SB715-SSA1,19,16 9(2) Disclosure of digital property other than content of electronic
10communications; trustee is not original user.
Unless otherwise ordered by the
11court, directed by the user, or provided in a trust, a custodian shall disclose, to a
12trustee that is not an original user of an account, a catalogue of electronic
13communications sent or received by an original or successor user and stored, carried,
14or maintained by the custodian in an account of the trust and any digital property,
15other than the content of electronic communications, in which the trust has a right
16or interest, if the trustee gives the custodian all of the following:
SB715-SSA1,19,1717 (a) A written request for disclosure in physical or electronic form.
SB715-SSA1,19,1818 (b) A certification of the trust under s. 701.1013.
SB715-SSA1,19,2019 (c) A certification by the trustee, under penalty of perjury, that the trust exists
20and the trustee is a currently acting trustee of the trust.
SB715-SSA1,19,2121 (d) If requested by the custodian, any of the following:
SB715-SSA1,19,2322 1. A number, username, address, or other unique subscriber or account
23identifier assigned by the custodian to identify the trust's account.
SB715-SSA1,19,2424 2. Evidence linking the account to the trust.
SB715-SSA1,20,7
1(3) Disclosure of contents of electronic communications held in trust;
2trustee is not original user.
Unless otherwise ordered by the court, directed by the
3user, or provided in a trust, a custodian shall disclose to a trustee that is not an
4original user of an account the content of an electronic communication sent or
5received by an original or successor user and carried, maintained, processed,
6received, or stored by the custodian in the trust's account, in which the trust has a
7right or interest, if the trustee gives the custodian all of the following:
SB715-SSA1,20,88 (a) The items described in sub. (2) (a), (c), and (d).
SB715-SSA1,20,119 (b) A certification of the trust under s. 701.1013 that includes an original or
10successor user's consent to disclosure of the content of electronic communications to
11the trustee.
SB715-SSA1,20,14 12711.08 Disclosure of digital property; conservator or guardian of
13protected person. (1)
After an opportunity for a hearing under s. 54.10, the court
14may grant a guardian access to the digital property of a protected person.
SB715-SSA1,20,16 15(2) After an opportunity for a hearing under s. 54.76, the court may grant a
16conservator access to the digital property of a protected person.
SB715-SSA1,20,21 17(3) Unless otherwise ordered by the court or directed by the user, a custodian
18shall disclose to a guardian or custodian the catalogue of electronic communications
19sent or received by a protected person and any digital property, other than the
20content of electronic communications, in which the protected person has a right or
21interest if the guardian or conservator gives the custodian all of the following:
SB715-SSA1,20,2222 (a) A written request for disclosure in physical or electronic form.
SB715-SSA1,20,2423 (b) A certified copy of the court order that gives the guardian or conservator
24authority over the protected person's digital property.
SB715-SSA1,20,2525 (c) If requested by the custodian, any of the following:
SB715-SSA1,21,2
11. A number, username, address, or other unique subscriber or account
2identifier assigned by the custodian to identify the account of the protected person.
SB715-SSA1,21,33 2. Evidence linking the account to the protected person.
SB715-SSA1,21,9 4(4) A guardian or conservator with general authority to manage a protected
5person's assets may request a custodian of the protected person's digital property to
6suspend or terminate an account of the protected person for good cause. A request
7made under this subsection shall be accompanied by a certified copy of the court
8order granting the guardian or conservator general authority to manage the
9protected person's assets.
SB715-SSA1,21,13 10711.09 Choice of methods for disclosing digital property; custodian. (1)
11When disclosing digital property of a user under this chapter, the custodian may in
12its sole discretion provide a fiduciary or designated recipient with any of the
13following:
SB715-SSA1,21,1414 (a) Full access to the user's account.
SB715-SSA1,21,1615 (b) Partial access to the user's account that is sufficient to perform the tasks
16with which the fiduciary or designated recipient is charged.
SB715-SSA1,21,1917 (c) A copy in a record of any digital property that the user could have accessed
18if the user were alive, had full capacity, and had full access to the account on the date
19on which the custodian received the request for disclosure.
SB715-SSA1,21,21 20(2) A custodian may assess a reasonable administrative charge to a fiduciary
21or designated recipient for the cost of disclosing digital property under this chapter.
SB715-SSA1,21,23 22(3) A custodian is not required to disclose under this chapter digital property
23deleted by the user.
SB715-SSA1,22,5 24(4) If a user directs or a fiduciary or designated recipient requests a custodian
25to disclose under this chapter some, but not all, of the user's digital property, the

1custodian is not required to disclose the digital property if segregation of the digital
2property would impose an undue burden on the custodian. If the custodian refuses
3to disclose digital property because the custodian believes the segregation of the
4digital property imposes an undue burden, the custodian or fiduciary may seek an
5order from the court to disclose any of the following:
SB715-SSA1,22,76 (a) To the fiduciary or designated recipient, a subset of the user's digital
7property that is limited by date.
SB715-SSA1,22,88 (b) To the fiduciary or designated recipient, all of the user's digital property.
SB715-SSA1,22,99 (c) None of the user's digital property.
SB715-SSA1,22,1010 (d) To the court for review in camera, all of the user's digital property.
SB715-SSA1,22,16 11711.10 Custodian compliance and immunity. (1) Not later than 60 days
12after receipt of the information required under ss. 711.05 to 711.08 or 711.12 (7) or
13an online tool, a custodian shall comply with a request under this chapter from a
14fiduciary or designated recipient to disclose digital property or terminate an account.
15If the custodian fails to comply, the fiduciary or designated recipient may apply to the
16court for an order directing the custodian to comply with the request.
SB715-SSA1,22,19 17(2) A court shall include in an order directing a custodian to comply with a
18request made under this chapter a finding that compliance with the request does not
19violate 18 USC 2702.
SB715-SSA1,22,21 20(3) A custodian may notify the user that a request for disclosure of digital
21property or to terminate an account was made under this chapter.
SB715-SSA1,22,25 22(4) A custodian may deny a request under this chapter from a fiduciary or
23designated recipient for disclosure of digital property or to terminate an account if
24the custodian is aware of any lawful access to the account after the receipt of the
25fiduciary's request.
SB715-SSA1,23,3
1(5) This chapter does not limit a custodian's ability to obtain or to require a
2fiduciary or designated recipient requesting disclosure or termination under this
3chapter to obtain a court order that does all of the following:
SB715-SSA1,23,44 (a) Specifies that an account belongs to the protected person or principal.
SB715-SSA1,23,65 (b) Specifies that there is sufficient consent from the protected person or
6principal to support the requested disclosure.
SB715-SSA1,23,77 (c) Contains any findings required by law other than this chapter.
SB715-SSA1,23,9 8(6) A custodian and its officers, employees, and agents are immune from
9liability for an act or omission done in good faith in compliance with this chapter.
SB715-SSA1,23,12 10711.11 Terms of service agreement. (1) This chapter does not change or
11impair the rights of a custodian or a user under a terms of service agreement to access
12and use digital property of the user.
SB715-SSA1,23,15 13(2) This chapter does not give a fiduciary or designated recipient rights other
14than the rights held by the user for whom, or for whose estate, the fiduciary or
15designated recipient acts or represents.
SB715-SSA1,23,17 16(3) A fiduciary's or designated recipient's access to digital property may be
17modified or eliminated by any of the following:
SB715-SSA1,23,1818 (a) The user.
SB715-SSA1,23,1919 (b) Federal law.
SB715-SSA1,23,2120 (c) A terms of service agreement if the user has not provided direction under
21s. 711.04.
SB715-SSA1,23,24 22711.12 Fiduciary duty and authority. (1) The legal duties imposed on a
23fiduciary with the authority to manage tangible property apply to a fiduciary's
24management of digital property.
SB715-SSA1,24,3
1(2) (a) A fiduciary's or designated recipient's authority with respect to a user's
2digital property may not be used to impersonate the user and is subject to all of the
3following:
SB715-SSA1,24,44 1. Except as otherwise provided in s. 711.04, the applicable terms of service.
SB715-SSA1,24,55 2. Other applicable law, including copyright law.
SB715-SSA1,24,66 (b) A fiduciary's authority is limited by the scope of the fiduciary's duties.
SB715-SSA1,24,10 7(3) A fiduciary with authority over the property of a decedent, protected person,
8principal, or settlor has the right to access any digital property in which the decedent,
9protected person, principal, or settlor had a right or interest and that is not held by
10a custodian or subject to a terms of service agreement.
SB715-SSA1,24,14 11(4) A fiduciary acting within the scope of the fiduciary's duties is an authorized
12user of the digital property of the decedent, protected person, principal, or settlor for
13the purpose of applicable computer fraud and unauthorized computer access laws,
14including s. 943.70.
SB715-SSA1,24,17 15(5) (a) A fiduciary with authority over the tangible personal property of a
16decedent, protected person, principal, or settlor has the right to access the tangible
17personal property and any digital property stored in the tangible personal property.
SB715-SSA1,24,2118 (b) A fiduciary with authority over the tangible personal property of a decedent,
19protected person, principal, or settlor is an authorized user of digital property stored
20in the tangible personal property for the purpose of computer fraud and
21unauthorized computer access laws, including s. 943.70.
SB715-SSA1,24,24 22(6) A custodian may disclose information in a user's account to a fiduciary of
23the user when the information is required to terminate an account used to access
24digital property licensed to the user.
SB715-SSA1,25,3
1(7) A fiduciary of a user may request a custodian to terminate the user's
2account. A request for termination must be in writing, in either physical or electronic
3form, and accompanied by all of the following:
SB715-SSA1,25,44 (a) If the user is deceased, a certified copy of the death certificate of the user.
SB715-SSA1,25,65 (b) Any of the following that grants the fiduciary authority over the user's
6account:
SB715-SSA1,25,77 1. A certified copy of the letters of appointment of a personal representative.
SB715-SSA1,25,88 2. A certified copy of the letters of special administration.
SB715-SSA1,25,99 3. A certified copy of a summary proceeding or other court order.
SB715-SSA1,25,1010 4. A transfer by affidavit.
SB715-SSA1,25,1211 5. An original or copy of a power of attorney and a certification by the agent that
12the power of attorney is in effect.
SB715-SSA1,25,1313 6. A certification of the trust under s. 701.1013.
SB715-SSA1,25,1414 (c) If requested by the custodian, any of the following:
SB715-SSA1,25,1615 1. A number, username, address, or other unique subscriber or account
16identifier assigned by the custodian to identify the user's account.
SB715-SSA1,25,1717 2. Evidence linking the account to the user.
SB715-SSA1,25,1918 3. A finding by the court that the user had a specific account with the custodian,
19identifiable by the information specified in subd. 1.
SB715-SSA1,25,22 20(8) (a) A fiduciary has no duty to review any digital property of a decedent,
21settlor, principal, or protected person or to secure or preserve any digital property
22that is not in the possession of the fiduciary, unless any of the following applies:
SB715-SSA1,25,2523 1. The fiduciary has knowledge, or has reason to believe, that the decedent's
24estate, settlor's trust, principal, or protected person has digital property of economic
25value.
SB715-SSA1,26,3
12. The fiduciary receives a written request from a beneficiary who has an
2interest in the digital property of the decedent's estate, settlor's trust, principal, or
3protected person.
SB715-SSA1,26,54 (b) A fiduciary's reasonable efforts to review, secure, or preserve digital
5property satisfy a duty to review, secure, or preserve digital property under par. (a).
SB715-SSA1,26,106 (c) If a fiduciary reviews, secures, or preserves a portion of the digital property
7of a decedent, settlor, principal, or protected person and the fiduciary does not have
8a duty to do so, the reviewing, securing, or preserving of a portion of digital property
9does not give rise to a duty to review, secure, or preserve the remaining portion of the
10digital property of the decedent, settlor, principal, or protected person.
SB715-SSA1,26,1311 (d) Unless a fiduciary has a duty to review, secure, or preserve digital property
12under par. (a), a fiduciary is not liable for failing to review, secure, or preserve any
13digital property of a decedent, settlor, principal, or protected person.
SB715-SSA1,26,15 14711.13 Marital property classification of digital property. Chapter 766
15governs the classification of digital property of a user who is married.
SB715-SSA1,26,18 16711.14 Uniformity of application and construction. This chapter shall be
17applied and construed to effectuate its general purpose to make uniform the law with
18respect to the subject of this chapter among states enacting it.
SB715-SSA1,26,24 19711.15 Relation to Electronic Signatures in Global and National
20Commerce Act.
This chapter modifies, limits, or supersedes the Electronic
21Signatures in Global and National Commerce Act, 15 USC 7001 et seq., but does not
22modify, limit, or supersede section 101 (c) of that act, 15 USC 7001 (c), or authorize
23electronic delivery of any of the notices described in section 103 (b) of that act, 15 USC
247003
(b).
SB715-SSA1,26,25 25711.16 Applicability. (1) This chapter applies to all of the following:
SB715-SSA1,27,2
1(a) A fiduciary acting under a will or power of attorney executed before, on, or
2after the effective date of this paragraph .... [LRB inserts date].
SB715-SSA1,27,43 (b) A personal representative acting for a decedent who died before, on, or after
4the effective date of this paragraph .... [LRB inserts date].
SB715-SSA1,27,75 (c) A guardianship or conservatorship proceeding, whether pending in a court
6or commenced before, on, or after the effective date of this paragraph .... [LRB inserts
7date].
SB715-SSA1,27,98 (d) A trustee acting under a trust created before, on, or after the effective date
9of this paragraph .... [LRB inserts date].
SB715-SSA1,27,11 10(2) This chapter applies to a custodian only if the user resides in this state or
11resided in this state at the time of the user's death.
SB715-SSA1,27,13 12(3) This chapter does not apply to digital property of an employer used by an
13employee in the ordinary course of the employer's business.
SB715-SSA1,13 14Section 13. 766.01 (15) of the statutes is amended to read:
SB715-SSA1,27,1715 766.01 (15) "Property" means an interest, present or future, legal or equitable,
16vested or contingent, in real or personal property, including digital property, as
17defined in s. 711.03 (10)
.
SB715-SSA1,14 18Section 14. 851.27 of the statutes is amended to read:
SB715-SSA1,27,22 19851.27 Property. "Property" means any interest, legal or equitable, in real or
20personal property, without distinction as to kind, including money, rights of a
21beneficiary under a contractual arrangement, choses in action, digital property, as
22defined in s. 711.03 (10),
and anything else that may be the subject of ownership.
SB715-SSA1,15 23Section 15. 853.18 (1) (d) of the statutes is created to read:
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