As used in the Uniform Electronic Estate Planning Documents Act: 1. “Electronic” means relating to technology having electrical, digital, magnetic, wireless, optical, electromagnetic, or similar capabilities; 2. “Electronic record” means a record created, generated, sent, communicated, received, or stored by electronic means; 3. “Electronic signature” means an electronic symbol or process attached to or logically associated with a record and executed or adopted by a person with the intent to sign the record; 4. “Information” includes data, text, images, codes, computer programs, software, and databases; 5. “Non-testamentary estate planning document” means a record relating to estate planning that is readable as text at the time of signing and is not a will or contained in a will. Non-testamentary estate planning document includes: a. a record readable as text at the time of signing that creates, exercises, modifies, releases, or revokes: (1) a trust instrument, (2) a trust power that under the terms of the trust requires a signed record, (3) a memorandum or certification of a trust, (4) a durable power of attorney, (5) an agent’s certification of the validity of a power of attorney and the agent’s authority, (6) a power of appointment, (7) an advance directive including a health-care power of attorney, directive to physicians, natural death statement, living will, and medical or physician order for life-sustaining treatment, (8) a record directing disposition of an individual’s body after death, (9) a nomination of a guardian for the signing individual, (10) a nomination of a guardian for a minor child or disabled adult child, (11) a mental health treatment declaration, or (12) any other record intended to carry out an individual’s intent regarding property or health care while incapacitated or on death, and b. Non-testamentary estate planning document does not include a deed of real property or certificate of title for a motor vehicle, watercraft, or aircraft; 6. “Person” means an individual, estate, business or nonprofit entity, government or governmental subdivision, agency, or instrumentality, or other legal entity; 7. “Power of attorney” means a record that grants authority to an agent to act in place of the principal, even if the term is not used in the record; 8. “Record” means information: a. inscribed on a tangible medium, or b. stored in an electronic or other medium and retrievable in perceivable form; 9. “Security procedure” means a procedure to verify that an electronic signature, record, or performance is that of a specific person or to detect a change or error in an electronic record, including a procedure that uses an algorithm, code, identifying word or number, encryption, callback, or other acknowledgment procedure; 10. “Settlor” means a person, including a testator, that creates or contributes property to a trust; 11. “Sign” means, with present intent to authenticate or adopt a record: a. execute or adopt a tangible symbol, or b. attach to or logically associate with the record an electronic signature; 12. “State” means a state of the United States, the District of Columbia, Puerto Rico, the United States Virgin Islands, or other territory or possession subject to the jurisdiction of the United States. The term includes a federally recognized Indian tribe; 13. “Terms of a trust” means: a. except as provided in subparagraph b of this paragraph, the manifestation of the settlor’s intent regarding a trust’s provisions as: (1) expressed in the trust instrument, or (2) established by other evidence that would be admissible in a judicial proceeding; or b. the trust’s provisions as established, determined, or amended by: (1) a trustee or other person in accordance with applicable law, (2) a court order, or (3) a nonjudicial settlement agreement; 14. “Trust instrument” means an instrument executed by the settlor or other person authorized by law that contains terms of the trust including any amendments; and 15. “Will” includes a codicil and a testamentary instrument that appoints an executor, revokes or revises another will, nominates a guardian, or expressly excludes or limits the right of an individual or class to succeed to property of the decedent passing by intestate succession.
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