October Highlights
(Details in table below)
TXdocs released an update with new forms and features to bring more value to your subscription.
Wills and Estates:
- Improved selections of practice areas and organization of forms
- New forms:
- Answers to Frequently Asked Estate Planning Questions
- Client Letter – Drafts of Estate Planning Documents
- Funding Instructions
- Letter Regarding Transfer of Accounts to RLT
- Notice of Disclaimer
- Additions to the Modern Wills and Living Trusts:
- More distribution options
- Marital trust with disclaimer
- QTIP and bypass options for marital trust
- Descendants’ trusts
- Options for beneficiaries serving as or appointing trustees
- Provisions for incapacitated trustees
- More options for identification of family
- Confirmation of Client Information – now includes plan for distribution and creation of RLT
Probate:
- New option for Notice to Heirs when applications to probate will are filed more than 4 years after decedent’s death (helps to ensure documentation of notice)
- Improvements to question flow and wording in proofs and prove ups
- New form: Petition to Remove Trustee
Guardianship:
- New forms:
- Appointment of Resident Agent
- Supported Decision Making Agreement
- Annual Account and Property Schedules for Brazos County
- More details added to Order Appointing Guardian to comply with some counties’ rules
Real Estate:
- Updated TREC forms
- 57-0 Non-Realty Items Addendum (formerly OP-M)
- 58-0 Notice to Prospective Buyer (formerly 57-0)
Family Law:
- New forms:
- Diligent Search Report (DFPS)
- Order Dismissing Attorney Ad Litem for Parent (DFPS)
- Certification regarding Use of Artificial Intelligence for Denton County
- Updated and improved Petition and Order for Support for Adult Disabled Child
- Updated versions of Standing Orders for the 62nd District Court
Select a practice area below to see a complete list of updates:
| Menu | Title | Details |
| 2.01 | Fax Filing Payment Form | Updated to new version |
| Menu | Title | Details |
| LOCAL | Certification Regarding Use of Artificial Intelligence (Denton) | New form |
| Menu | Title | Details |
| 28.7 | Order - Petition for Expunction | Fixed citation |
| Menu | Title | Details |
| 19.06 | TCIC Data Entry Form - Protective Orders | Updated to version w/o highlighting. Substantively identical |
| 38.03 | Respondent's [Special Appearance and] Original Answer - [Parentage-Paternity] | Improved assembly and wording for broader use |
| 45.14 | Original Petition for Court-Ordered Support for Adult Disabled Child | Revamped and updated form |
| 45.15 | Order Providing Support for Adult Disabled Child | Revamped and updated form |
| 52.04 | Diligent Search Report by Attorney Ad Litem for Parent (DFPS) | New form |
| 52.05 | Order Dismissing Attorney Ad Litem for Parent (DFPS) | New form |
| LOCAL | Lamar Co. Standing Order | Updated to new version for 62nd District Court |
| LOCAL | Delta Co. Standing Order | Updated to new version for 62nd District Court |
| LOCAL | Hopkins Co. Standing Order | Updated to new version for 62nd District Court |
| LOCAL | Franklin Co. Standing Order | Updated to new version for 62nd District Court |
| Menu | Title | Details |
| 2.03 | Order Appointing Guardian With Full Authority | Added various provisions and options including a record of the proceeding; waiver of Ward's appearance; a statement that the application has not been contested and that citation and notice have been given as required by law; an option to include registration information for and completion of required guardianship training, and a statement of Applicant's good faith in filing the application. Added an option to include additional rights and powers the Ward will no longer retain, information on preparation of an abstract of judgment by the clerk, federal firearms reporting by the clerk, additional orders for the guardian of the person to submit an annual report on the condition and well-being of Ward, and compliance with various sections of the Estates Code concerning a guardian. Also added language regarding the term of the guardianship. |
| 6.05 | Application for Allowance for Ward's Spouse or Dependents | Specifically named the spouse and/or dependent to benefit from the allowance. |
| 6.06 | Order Setting Allowance for Ward's Spouse or Dependents | Specifically named the spouse and/or dependent to benefit from the allowance. |
| 15.20 | Appointment of Resident Agent | New form |
| 18.01 | Supported Decision Making Agreement (1357) | New form |
| LOCAL | Supported Decision-Masking Agreement (Brazos) | Corrected title in TOC from "Supposed" to "Supported" |
| LOCAL | Annual Account Form (Brazos) | New form |
| LOCAL | Property Schedules (Brazos) | New form |
| Menu | Title | Details |
| 6.01 | Application for Probate of Will - Independent Executor (Sec. 401.001) | Added new Notice to Heirs Under Section 258.051, TEC |
| 6.02 | Order Admitting Will to Probate (Sec. 401.001) | Removed unnecessary info regarding Decedent's domicile |
| 6.03 | Application for Probate of Will - Ind. Executor by Agreement (Sec. 401.002a) | Added new Notice to Heirs Under Section 258.051, TEC |
| 6.04 | Order Admitting Will to Probate (Sec. 401.002a) | Removed unnecessary info regarding Decedent's domicile |
| 6.05 | Application for Probate of Will Ind. Administrator by Agreement (Sec. 401.002b) | Added new Notice to Heirs Under Section 258.051, TEC |
| 6.06 | Order Admitting Will to Probate (Sec. 401.002b) | Removed unnecessary info regarding Decedent's domicile |
| 6.07 | Application for Probate of Will - Designated Administrator (Sec. 254.006) | Added new Notice to Heirs Under Section 258.051, TEC |
| 6.08 | Order Admitting Will to Probate (Sec. 254.006) | Removed unnecessary info regarding Decedent's domicile |
| 7.01 | Application for Probate of Will and for Letters Testamentary (Dependent) | Added new Notice to Heirs Under Section 258.051, TEC |
| 7.02 | Order Admitting Will to Probate and Granting Letters Testamentary (Dependent) | Removed unnecessary info regarding Decedent's domicile |
| 11.01 | Application for Probate of Will and for Letters of Administration (Dependent) | Added new Notice to Heirs Under Section 258.051, TEC |
| 11.02 | Order Admitting Will to Probate and for Letters of Administration (Dependent) | Removed unnecessary info regarding Decedent's domicile |
| 15.01 | Proof of Death and Other Facts (Testate) | added option for proof addendum to be used as import instead of just as attachment |
| 15.02 | Prove Up Questions (Testate) | Improved question flow and wording |
| 15.03 | Proof of Death and Other Facts (Intestate) | added option for proof addendum to be used as import instead of just as attachment |
| 15.05 | Proof of Death and Other Facts (Temporary Administration) | added option for proof addendum to be used as import instead of just as attachment |
| 15.07 | Proof of Death and Other Facts (Muniment of Title) | added option for proof addendum to be used as import instead of just as attachment |
| 15.08 | Prove Up Questions (Muniment of Title) | Improved question flow and wording |
| 15.09 | Proof of Death and Other Facts (Post Muniment Conversion) | Added question for serving with/without bond |
| 15.09 | Proof of Death and Other Facts (Post Muniment Conversion) | added option for proof addendum to be used as import instead of just as attachment |
| 15.10 | Prove Up Questions (Post Muniment Conversion) | Improved question flow and wording |
| 19.01 | Inventory, Appraisement and List of Claims | Improved coding so verification comes in even if you don't answer all of the questions |
| 38.10 | Petition to Remove Trustee | New form |
| Menu | Title | Details |
| 11.17 | TREC 57-0 Non-Realty Items Addendum | updated to new version (used to be TREC OP-M) |
| 11.19 | TREC 58-0 Notice to Prospective Buyer | updated to new version (used to be TREC 57-0) |
| Menu | Title | Details |
| 1.05 | Confirmation of Client Information | Updated distribution for the remainder of the estate section |
| 1.05 | Confirmation of Spouse Information | Updated distribution for the remainder of the estate section |
| 1.07 | Answers to Frequently Asked Estate Planning Questions | New Form |
| 1.08 | Client Letter - Drafts of Estate Planning Documents | New Form |
| 1.09 | Funding Instructions | New Form |
| 1.10 | Letter Regarding Transfer of Accounts to RLT | New Form |
| 1.13 | Notice of Disclaimer | New Form |
| 2.02 | Modern Will | Added options for Marital Trust, Descendant's Trust, Parent/Guardian as trustee of Contingent Trust when a specific age, updated presentation of Fiduciary appointments and distribution of remainder of estate, added beneficiaries' right to serve as/appoint trustee of their own trust |
| 2.02 | Spouse's Modern Will | Added options for Marital Trust, Descendant's Trust, Parent/Guardian as trustee of Contingent Trust when a specific age, updated presentation of Fiduciary appointments and distribution of remainder of estate, added beneficiaries' right to serve as/appoint trustee of their own trust |
| 4.15 | Supported Decision Making Agreement | Improved notary block. |
| 6.01 | Living Trust-Spouses | Added options for Marital Trust, Descendant's Trust, Parent/Guardian as trustee of Contingent Trust when a specific age, updated presentation of fiduciary appointments and distribution of remainder of estate |
| 6.02 | Living Trust-Single Person | Added options for Descendant's Trust, Parent/Guardian as trustee of Contingent Trust when a specific age, updated presentation of fiduciary appointments and distribution of remainder of estate |
| 6.04 | Certification of Trust | Improved notary block. |
| 6.05 | Special Warranty Deed - Single Person to Trust | Added date of trust, broke up panels to improve assembly and get legal description from inventory |
| 6.06 | Special Warranty Deed - Spouses to Trust | Added date of trust, broke up panels to improve assembly and get legal description from inventory |