Estates and Trusts - Interpretation of Wills - Evidence of Intent (Granny's Law)

HB 868, nicknamed "Granny's Law," allows personal representatives (executors) to petition courts to interpret wills regarding health-related legacies based on the decedent’s intent to address health equity. It applies when a will leaves money to health providers or charities but doesn’t explicitly require it for health equity, even if the decedent lived with health equity interests. The bill creates a rebuttable presumption that such legacies must address health equity unless proven otherwise, and requires beneficiaries to show how the legacy was used for that purpose within three years. It also lets courts defer to personal representatives who include specific language in wills authorizing them to act without court approval for health equity efforts. The law applies retroactively to wills probated after a certain date.