House File 2078 S-5133 Amend House File 2078, as amended, passed, and reprinted by 1 the House, as follows: 2 1. By striking everything after the enacting clause and 3 inserting: 4 < Section 1. Section 633.279, Code 2022, is amended by adding 5 the following new subsections: 6 NEW SUBSECTION . 3. Electronic presence requirements. For 7 electronic presence, the testator must provide verbal answers 8 to all of the following questions, asked in substantially the 9 following manner before signing: 10 a. Are you currently married? If so, please state the name 11 of your spouse. 12 b. Please state the names of anyone who assisted you in 13 accessing the video conference today. 14 c. Please state the names of anyone who assisted you in 15 preparing or reviewing the documents you are signing today. 16 d. Where are you currently located? 17 e. Who is in the room with you? 18 NEW SUBSECTION . 4. Retention of remote execution record. A 19 will for which a communication technology was used must 20 be video recorded. The attorney for the testator using 21 communication technology for the signing of a will, or other 22 party facilitating the remote signing of a will if the testator 23 has no attorney, shall retain the video recording, or cause the 24 video recording to be retained by a repository designated by or 25 on behalf of the person required to retain the video recording. 26 Unless the testator dies sooner or terminates the relationship 27 with the attorney or other person required to retain the 28 record, the video recording must be retained for a period of at 29 least ten years after the video recording is made. 30 NEW SUBSECTION . 5. Execution of remote will in 31 counterparts. When a will is executed using a communication 32 technology under this section, the original document may 33 be executed in one or more counterparts by parties located 34 in different locations, and all such counterparts may be 35 -1- HF 2078.4412 (2) 89 cm/jh 1/ 2 #1.
aggregated to comprise the complete will of the testator. 1 NEW SUBSECTION . 6. Remote wills under disaster proclamation 2 deemed to satisfy this section. Any wills executed using the 3 remote signing procedures permitted under the proclamation of 4 disaster emergency of the governor issued March 22, 2020, shall 5 be deemed to satisfy the presence requirements of this section 6 if the will was executed during the effective dates of the 7 proclamation of disaster emergency. 8 NEW SUBSECTION . 7. Definition. For purposes for this 9 section, “presence” means any manner, physical or electronic, 10 in which the witnesses and testator can see and hear the acts 11 of each other in real time using a communication technology 12 that meets the requirements of section 9B.14A, subsection 1, 13 paragraph “a” . 14 Sec. 2. Section 633.301, Code 2022, is amended to read as 15 follows: 16 633.301 Copy of will for executor. 17 When Upon request by the executor, when a will has been 18 admitted to probate and certified pursuant to section 633.300 , 19 the clerk shall cause a certified copy thereof to be placed 20 in the hands of the executor to whom letters are issued. The 21 clerk shall retain the will in a separate file provided for 22 that purpose until the time for contest has expired, and 23 promptly thereafter shall place it with the files of the 24 estate. > 25 2. Title page, by striking line 1 and inserting < An Act 26 relating to wills, including witness requirements for the 27 execution of a will and procedure for wills to be admitted into 28 probate. > 29 ______________________________ JULIAN GARRETT -2- HF 2078.4412 (2) 89 cm/jh 2/ 2 #2.