May Highlights
(Details in table below)
TXdocs released an update with new forms and features to bring even more value to your subscription.
Default to Current Postjudgment Interest Rate
Judge Longino, our Family Law expert, has noted that many attorneys routinely use 5% as the postjudgment interest rate in their orders—often unaware that a higher rate may be available to better serve their clients. To help address this, TXdocs now defaults the current postjudgment interest rate published by the Texas Office of Consumer Credit Commissioner during document assembly. The default answer to an applicable question will reflect the latest rate from https://occc.texas.gov/publications/interest-rates . As always, you may override the default. This is just one more way TXdocs helps make your job easier.
More CPS Forms
TXdocs has expanded its chapter in Family Law for suits involving DFPS with the addition of new motions and orders based on forms developed by Professor Diane Sumoski, Director of the SMU Child Advocacy Clinic at the Dedman School of Law. These forms are designed to help attorneys appointed as attorney ad litem advocate more effectively for children in CPS and related proceedings.New additions include:
- Motion and Order for Second Opinion on Psychological Evaluation
- Motion and Order for Second Opinion on Propriety of Psychotropic Medication
- Motion and Order for Sibling Therapy
More forms and resources in this area of law are on the way. Our sincere thanks to Professor Sumoski for making this valuable resource available to the TXdocs community.
Improved Formatting
These improvements will help your assembled documents appear more professional, improve readability, and reduce the need for manual edits.
- Consistent display of “smart” quotes and apostrophes, as recommended by modern typography guides
- Signature lines in estate planning documents (applies to Norris Modern Wills and Estates, Advanced Estate Planning, and Trusts) extend to the margin you have set in Format Wizard
Longino Family Law
- In response to the new Local Rules of the Family Trial Division of the Judicial District Court of Harris County, Texas, TXdocs has added forms and options to comply with Rule 4 regarding required disclosures.
- New Required Disclosures form in Local Forms (Harris County)
- New Request for Compliance of Required Disclosures in Local Forms (Harris County)
- Added option in Certificate of Written Discovery (20.12)
- More new forms:
- Affidavit or Declaration in Support of Motion for Continuance of Trial
- Affidavit or Declaration in Support of Motion for Continuance of Trial (DFPS)
- Denial of Registrant’s Paternity (VS-133)
- Request to Forward Document to Judge (Bell County)
- Request for Service (Bell County)
- Respondent’s Motion to Authorize Placement (DFPS)
- Order Granting Motion to Authorize Placement (DFPS)
- Waiver of Citation and Consent to Adoption by DFPS
- Ad Litem Report
- Updated PDFs:
- Application for Social Security Card
- Application for Issuance of Subpoena (Lubbock County)
- Application for Subpoena (Fort Bend County)
- Income Withholding Order
- Mail Application for Death Record
- Request for Post Judgment Writ (Hays County)
- Application for Social Security Card
- Standing Order for 220th District Court (Hamilton County)
- Standing Order Regarding Property and Conduct of the Parties (Bosque County)
- Application for Appointment – Family and CPS Cases (Williamson County)
- Retired PDFs that are no longer used
- Appearances: more options to cover your scenarios and improved display (in applicable orders and temporary orders)
- In response to reports from subscribers that more cases are being assigned to another court, we’ve added an option to all forms in this volume to automatically set up the style of case caption for this scenario
- Medical and Dental Support language: improved Notice of Termination of Health and Dental Insurance language, clarified definition of “health insurance” and use of terms
Criminal Defense
- Improved layout of County Criminal Court at Law captions
- Updated PDFs in local forms:
- Order Granting Occupational License (Williamson County)
- Order Granting Occupational License With Ignition Interlock (Williamson County)
- Standing Discovery Order for Criminal Cases (Hunt County)
- Request for Notice of Intent to Introduce Evidence of Extraneous Offenses: improved language
Norris Modern Probate
- New forms:
- Notice of Application to Remove Remains
- Application to Remove Remains
- Order Authorizing Removal of Remains
- Opposition to Pleading
- Small Estate Intakes
- New Online Intake service for Small Estates
- Added instruction and direction for clients in online intake services
- Proof of Facts Concerning the Identities of Heirs: now allows for both proofs to be assembled at the same time
- Inventory: improved to help auditors understand the division of community and separate portions, removed unnecessary questions if the decedent was not married
- Updated PDFs:
- Order for Payment of Appointee Fees (Harris County)
- Order and Approval of Judge for Affidavit of Distributees – Small Estates (Harris County)
- IRS form 4506-T Request for Transcript of Tax Return
Norris Modern Wills and Estates
- New Jurat for Testator Unable to Sign
- Confirmation of Client and Spouse Information: Added options for agent for disposition of remains and disqualified guardians
- Durable Power of Attorney for Client and Spouse: Improvements per Joel Norris for easier understanding and acceptance. Also added options for gift beneficiaries, effectiveness trigger, and revocation of previous PoAs.
Trusts
- Simple and Tax Planned Revocable Trusts: new language for distribution of personal property by memorandum. Works in conjunction with the Pourover Will in Advanced Estate Planning.
Civil Litigation
- Exhibit List now allows for identification by numbers or letters
- New PDFs in local forms:
- Notice of In-Person Hearing (Bexar County)
- Notice of Zoom Hearing (Bexar County)
- Notice of Setting in Presiding Court (Bexar County)
- Request for Service (Bell County)
- Request to Forward Document to Judge (Bell County)
- Application to Release Funds Deposited for Cash Bond (Fort Bend County)
- Request for Post Judgment Writ (Hays County)
- Application for Issuance of Subpoena (Lubbock County)
Business Organizations
- Removed instructions regarding Corporate Transparency Act reporting requirements from Client Instruction Letters per latest ruling
Select a practice area below to see a complete list of updates:
| Menu # | Title | Details |
| Chp 2 | Wills | Added notary block to combined self-proving affidavit |
| 2.05 | Pourover Will | Removed personal property distribution in favor of new memorandum language |
| 2.05 | Pourover Will - Spouse | Removed personal property distribution in favor of new memorandum language |
| 2.06 | Pourover Will - Single Person | Removed personal property distribution in favor of new memorandum language |
| Multi | Multi | Extended signature lines to the margin |
| OIS | Estate Planning Worksheet Intake | New service |
| All RTF Templates | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu | Title | Details |
| 1.03 | Client Letter - Corporate Transparency Act | Retired form- no longer needed |
| 7.14 | Client Instruction Letter (Manager Managed LLC) | Removed option for instructions regarding the Corporate Transparency Act |
| 9.08 | Client Instruction Letter (Limited Partnership) | Removed option for instructions regarding the Corporate Transparency Act |
| All RTF templates | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu # | Title | Details |
| 12.01 | Motion to Transfer Venue - Improper County | Fixed properties of question regarding transfer for convenience |
| 14.14 | Exhibit List | Allowed for exhibits to be identified by either letters or numbers |
| LOCAL | Notice of In-Person Hearing (Bexar) | New form from Bexar Co. Local Rules 2024 |
| LOCAL | Notice of Zoom Hearing (Bexar) | New form from Bexar Co. Local Rules 2024 |
| LOCAL | Application to Release Funds Deposited for Cash Bond (Fort Bend) | Updated to new version of PDF |
| LOCAL | Notice of Setting in Presiding Court (Bexar) | New form from Bexar Co. Local Rules 2024 |
| LOCAL | Request for Service (Bell) | New PDF |
| LOCAL | Request to Forward Document to Judge (Bell) | New PDF |
| LOCAL | Application for Issuance of Subpoena (Lubbock) | New PDF |
| LOCAL | Notice of Hearing in Monitoring Court (Bexar) | Added Monitoring Judge signature line |
| LOCAL | Request for Post Judgment Writ (Hays) | New PDF |
| All RTF Templates | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu # | Title | Details |
| 18.1 | Request for Notice of Intent to Introduce Evidence of Extraneous Offenses | Changed language to make it more of a request and less of a motion. Retired accompanying order |
| CAPTION | County Criminal Court at Law Caption | Modified formatting of caption as per user feedback from webinar |
| LOCAL | Order Granting Occupational License (Williamson) | Updated to new version of PDF |
| LOCAL | Order Granting Occupational License With Ignition Interlock (Williamson) | Updated to new version of PDF |
| LOCAL | Standing Discovery Order for Criminal Cases (Hunt) | Updated to new version of PDF |
| All RTF templates | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu # | Title | Details |
| 3.03 | Waiver of Service - Divorce | Added statement that notary is not an attorney in the case. |
| 4.01 | Final Decree of Divorce | Added additional appearance options for Petitioners and Respondents |
| 4.01 | Final Decree of Divorce | Improved Notice of Termination of Health and Dental Insurance language per Judge Longino, clarified definition of "health insurance" and use of terms |
| 4.09 | Separation Agreement | Improved Notice of Termination of Health and Dental Insurance language per Judge Longino, clarified definition of "health insurance" and use of terms |
| 4.12 | Name Change Order | Improved assembly, specifically defaulting of answers from other forms |
| 5.08 | Temporary Orders for Divorce | Improved Notice of Termination of Health and Dental Insurance language per Judge Longino, clarified definition of "health insurance" and use of terms |
| 10.09 | Temporary Orders for Modification of SAPCR | Added additional appearance options for Petitioners and Respondents |
| 10.09 | Temporary Orders for Modification of SAPCR | Improved Notice of Termination of Health and Dental Insurance language per Judge Longino, clarified definition of "health insurance" and use of terms |
| 10.12 | Order in Suit to Modify Parent-Child Relationship | Added additional appearance options for Petitioners and Respondents |
| 10.12 | Order in Suit to Modify Parent-Child Relationship | Improved Notice of Termination of Health and Dental Insurance language per Judge Longino, clarified definition of "health insurance" and use of terms |
| 11.11 | Temporary Orders in Suit Affecting Parent-Child Relationship | Added additional appearance options for Petitioners and Respondents |
| 11.11 | Temporary Orders in SAPCR | Improved Notice of Termination of Health and Dental Insurance language per Judge Longino, clarified definition of "health insurance" and use of terms |
| 11.12 | Order in Suit Affecting Parent-Child Relationship | Improved Notice of Termination of Health and Dental Insurance language per Judge Longino, clarified definition of "health insurance" and use of terms |
| 11.12 | Order in Suit Affecting Parent-Child Relationship | Added additional appearance options for Petitioners and Respondents |
| 11.13 | Order in Suit Affecting Parent-Child Relationship-Relief Denied | Added additional appearance options for Petitioners and Respondents |
| 11.16 | Order in SAPCR to Prevent International Child Abduction | Added additional appearance options for Petitioners and Respondents |
| 15.08 | Application for a New Birth Certificate Based on Parentage | Retired form; AG office points to VS-170 (in Txdocs' library) |
| 17.21 | Ad Litem's Written Interrogatories | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 17.30 | Motion to Discharge Amicus | Added option for AI Certification for Bexar County |
| 18.05 | Waiver of Service - SAPCR | Updated for standard notary language for consistency. |
| 18.29 | Exhibit List | Exhibits can now be identified by letter or number |
| 18.30 | Mail Application for Death Record | Updated to new version of PDF |
| 19.01 | Application for Protective Order - Mandated | Increased margins from .5 to 1" |
| 19.02 | Affidavit for Temporary Ex Party Order | Increased margins from .5 to 1" |
| 19.03 | Declaration for Temporary Ex Parte Order | Increased margins from .5 to 1" |
| 19.04 | Temporary Ex Parte Order - Mandated | Increased margins from .5 to 1" |
| 19.05 | Protective Order - Mandated | Increased margins from .5 to 1" |
| 20.01 | Subpoena to Compel Attendance at Deposition | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 20.02 | Subpoena to Compel Production of Documents and Tangible Things | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 20.06 | Notice of Intent to Record Deposition by Non-Stenographic Means | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 20.07 | Notice of Deposition [by Oral Examination - Upon Written Questions] | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 20.12 | Certificate of Written Discovery | Added option for Required Disclosures under Harris County Local Rule 4 |
| 21.05 | Written Interrogatories | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 21.12 | Request for Admissions | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 21.13 | Responses to Requests for Admissions | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 21.18 | Request for Inspection and Production | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 21.19 | Response to Requests for Inspection and Production | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 21.21 | Request for Identification of Withheld Material or Information | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 21.22 | Notice of Intent to Use Self-Authenticated Document | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 21.26 | Notice of Filing of Business Records | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 21.65 | Objection to Business Records Affidavit | Improved coding to work smoothly with other types of cases using Plaintiff/Defendant designations. |
| 22.16 | Application for Social Security Card | Updated to new version of PDF |
| 23.06 | Motion for Continuance of Trial | Improved coding in Verifications for more reliability. |
| 23.06 | Motion for Continuance of Trial | Added optional reference to an Affidavit or Declaration in Support of Motion for Continuance of Trial. |
| 23.07 | Affidavit or Declaration in Support of Motion for Continuance of Trial | New form |
| 25.01 | Attorney Appearance | Improved functionality for different types of cases. |
| 25.08 | Appearance of Co-Counsel | Improved functionality for different types of cases. |
| 26.01 | Motion for Consolidation | Improved assembly |
| 26.02 | Order for Consolidation | Improved assembly |
| 29.02 | Income Withholding Order | Updated to new version of PDF |
| 29.09 | Order Terminating or Modifying Withholding | Added additional appearance options for Petitioners and Respondents |
| 29.18 | Judgment for Remainder of Child Support From Deceased Obligor | Added additional appearance options for Petitioner and Respondents |
| 30.11 | Order for Capias | Added appearance options for movant |
| 30.45 | Order Returning Excess Child Support Payment | Added additional appearance options for Petitioners and Respondents |
| 31.26 | Petition for Writ of Habeas Corpus | Added option for assignment to another court in caption |
| 31.27 | Affidavit or Declaration in Support of Request for Writ of Attachment | Added option for assignment to another court in caption |
| 31.28 | Response to Petition for Writ of Habeas Corpus | Added option for assignment to another court in caption |
| 31.29 | Order for Writ of Habeas Corpus | Added option for assignment to another court in caption |
| 31.30 | Order for Return of Child | Added option for assignment to another court in caption |
| 32.05 | Order Enforcing Division of Property by Contempt with Commitment Suspended | Added additional appearance options for Petitioners and Respondents |
| 35.04 | Temporary Orders - Military Duty - Conservator - No Right to Designate Residence | Added additional appearance options for Petitioners and Respondents |
| 38.07 | Temporary Orders in Suit to Adjudicate Parentage | Added additional appearance options for Petitioners and Respondents |
| 35.08 | Order for Additional Periods of Possession and Access | Revamped Form |
| 35.16 | Verification of Pay Letter | Retired form - now provided for military retirees on the myPay platform. |
| 38.10 | Order Adjudicating Parentage | Added additional appearance options for Petitioners and Respondents |
| 38.10 | Order Adjudicating Parentage | Improved Notice of Termination of Health and Dental Insurance language per Judge Longino, clarified definition of "health insurance" and use of terms |
| 38.12 | Waiver of Service - Gestational Agreement | Updated to include option for online notary and statement that notary is not an attorney in the case. |
| 38.13 | Order Validating Gestational Agreement | Added additional appearance options for Petitioners and Respondents |
| 38.23 | Denial of Registrant's Paternity (VS-133) | New PDF |
| 39.02 | Order of Parental Rights Termination and Adoption of Stepchild[ren] | Added additional appearance options for Petitioners and Respondents |
| 40.02 | Order Terminating Parental Rights | Added additional appearance options for Petitioners and Respondents |
| 40.04 | Order on Termination of Nongenetic Father | Added additional appearance options for Petitioners and Respondents |
| 40.10 | Order Dismissing Terminations | Added additional appearance options for Petitioners and Respondents |
| 41.02 | Adoption Order | Added additional appearance options for Petitioners and Respondents |
| 41.05 | Original Petition to Adopt Adult | Added option for assignment to another court in caption |
| 41.06 | Adult Consent to Adoption | Added option for assignment to another court in caption |
| 41.07 | Motion to Waive Attendance by Petitioner | Added option for assignment to another court in caption |
| 41.08 | Motion to Waive Attendance by Adoptee | Added option for assignment to another court in caption |
| 41.09 | Order Waiving Attendance of [Petitioner/Adoptee] in Adult Adoption | Added option for assignment to another court in caption |
| 41.10 | Order for Adoption of Adult | Added additional appearance options for Petitioner |
| 41.10 | Order for Adoption of Adult | Added option for assignment to another court in caption |
| 42.02 | Waiver of Service - Annulment | Updated to include option for online notary and statement that notary is not an attorney in the case. |
| 42.04 | Decree of Annulment | Added additional appearance options for Petitioners and Respondents |
| 42.06 | Original Petition to Annul Underage Marriage | Added option for assignment to another court in caption |
| 42.07 | Waiver of Service - Annulment | Added option for assignment to another court in caption |
| 42.07 | Waiver of Service - Annulment of Underage Marriage | Updated to include option for online notary and statement that notary is not an attorney in the case. |
| 42.08 | Decree of Annulment of Underage Marriage | Added option for assignment to another court in caption |
| 42.11 | Waiver of Service - Void Marriage | Updated to include option for online notary and statement that notary is not an attorney in the case. |
| 42.13 | Decree Declaring Marriage Void | Added additional appearance options for Petitioners and Respondents |
| 43.01 | Original Petition for Adult Name Change | Added option for assignment to another court in caption |
| 43.02 | Order Granting Adult Name Change | Added additional appearance options for Petitioners and Respondents |
| 43.02 | Order Granting Adult Name Change | Added option for assignment to another court in caption |
| 43.03 | Original Petition for Child's Name Change | Added option for assignment to another court in caption |
| 43.04 | Order Granting Child's Name Change | Added additional appearance options for Petitioners and Respondents |
| 43.04 | Order Granting Child's Name Change | Added option for assignment to another court in caption |
| 43.05 | Consent in Support of Change of Name of Child | Added option for assignment to another court in caption |
| 43.06 | Prove Up Affidavit or Declaration for Adult Name Change | Added option for assignment to another court in caption |
| 45.03 | Order Granting Possession or Access to a Grandchild | Added additional appearance options for Petitioners and Respondents |
| 45.05 | Petition for Removal of Diasabilities of Minority | Added option for assignment to another court in caption |
| 45.06 | Order Appointing Representative in Removal of Disability of Minority | Added option for assignment to another court in caption |
| 45.07 | Order Removing Disabilities of Minority | Added additional appearance options for Petitioner and Respondents |
| 45.10 | Order Granting Sibling Access | Added additional appearance options for Petitioners and Respondents |
| 45.14 | Original Petition for Court-Ordered Support for Disabled Child | Added option for assignment to another court in caption |
| 45.15 | Order Providing Support for Disabled Child | Added additional appearance options for Petitioner and Respondents |
| 45.15 | Order Providing Support for Disabled Child | Added option for assignment to another court in caption |
| 45.30 | Declaratory Judgment | Added additional appearance options for Petitioners and Respondents |
| 46.11 | Mediated Settlement Agreement | Improved Notice of Termination of Health and Dental Insurance language per Judge Longino, clarified definition of "health insurance" and use of terms |
| 52.06 | Ad Litem Report (DFPS) | New form |
| 52.30 | Respondent's Motion for Monitored Return (DFPS) | Added option for AI Certification for Bexar County |
| 52.32 | Respondent's Motion to Authorize Placement | New Form |
| 52.33 | Order Granting Motion to Authorize Placement | New form |
| 52.34 | Motion to Retain Suit on Docket and Set New Dismissal Date (DFPS) | Added option to request a continuance of trial as part of the motion |
| 52.34 | Motion to Retain Suit on Docket and Set New Dismissal Date (DFPS) | Added option for AI Certification for Bexar County |
| 52.35 | Order Retaining Suit on Docket and Setting Court Proceeding Dates (DFPS) | Added optional order to continue trial setting. |
| 52.36 | Motion for Continuance of Trial (DFPS) | Added reference to new, optional, Affidavit or Declaration in Support of Motion for Continuance of Trial |
| 52.38 | Affidavit or Declaration in Support of Motion for Continuance of Trial (DFPS) | New form |
| 52.39 | Motion Shell (DFPS) | Added option for AI Certification for Bexar County |
| 52.40 | Motion for Second Opinion on Psychological Evaluation (DFPS) | New form |
| 52.41 | Order Granting Motion for Second Opinion on Psychological Evaluation (DFPS) | New form |
| 52.42 | Motion for Second Opinion on Propriety of Psychotropic Medication (DFPS) | New form |
| 52.43 | Order Granting Second Opinion on Propriety of Psychotropic Medication (DFPS) | New form |
| 52.44 | Motion for Sibling Therapy (DFPS) | New form |
| 52.45 | Order Granting Motion for Sibling Therapy (DFPS) | New Form |
| 52.70 | Waiver of Citation and Consent to Adoption by DFPS | New form |
| Captions | Option for case assigned to another court | |
| All RTF templates | Replaced straight quotes and apostrophes with curly "smart" versions | |
| Import | All new Motions | Option for Certification Regarding the Use of Artificial Intelligence for Bexar and Guadalupe Counties |
| LOCAL | Request to Forward Document to Judge (Bell) | New PDF |
| LOCAL | Request for Service (Bell) | New PDF |
| LOCAL | Application for Subpoena (Midland) | Updated to new version of PDF |
| LOCAL | Application for Issuance of Subpoena (Lubbock) | Updated to new version of PDF |
| LOCAL | Application for Subpoena (Fort Bend) | Updated to new version of PDF |
| LOCAL | Notice of Hearing in Monitoring Court (Bexar) | Included both judge's and attorney's signature, per Clerk of Bexar County |
| LOCAL | Request for Post Judgment Writ - Civil and Family (Hays) | Updated to new version of PDF |
| LOCAL | Williamson County Order Approving Payment of Fees | Retired form; no longer in use |
| LOCAL | Standing Order for 220th District Court (Hamilton) | Updated to new version of PDF |
| LOCAL | Standing Order Regarding Property and Conduct of the Parties (Bosque) | Updated to new version of PDF |
| LOCAL | Request for Compliance of Required Disclosures (Harris) | New form |
| LOCAL | Application for Appointment - Family and CPS Cases (Williamson) | Updated to new version of PDF |
| LOCAL | Required Disclosures (Harris) | New form |
| Menu # | Title | Details |
| 1.04 | Health Care Provider's Certificate of Medical Examination | Updated to new version of PDF |
| 15.04 | Waiver of Service and Renunciation of Rights to Guardianship | Added specific renunciation language. |
| LOCAL | Annual Report on Condition and Well-Being of Ward (Bexar) | Updated to new version of PDF |
| LOCAL | Annual Report of the Person (Travis) | Updated to new version of PDF |
| All RTF Templates | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu # | Title | Details |
| 1.06 | Agricultural Lease | Corrected typo |
| All .RTF documents | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu # | Title | Details |
| Multiple forms | Extended the signature lines to the margin | |
| All RTF Templates | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu # | Title | Details |
| 3.7 | Application for Certificate of Discharge (IRS Form 14135) | Updated to new version of PDF |
| All RTF Templates | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu # | Title | Details |
| 2.03 | Intestate Intake Sheet | Added familial relationship of applicant |
| 2.03 | Intestate Intake Worksheet - Blank Form | Added familial relationship of applicant |
| 2.05 | Small Estate Intake | New form |
| 2.05 | Blank Small Estate Intake | New form |
| 4.13 | Notice of Application to Remove Remains | New Form |
| 4.14 | Application to Remove Remains | New Form |
| 4.15 | Order Authorizing Removal of Remains | New Form |
| 6.13 | Letter Advising Independent Executor Regarding Duties | Removed reference to "death-tax" and replaced with "death-related tax" |
| 6.14 | Letter Advising Independent Administrator Regarding Duties | Removed reference to "death-tax" and replaced with "death-related tax" |
| 7.05 | Letter Advising Dependent Executor Regarding Duties | Removed reference to "death-tax" and replaced with "death-related tax" |
| 8.01 | Application for Letters of Dependent Administration (Intestate) | Added familial relationship of applicant |
| 8.03 | Combined Application to Determine Heirship and Letters of Administration | Added familial relationship of applicant |
| 8.05 | Combined Application to Determine Heirship and Letters of Independent Administration | Added familial relationship of applicant |
| 8.07 | Application for Letters of Independent Administration by Agreement (Intestate) | Added familial relationship of applicant |
| 8.11 | Letter Advising Independent Administrator Regarding Duties (Intestate) | Removed reference to "death-tax" and replaced with "death-related tax" |
| 8.12 | Letter Advising Dependent Administrator Regarding Duties (Intestate) | Removed reference to "death-tax" and replaced with "death-related tax" |
| 11.03 | Letter Advising Dependent Administrator Regarding Duties | Removed reference to "death-tax" and replaced with "death-related tax" |
| 12.03 | Proof of Facts Concerning the Identities of Heirs (for heirship proceeding) | Allow for two copies to be assembled in one assembly session |
| Ch. 16 | Oaths and Declarations | Modified titles for clarification, made INDEPENDENT all caps to help prevent users from missing this checkbox, ensured language tracks statutes, added keywords |
| 19.01 | Inventory, Appraisement and List of Claims | Updated separate and community % to insert "ALL" if 100%, "NONE" if 0 or [amount]%. Added question if there's a surviving spouse so inventory doesn't ask unnecessary questions. |
| 20.01 | Notice to Creditors by Newspaper Publication | Removed language in affidavit referencing newspaper appropriateness |
| 28.13 | IRS Form 4506-T - Request for Transcript of Tax Return | Updated to new version of PDF |
| 29.05 | Report of Sale of Personal Property | Modified title and other improvements for clarity regarding laws effective before Sept 1, 2019 |
| 29.07 | Report of Contract for Sale of Personal Property | Modified title and other improvements for clarity regarding laws effective Sept 1, 2019 |
| 29.11 | Report of Sale of Real Property | Modified title and other improvements for clarity regarding laws effective before Sept 1, 2019 |
| 29.14 | Report of Contract for Sale of Real Property | Modified title and other improvements for clarity regarding laws effective Sept 1, 2019 |
| 35.16 | Application to Make Partial Distribution of Estate Assets | Added claims against the estate and debts of the estate. Improved percent amounts for clarity. Added an option if leaving a surviving spouse. |
| 35.45 | Opposition to Pleading | New Form |
| OIS | Small Estate Intake | New service, previous version was part of a combined Intestate Intake but this is more applicable |
| LOCAL | Order and Approval of Judge for Affidavit of Distributees - Small Est. (Harris) | Updated PDF |
| LOCAL | Order for Payment of Appointee Fees (Harris) | Updated PDF |
| All .RTF documents | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu # | Title | Details |
| 2.12 | Community Interest Special Warranty Deed | Improved signatures for Grantor(s) and Grantees |
| 5.6 | Affidavit Identifying Person Authorized to Transfer Real Property | Improved formatting for title and numbering, and listing of information |
| 11.23 | TREC 38-8 Notice of Buyer's Termination of Contract | Updated to new version of PDF |
| Various forms | Improvements to address display and instruction | |
| Multiple forms | Extended signature lines to the margin | |
| All RTF Templates | Replaced straight quotes and apostrophes with curly "smart" versions |
| Menu # | Title | Details |
| 10.1 | Simple Revocable Trust | Added new language for Distribution of Personal Property by Memorandum |
| 11.1 | Tax Planned Revocable Trust | Added new language for Distribution of Personal Property by Memorandum |
| All RTF Templates | Replaced straight quotes and apostrophes with curly "smart" versions | |
| Multiple forms | Extended signature line to the margin |
| Menu # | Title | Details |
| 1.02 | Confirmation of Client Information | Added Agent for Disposition of Remains and disqualified guardians |
| 1.02 | Confirmation of Spouse Information | Added Agent for Disposition of Remains and disqualified guardians |
| 4.02 | Durable Power of Attorney for Client and Spouse | Grouped agents for easy identification, added more contact information, added options for gift beneficiaries, warning against refusal to honor the PoA, and effectiveness if spouse is agent. Added option for revoking all previous PoAs |
| 4.18 | Limited Power of Attorney | Expanded option for specifying when PoA terminates |
| 8.06 | Jurat for Testator Unable to Sign | New form |
| Multi | multi | Extended signature lines to the margin |
| Practice area title | Changed from "Wills" to "Wills and Estates" to better describe the contents | |
| All RTF Templates | Replaced straight quotes and apostrophes with curly "smart" versions |