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SB41 • 2026

Abuse and exploitation of an elder, effect of conviction on intestate succession, wills, joint assets, and other contractual obligations provided

Abuse and exploitation of an elder, effect of conviction on intestate succession, wills, joint assets, and other contractual obligations provided

Labor
Enacted

This bill passed the Legislature and reached final enactment based on the latest official action.

Sponsor
Kelley
Last action
2026-03-30
Official status
Enacted
Effective date
2026-10-01

Plain English Breakdown

The official source material does not provide additional details about the impact on insurance companies, banks, or other entities beyond what is directly stated.

Effect of Conviction for Elder Abuse on Inheritance and Contracts

This law changes how inheritance and certain contracts work when someone is convicted of abusing or financially exploiting an elderly person.

What This Bill Does

  • It stops people who abuse or exploit elders from getting any benefits in the elder's will, intestate succession (when there's no will), joint assets, or other contractual agreements like life insurance policies.
  • If a convicted abuser has joint property with the elder, they lose their share of that property.
  • Courts must record convictions for elder abuse and exploitation in probate offices to make sure everyone knows about them.
  • It limits liability for people who help transfer property or interests without knowing about the conviction.

Who It Names or Affects

  • People convicted of elder abuse or financial exploitation
  • Elders who have been abused or exploited
  • Courts that handle probate matters

Terms To Know

Intestate succession
The process of distributing a person's property when they die without leaving a will.
Joint tenancy with right of survivorship
A type of ownership where if one owner dies, the other automatically gets their share.

Limits and Unknowns

  • The law only applies to cases where there is a conviction for elder abuse or exploitation.
  • It does not affect people who buy property from abusers without knowing about the conviction.
  • Counties and county officials are exempt from liability under this act.

Amendments

These notes stay tied to the official amendment files and metadata from the legislature.

11S763Z-1

R 200 • Givhan

Adopted

Plain English: 11S763Z-1 : 1/29/2026 : GP 1ST GIVHAN AMENDMENT TO SB41 OFFERED BY SENATOR GIVHAN Page 1 Replace line 36 on page 2 with the following: contractual obligations; and to further provide for liability relating to certain claims.

  • 11S763Z-1 : 1/29/2026 : GP 1ST GIVHAN AMENDMENT TO SB41 OFFERED BY SENATOR GIVHAN Page 1 Replace line 36 on page 2 with the following: contractual obligations; and to further provide for liability relating to certain claims.
  • Replace line 41 on page 2 with the following: (a) A surviving spouse, heir , legatee, or devisee who abuses or Replace lines 59 through 61 on page 3 with the following: multiple-party accounts in banks , savings and loan associations , and credit unions and other institutions ,; and (iii) any other form of co-ownership with survivorship Replace line 87 on page 4 with the following: felonious and intentional for purposes of this section.
  • (3) The court shall order a final judgment of conviction of felonious and intentional killing, elder abuse and neglect, or financial exploitation of an 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 11S763Z-1 : 1/29/2026 : GP 1ST GIVHAN AMENDMENT TO SB41 OFFERED BY SENATOR GIVHAN Page 2 abuse and neglect, or financial exploitation of an elderly person to be recorded in the office of the judge of probate in each county in which the decedent or victim owned or owns property.
  • The judgment shall be recorded consistent with the requirements of Section 6-9-210.
  • This amendment summary is using official source text because generated interpretation was skipped for this run.
YMRJMN2-1

R 201 • Givhan

Adopted

Plain English: YMRJMN2-1 : 1/29/2026 : GP 2ND GIVHAN AMENDMENT TO SB41 OFFERED BY SENATOR GIVHAN Page 1 Replace lines 83 through 87 on pages 3 through 4 with the following: of this section.

  • YMRJMN2-1 : 1/29/2026 : GP 2ND GIVHAN AMENDMENT TO SB41 OFFERED BY SENATOR GIVHAN Page 1 Replace lines 83 through 87 on pages 3 through 4 with the following: of this section.
  • In the absence of a conviction of felonious and intentional killing the court may determine by a preponderance of evidence whether the killing was felonious and intentional for purposes of this section.
  • 1 2 3 4 5 6 7 8 9 10
  • This amendment summary is using official source text because generated interpretation was skipped for this run.

Bill History

  1. 2026-03-30 Senate

    Enacted

  2. 2026-03-11 Senate

    Delivered to Governor

  3. 2026-03-11 House

    Signature Requested

  4. 2026-03-10 House

    Motion to Read a Third Time and Pass - Adopted Roll Call 837 (Yeas 105, Nays 0)

  5. 2026-03-10 House

    Third Reading in Second House (Yeas 104, Nays 0)

  6. 2026-03-10 Senate

    Enrolled

  7. 2026-03-10 Senate

    Ready to Enroll

  8. 2026-02-05 House

    Read for the Second Time and placed on the Calendar

  9. 2026-02-04 House

    Reported Out of Committee Second House

  10. 2026-02-03 House

    Pending Committee Action in Second House

  11. 2026-02-03 House

    Read for the first time and referred to the House Committee on Judiciary

  12. 2026-01-29 Senate

    Motion to Read a Third Time and Pass as Amended - Adopted Roll Call 202 (Yeas 32, Nays 0)

  13. 2026-01-29 Senate

    Givhan motion to Adopt - Adopted Roll Call 201 (Yeas 32, Nays 0)

  14. 2026-01-29 Senate

    Givhan motion to Adopt - Adopted Roll Call 200 (Yeas 32, Nays 0)

  15. 2026-01-29 Senate

    Third Reading in House of Origin (Yeas 32, Nays 0)

  16. 2026-01-29 Senate

    Engrossed

  17. 2026-01-29 Senate

    Givhan 2nd Amendment Offered

  18. 2026-01-29 Senate

    Givhan 1st Amendment Offered

  19. 2026-01-14 Senate

    Read for the Second Time and placed on the Calendar

  20. 2026-01-14 Senate

    Reported Out of Committee House of Origin

  21. 2026-01-13 Senate

    Pending Committee Action in House of Origin

  22. 2026-01-13 Senate

    Read for the first time and referred to the Senate Committee on Judiciary

Official Summary Text

This act amends Section 43-8-253, Code of Alabama 1975, to: (1) prohibit individuals convicted of elder abuse and neglect or financial exploitation of an elderly person from receiving any benefits under the abused or exploited elder's will or intestate succession; (2) provide that individuals convicted of elder abuse and neglect or financial exploitation of an elderly person loses his or her interest in any real property or bank account jointly held with the abused or exploited elder; (3) prohibit individuals convicted of elder abuse and neglect or financial exploitation of an elderly person from receiving any benefits under a bond, life insurance policy, or other contractual arrangement in which the abused or exploited elder is the obligee; (4) require courts to order a final judgement of a conviction of felonious and intentional killing, elder abuse and neglect, or financial exploitation of an elderly person be recorded in the office of the judge of probate in each county in which the victim owned or owns property; (5) limit liability for persons facilitating the acquisition of property or interests by such killers or abusers without notice; and (6) exempt counties, county officials, and their agents from liability.

Current Bill Text

Read the full stored bill text
SB41 ENROLLED
Page 0
SB41
5V9WBM6-3
By Senator Kelley
RFD: Judiciary
First Read: 13-Jan-26
PFD: 07-Jan-26
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SB41 Enrolled
Page 1
PFD: 07-Jan-26
Enrolled, An Act,
Relating to abuse and exploitation of an elder; to
amend Section 43-8-253, Code of Alabama 1975; to provide for
the effect of the abuse or exploitation of an elder on
intestate succession, wills, joint assets, and certain other
contractual obligations; and to further provide for liability
relating to certain claims.
BE IT ENACTED BY THE LEGISLATURE OF ALABAMA:
Section 1. Section 43-8-253, Code of Alabama 1975, is
amended to read as follows:
"§43-8-253
(a) A surviving spouse, heir , legatee, or devisee who
abuses or feloniously and intentionally kills the decedent is
not entitled to may not receive any benefits under the will or
under articles 3 through 10 of this chapter, and the estate of
decedent passes as if the killer or abuser had predeceased the
decedent. Property appointed by the will of the decedent to or
for the benefit of the killer or abuser passes as if the
killer or abuser had predeceased the decedent.
(b) Any joint tenant who abuses or feloniously and
intentionally kills another joint tenant thereby effects a
severance of shall be deemed severed from the interest of the
decedent so that the share of the decedent passes as his or
her property and the killer or abuser has no rights by
survivorship. This provision applies to subsection shall apply
to all of the following: (i) joint tenancies with the right of
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to all of the following: (i) joint tenancies with the right of
survivorship and tenancies in common during the respective
lives of the grantees with cross-contingent remainders in fee
to the survivor in real and personal property ,; (ii) joint and
multiple-party accounts in banks, savings and loan
associations, and credit unions and other institutions ,; and
(iii) any other form of co-ownership with survivorship
incidents.
(c) A named beneficiary of a bond, life insurance
policy, or other contractual arrangement who abuses or
feloniously and intentionally kills the principal obligee or
the person individual upon whose life the policy is issued is
not entitled to may not receive any benefit under the bond,
policy , or other contractual arrangement, and it becomes
payable as though the killer or abuser had predeceased the
decedent.
(d) Any other acquisition of property or interest by
the killer or abuser shall be treated in accordance with the
principles of this section.
(e)(1) For the purposes of this section, an individual
shall be deemed to have abused another if the individual is
convicted of elder abuse and neglect in the first or second
degree or financial exploitation of an elderly person in the
first or second degree, pursuant to Article 9 of Chapter 6 of
Title 13A.
(2) A final judgment of conviction of felonious and
intentional killing , elder abuse and neglect, or financial
exploitation of an elderly person is conclusive for purposes
of this section. In the absence of a conviction of felonious
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of this section. In the absence of a conviction of felonious
and intentional killing the court may determine by a
preponderance of evidence whether the killing was felonious
and intentional for purposes of this section.
(3) The court shall order a final judgment of
conviction of felonious and intentional killing, elder abuse
and neglect, or financial exploitation of an elderly person to
be recorded in the office of the judge of probate in each
county in which the decedent or victim owned or owns property.
The judgment shall be recorded consistent with the
requirements of Section 6-9-210.
(f) This section does not affect the rights of any
person individual who, before rights under this section have
been adjudicated, purchases from the killer or abuser for
value and without notice property which the killer or abuser
would have acquired except for this section, but the killer or
abuser is liable for the amount of the proceeds or the value
of the property.
(g)(1) Any insurance company, bank, or other obligor
making payment according to the terms of its policy or
obligation is not liable by reason of this section unless
prior to payment it has received at its home office or
principal address written notice of a claim under this
section .
(2) Any individual or entity otherwise facilitating the
acquisition of property or interest under subsection (d) is
not liable by reason of this section unless prior to the
facilitation it has received written notice of a claim under
this section.
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this section.
(3) No county, county official, or agent of a county or
county official is liable by reason of this section ."
Section 2. This act shall become effective on October
1, 2026.
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1, 2026.
________________________________________________
President and Presiding Officer of the Senate
________________________________________________
Speaker of the House of Representatives
SB41
Senate 29-Jan-26
I hereby certify that the within Act originated in and passed
the Senate, as amended.
Patrick Harris,
Secretary.
House of Representatives
Passed: 10-Mar-26
By: Senator Kelley
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