SB 100 Utah Senate · 2025 General Session

Estate Planning Recodification

SB 100, titled "Estate Planning Recodification," reorganizes existing Utah estate planning laws without changing their substance. It moves specific provisions, like the Utah Uniform Trust Code and Uniform Directed Trust Act, from Title 75 to new sections in Title 75B, while coordinating definitions across related laws (Title 75, 75A, and 75B). The bill resolves technical inconsistencies between statutes and ensures cross-references align with other pending bills. This procedural update primarily affects legal professionals and courts by making Utah’s estate law structure more consistent, but it does not alter how estates are managed or distributed.

Bill status signed all 5 stages cleared

Introduction

Jan 2025

Committee Review

Feb 2025

Senate Passage

Feb 2025

House Passage

Feb 2025

Signed into Law

Mar 2025

Introduced Jan 21, 2025 Signed Mar 26, 2025

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What changed between versions

Substitute #1 → Enrolled · 4 edits · Mar 26, 2025

MODERATE

This bill reorganizes Utah's estate planning laws by moving the Uniform Trust Code from Title 75 to the new Title 75B, while updating definitions across related titles. The changes clarify what constitutes 'trust business' and 'trust companies,' add specific exemptions for certain fiduciaries like CPAs, and update cross-references to ensure consistency between probate, trust, and guardianship statutes.

Scope change

The scope of the bill expanded by creating a new Title 75B to house trust laws, effectively separating them from the general probate code in Title 75. This structural change affects how these laws are cited and organized but does not alter the fundamental rights or obligations of individuals.

DEFINITION

Updated the definition of 'Trust business' to explicitly exclude certain activities like money held by attorneys, escrow agents, and homeowners' associations, clarifying who is regulated.

Added a new exemption for court-appointed conservators and guardians who are certified public accountants or hold specific financial planning designations, distinguishing them from general trust companies.

Updated cross-references in multiple sections to point to the new Title 75B definitions instead of the old Title 75 definitions.

TECHNICAL

Recodified statutes by moving the Uniform Trust Code from Title 75 to Title 75B and renumbering sections to align with the new structure.

Floor votes

How they voted

This bill passed the Senate by voice vote (no roll call recorded).

Full legislative history

Actions timeline

Total actions

Key actions

Committee

Amendments

Mar 26, 2025

Signed into law

Governor Signed

executive

Feb 24, 2025

Legislature · Passed

Senate/ signed by President/ sent for enrolling

legislature

Feb 21, 2025

Upper · Passed

House/ signed by Speaker/ returned to Senate

upper

Feb 21, 2025

Lower · Passed

Senate/ concurs with House amendment

lower

Feb 20, 2025

Lower · Passed

House/ passed 3rd reading

lower

Feb 14, 2025

Lower · Passed

House/ committee report favorable

lower

Feb 14, 2025

Lower · Passed

House Comm - Favorable Recommendation

lower

Feb 10, 2025

Committee

House/ to standing committee

lower

Feb 5, 2025

Introduced

House/ 1st reading (Introduced)

lower

Feb 4, 2025

Lower · Passed

Senate/ passed 3rd reading

lower

Jan 24, 2025

Upper · Passed

Senate/ committee report favorable

upper

Jan 23, 2025

Upper · Passed

Senate Comm - Favorable Recommendation

upper

Jan 23, 2025

Committee

Senate/ to standing committee

upper

Jan 21, 2025

Introduced

Senate/ 1st reading (Introduced)

upper

1 primary · 1 co-sponsor