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July Content Update Details

TXdocs has released another batch of forms and improvements, in all practice areas! These changes are based on legislative updates effective immediately, updates to PDF forms on the OCA or other websites, and 26 specific requests from our fantastic subscribers.

A new shell affidavit has been added to the following practice areas: Business Organizations, Criminal Defense, Foreclosures, Guardianship, Landlord/Tenant, Mechanic's Liens, Probate, Real Estate, and Wills.

Business Organizations

New Non-Disclosure Agreements:

  • Simple (One Way)
  • Simple (Mutual)
  • Mutual Confidentiality and Non-disclosure Agreement

LLC Company Agreement - short form and long form now both available

Civil Litigation

New forms:

  • Original Answer to Petition for Declaratory Judgment
  • Letter to Clerk – Request to Register Foreign Judgment
  • Affidavit in Support of Registration of Foreign Judgment
  • Letter to Judgment Creditor – Notice of Filing Foreign Judgment (Presuit)
  • Notice of Filing Foreign Judgment
  • Affidavit – Attorney’s Proof of Mailing Notice of Foreign Judgment
  • Motion to Set – Comal County local form
  • Letter – Follow up on Records Request
  • Notice – Breach of Contract (Demand Letter)

Criminal Defense

  • New Bail Bond
  • Improvements to Legal Services Retainer Agreement
  • Orders now have signatures for defense attorney and prosecutor optional

Real Estate

  • Utility District Notice updated in the Notice to Purchaser of Special Taxing or Assessment District, per SB2815, effective immediately

Family Law

New forms:

  • Client Data Sheet (Current Case)
  • Appearance Bond
  • Financing Statement Amendment Addendum
  • TMRS Statement of Confidential Information
  • Letter Requesting Privilege Log
  • Motion to Set (Comal County local form)
  • Local Standing Orders for the following counties:
    • Freestone
    • Jack
    • Kleberg
    • Marion
    • McLennan
    • Medina
    • Moore
    • Panola
    • Upshur
  • More options for billing in the Attorney Retainer Agreement, including the ability to list specific staff members and general roles for billing, and indicating a courtesy rate for staff members billing at a discounted rate.

Probate

  • New Multi-Executor Conflict Waiver and Contract
  • PDF version of the Small Estate Affidavit, required by some courts
  • Improved Application for Probate of Will as Muniment of Title- now combined within 4 years and more than 4 years after death of decedent, now utilizes Heirship Tree in situations that require a listing of heirs who would inherit without the Will

Select a section below to see a complete list of updates:

Menu # Title Details
7.03 LLC Company Agreement - Long Form Rerelease of more comprehensive version
17.07 Affidavit Shell New form
18.01 Simple Non-Disclosure Agreement (One Way) New form
18.02 Simple Non-Disclosure Agreement (Mutual) New form
18.03 Mutual Confidentiality and Non-Disclosure Agreement New form
VOLUME WIDE Format overhaul  Overhauled volume to conform to our formatting standards like one space after periods
Menu # Title Details
11.08 Defendant's Motion to Dismiss Improved formatting and updated language to better match TCPRC 74.351.
16.03a Order Imposing Sanctions Rule 191 TRCP Revised Texas Rule of Civil Procedures to Texas Rules of Civil Procedures.
18.08 Agreed Motion to Retain Case on Docket Revised Texas Rule of Civil Procedures to Texas Rules of Civil Procedures.
24.04 Notice of Subpoena for Documents from Non-Party Revised Texas Rule of Civil Procedures to Texas Rules of Civil Procedures.
20.12 Certificate of Written Discovery Added Certificate of Service 
39.13 Letter - Follow Up on Records Request New form
40.02 Notice - Breach of Contract (Demand Letter) New form
40.05 Original Petition - Breach of Contract  Improved formatting in section regarding Plaintiff's rights and performance under the contract by adding "Plaintiff[s] state[s] that" to the beginning of each statement so that capitalization would be correct in instances such as "The Big Company...".
46.21 Order Appointing Receiver Improved coding for paragraph regarding sale of property and corrected "Texas Rule of Civil Procedures" to "Texas Rules of Civil Procedures". Also improved phrasing in the Fees paragraph.
49.14 Original Answer to Petition for Declaratory Judgment New form
49.20 Letter to Clerk - Request to Register Foreign Judgment New form
49.21 Affidavit in Support of Registration of Foreign Judgment New form
49.22 Letter to Judgment Debtor - Notice of Filing Foreign Judgment (Presuit) New form
49.23 Notice of Filing Foreign Judgment New form
49.24 Affidavit - Atty's Proof of Mailing Notice of Foreign Judgment New form
LOCAL Motion to Set (Comal Co) New form
Menu # Title Details
1.1 Legal Services Retainer Agreement Added option for flat fee pretrial and another for trial work
1.1 Legal Services Retainer Agreement Added language regarding non-refundable flat fee
5.20 Bail Bond New form
10.38 Motion for Production of True Name of Pseudonymous Complaint spelling errors corrected 
10.38a Order - Motion for Production of True Name of Pseudonymous Complaint spelling errors corrected 
28.21 Affidavit Shell New form
ORDERS All applicable orders Made signatures for defense attorney and prosecutor optional
Menu # Title Details
1.02 Attorney Retainer Agreement Added option to provide billing for roles AND staff, for named staff, added type of role, option to include "courtesy rate" for staff members billing at a discounted rate, and improved formatting in timed billing section.
1.13 Client Data Sheet (Current Case) New form to help keep track of party, appointments (amicus, ad litem, etc), and court info during an existing case
2.06 Motion for Authorization of Citation by Publication or Other Substituted Service Changed references of post decree to post-decree and alimony changed to spousal maintenance 
3.04 Affidavit of Indigency - Pauper's Oath - Divorce Revised Texas Rule of Civil Procedures to Texas Rules of Civil Procedures.
5.08 Temporary Orders (Divorce) Changed references of Spousal Maintenance to Spousal Support.
7.24 Financing Statement Amendment Addendum (UCC3Ad) New PDF
8.18 TMRS Statement of Confidential Information New PDF
11.05 Motion for TRO for SAPCR Added option for specific Harris or Williamson County, or a generic Certificate of Conference.
12.09 Motion to Remove Parenting Coordinator or Facilitator Changed references of post decree to post-decree and alimony changed to spousal maintenance 
12.10 Parenting Coordinator's or Facilitator's Motion to Remove Changed references of post decree to post-decree and alimony changed to spousal maintenance 
15.10 Affidavit of Indigency - Pauper's Oath Revised Texas Rule of Civil Procedures to Texas Rules of Civil Procedures.
16.05 Motion for [Physical - Mental] Examination Changed references of post decree to post-decree and alimony changed to spousal maintenance 
16.09 Motion for Child Custody Evaluation Changed references of post decree to post-decree and alimony changed to spousal maintenance 
16.15 Motion to Interview Child in Chambers Changed references of post decree to post-decree and alimony changed to spousal maintenance 
19.01 TCIC Data Entry Form - Protective Orders Updated PDF
19.05 Protective Order made finding for basis optional, to allow for an agreed protective order without a finding of family violence. Improved formatting and assembly
19.26 OCA Application for Protective Order Updated PDF
19.27 OCA Temporary Ex Parte Protective Order Updated PDF
5.07 Notice of Court Proceeding for TO- Divorce Added options for remote proceeding
10.01 Petition to Modify Parent-Child Relationship Added Protective Order statement
10.06 Notice of Court Proceeding for TO - Modification Added options for remote proceeding
11.10 Notice of Court Proceeding for TO- SAPCR Added options for remote proceeding
12.01 Parenting Plan Fixed a few missing periods after a.m/p.m. in possession schedule
15.11 Affidavit Shell Removed redundant second caption
19.28 OCA Protective Order Updated PDF
20.05 Notice of Subpoena Requesting Production From Non-Party Revised Texas Rule of Civil Procedures to Texas Rules of Civil Procedures.
20.08 Motion for Transcript of Deposition Recording Changed references of post decree to post-decree and alimony changed to spousal maintenance 
20.10 Motion for Order to Protect Confidential Information Changed references of post decree to post-decree and alimony changed to spousal maintenance 
20.12 Certificate of Written Discovery Added Certificate of Service 0
21.03 Motion to Modify Discovery Control Plan Changed references of post decree to post-decree and alimony changed to spousal maintenance 
21.10 Request for Disclosure (case filed before Jan 1, 2021) Revised Texas Rule of Civil Procedures to Texas Rules of Civil Procedures.
21.11 Response to Request for Disclosure (case filed before January 1, 2021) Revised Texas Rule of Civil Procedures to Texas Rules of Civil Procedures.
21.14 Motion to Withdraw or Amend Admissions Changed references of post decree to post-decree and alimony changed to spousal maintenance 
21.29 Motion for Disclosure of Protected Health Information Changed references of post decree to post-decree and alimony changed to spousal maintenance 
21.34 Motion to Determine Sufficiency of Answers-Objections to Requests for Admissions Changed references of post decree to post-decree and alimony changed to spousal maintenance 
21.37 Motion for Production of Expert's Reports in Tangible Form Changed references of post decree to post-decree and alimony changed to spousal maintenance 
21.39 Letter Requesting Privilege Log New form
21.39 Motion for [Sanctions] [and] [Compelling Discovery] Changed references of post decree to post-decree and alimony changed to spousal maintenance 
21.40 Letter to Opposing Counsel Regarding Motion to Compel Improved coding for style of case default
21.48 Motion for Protective Order - Discovery Changed references of post decree to post-decree and alimony changed to spousal maintenance 
23.01 Motion to Set With Order Changed references of post decree to post-decree and alimony changed to spousal maintenance 
23.02 Motion for Preferential Setting Changed references of post decree to post-decree and alimony changed to spousal maintenance 
23.04 Motion for Continuance Changed references of post decree to post-decree and alimony changed to spousal maintenance 
23.06 Motion to Maintain Case on the Docket Changed references of post decree to post-decree and alimony changed to spousal maintenance 
23.08 Motion to Reinstate Changed references of post decree to post-decree and alimony changed to spousal maintenance 
24.06 Motion to Recuse or Disqualify Changed references of post decree to post-decree and alimony changed to spousal maintenance 
24.10 Motion for Referral to Associate Judge Changed references of post decree to post-decree and alimony changed to spousal maintenance 
25.01 Attorney Appearance Client's signature will now be optional, if there is a substitution of counsel.
25.02 Motion to Substitute Attorney Changed references of post decree to post-decree and alimony changed to spousal maintenance 
25.04 Motion for Withdrawal of Attorney Changed references of post decree to post-decree and alimony changed to spousal maintenance 
26.17 Motion for Pretrial Conference Changed references of post decree to post-decree and alimony changed to spousal maintenance 
26.22 Motion to Take Judicial Notice Changed references of post decree to post-decree and alimony changed to spousal maintenance 
26.24 Motion to Show Cause With Order Changed references of post decree to post-decree and alimony changed to spousal maintenance 
27.06 Motion for Special Instructions to Jury Changed references of post decree to post-decree and alimony changed to spousal maintenance 
30.05 Answer to Motion for Enforcement of Child Support Modified assembly to avoid asking unnecessary questions, streamlined movant/obligor questions to avoid confusion
31.66 Appearance Bond New form
37.01 Motion for Change of Venue Changed references of post decree to post-decree and alimony changed to spousal maintenance 
37.03 Order Transferring Venue Added optional attorney sig blocks
38.06 Notice of Court Proceeding for TO - Parentage Added options for remote proceeding
46.01 Motion for Mediation Changed references of post decree to post-decree and alimony changed to spousal maintenance 
47.15 Arbitration Agreement for Family Law Fixed menu to select parties paying for court reporter fees.
50.02 Original Petition for Post-Decree Qualified Domestic Relations Order Changed references of post decree to post-decree and alimony changed to spousal maintenance 
50.07 Motion for New Trial on Judgment Following Citation by Publication Changed references of post decree to post-decree and alimony changed to spousal maintenance 
50.09 Motion to Set Aside Default Judgment by Reason of Military Service Changed references of post decree to post-decree and alimony changed to spousal maintenance 
50.13 Motion for New Trial Changed references of post decree to post-decree and alimony changed to spousal maintenance 
50.16 Motion for Judgment Nunc Pro Tunc Changed references of post decree to post-decree and alimony changed to spousal maintenance 
50.19 Motion to Modify Judgment Changed references of post decree to post-decree and alimony changed to spousal maintenance 
21.12 Request for Admissions Improved formatting
LOCAL Camp Co. Standing Order Updated to new version of PDF
LOCAL Morris Co. Standing Order Updated to new version of PDF
LOCAL Titus Co. Standing Order Updated to new version of PDF
LOCAL Navarro Co. Standing Order Updated to new version of PDF
LOCAL Polk Co. Standing Order Updated to new version of PDF
LOCAL San Jacinto Co. Standing Order Updated to new version of PDF
LOCAL Trinity Co. Standing Order Updated to new version of PDF
LOCAL Motion to Set (Comal Co) New form
LOCAL Freestone Co. Standing Order New form
LOCAL Jack Co. Standing Order New form
LOCAL Kleberg Co. Standing Order New form
LOCAL Marion Co. Standing Order New form
LOCAL Upshur Co. Standing Order New form
LOCAL McLennan Co. Standing Order New form
LOCAL Medina Co. Standing Order New form
LOCAL Moore Co. Standing Order New form
LOCAL Panola Co. Standing Order New form
LOCAL Panola Co. Children's Interest Seminar New form
LOCAL Washington Co. Kids First New form
LOCAL Standing Order Regarding Property and Conduct of the Parties (Gillespie) New PDF (same as bandera but diff clerk stamp)
LOCAL Standing Order Regarding Property and Conduct of the Parties (Kerr) New PDF (same as bandera but diff clerk stamp)
LOCAL San Patricio Co. Standing Order Updated to new version of PDF
Menu # Title Details
15.07 Affidavit Shell New form
LOCAL Bexar Co. Firearm Report Form for Guardianships New PDF
LOCAL Annual Report on Condition and Well-Being of Ward (Bexar) New PDF
Menu # Title Details
3.13 Affidavit Shell New form
Menu # Title Details
4.2 Affidavit Shell New form
Menu # Title Details
11.9 Affidavit Shell New form
Menu # Title Details
1.11 Multi-Executor Conflict Waiver and Contract New
2.02 Probate of Will Intake Improved default of child's address from decedent's residence when first line of address matches
6.01 Application for Probate of Will - Independent Executor (Sec. 401.001) Reworded divorces after will language
6.03 Application for Probate of Will - Ind. Executor by Agreement (Sec. 401.002a) Reworded divorces after will language
6.05 Application for Probate of Will Ind. Administrator by Agreement (Sec. 401.002b) Reworded divorces after will language
6.07 Application for Probate of Will - Designated Administrator (Sec. 254.006) Reworded divorces after will language
7.01 Application for Probate of Will and for Letters Testamentary (Dependent) Reworded divorces after will language
10.01 Application for Probate of Will as Muniment of Title Combined formerly separate forms for within 4 years and more than 4 years after death of decedent. Also added Heirship Tree to automatically bring in heirs, afterborn children, and divorces after the will was executed in situations that require a listing of heirs who would inherit without the will
10.01 Application for Probate of Will as Muniment of Title Reworded divorces after will language
11.01 Application for Probate of Will and for Letters of Administration Reworded divorces after will language
17.06 Small Estate Affidavit PDF New PDF version of Small Estate Affidavit, required by several counties
18.04 Waiver of Notice and Citation - Will Not Produced in Court Fixed primary attorney signature to indicate attorney represents the Applicant(s) instead of the Estate 
18.07 Waiver of Appointment and Right to Letters Testamentary Added new second paragraph, added numbering, and improved formatting.
18.08 Waiver of Appointment and Right to Letters of Administration Added new second paragraph, added numbering, and improved formatting.
18.09 Waiver of Appointment and Right to Letters of Temporary Administration Added new second paragraph, added numbering, and improved formatting.
18.10 Waiver of Appointment and Right to Letters of Administration With Will Annexed Added new second paragraph, added numbering, and improved formatting.
18.11 Waiver of Letters Testamentary in Favor of Muniment of Title Added new second paragraph, added numbering, and improved formatting.
26.13 Affidavit Shell New form
Menu # Title Details
6.13 Notice to Purchaser of Special Taxing or Assessment District New version of Utility District Notice SB2192
8.1 One to Four Family Residential Contract (Resale) Updated attorney contact information to use standard tokens
8.2 New Home Contract (Completed Construction) Updated attorney contact information to use standard tokens
8.3 New Home Contract (Incompleted Construction) Updated attorney contact information to use standard tokens
8.4 Unimproved Property Contract Updated attorney contact information to use standard tokens
8.5 Farm and Ranch Contract Updated attorney contact information to use standard tokens
8.6 Residential Condo Contract Updated attorney contact information to use standard tokens
15.12 Affidavit Shell New form
MANY Buyer/Seller character limit Tripled the maximum characters allowed for names of buyers and sellers to accommodate lengthier entries
Menu # Title Details
5.1 Spousal Lifetime Access Trust General language improvements
5.7 Certificate of Trust for SLAT General language improvements to match Trustee article from Trust
Menu # Title Details
2.3 Tax Oriented Wills Added alternate trustees for beneficiary's trusts for lump sum and 3-point distributions
5.2 Transfer on Death Deed - Spouses New
8.5 Affidavit Shell New form

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