January Content Update Details
Family Law
New forms:
- Notice to Cease and Desist
- Motion to Sign Order in Suit Affecting Parent-Child Relationship
- Response to Motion for Child Custody Evaluation
- Attorney Ad Litem’s Statement of Compliance for Children
- Shell Pleading for Attorney Ad Litem for Child
- Exhibit List
- Motion to Enter Judgment
- Dallas County Certificate of Conference
- Affidavit of Motor Vehicle Gift Transfer
- New Online Intake service for Pretrial Disclosures
- New Online Intake service for Child Custody Strategy Intake
Improvements:
- Improved Online Divorce Intake – added questions regarding health and potentially damaging allegations, improved answers coming in automatically to other forms, added prove up questions
- Improved language and assembly for splitting of items in divorce
- Responses to Written Interrogatories – modified to ask how many requests up front
- Final Decree of Divorce – Added options for waiver of discovery and discharge of retention requirement, tax warning, and compliance with premarital, post-nuptial, and partition/exchange agreements
- Specified list of items to include in report for genetic testing in Orders Granting Genetic Testing
- Petition and Order to Terminate or Modify Withholding – broadened so that a selection of multiple children can have support terminated
Criminal Defense
New forms:
- Order for Temporary Commitment – Uncontested Incompetence
- Standing Blood and Breath Order for Bexar County
Business Organizations
New forms:
- Minutes of Annual Meeting of LLC
- Minutes of Annual Meeting of Partners
Mechanics Liens
New forms:
- Conditional Waiver and Release on Final Payment
- Unconditional Waiver and Release on Final Payment
- Conditional Waiver and Release on Progress Payment
- Unconditional Waiver and Release on Progress Payment
Landlord/Tenant
New form: Pet Addendum
Trusts
Improvements:
- Added address of recipients to Letters of Instruction
- Created pathway for sole married settlor in Tax Planned Trust
Probate
New forms:
- PDF for Bexar County Court #2 – Pink Sheet Order
- Motion for Service by Publication – Will Not Produced
- Order for Service by Publication
- Affidavit of Dependent Administrator on Annual Account
Improvements:
- Letters to Clerk – Ability to select counties and automatically have TXdocs bring in the address of the Clerk
- Applications and Orders - Provide blank table if heirs are to be entered after assembly
- Affidavit of Death language
Civil Litigation
New forms:
- Order Authorizing Service of Citation (TRCP 103)
- Settlement and Mutual Release – Non-Litigated
- Notice to Cease and Desist
- Statement of Inability to Afford Payment of Court Costs
- Motion to Strike Summary Judgment Affidavit
- Order Granting Motion to Strike Summary Judgment Affidavit
- Motion to Modify Order in Garnishment
- Motion to Dissolve Order in Garnishment
- Dallas County Certificate of Conference
- New Online Intake service for Pretrial Disclosures
Improvements:
- Requests for Admissions for all causes of action – added new specific requests and option for “others”, made all requests optional
- Notice of Hearings have option for Certificate of Service
Guardianship
New form: New PDF for Bexar County Court #2 – Pink Sheet Order
Improvements:
- Application for Guardianship – improved to allow for multiple applicants and co-guardians. Added option for former name of proposed guardian and identification of applicant if not seeking guardianship appointment.
- Improved Orders, Oath, Declaration, Bond, Answer to allow for co-guardians
Real Estate
New forms:
- Paymaster Service Agreement
- Notice of Right to Cancel (Refinancing)
- Closing Disclosure PDF
- Easement Agreement for Utilities
- Easement Agreement for Reciprocal Access
- Easement in Gross Agreement
- Certificate of Management, Control, and Disposition
Wills
New form: New PDF – Beneficiary Designation for a Motor Vehicle
Improvements:
- Added appointment of health care agents in intake
- Added ability to appoint successor co-executors
- Declarations of Guardian- added optional combined declaration and self proving affidavit
Select a section below to see a complete list of updates:
| Menu # | Title | Details |
| 6.06 | Minutes of Annual Meeting of LLC | New form |
| 8.07 | Minutes of Annual Meeting of Partners | New form |
| Menu # | Title | Details |
| 5.02 | Order Authorizing Service of Citation (TRCP 103) | New form |
| 6.05 | Settlement and Mutual Release - Non-Litigated | New form |
| 13.02 | Objection to Jury Demand | Opened up to use Tarrant (specific for objection), Dallas, or generic Certificate of Conference |
| 14.07 | Notice of Zoom Hearing | Added certificate of service. |
| 14.08 | Notice of Zoom Hearing | Added ability to enter type of proceeding/hearing to be heard and a certificate of service. |
| 14.10 | Order on Motion for Zoom Hearing | Added type of proceeding/hearing to be heard. |
| 14.13 | Notice to Cease and Desist | New form |
| 14.16 | Statement of Inability to Afford Payment of Court Costs | New PDF form |
| 17.12 | Motion to Strike Summary Judgment Affidavit | New form |
| 17.12(b) | Order Granting Motion to Strike Summary Judgment Affidavit | New form |
| 21.03 | Objection to Use of Peremptory Challenges | Opened up to use Tarrant (specific for objection), Dallas, or generic Certificate of Conference |
| 28.01 | Objection to Requests for Disclosure | Replaced standard certificate of conference with Tarrant County Certificate of Conference for Objections |
| 28.01 | Objection to Requests for Disclosure | Opened up to use Tarrant (specific for objection), Dallas, or generic Certificate of Conference |
| 28.02 | Objection to Interrogatories | Opened up to use Tarrant (specific for objection), Dallas, or generic Certificate of Conference |
| 28.03 | Objection to Request for Admissions | Opened up to use Tarrant (specific for objection), Dallas, or generic Certificate of Conference |
| 28.04 | Objection to Request for Production | Opened up to use Tarrant (specific for objection), Dallas, or generic Certificate of Conference |
| 28.05 | Objection to Request for Entry Upon Real Property | Opened up to use Tarrant (specific for objection), Dallas, or generic Certificate of Conference |
| 28.06 | Objection to Notice of Deposition | Opened up to use Tarrant (specific for objection), Dallas, or generic Certificate of Conference |
| 29.01 | Notice of Filing of Medical and Billing Records Affidavit | Expanded form to include multiple records affidavits, including medical records affidavit. |
| 33.01 | Request for Admissions (Shell) | Made all requests optional, allowed for multiple attached documents; and added an option for blank requests for admission |
| 40.07 | Plaintiff's Request for Admissions (Breach of Contract) | Added new requests for location of Defendant, Agreement in entirety, Express contract, Conditions precedent performed, and Express Warranty. Also made all requests optional, including an option for "Other". |
| 40.08 | Defendant's Request for Admissions (Breach of Contract) | Added new requests for 1) Authentication of attached documents, 2) Oral agreement made, 3) Untimely written demand, and 4) Limited liability. Also made all request optional, including an option for "Other". |
| 41.32 | Plaintiff's Request for Admissions (Med Mal) | Added two new requests and made all requests optional, including an option for blank requests for admission |
| 41.33 | Defendant's Request for Admissions (Med Mal) | Added three new requests and made all requests optional, including an option for multiple blank requests |
| 42.07 | Plaintiff's Request for Admissions (Premises Liability) | Added three new requests and made all requests optional, including an option for bland requests for admission |
| 42.08 | Defendant's Request for Admissions (Premises Liability) | Added three new requests and made all requests optional, including an option for blank requests for admission |
| 43.10 | Plaintiff's Request for Admissions (Products Liability) | Added new requests and made all requests optional, including an option for blank requests for admission |
| 43.11 | Defendant's Request for Admissions (Products Liability) | Added new requests and made all requests optional, including an option for blank requests for admission |
| 44.20 | Plaintiff's Request for Admissions (Motor Vehicle) | Added new requests in each category and made all requests optional, including an option for blank requests for admission |
| 44.21 | Defendant's Request for Admissions (Motor Vehicle) | Added new requests and made all requests optional, including an option for blank requests for admission |
| 45.21 | Plaintiff's Request for Admissions (DTPA) | Added new requests and made all requests optional, including an option for blank requests for admission |
| 45.22 | Defendant's Request for Admissions (DTPA) | Added new requests and made all requests optional, including an option for blank requests for admission |
| 46.25 | Motion to Modify Order in Garnishment | New form |
| 46.26 | Motion to Dissolve Order in Garnishment | New form |
| IMPORT | Dallas County Certificate of Conference | Updated language |
| Online Intake | Pretrial Disclosures | New Online Intake Service |
| Menu # | Title | Details |
| 21.5 | Order for Temporary Commitment - Uncontested Incompetency | New form |
| 26.13 | Application for Writ of Habeas Corpus Under Article 11.07 | Updated PDF to 2018 version |
| LOCAL | Standing Blood and Breath Order (Bexar) | New PDF |
| Menu # | Title | Details |
| 1.01 | Consultation Agreement | Removed opposing counsel |
| 1.10 | Divorce Info Intake | Updated defaults from Online Intake service and added new questions regarding health and potentially damaging allegations |
| 1.25 | Statement of Inability to Afford Payment of Court Costs | Updated version |
| 1.25 | Statement of Inability to Afford Payment of Court Costs | Allows for multiple selections for what is unable to be paid |
| 2.10 | Notice to Cease and Desist | New form |
| 3.07 | Counteranswer in Divorce | Fixed issue with client assignment. |
| 4.01 | Final Decree of Divorce | Added option for waiver of discovery and discharge of retention requirement if agreed, and option for new tax warning |
| 4.01 | Final Decree of Divorce | Added option for compliance with premarital post-nuptial, and partition/exchange agreements |
| 4.01 | Final Decree of Divorce | Improved format of other property provisions |
| 4.05 | Final Decree of Divorce | Improved format of other property provisions |
| 4.09 | Separation Agreement | Improved format of other property provisions |
| 7.29 | Affidavit of Motor Vehicle Gift Transfer | New PDF from the DMV |
| 11.14 | Motion to Sign Order in Suit Affecting Parent-Child Relationship | New form |
| 16.10 | Response to Motion for Child Custody Evaluation | New form |
| 17.07 | Order Appointing Attorney Ad Litem for Child[ren] | Improved assembly of form, made additional orders optional |
| 17.20 | Attorney Ad Litems' Statement of Compliance for Children | New form |
| 17.21 | Shell Pleading for Attorney Ad Litem for Child | New form |
| 18.20 | Notice of Zoom Hearing | Modified to avoid asking unnecessary questions, improved assembly for all types of cases, added ability to enter the type of proceeding/hearing to be heard, and an optional certificate of service. |
| 18.21 | Motion for Zoom Hearing | Modified to avoid asking unnecessary question, and improved assembly for all types of cases. |
| 18.22 | Order on Motion for Zoom Hearing | Modified to avoid asking unnecessary questions, improved assembly for all types of cases, and added type of proceeding/hearing to be heard. |
| 18.29 | Exhibit List | New form |
| 21.06 | Responses to Written Interrogatories | Modified to ask how many requests up front to improve assembly process |
| 21.12 | Request for Admissions | Improved assembly for more flexibility |
| 21.13 | Responses to Requests for Admissions | Improved assembly process |
| 21.19 | Response to Requests for Inspection and Production | Modified to ask how many requests up front to improve assembly process |
| 21.40 | Motion for Sanctions and/or Compelling Discovery | Improved assembly of form, abuse of discovery questions only asked if seeking sanctions. |
| 21.41 | Order for Sanctions and/or Compelling Discovery | Improved assembly of form so correct panels are presented. |
| 26.37 | Motion to Enter Judgment | New form |
| 29.02 | Income Withholding for Support | Updated defaults for contact information to default to attorney for questions and for support manager if selected |
| 29.08 | Original Petition to Terminate or Modify Withholding | Broadened use so that multiple children could have support terminated. Improved assembly to remove unnecessary questions. |
| 29.09 | Order Terminating or Modifying Withholding | Broadened use so that multiple children could have support terminated. Improved assembly to remove unnecessary questions. |
| 32.12 | Application for Writ Auth Entry & Prop Retrieval | Enabled selection of applicant or a dependent of applicant for owner of service animals and wireless devices. |
| 32.14 | Order Granting Application for Writ Authorizing Entry and Retrieval | Enabled selection of applicant or a dependent of applicant for owner of service animals and wireless devices. |
| 32.15 | Writ Authorizing Entry and Property Retrieval | Enabled selection of applicant or a dependent of applicant for owner of service animals and wireless devices. |
| 38.09 | Order Granting Genetic Testing - Child Support | Text changed to include list of items in report for genetic testing and overall improvement |
| 40.11 | Order Granting Genetic Testing - Termination Suit | Text changed to include list of items in report for genetic testing and overall improvement |
| 43.01 | Original Petition for Name Change | Added link to DPS instructional form for Legal Name Change Procedure CR-65 to form help |
| 46.11 | Mediated Settlement Agreement | Improved listing of split and other divisions of property |
| 50.05 | Motion to Set Aside Default Judgment | Clarified form for Respondent only; improved assembly and formatting |
| LOCAL | Dallas County Certificate of Conference | New local form |
| LOCAL | Wise County Standing Order | Updated to new version |
| Online Intake | Online Divorce Intake | Added prove up questions to divorce intake |
| Online Intake | Child Custody Strategy Intake | New Online Intake Service, holley v. adams factors |
| Online Intake | Divorce Intake | Added new questions regarding health and potentially damaging allegations |
| Online Intake | Pretrial Disclosures | New Online Intake Service |
| 0.5 (SBOT) | Statement of Inability to Afford Payment of Court Costs | Allows for multiple selections for what is unable to be paid |
| Menu # | Title | Details |
| 2.01 | Application for Appointment of Guardian | Allows for multiple applicants and co-guardians. Added option for former name of proposed guardian and identification of applicant if not seeking guardianship appointment |
| 2.01 | Application for Appointment of Guardian | Added state that issued DL for applicant and guardian as well as former name of each applicant, if any |
| 2.02 | Order for Appointment of Guardian | Allows for multiple applicants and co-guardians. Made bond optional, added other attorney component. |
| 2.03 | Order Appointing Guardian With Limited Authority | Broadened use for multiple applicants and guardians, applicant can be different from guardian and there can be a separate guardian of the person and guardian of the estate. Regrouped questions by topic, made bond optional. Replaced ad litem sig block with other attorney component. Added language for declaration of guardian. |
| 2.04 | Oath of Guardian | Opened up to co-guardians or separate guardian of the estate and guardian of the person |
| 2.05 | Declaration of Guardian | Opened up to co-guardians or separate guardian of the estate and guardian of the person |
| 2.06 | Bond of Guardian | Modified for smoother, broader assembly with new option for co-guardians in this chapter, updated language |
| 2.09 | Answer of Attorney Ad Litem | Opened up to multiple applicants, new certificate of service for ad litem |
| 2.10 | Application for Attorney Ad Litem Fees | Made details of appointment of guardians of the person/estate unconditional, allows for co-guardians. Replaced global certificate of service with the ad litem certificate of service. |
| 2.12 | Motion for Mental Examination | Added ad litem certificate of service |
| 3.02 | Order Appointing Temporary Guardian | Added other attorney component, improved assembly |
| 3.05 | Order Appointing Temporary Guardian Pending Contest | Created option for motion filed by an interested party or the Court, added other attorney component, added language for declaration, improved assembly |
| LOCAL | Travis - Annual Report of Person | Updated defaults for name and DOB of guardians |
| LOCAL | Bexar - Pink Sheet Order to Pay Appointee | New PDF for Court 2 |
| Online Intake | Permanent Guardianship Intake | Made service compatible with multiple applicants and guardians |
| Menu # | Title | Details |
| 2.10 | Pet Addendum | New form |
| 6.20 | Petition for Ex Parte Writ of Restoration of Utility Service | Modified unsworn declaration coding for smoother assembly with other forms |
| Menu # | Title | Details |
| 3.1 | Conditional Waiver and Release on Final Payment | New form |
| 3.2 | Unconditional Waiver and Release on Final Payment | New form |
| 3.3 | Conditional Waiver and Release on Progress Payment | New form |
| 3.4 | Unconditional Waiver and Release on Progress Payment | New form |
| Menu # | Title | Details |
| 3.01 | Letter to County Clerk | Modified to use Dallas county probate court address |
| 3.02 | Letter to Other County Clerk | Modified to use Dallas county probate court address. Allows user to select different county from county of filing if stored answers |
| 8.01 | Application for Letters of Dependent Administration | Allows for heirs table even if no heirs entered (for manually adding later) |
| 8.03 | Combined Application to Determine Heirship & Letters of Administration | Allows for heirs table even if no heirs entered (for manually adding later) |
| 8.04 | Judgment Determining Heirship and Granting Letters of Administration | Allows for heirs table even if no heirs entered (for manually adding later) |
| 8.05 | Combined Application to Determine Heirship & Letters of Independent Administration | Allows for heirs table even if no heirs entered (for manually adding later) |
| 8.06 | Judgment Determining Heirship & Granting Letters of Independent Administration. | Allows for heirs table even if no heirs entered (for manually adding later) |
| 8.07 | Application for Letters of Ind. Administration by Agreement (Section 401.003) | Added applicant signature lines |
| 8.07 | Application for Letters of Independent Administration by Agreement | Allows for heirs table even if no heirs entered (for manually adding later) |
| 9.04 | Letter Notice of Appointment of Temporary Administrator | Assembles 1 copy if no heirs are listed |
| 12.01 | Application to Determine Heirship | Allows for heirs table even if no heirs entered (for manually adding later) |
| 12.03 | Affidavit Concerning Identity of Heirs | Changed title to reflect statute |
| 12.07 | Judgment Declaring Heirship | Allows for heirs table even if no heirs entered (for manually adding later) |
| 17.01 | Small Estate Affidavit | Allows for heirs table even if no heirs entered (for manually adding later) |
| 24.03 | Affidavit of Dependent Administrator on Annual Account | New form |
| 26.01 | Affidavit of Heir After Period of Probate | Made heirs required |
| 26.09 | Affidavit of Death | Improvements to language, per Joel Norris |
| 34.26 | Motion for Service by Publication - Will Not Produced | New form |
| 34.27 | Order for Service by Publication | New form |
| 34.29 | Notice of Zoom Hearing | Added ability to enter the type of matter being heard and an optional certificate of service. |
| 34.30 | Motion for Zoom Hearing | Added ability to enter the type of matter being heard. |
| LOCAL | Bexar - Pink Sheet Order to Pay Appointee | New PDF for Court 2 |
| Menu # | Title | Details |
| 1.12 | Paymaster Service Agreement | New form |
| 6.15 | Notice of Right to Cancel (Refinancing) | New form |
| 12.8 | Closing Disclosure | New PDF form |
| 14.3 | Easement Agreement for Utilities | New form |
| 14.2 | Easement Agreement for Reciprocal Access | New form |
| 14.4 | Easement in Gross Agreement | New form |
| 14.14 | Certificate of Management, Control, and Disposition | New form |
| Menu # | Title | Details |
| 0.1 | Intake from Wills | New form intended to pre-load answers from Wills volume |
| 3.8 | Letter of Instruction - Life Insurance | Added address block for recipients |
| 4.8 | Letter of Instruction - GST | Added address block for recipients |
| 5.8 | Letter of Instruction - SLAT | Added address block for recipients |
| 8.4 | Letter of Instruction - Simple | Added address block for recipients |
| 9.2 | Receipt of Funding Deposit - Tax Planned | Modified signature blocks |
| 9.3 | Certificate of Trust - Tax Planned Revocable | Pathway for sole settlor who is married |
| 9.4 | Letter of Instruction - Tax Planned | Added address of recipient, improved for sole settlor |
| 9.7 | Letter Notice of Tax Planned Revocable Trust Creation | Modified signature blocks |
| 9.1 | Tax Planned Revocable Trust | Opened up for sole settlor |
| Menu # | Title | Details |
| 0.1 | Import from Trusts | New form/application to bring answers from trusts for pourover wills |
| 1.3 | Wills Intake | Added appointment of health care agents |
| 2.1 | Simple Will | Added successor co-executors, bolded name of Testator |
| 2.2 | Simple Will - Dynasty Trust | Added successor co-executors, bolded name of Testator |
| 2.3 | Tax Oriented Will | Added successor co-executors, bolded name of Testator |
| 2.5 | Pourover Will - Married Testator | Added successor co-executors, bolded name of Testator, and Executor's power to determine payment method to incapcitated beneficiaries optional |
| 2.5 | Pourover Will - Spouse | Added successor co-executors, bolded name of Testator, and Executor's power to determine payment method to incapacitated beneficiaries optional |
| 2.6 | Pourover Will - Single Person | Added successor co-executors, bolded name of Testator, and Executor's power to determine payment method to incapacitated beneficiaries optional |
| 2.7 | Small Estate Will With Special Needs Trust | Added successor co-executors, bolded name of Testator |
| 2.10 | Basic Will - Married Testator | Bolded name of Testator |
| 2.11 | Basic Will - Spouse | Bolded name of Testator |
| 2.12 | Basic Will - Single Person | Bolded name of Testator |
| 2.13 | Basic Pourover Will - Married Testator | Bolded name of Testator |
| 2.14 | Basic Pourover Will - Spouse | Bolded name of Testator |
| 2.15 | Basic Pourover Will - Single Person | Bolded name of Testator |
| 4.7 | Statutory Declaration of Guardian | Added option to use combined declaration and self-proving affidavit and improved signatures |
| 4.7(b) | Spouse's Statutory Declaration of Guardian | Added option to use combined declaration and self-proving affidavit and improved signatures |
| 4.19 | Beneficiary Designation for a Motor Vehicle | New PDF |
| 7.3 | Statutory Declaration of Appointment of Guardian for Minor Child | Added optional combined declaration and self proving affidavit, improved formatting, coded for dating the execution or leaving blank |