Qualified Custodians

Qualified Custodians Are Essential for Electronic Wills

What Is a Qualified Custodian?  

A qualified custodian is a legally authorized individual or entity responsible for securely storing and managing electronic wills in Washington State. The law requires these custodians to meet strict eligibility criteria to ensure the integrity and legal validity of an electronic will.

Who Cannot Serve as a Qualified Custodian?  

To avoid conflicts of interest, certain individuals and entities are disqualified, such as:

  • Heirs and beneficiaries

  • Individuals with a financial interest in the estate

  • Persons convicted of felonies or crimes involving moral turpitude

  • Minors and individuals of unsound mind


Why Qualified Custodians Matter for Electronic Wills  

Washington State recognizes electronic wills under the Uniform Electronic Wills Act, which took effect on January 1, 2022. However, the law mandates that these wills must be stored by a qualified custodian at all times—from execution to probate—to be legally valid.

Without a qualified custodian, an electronic will is likely to have potential legal challenges, be contested, or even be deemed invalid, resulting in the estate being distributed under intestacy laws rather than the testator’s wishes.

Risks of Storing an Electronic Will on a Personal Device  

Some people consider storing their electronic will on a thumb drive or other personal storage devices, but this approach presents significant risks, including:

1. Tampering and Unauthorized challenges

Electronic files can be easily altered. Without secure storage, unauthorized modifications may go undetected, leading to disputes or legal challenges.

2. No Chain of Custody  

A chain of custody ensures a clear record of who accessed the will and when. Personal storage lacks this documentation, raising doubts about the will’s authenticity.

3. Legal Non-Compliance  

Washington law requires electronic wills to be stored by a qualified custodian. A will stored on a personal device may not meet legal requirements, potentially invalidating the document during probate.

Benefits of Using a Qualified Custodian  

Using a qualified custodian eliminates these risks and provides key advantages:

1. Secure and Tamper-Proof Storage  

Qualified custodians use encrypted storage and backup systems to protect against data loss, tampering, or unauthorized modifications.

2. Clear Chain of Custody  

Custodians maintain detailed records of access and handling, ensuring transparency and preventing disputes over the will’s authenticity.

3. Legal Compliance  

By storing your electronic will with a qualified custodian, you ensure it meets all Washington State legal requirements, allowing it to be smoothly admitted to probate.

4. Peace of Mind  

Knowing your will is securely stored and legally valid provides reassurance that your estate will be handled according to your wishes.

What Happens If You Don’t Use a Qualified Custodian?  

Failing to use a qualified custodian can have serious consequences. If a will stored on a thumb drive is lost, altered, or contested, it may be excluded from probate. This could mean that instead of following the testator’s wishes, state intestacy laws determine how assets are distributed.

How to Choose a Qualified Custodian  

When selecting a qualified custodian for your electronic will, consider the following:

  • Verify eligibility under Washington law (RCW 11.12.460)

  • Ensure secure digital storage with encryption and backups

  • Look for a well-documented chain of custody system

  • Consult an estate planning attorney for professional guidance


Conclusion  

In Washington State, using a qualified custodian is not just recommended—it is legally required for electronic wills. Storing a will on a personal device like a thumb drive exposes it to risks of tampering, loss, and legal invalidation. By choosing a qualified custodian, you ensure secure storage, legal compliance, and a smooth probate process, protecting both your estate and your final wishes.

Key Takeaways:  

✅ Washington law requires electronic wills to be stored by a qualified custodian. 

✅ Personal storage devices lack security, chain of custody, and legal compliance. 

✅ Qualified custodians offer tamper-proof storage, legal validity, and peace of mind.

For more information on estate planning and qualified custodians, consult an estate planning attorney or visit Washington State Legislature - RCW 11.12.400.

Share -