republic-os/legislation/us/states/in/2023/sb-287.md

type, title, description, jurisdiction, legislature, session, identifier, citation, classification, subjects, status, primary_sponsors, version_count, action_count, vote_count, first_action, last_action, source, source_identifier, source_url, source_hash, vintage, source_snapshot, retrieved_at, confidence, tags

type	title	description	jurisdiction	legislature	session	identifier	citation	classification	subjects	status	primary_sponsors	version_count	action_count	vote_count	first_action	last_action	source	source_identifier	source_url	source_hash	vintage	source_snapshot	retrieved_at	confidence	tags
Bill	Various probate and trust matters.	Provides that a person may sign a form of living will declaration or a form of life prolonging procedures will declaration in the presence of a notary public. Removes nonconforming language in a petition for administration statute. Clarifies the service requirements for certain probate notices. Provides that a testator or a testator's agent may send written notice of the existence of a will to certain persons. Provides that if a testator's will includes a provision exercising a power of appointment, the testator or the testator's agent may notify certain persons of the existence of the will. Provides that a written notice of the existence of a will contains certain information. Provides for a procedure to contest certain wills. Provides that if a notice to contest the validity of a trust pertains to a trust created by a settlor who is still living, a complete copy of the trust instrument must be sent with the notice to each recipient. Sets forth certain complaint and notice requirements if a trust is being contested. Allows a court to increase, decrease, or waive the bond amount that: (1) a nonresident personal representative; or (2) a personal representative who becomes a nonresident; is to file in order to administer an unsupervised estate. Sets forth the requirements for: (1) a verified petition for a confidential health disclosure order; and (2) the court procedures after the verified petition is filed. Provides that if a settlor revokes a revocable trust and the trustee does not deliver the trust property, the remaining trust property becomes part of the revoking settlor's probate estate. Provides that certain grantors are entitled to reimbursement from a trust for certain taxes. Provides that an individual may execute certain authority for an application for public benefits on behalf of the individual. Sets forth requirements for the enforcement of a portability agreement contained within a premarital agreement or postmarital agreement. Makes conforming and clarifying changes. (The introduced version of this bill was prepared by the probate code study commission.)	us/states/in	Indiana General Assembly	2023	SB 287	Indiana SB 287 (2023)	bill	LIVING WILLS NOTARIES PUBLIC PROBATE COURTS AND PROCEEDINGS TRUSTS AND FIDUCIARIES	enacted	Aaron Freeman Eric Koch Jerry Torr	5	21	1	2023-01-11	2023-04-20	openstates	ocd-bill/7da7aa2d-a664-4101-9ab9-d082699f88f0	http://iga.in.gov/legislative/2023/bills/senate/287	2deb53c2bb64d04ab5bd58107d711bdb938832c636d202900338935d30131589	2026-07-01	https://data.openstates.org/daily/2026-07-01/public.pgdump	2026-07-06	reported	legislation bill us-in

Indiana SB 287 (2023) — Various probate and trust matters.

Provides that a person may sign a form of living will declaration or a form of life prolonging procedures will declaration in the presence of a notary public. Removes nonconforming language in a petition for administration statute. Clarifies the service requirements for certain probate notices. Provides that a testator or a testator's agent may send written notice of the existence of a will to certain persons. Provides that if a testator's will includes a provision exercising a power of appointment, the testator or the testator's agent may notify certain persons of the existence of the will. Provides that a written notice of the existence of a will contains certain information. Provides for a procedure to contest certain wills. Provides that if a notice to contest the validity of a trust pertains to a trust created by a settlor who is still living, a complete copy of the trust instrument must be sent with the notice to each recipient. Sets forth certain complaint and notice requirements if a trust is being contested. Allows a court to increase, decrease, or waive the bond amount that: (1) a nonresident personal representative; or (2) a personal representative who becomes a nonresident; is to file in order to administer an unsupervised estate. Sets forth the requirements for: (1) a verified petition for a confidential health disclosure order; and (2) the court procedures after the verified petition is filed. Provides that if a settlor revokes a revocable trust and the trustee does not deliver the trust property, the remaining trust property becomes part of the revoking settlor's probate estate. Provides that certain grantors are entitled to reimbursement from a trust for certain taxes. Provides that an individual may execute certain authority for an application for public benefits on behalf of the individual. Sets forth requirements for the enforcement of a portability agreement contained within a premarital agreement or postmarital agreement. Makes conforming and clarifying changes. (The introduced version of this bill was prepared by the probate code study commission.)

Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

1. Enrolled Senate Bill (S) (committee substitute) — source
2. Introduced Senate Bill (S) (committee substitute) — source
3. Senate Bill (H) (committee substitute) — source
4. Senate Bill (S) (committee substitute) — source
5. Senate Bill (S) (committee substitute) — source

Votes

• SB 287 - Torr - 3rd Reading — 96–0 (pass) · lower

Sponsors

• Aaron Freeman — primary (person)
• Eric Koch — primary (person)
• Jerry Torr — primary (person)

Timeline

The legislative action history — every referral, reading, and vote.

• 2023-01-11 Authored by Senator Freeman
• 2023-01-11 First reading: referred to Committee on Judiciary reading-1, referral-committee
• 2023-01-19 Committee report: amend do pass, adopted committee-passage
• 2023-01-19 Pursuant to Senate Rule 68(b); reassigned to Committee on Appropriations referral-committee
• 2023-01-23 Senator Koch added as second author
• 2023-01-26 Pursuant to Senate Rule 68(b); reassigned to Committee on Rules and Legislative Procedure referral-committee
• 2023-01-26 Committee report: without recommendation, adopted
• 2023-01-30 Second reading: ordered engrossed reading-2
• 2023-01-31 Third reading: passed; Roll Call 53: yeas 49, nays 0 passage, reading-3, reading-3
• 2023-01-31 House sponsor: Representative Torr
• 2023-02-02 Referred to the House referral
• 2023-02-28 First reading: referred to Committee on Judiciary reading-1, referral-committee
• 2023-03-16 Committee report: do pass, adopted committee-passage
• 2023-03-20 Second reading: ordered engrossed reading-2
• 2023-03-27 Third reading: passed; Roll Call 304: yeas 96, nays 0 passage, reading-3, reading-3
• 2023-03-28 Returned to the Senate without amendments receipt
• 2023-03-30 Signed by the President Pro Tempore passage
• 2023-04-11 Signed by the Speaker passage
• 2023-04-18 Signed by the President of the Senate passage
• 2023-04-20 Public Law 38 became-law
• 2023-04-20 Signed by the Governor executive-signature

Source

OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/7da7aa2d-a664-4101-9ab9-d082699f88f0. Confidence: reported (aggregated from official Indiana legislature records).