September Highlights
(Details in table below)
Family Law
- New Motion and Order to Appear in Court Via Video Conference
- New Attorney Vacation Notice
- New Certifications Regarding Use of AI in Culberson, Hudspeth, Jeff Davis, Presidio, and Brewster Counties
- New Standing Orders for Andrews, Crane, Dallam, Hartley, Moore, Sherman, and Winkler Counties (you can assemble separately or opt to have them automatically assemble with a Petition)
- Comal County local forms: Children’s Bill of Rights and Loving and Caring Order
- More petitions with options to serve a party “wherever he/she may be found”
- Improved notices for hearings on temporary orders
- Improved layout of property items in Decree
Probate
- Expanded options for Applicant’s eligibility
- New Affidavit Designating Administrator (254.006 TEC)
- Prove Up questions now have option for Court to take judicial notice
- More options for distributee’s consent to power of sale in applications and orders
Trusts
- New Assignment of Personal Property and Household Effects
Criminal Defense
- New Motion and Order for Presentence Investigation
Civil Litigation
- More orders with options for attorney approvals
- New intakes: assemblable, printable, and online versions
- New Co-Counsel Agreement
Guardianship
- Built out more automatic options for listing of family members in Applications
- More options and provisions in Applications and Orders for Successor Guardian
- Improved modifications of guardianships
Select a practice area below to see a complete list of updates:
| Menu # | Title | Details |
| 1.00 | Client Intake | New intake |
| 1.00 | Blank Client Intake | New intake, can be filled out by hand by client |
| 5.02 | Order Authorizing Service of Citation (TRCP 103) | Added attorneys approval options |
| 5.03a | Order - Motion for Substituted Service (TRCP 106) | Added attorneys approval options |
| 5.04a | Order - Motion for Substituted Service (TRCP 109a) | Added attorneys approval options |
| 5.05a | Order - Motion for Private Process | Added attorneys approval options |
| 14.10a | Order on Motion for Zoom Hearing | Added attorneys approval options |
| 14.25 | Motion to Appear in Court Via Video Conference | Added option to use another video conferencing platform besides Zoom. |
| 14.25 order | Order on Motion to Appear in Court Via Video Conference | Added option to use another video conferencing platform besides Zoom. |
| 15.01a | Temporary Restraining Order & Order Setting Hearing for Temporary Injunction | Added attorneys approval options |
| 15.01b | Temporary Injunction Order & Order Setting Trial on the Merits | Added attorneys approval options |
| 15.02a | Order Denying Temporary Injunction | Added attorneys approval options |
| 17.05a | Order - Motion for Default Judgment | Added attorneys approval options |
| 17.05b | Default Judgment With Personal Injury Findings | Added attorneys approval options |
| 17.05c | Default Judgment (general) | Added attorneys approval options |
| 18.02a | Order - Agreed Motion for Continuance | Added attorneys approval options |
| 18.21a | Order Granting Motion for Separate Trial | Added attorneys approval options |
| 18.25a | Order Sealing Court Records | Added attorneys approval options |
| 18.27a | Order Denying the Sealing of Court Records | Added attorneys approval options |
| 18.28a | Order Denying Motion to Temporarily Seal Court Records | Added attorneys approval options |
| 39.20 | Brief Medical Summary | Removed question for notice of sensitive information since form is not filed. |
| 39.21 | Medical Billing Summary | Removed question for notice of sensitive information since form is not filed. |
| 45.13a | Order Compelling Mediation (DTPA) | Added attorneys approval options |
| 45.13b | Order Referring Case to Mediation (DTPA) | Added attorneys approval options |
| 46.04a | Order for Issuance of Prejudgment Writ of Garnishment | Added attorneys approval options |
| 48.08 | Order Granting Application for Writ Authorizing Entry and Property Retrieval | Added attorneys approval options |
| 48.12a | Order on Motion to Cancel Lis Pendens | Added attorneys approval options |
| 3.07 | Co-Counsel Agreement | New form |
| Menu # | Title | Details |
| 24.18 | Motion for Presentence Investigation | New form |
| 28.9 | Order Granting Occupational Driver's License | Modified title and assigment for restrictions, changed blue instructions pointing to statute |
| Order on Motion for Presentence Investigation | New form |
| Menu # | Title | Details |
| 1.29 | Attorney Vacation Notice | New form |
| 3.01 | Original Petition for Divorce | Revised Extraordinary Relief section |
| 3.07 | Counterpetition for Divorce | Revised Extraordinary Relief section |
| 4.01 | Final Decree of Divorce | Improved formatting in property section |
| 5.01 | Motion for TRO | Revised Extraordinary Relief section |
| 5.02 | TRO for Divorce | Added detail to notice of proceeding, modified title |
| 5.02 | TRO for Divorce | Added option to order party to bring tax returns, financial statement, and paystubs |
| 5.07 | Notice of Court Proceeding for Temporary Orders - Divorce | Added option to order party to bring tax returns, financial statement, and paystubs |
| 6.01 | Inventory and Appraisement | Improved formatting |
| 10.01 | Petition to Modify Parent-Child Relationship | Revised Extraordinary Relief section |
| 10.02 | Affidavit or Declaration in Support - Petition to Modify | Revised Extraordinary Relief section |
| 10.04 | Counterpetition to Modify Parent-Child Relationship | Revised Extraordinary Relief section |
| 10.07 | TRO and Order to Appear - Modification | Added detail to notice of proceeding, modified title, added option to order party to bring tax returns, financial statement, and paystubs |
| 10.08 | Notice of Court Proceeding for Temporary Orders - Modification | Added option to order party to bring tax returns, financial statement, and paystubs |
| 11.01 | Original Petition in Suit Affecting the Parent-Child Relationship | Revised Extraordinary Relief section |
| 11.02 | Respondents Answer - SAPCR | Made assembly smoother for a general denial with no additional issues |
| 11.04 | Counterpetition in Suit Affecting the Parent-Child Relationship | Revised Extraordinary Relief section |
| 11.05 | Motion for TRO for SAPCR | Revised Extraordinary Relief section |
| 11.06 | TRO and Order to Appear - SAPCR | Added detail to notice of proceeding, modified title, added option to order party to bring tax returns, financial statement, and paystubs |
| 15.20 | Petitioner's Affidavit in Support | Revised Extraordinary Relief section |
| 15.21 | Petitioner's Declaration in Support | Revised Extraordinary Relief section |
| 15.22 | Counterpetitioner's Affidavit in Support | Revised Extraordinary Relief section |
| 15.23 | Counterpetitioner's Declaration in Support | Revised Extraordinary Relief section |
| 18.23 | Motion to Appear in Court Via Video Conference | New form |
| 18.24 | Order on Motion to Appear in Court Via Video Conference | New form |
| 38.01 | Petition to Adjudicate Parentage | Added option to include standing orders for county. |
| 38.02 | Petition to Challenge Acknowledgment of Paternity | Added option to serve respondent(s) wherever he/she may be found |
| 38.11 | Petition to Validate Gestational Agreement | Added option to serve respondent(s), and/or Gestational mom's husband wherever he/she may be found |
| 39.01 | Original Petition for Termination and Adoption of Stepchild[ren] | Added option to serve respondent wherever he/she may be found |
| 40.01 | Original Petition to Terminate Parent-Child Relationship | Added language to prayer to accommodate no service of citation on Respondent |
| 41.01 | Original Petition for Adoption of a Child or Children | Added option to serve mom and dad wherever he/she may be found |
| 42.06 | Original Petition to Annul Underage Marriage | Added option to bring in only respondent(s) cited to appear in Prayer |
| 42.10 | Original Petition to Void Marriage | Added language to prayer to accommodate no service of citation on Respondent |
| 44.06 | Petition in Intervention in Suit Affecting the Parent-Child Relationship | Revised Extraordinary Relief section |
| 49.02 | Acknowledgment and Waiver of Property and Financial Disclosures | Modified title to better reflect purpose of form (formerly Waiver of Privacy for Premarital Agreement), improved language and combined acknowledgment block |
| 50.54 | Motion for Temporary Orders During Appeal | Revised Extraordinary Relief section |
| Local | Standing Order Regarding Children, Property, and Conduct of Parties (McLennan) | Updated PDF |
| Local | Confidential Information Request Form (Fort Bend) | Updated PDF |
| Local | Request for Issuance of Employer's Order to Withhold Medical Fees (Fort Bend) | New PDF |
| Local | Certification Regarding Use of Artificial Intelligence (Culberson) | New PDF |
| Local | Certification Regarding Use of Artificial Intelligence (Hudspeth) | New form |
| Local | Certification Regarding Use of Artificial Intelligence (Jeff Davis) | New form |
| Local | Certification Regarding Use of Artificial Intelligence (Presidio) | New form |
| Local | Certification Regarding Use of Artificial Intelligence (Brewster) | New form |
| Local | Standing Temporary Order on Children, Property and Conduct of Parties (Andrews) | New PDF |
| Local | Standing Temporary Order on Children, Property and Conduct of Parties (Crane) | New PDF |
| Local | Standing Temporary Order on Children, Property and Conduct of Parties (Winkler) | New PDF |
| Local | Comal Co. Children's Bill of Rights | New form |
| Local | Comal Co. Loving and Caring Order | New form |
| 35.03 | Notice of Court Proceeding for Temporary Orders and Order to Appear | Added detail to notice of proceeding, modified title |
| Local | Standing Order Regarding Children, Property, and Conduct of Parties (Hartley) | New PDF |
| Local | Standing Orders (Hopkins) | Updated PDF |
| Local | Standing Order Regarding Children, Property, and Conduct of Parties (Dallam) | New PDF |
| Local | Standing Order Regarding Children, Property and Conduct of Parties (Collin) | Updated PDF |
| Local | Standing Order Regarding Children, Property, and Conduct of Parties (Sherman) | New PDF |
| Local | Standing Order Regarding Children, Property, and Conduct of Parties (Moore) | Updated PDF |
| Menu # | Title | Details |
| 1.01 | Permanent Guardianship Intake | Made family listing match the application for guardianship, and improved assembly and formatting. |
| 2.01 | Application for Appointment of Guardian | More fully described members of the proposed Ward's family to include deceased spouse, minor siblings, and age of children and improved formatting. |
| 6.05 | Application for Allowance for Ward's Spouse or Dependent | Assigned Ward as an incapacitated person and improved assembly. |
| 6.06 | Order Setting Allowance for Ward's Spouse or Dependent | Assigned Ward as an incapacitated person and improved assembly. |
| 13.01 | Application for Complete Restoration of Ward's Capacity (1202.052) | More fully described the next of kin of a Ward aged 60 or older, and improved assembly and formatting. |
| 13.04 | Application to Increase Guardian's Powers and Duties (1202.052) | More fully described the next of kin of a Ward aged 60 or older, and improved assembly and formatting. |
| 13.06 | Application to Decrease Guardian's Powers and Duties (1202.052) | Added paragraph for the value of the estate, more fully described the next of kin of Ward aged 60 or older, and improved assembly and formatting. |
| 13.09 | Application for Resignation and Discharge as Guardian (1203.001) | Changed section reference from 1203.006 in the table of contents and added form help. |
| 13.10 | Order Accepting Resignation and Discharging Guardian (1203.006): Order on Application for Resignation of Guardian (1203.006) | Added form help and changed table of contents to match title on template and added reference to 1203.006 |
| 13.11 | Order Accepting Resignation of Guardian13.11 | Changed table of contents to match title on template and added form help. |
| 14.03 | Application for Resignation as Guardian and Appointment of Successory Guardian | Added provision for a requested term of guardianship if Ward is a minor; added paragraph for Notice to Ward; and, if there is no immediate need for appointment, a reference to additional service to be made as directed by the Court. |
| 14.04 | Order Approving Resignation and Appointing Successor Guardian | Added finding for any amount of bond and any appointed attorney ad litem. If no fees for ad litem are indicated, added optional statement that the appointment was not necessary. |
| 14.05 | Application for Appointment of Successor Guardian (1203.102) | Added statement that Ward has previously been served with citation to the Notice paragraph and, if Ward is a minor, the requested term of the guardianship. |
| 14.06 | Order Appointing Successor Guardian | Added finding for any amount of bond and any appointed attorney ad litem. If no fees for ad litem's are indicated, added optional statement that the appointment was not necessary. |
| OIS | Permanent Guardianship Intake | Updated family questions to match the listing of Ward's family in the application. |
| Menu # | Title | Details |
| 2.02 | Probate of Will Intake Sheet | Expanded choices for Applicant's role/eligibility to apply. |
| 4.17 | Application to Declare Individual Deceased | Expanded choices for Applicant's role/eligibility to apply. |
| 6.01 | Application for Probate of Will - Independent Executor (Sec. 401.001) | Expanded choices for Applicant's role/eligibility to apply. |
| 6.02 | Order Admitting Will to Probate (Sec. 401.001) | Added executor facts to findings. |
| 6.03 | Application for Probate of Will - Ind. Executor by Agreement (Sec. 401.002a) | Expanded choices for Applicant's role/eligibility to apply. |
| 6.04 | order Admitting Will to Probate (Sec. 401.002a) | Added executor facts to findings. |
| 6.05 | Application for Probate of Will Ind. Administrator by Agreement (Sec. 401.002B) | Expanded choices for Applicant's role/eligibility to apply. |
| 6.06 | Order Admitting Will to Probate (Sec. 401.002b) | When no bond, added that all distributees collectively designated the independent administrator. |
| 6.07 | Application for Probate of Will - Designated Administrator (Sec. 254.006) | Expanded choices for Applicant's role/eligibility to apply. |
| 6.08 | Order Admitting Will to Probate (Sec. 254.006) | Added executor facts to findings. |
| 6.11 | Application for Probate - Post Muniment Conversion (Sec. 257.151) | Expanded choices for Applicant's role/eligibility to apply. |
| 6.12 | Order Appointing Independent [Executor-Administrator] (Sec. 257.151) | Added executor facts to findings. |
| 26.16 | Affidavit Designating Administrator (Sec. 254.006) | New form |
| 7.01 | Application for Probate of Will and for Letters Testamentary (Dependent) | Expanded choices for Applicant's role/eligibility to apply. |
| 9.01 | Application for Temporary Administration | Rephrased question from Applicant's relationship to Decedent to basis for eligibility. |
| 10.01 | Application for Probate of Will as Muniment of Title | Expanded choices for Applicant's role/eligibility to apply. |
| 11.01 | Application for Probate of Will and for Letters of Administration (Dependent) | Rephrased question from Applicant's relationship to Decedent to basis for eligibility. |
| 14.02 | Application for Ancillary Probate of Foreign Will-Issuance Letters Testamentary | Expanded choices for Applicant's role/eligibility to apply. |
| 15.01 | Proof of Death and Other Facts (Testate) | Added option for sworn before Clerk of the Court |
| 15.02 | Prove Up Questions (Testate) | Added question prompt for optional question to Court to take judicial notice of original Will filed. |
| 15.03 | Proof of Death and Other Facts (Intestate) | Added option for sworn before Clerk of the Court |
| 15.05 | Proof of Death and Other Facts (Temporary Administration) | Added option for sworn before Clerk of the Court |
| 15.06 | Prove Up Questions (Temporary Administration) | Added question prompt for optional question to Court to take judicial notice of original Will filed. |
| 15.07 | Proof of Death and Other Facts (Muniment of Title) | Added option for sworn before Clerk of the Court |
| 15.08 | Prove Up Questions (Muniment of Title) | Added optional question prompt to Court to take judicial notice of original Will filed. |
| 15.09 | Proof of Death (Post Muniment) | Added option for sworn before Clerk of the Court |
| 15.15 | Proof Addendum Qualification | Added paragraph for Declarant/Affiant being over the age of 18, competent, and having personal knowledge. Also added options for Declarant/Affiant being a convicted felon but still qualifying to serve. |
| 15.15 | Proof Addendum Qualifications | Added option for sworn before Clerk of the Court |
| 17.01 | Small Estate Affidavit | Improved totalling and formatting of assembled form |
| OIS | Probate of Will Intake | Made general "Applicant's relationship to the decedent" question for attorney use |
| 6.07 | Application for Probate of Will - Designated Administrator (Sec. 254.006) | Added option to request power of sale |
| 6.08 | Order Admitting Will to Probate (Sec. 254.006) | Added option to order power of sale |
| 6.02 | Order Admitting Will to Probate | Added order language for power of sale |
| Menu # | Title | Details |
| 13.2 | Assignment of Personal Property and Household Effects | New Form |