Resources

Standards documents, research, and educational materials for legislators, registry providers, and estate planning professionals.

Standards & Documents

EDRS-1.0 Standard

The complete Estate Document Registry Standard version 1.0, defining requirements for document registration, verification, access control, and audit logging.

UEDRA ULC Proposal

Full text of the study committee proposal submitted to the Uniform Law Commission for a Uniform Estate Document Registry Act.

EDRS Self-Assessment Checklist

Annex C compliance checklist for registry providers seeking EDRS-1.0 certification. Covers all mandatory and recommended requirements.

EDRS API Schema Summary

Technical overview of the EDRS-1.0 API schema, including endpoint definitions, authentication flows, and data models.

Research & Reports

ABA Commission on Law and Aging: Lost and Contested Wills

American Bar Association research on the frequency and consequences of lost, contested, and fraudulently altered estate planning documents.

GAO Report: Elder Fraud and Financial Exploitation

Government Accountability Office findings on the scale and impact of elder financial exploitation, including power of attorney abuse.

POLST Registry Studies: Lessons for Estate Documents

Research on existing POLST (Physician Orders for Life-Sustaining Treatment) registries and their applicability to broader estate document registry models.

Uniform Law Commission: UEEPDA Analysis

Background materials on the Uniform Electronic Estate Planning Documents Act, adopted by 14 states and DC.

Educational Materials

Understanding Estate Document Registries

A plain-language guide explaining what estate document registries are, why they matter, and how EDRS-1.0 establishes a standard for interoperability and security.

EDRS Compliance Roadmap for Providers

Step-by-step guide for existing and prospective registry providers to achieve EDRS-1.0 certification, from self-assessment through third-party audit.

Legislative Brief: Why UEDRA Matters

A concise briefing document for legislators and policy staff outlining the case for a uniform estate document registry act and its benefits for constituents.

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