ND LEG Electronic Estate Documents

Published on: Apr 1, 2025

On Mar. 26, ND LEG approved bill re estate planning documentation.

  • ND LEG approved Bill SB 2127 re the Uniform electronic estate planning documents act, which adds new sections to North Dakota century code ND LEG 59-22-01 to -14.
  • Aims to address document procedures for nontestamentary estate planning documents
  • Estate Planning Documents
  • Added definitions re record retention, nontestamentary estate planning documents, security, terms of trust, trust instruments as well as wills and electronic records.
  • Facilitated electronic estate planning documents and signatures consistent with other law and be consistent with reasonable practices re electronic docs and signatures.
  • Bill SB 2127 applies to an electronic nontestamentary estate planning document and as well as the electronic signature on a nontestamentary estate planning document.
  • Does not require signature on a nontestamentary estate planning document to be electronically created, generated, sent, communicated, received, stored, or processed.
  • Nontestamentary estate planning document or a signature therein, may not be denied legal effect or enforceability because the document or signature is in electronic form.
  • If document required to be notarized/witnessed, requirement satisfied if an authorized individual associates individual's e-signature together with other required documents.
  • Also included record retention polices for nontestamentary estate planning documents.
  • An individual may create a certified paper copy of the document by affirming under penalty of perjury before a notary that the paper copy is complete and accurate.
  • Evidence re electronic nontestamentary estate planning document or its electronic signature may not be excluded in a proceeding solely because it is in electronic form.
  • Legislative History
  • On Jan. 7, 2025, bill introduced in Senate; on Jan. 16, 2025, bill passed in Senate.
  • On Feb. 13, 2025, bill introduced to House; on Mar. 17, 2025, amended bill passed.
  • On Mar. 20, 2025, bill concurred in Senate; on Mar. 26, 2025, bill signed by governor.
  • Effectiveness
  • Applies to nontestamentary estate planning documents that were created, signed, generated, sent, communicated, received, or stored before, on, or after Jul. 31, 2025.
  • Per ND Constitution, upon approval by Governor, bill will be effective Aug. 1, 2025.
Regulators
ND LEG
Entity Types
Corp; Fiduciary
Reference
Bill SB2127, 3/26/2025; Citation: ND LEG 59;
Functions
Compliance; Legal; Operations; Record Retention
Countries
United States of America
Category
State
N/A
Products
Corporate
Rule Type
Final
Regions
Am
Rule Date
Mar 26, 2025
Effective Date
Aug 1, 2025
Rule ID
248680
Linked to
N/A
Reg. Last Update
Mar 26, 2025
Report Section
US Consumer