NY Updated Executive Order re Remote Witnessing of Estate Planning Documents (April 8, 2020) – Cheryl L. Erato, NY T&E Litigation Blog

Cheryl L. Erato has published an article on the NY T&E Litigation Blog, THE REMOTE WITNESSING OF ESTATE PLANNING DOCUMENTS DURING THE COVID-19 PANDEMIC. It summarizes the most recent Executive Order by NY Governor Cuomo regarding remote execution of estate planning documents during the Coronavirus pandemic.

The key part of the Executive Order is as follows:

  • For the purposes of Estates Powers and Trusts Law (EPTL)  3-2.1(a)(2), EPTL 3-2.1(a)(4), Public Health Law 2981(2)(a), Public Health Law 4201(3), Article 9 of the Real Property Law, General Obligations Law 5-1514(9)(b), and EPTL 7-1.17, the act of witnessing that is required under the aforementioned New York State laws is authorized to be performed utilizing audio-video technology provided that the following conditions are met:
    • The person requesting that their signature be witnessed, if not personally known to the witness(es), must present valid photo ID to the witness(es) during the video conference, not merely transmit it prior to or after;
    • The video conference must allow for direct interaction between the person and the witness(es), and the supervising attorney, if applicable (e.g. no pre-recorded videos of the person signing);
    • The witnesses must receive a legible copy of the signature page(s), which may be transmitted via fax or electronic means, on the same date that the pages are signed by the person;
    • The witness(es) may sign the transmitted copy of the signature page(s) and transmit the same back to the person; and
    • The witness(es) may repeat the witnessing of the original signature page(s) as of the date of execution provided the witness(es) receive such original signature pages together with the electronically witnessed copies within thirty days after the date of execution. 

See the full final executive order by clicking:

See NY T&E Litigation Blog post by clicking NY T&E Litigation Blog, THE REMOTE WITNESSING OF ESTATE PLANNING DOCUMENTS DURING THE COVID-19 PANDEMIC.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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