Code of Virginia
Chapter 1 - Definitions and General Provisions
§ 64.2-104. Incorporation by reference into a will, power of attorney, or trust instrument

A. The following original documents may be incorporated by reference into a will, power of attorney, or trust instrument:
1. A letter or memorandum to the fiduciary or agent as to the interpretation of discretionary powers of distribution where the will, power of attorney, or trust instrument grants the fiduciary or agent the power to make distributions to beneficiaries in the discretion of the fiduciary or agent; and
2. A letter or memorandum stating the views or directions of the maker of the will, power of attorney, or trust instrument as to the exercise of discretion by the fiduciary or agent in making health care decisions for the maker.
B. No provision in the original document sought to be incorporated by reference under this section is enforceable if it contradicts or is inconsistent with a provision of the incorporating will, power of attorney, or trust instrument, including if it alters the possession or enjoyment of trust property or the income therefrom as directed in the trust instrument.
C. This section shall not prevent the incorporation by reference of any writing into any other writing that would otherwise be effective under § 64.2-400 or under any other law of incorporation by reference.
D. The maker shall sign and have notarized the documents referenced in subsection A and may prepare the documents before or after the execution of the will, power of attorney, or trust instrument.
2001, c. 369, § 64.1-45.2; 2002, c. 119; 2012, c. 614.

Structure Code of Virginia

Code of Virginia

Title 64.2 - Wills, Trusts, and Fiduciaries

Chapter 1 - Definitions and General Provisions

§ 64.2-100. Definitions

§ 64.2-101. Construction of generic terms

§ 64.2-102. Meaning of child and related terms

§ 64.2-103. Evidence of paternity

§ 64.2-104. Incorporation by reference into a will, power of attorney, or trust instrument

§ 64.2-105. Incorporation by reference of certain powers of fiduciaries into will or trust instrument

§ 64.2-106. Grant of certain powers to personal representative or trustee by circuit court

§ 64.2-107. Power granted to personal representatives to make election regarding marital deduction as to certain qualifying terminable interest property; binding effect of election

§ 64.2-108. Power granted to personal representatives and trustees to donate conservation or open-space easements

§ 64.2-108.1. References to former sections, articles, or chapters

§ 64.2-108.2. Provision in certain trust void

§ 64.2-109. Repealed

§ 64.2-116. Definitions

§ 64.2-117. Applicability

§ 64.2-118. User direction for disclosure of digital assets

§ 64.2-119. Terms-of-service agreement

§ 64.2-120. Procedure for disclosing digital assets

§ 64.2-121. Disclosure of content of electronic communications of deceased user

§ 64.2-122. Disclosure of other digital assets of deceased user

§ 64.2-123. Disclosure of content of electronic communications of principal

§ 64.2-124. Disclosure of other digital assets of principal

§ 64.2-125. Disclosure of digital assets held in trust when trustee is original user

§ 64.2-126. Disclosure of contents of electronic communications held in trust when trustee is not original user

§ 64.2-127. Disclosure of other digital assets held in trust when trustee is not original user

§ 64.2-128. Disclosure of digital assets to conservator or guardian of protected person

§ 64.2-129. Fiduciary duty and authority

§ 64.2-130. Custodian compliance and immunity

§ 64.2-131. Uniformity of application and construction

§ 64.2-132. Relation to Electronic Signatures in Global and National Commerce Act