically associate with
 the record an electronic symbol or process.
   [(g)]  (H) "State" means a state of the United States, the District of
 Columbia, Puerto Rico, the United States Virgin Islands, or any territo-
 ry or insular possession subject  to  the  jurisdiction  of  the  United
 States.    The  term  shall  also  include a federally recognized Indian
 tribe.
   [(h)] (I) "Will" has the same meaning as in section 1-2.19.
 § 3-6.3 Law applicable to electronic will; principles of equity
   An electronic will is a will for all  purposes  of  the  law  of  this
 state. The law of this state applicable to wills and principles of equi-
 ty apply to an electronic will, except as modified by this act.
 § 3-6.4 Choice of law regarding execution
   A  will  executed  electronically but not in compliance with paragraph
 (a) of section 3-6.6 is an electronic will under this act AND IS FORMAL-
 LY VALID AND ADMISSIBLE TO PROBATE if executed in  compliance  with  the
 law of the jurisdiction where the testator is:
   (a) physically located when the will is executed; or
   (b) domiciled when the will is executed or when the testator dies.
 § 3-6.5 Caution to the testator
   An electronic will shall include a disclosure substantially similar to
 the  following  in  twelve-point font or larger, boldface, double-spaced
 type:
   CAUTION TO THE TESTATOR: YOUR WILL IS AN IMPORTANT DOCUMENT. AS TESTA-
 TOR, YOUR WILL SHOULD REFLECT YOUR FINAL WISHES. TO BE VALID, IT MUST BE
 SIGNED BY YOU OR ANOTHER INDIVIDUAL AUTHORIZED BY YOU AND WHO IS IN YOUR
 PHYSICAL PRESENCE AT THE TIME OF SIGNING. IT MUST  ALSO  BE  SIGNED  [IN
 YOUR  PHYSICAL  OR  ELECTRONIC PRESENCE] AT YOUR REQUEST BY AT LEAST TWO
 INDIVIDUALS, EACH OF WHOM IS A DOMICILIARY OF A STATE, AND EACH OF  WHOM
 SIGNS  THE WILL WITHIN A THIRTY DAY PERIOD AFTER WITNESSING YOU SIGN THE
 WILL OR ACKNOWLEDGE THAT YOU SIGNED IT IN  EACH  OF  THEIR  PHYSICAL  OR
 ELECTRONIC PRESENCES.
   WITHIN  THIRTY  DAYS AFTER THE ELECTRONIC WILL IS EXECUTED, IT MUST BE
 ELECTRONICALLY FILED WITH THE NEW YORK STATE UNIFIED COURT SYSTEM.
 S. 8887                             3
 
   YOU MAY REVOKE YOUR ELECTRONIC WILL AT ANY TIME.  YOU  MAY  DO  SO  BY
 EXECUTING  A SUBSEQUENT WILL OR SEPARATE WRITING CLEARLY INDICATING YOUR
 INTENT TO REVOKE ALL OR PART OF YOUR ELECTRONIC WILL, OR  BY  REQUESTING
 ITS  REMOVAL FROM THE NEW YORK STATE UNIFIED COURT SYSTEM. ONCE YOU HAVE
 REMOVED  YOUR  ELECTRONIC  WILL  FROM  THE  NEW YORK STATE UNIFIED COURT
 SYSTEM, IT IS REVOKED.
 § 3-6.6 Execution of electronic will
   (a) Subject to paragraph (d) of section 3-6.8, an electronic will must
 be:
   (1) a record that is readable as text at the  time  of  signing  under
 subparagraph two;
   (2) signed at the end thereof by:
   (A) the testator; or
   (B) another individual in the testator's name, in the testator's phys-
 ical  presence  and  by the testator's direction, in a manner consistent
 with section 3-2.1 (a)(1)(C), subject to the following:
   (i) The presence of any matter  following  the  testator's  signature,
 appearing on the will at the time of its execution, shall not invalidate
 such  matter preceding the signature as appeared on the will at the time
 of its execution, except that such matter preceding the signature  shall
 not  be  given  effect,  in the discretion of the surrogate, if it is so
 incomplete as not to be readily comprehensible without the aid of matter
 which follows the signature, or if to give effect to such matter preced-
 ing this signature would subvert the testator's  general  plan  for  the
 disposition and administration of their estate.
   (ii)  No  effect shall be given to any matter, other than the attesta-
 tion clause, which follows the signature of  the  testator,  or  to  any
 matter  preceding  such  signature  which  was added subsequently to the
 execution of the will; [and]
   (3) DECLARED BY THE TESTATOR TO EACH OF  THE  ATTESTING  WITNESSES  IN
 THEIR  PHYSICAL  OR ELECTRONIC PRESENCE THAT THE INSTRUMENT THE TESTATOR
 HAS SIGNED IS THE TESTATOR'S WILL; AND
   (4) signed [in the physical or electronic presence] AT THE REQUEST  of
 the  testator by at least two individuals, each of whom is a domiciliary
 of a state and within a thirty day period after witnessing:
   (A) the signing of the will under subparagraph two; or
   (B) the testator's acknowledgment of the signing  of  the  will  under
 subparagraph two or acknowledgment of the will.
   (b)  AN  ELECTRONIC  WILL  MUST BE CREATED AND STORED USING TECHNOLOGY
 THAT RELIABLY EVIDENCES TO A PERSON INSPECTING THE ELECTRONIC RECORD:
   (1) THE AUTHENTICITY OF  THE  TESTATOR'S  SIGNING  OF  THE  ELECTRONIC
 RECORD;
   (2)  THE IDENTITY OF THAT ELECTRONIC RECORD WITH THE ELECTRONIC RECORD
 ATTESTED BY THE WITNESSES;
   (3) ALL ADDITIONS, DELETIONS, OR OTHER ALTERATIONS OF  THE  ELECTRONIC
 RECORD AFTER SIGNING BY THE TESTATOR; AND
   (4) AUDIT TRAIL DATA.
   (C)  Intent  of  a  testator that the record under subparagraph one of
 paragraph (a) of this section be the testator's electronic will  may  be
 established by extrinsic evidence.
 § 3-6.7 Revocation
   (a) An electronic will may revoke all or part of a previous will.
   (b) An electronic will is revoked by:
   (1) a subsequent will that revokes all or part of the electronic will;
   (2)  removal  of  the electronic will from the custody of the New York
 state unified court system by:
 S. 8887                             4
 
   (i) the testator;
   (ii)  another  person  duly authorized by the testator as proved by at
 least two witnesses, neither of whom shall be the  person  removing  the
 electronic will; or
   (iii)  as otherwise authorized by the uniform rules of the surrogate's
 court; or
   (3) a writing of the  testator  clearly  indicating  an  intention  to
 effect  such  a  revocation or alteration, executed with the formalities
 prescribed by this article for the execution and attestation of a will.
   (c) An electronic will may be removed from the custody of the New York
 state court system by order of a court of competent jurisdiction  which,
 if  occurring during the lifetime of the testator, shall not be deemed a
 revocation of the electronic will.
 § 3-6.8 Electronic will  attested  and  made  self-proving  at  time  of
           execution
   (a)  An  electronic will may be simultaneously executed, attested, and
 made self-proving by acknowledgment of the testator  and  affidavits  of
 the witnesses.
   (b) The acknowledgment and affidavits under paragraph (a) must be:
   (1) made before and in the physical or electronic presence of an offi-
 cer  authorized  to administer oaths under law of the state in which the
 officer is located; and
   (2) evidenced by the officer's certificate under official seal affixed
 to or logically associated with the electronic will.
   (c) The acknowledgment and affidavits under paragraph (a) must conform
 with section fourteen hundred six of the surrogate's court procedure act
 and must indicate that the will was signed electronically.
   (d) A signature physically or electronically affixed to  an  affidavit
 that is affixed to or logically associated with an electronic will under
 this  act  is  deemed a signature of the electronic will under paragraph
 (a) of section 3-6.6.
   (E) THE EXISTENCE OF CONTEMPORANEOUSLY EXECUTED  AFFIDAVITS  IN  ELEC-
 TRONIC  FORMAT  EXECUTED IN COMPLIANCE WITH THE APPLICABLE LAW GOVERNING
 ELECTRONIC NOTARIES OR OTHER SUCH OFFICERS DULY AUTHORIZED TO ADMINISTER
 OATHS ELECTRONICALLY THAT SATISFY PARAGRAPHS (A), (B) AND  (C)  OF  THIS
 SECTION  SHALL  CREATE A REBUTTABLE PRESUMPTION THAT THE ELECTRONIC WILL
 WAS CREATED IN COMPLIANCE WITH PARAGRAPH (B) OF SECTION 3-6.6.
 § 3-6.9 Filing of electronic will
   Within thirty days of its execution, an  electronic  will  WITH  AUDIT
 TRAIL DATA shall be electronically filed with the New York state unified
 court system either by the testator or another person duly authorized by
 the testator. The electronic will shall remain in the custody of the New
 York  state  unified  court  system  until such time as it is removed or
 revoked in accordance with section 3-6.7. The failure to timely file  an
 electronic  will  with  the  New  York  state unified court system shall
 result in the unfiled electronic will being deemed invalid.
   § 2. Paragraph (a) of section 1-2.19 of the estates, powers and trusts
 law, as amended by a chapter of the laws of 2025 amending  the  estates,
 powers  and  trusts  law and the state  technology law relating to elec-
 tronic wills, as proposed in legislative bills numbers S. 7416-A and  A.
 7856-A, is amended to read as follows:
   (a)    A  will  is [an oral declaration or] A written instrument, ORAL
 DECLARATION OR ELECTRONIC RECORD, made as prescribed by 3-2.1, 3-2.2  or
 3-6.6,  RESPECTIVELY,  to  take  effect  upon  death,  whereby  a person
 disposes of property or  directs  how  it  shall  not  be  disposed  of,
 disposes  of their body or any part thereof, exercises a power, appoints
 S. 8887                             5
 
 a fiduciary or makes any other provision for the administration of their
 estate, and which is revocable during their lifetime.
   §  3.  The  opening paragraph of paragraph (a) of section 3-2.1 of the
 estates, powers and trusts law, as amended by a chapter of the  laws  of
 2025 amending the estates, powers and trusts law and the state technolo-
 gy  law  relating  to electronic wills, as proposed in legislative bills
 numbers S. 7416-A and A. 7856-A, is amended to read as follows:
   Except for nuncupative and holographic wills authorized by  3-2.2  and
 electronic  [will]  WILLS  authorized by part six of this article, every
 will must be in writing, and executed  and  attested  in  the  following
 manner:
   §  4.  Subdivision 2 of section 212 of the judiciary law is amended by
 adding a new paragraph (ff) to read as follows:
   (FF) ADOPT RULES NECESSARY AND APPROPRIATE TO EFFECTUATE PART  SIX  OF
 ARTICLE THREE OF THE ESTATES, POWERS AND TRUSTS LAW REGARDING ELECTRONIC
 WILLS.
   §  5. Section 5 of a chapter of the laws of 2025 amending the estates,
 powers and trusts law and the state technology law relating to electron-
 ic wills, as proposed in legislative bills  numbers  S.  7416-A  and  A.
 7856-A, is amended to read as follows:
   §  5. This act shall take effect [on the five hundred forty-fifth day]
 TWO YEARS after it shall have become a law. Effective, immediately,  the
 addition,  amendment  and/or  repeal of any rule or regulation necessary
 for the implementation of this act on its effective date  is  authorized
 to be made on or before such effective date.
   §  6.  This act shall take effect immediately; provided, however, that
 sections one, two, three and four of this act shall take effect  on  the
 same date and in the same manner as a chapter of the laws of 2025 amend-
 ing  the  estates,  powers  and  trusts law and the state technology law
 relating to electronic wills, as proposed in legislative  bills  numbers
 S.  7416-A and A. 7856-A, takes effect.
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