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September Highlights

(Details in table below)

TXdocs released an update with new forms and features to bring more value to your subscription.

Intakes:

The BIG NEWS for this release is all about new features added to Online Intake to further improve how you can get information from your clients and to enhance your productivity (more details below!). For those who prefer to utilize printed intakes or assembling an intake with your client during consultation, we’ve organized all of our assemble-able intakes at the beginning of each area’s table of contents as Chapter 0 for easy identification.

Firm Contact Blocks:

If you or your staff have ever gotten bogged down making your “Prepared By:” firm contact blocks look just the way you want them, we’ve created a solution so that you never have to change them again. It’s now standardized across all practice areas, and if you don’t like the default we bring in automatically from your staff setup, you can edit to your preference, click “Set Default”, and you’ll be all set for every new case.

Trust Protector Language:

Drafted and highly recommended by our estate planning and tax experts, this new language is added to all Trusts and Advanced Estate Planning Wills with “for life” distributions of descendants’ trusts with a limited power of appointment.

Norris Modern Wills and Estates:

Improvements designed and directed by Joel Norris to streamline your process using the Confirmation of Client Information, with broader options for identification of family and including contingency and supplemental needs trust provisions in the Revocable Living Trusts.

Residential Lease in Landlord Tenant:

New optional clause in case of death of tenant.

New Form in Real Estate:

Affidavit Contradicting the Affidavit for Release of Unilateral Memorandum

New Local Forms in Family Law:

District Clerk’s Application and Motion to Withdraw Minor Funds

Select a practice area below to see a complete list of updates:

Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes 
2.00 Will Cover Page  Made the PREPARED BY block uniform across all forms and volumes
2.00 Will Cover Page - Spouse  Made the PREPARED BY block uniform across all forms and volumes
2.01 Simple Will  Made the PREPARED BY block uniform across all forms and volumes
2.01 Simple Will - Spouse  Made the PREPARED BY block uniform across all forms and volumes
2.02 Simple Will - Dynasty Trust for Primary Beneficiaries Added Trust Protector language for limited power of appointment in "for life" distributions of descendant's trusts
2.02 Simple Will  - Dynasty Trust for Primary Beneficiaries - Spouse Added Trust Protector language for limited power of appointment in "for life" distributions of descendant's trusts
2.02 Simple Will - Dynasty Trust for Primary Beneficiaries Made the PREPARED BY block uniform across all forms and volumes
2.02 Simple Will - Dynasty Trust for Primary Beneficiaries - Spouse  Made the PREPARED BY block uniform across all forms and volumes
2.03 Tax Oriented Will - Spouse Added Trust Protector language for limited power of appointment in "for life" distributions of descendant's trusts
2.03 Tax Oriented Will  Added Trust Protector language for limited power of appointment in "for life" distributions of descendant's trusts
2.03 Tax Oriented Will  Made the PREPARED BY block uniform across all forms and volumes
2.03 Tax Oriented Will - Spouse Made the PREPARED BY block uniform across all forms and volumes
2.05 Pourover Will - Married Testator  Made the PREPARED BY block uniform across all forms and volumes
2.05 Pourover Will - Spouse  Made the PREPARED BY block uniform across all forms and volumes
2.06 Pourover Will - Single Person  Made the PREPARED BY block uniform across all forms and volumes
2.07 Small Estate Will With Special Needs Trust Made the PREPARED BY block uniform across all forms and volumes
2.07 Small Estate Will With Special Needs Trust - Spouse  Made the PREPARED BY block uniform across all forms and volumes
2.08 Codicil to Will  Made the PREPARED BY block uniform across all forms and volumes
Menu Title Details
4.04 Minutes of Organizational Meeting of Directors Corrected typo in signature block
Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes 
Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes 
Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes
3.01 Original Petition for Divorce Improved coding for required birth certificate language
7.03 Special Warranty Deed [optional Owelty Lien] Made the PREPARED BY block uniform across all forms and volumes
7.04 Deed of Trust to Secure Owelty of Partition Made the PREPARED BY block uniform across all forms and volumes
7.05 Deed of Trust Made the PREPARED BY block uniform across all forms and volumes
7.06 Deed of Trust to Secure Assumption Made the PREPARED BY block uniform across all forms and volumes
7.07 Deed Without Warranty Made the PREPARED BY block uniform across all forms and volumes
7.08 Quitclaim Deed  Made the PREPARED BY block uniform across all forms and volumes
7.25 Mineral Deed  Made the PREPARED BY block uniform across all forms and volumes
7.26 Royalty Deed  Made the PREPARED BY block uniform across all forms and volumes
10.01 Petition to Modify Parent-Child Relationship Improved coding for required birth certificate language
10.04 Counterpetition to Modify Parent-Child Relationship Added required certified birth certificate language per HB1973
11.01 Original Petition in Suit Affecting the Parent-Child Relationship Improved coding for required birth certificate language
11.04 Counterpetition in Suit Affecting the Parent-Child Relationship Added required certified birth certificate language per HB1973
11.15 Original Petition in SAPCR to Prevent International Child Abduction Improved coding for required birth certificate language
35.01 Petition to Modify Parent-Child Relationship During Military Duty Added required certified birth certificate language per HB1973
35.07 Petition for Additional Periods of Possession and Access Added required certified birth certificate language per HB1973
36.01 Original Petition to Modify Order by Court of Another State Added required certified birth certificate language per HB1973
38.01 Petition to Adjudicate Parentage Improved coding for required birth certificate language
38.02 Petition to Challenge Acknowledgment of Paternity Added required certified birth certificate language per HB1973
39.01 Original Petition for Termination and Adoption of Stepchild[ren] Added required certified birth certificate language per HB1973
40.01 Original Petition to Terminate Parent-Child Relationship Added required certified birth certificate language per HB1973
40.03 Original Petition to Terminate Parent-Child Relationship by Nongenetic Father Added required certified birth certificate language per HB1973
41.01 Original Petition for Adoption of a Child or Children Added required certified birth certificate langauge per HB1973
45.01 Original Petition for Possession of or Access to a Grandchild Improved coding for required birth certificate language
45.09 Original Petition for Sibling Access Improved coding for required birth certificate language
46.11 Mediated Settlement Agreement Made property section into import to be used in Agreements
LOCAL District Clerk Application to Withdraw Minor Funds (Harris) New form
LOCAL District Clerk Motion to Withdraw Minor Funds (Harris) New form
Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes 
2.01 Application for Appointment of Guardian Improved collection of Applicant information. Split into two panels to reduce clutter
2.02 Affidavit - Contact Info - Persons Entitle to Notice (1101.003) Included Estates Code section number in the title for the table of contents and added to keywords to improve search results.
13.15 Application to Close Estate and Discharge Guardian (1204.152) Added ability to choose which guardian is submitting the application.
13.16 Order Closing Estate and Discharging Guardian (1204.152) Added ability to choose which guardian is granted the order.
CAPTIONS Statutory Probate Court - Non-numbered Added new caption for statutory probate courts which do not have a court number
Menu Title Details
1.01 Residential Lease Added option in case of death of tenant
1.06 Ag Lease Revamped numbering to play with editor
Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes
Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes
6.03 Application for Probate of Will 401.002a Removed redundant paragraph for requested relief
20.01 Notice to Creditors by Newspaper Publication Improved language in the Affidavit of Publisher
Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes 
2.1 Warranty Deed [With Optional Vendor's Lien] Made the PREPARED BY block uniform across all forms and volumes 
2.2 Special Warranty Deed [With Optional Vendor's Lien] Made the PREPARED BY block uniform across all forms and volumes 
2.3 Deed Without Warranty Made the PREPARED BY block uniform across all forms and volumes 
2.4 Quitclaim Made the PREPARED BY block uniform across all forms and volumes 
2.5 Lady Bird General Warranty Deed Made the PREPARED BY block uniform across all forms and volumes 
2.6 Revocation of Lady Bird Deed Made the PREPARED BY block uniform across all forms and volumes 
2.7 Mineral Deed Made the PREPARED BY block uniform across all forms and volumes 
2.8 Gift Deed Made the PREPARED BY block uniform across all forms and volumes 
2.9 Life Estate-Remainder Interest Deed Made the PREPARED BY block uniform across all forms and volumes 
2.10 Partition Deed Made the PREPARED BY block uniform across all forms and volumes 
2.11 Owelty of Partition Deed Made the PREPARED BY block uniform across all forms and volumes 
2.12 Community Interest Special Warranty Deed Made the PREPARED BY block uniform across all forms and volumes 
2.14 Transfer on Death Deed Made the PREPARED BY block uniform across all forms and volumes 
3.1 Deed of Trust - First Lien Made the PREPARED BY block uniform across all forms and volumes 
3.1 Deed of Trust - First Lien Improved assembly, removed unnecessary question and logic
3.16 Deed in Lieu of Foreclosure Made the PREPARED BY block uniform across all forms and volumes 
3.2 Deed of Trust - Second Lien Made the PREPARED BY block uniform across all forms and volumes 
3.3 Deed of Trust to Secure Assumption - First Lien Made the PREPARED BY block uniform across all forms and volumes 
3.4 Deed of Trust to Secure Assumption - Second Lien Made the PREPARED BY block uniform across all forms and volumes 
3.5 Wraparound Deed of Trust Made the PREPARED BY block uniform across all forms and volumes 
3.6 Release of Lien Made the PREPARED BY block uniform across all forms and volumes 
3.7 Partial Release of Lien Made the PREPARED BY block uniform across all forms and volumes 
3.8 Release of Judgment Lien Made the PREPARED BY block uniform across all forms and volumes 
3.9 Partial Release of Judgment Lien Made the PREPARED BY block uniform across all forms and volumes 
3.10 Transfer of Note and Lien Made the PREPARED BY block uniform across all forms and volumes 
3.11 Subordination of Lien Made the PREPARED BY block uniform across all forms and volumes 
3.12 Lis Pendens Made the PREPARED BY block uniform across all forms and volumes 
4.1 Deed of Trust - First Lien improved assembly, removed unnecessary question and logic
4.6 Modification and Extension of Note and Lien Made the PREPARED BY block uniform across all forms and volumes 
5.1 Homestead Designation and Disclaimer Affidavit Made the PREPARED BY block uniform across all forms and volumes 
5.5 Affidavit of Heirship Made the PREPARED BY block uniform across all forms and volumes 
5.6 Affidavit Identifying Person Authorized to Transfer Real Property Made the PREPARED BY block uniform across all forms and volumes 
5.7 Affidavit of Identity Made the PREPARED BY block uniform across all forms and volumes 
5.8 Affidavit of Marital Status Made the PREPARED BY block uniform across all forms and volumes 
7.1 Correction Instrument - Non-Material Change Made the PREPARED BY block uniform across all forms and volumes 
7.2 Correction Instrument - Material Change Made the PREPARED BY block uniform across all forms and volumes 
8.7 Bill of Sale Made the PREPARED BY block uniform across all forms and volumes 
8.8 Blanket Bill of Sale Made the PREPARED BY block uniform across all forms and volumes 
12.1 HUD-1 Settlement Statement Improved order of calculations
14.1 Easement Agreement for Access Made the PREPARED BY block uniform across all forms and volumes 
14.2 Easement Agreement for Reciprocal Access Made the PREPARED BY block uniform across all forms and volumes 
14.3 Easement Agreement for Utilities Made the PREPARED BY block uniform across all forms and volumes 
14.4 Easement in Gross Agreement Made the PREPARED BY block uniform across all forms and volumes 
17.9 Affidavit Contradicting the Affidavit for Release of Unilateral Memo new form
Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes 
3.1 Life Insurance Trust Added Trust Protector language for limited power of appointment in "for life" distributions of descendant's trusts
4.1 GST Trust Added Trust Protector language for limited power of appointment in "for life" distributions of descendant's trusts
5.1 Spousal Lifetime Access Trust Added Trust Protector language for limited power of appointment in "for life" distributions of descendant's trusts
10.1 Simple Revocable Trust Added Trust Protector language for limited power of appointment in "for life" distributions of descendant's trusts
11.1 Tax Planned Revocable Trust Added Trust Protector language for limited power of appointment in "for life" distributions of descendant's trusts
Menu Title Details
0.00 Intakes  New Chapter added for Intakes in the Table of Contents and Titles changed to be more consistent across all volumes 
1.02 Confirmation of Client Information Added options for details for preparation of will,  and revocable living trust, optional additional information
1.02 Confirmation of Spouse Information Added option for details for preparation of Will, optional additional information
1.07 Mutual Representation Consent Agreement  Made the PREPARED BY block uniform across all forms and volumes 
2.01 Modern Will Cover Page  Made the PREPARED BY block uniform across all forms and volumes 
2.01 Spouse's Modern Will Cover Page  Made the PREPARED BY block uniform across all forms and volumes 
2.02 Modern Will - Spouse Added options for identification of family
2.02 Modern Will   Added options for identification of family
2.02 Modern Will Made the PREPARED BY block uniform across all forms and volumes 
2.02 Spouse's Modern Will  Made the PREPARED BY block uniform across all forms and volumes 
2.08 Codicil to Modern Will  Made the PREPARED BY block uniform across all forms and volumes 
2.08 Spouses Codicil to Modern Will  Made the PREPARED BY block uniform across all forms and volumes 
4.01 Statutory Durable Power of Attorney Made "Important Information for Agent" optional and made standalone printout
4.01 Spouse's Statutory Durable Power of Attorney Made "Important Information for Agent" optional and made standalone printout
4.01 Statutory Durable Power of Attorney Made the PREPARED BY block uniform across all forms and volumes 
4.01 Spouse's Durable Power of Attorney  Made the PREPARED BY block uniform across all forms and volumes 
4.02 Durable Power of Attorney Made "Important Information for Agent" optional and made standalone printout
4.02 Durable Power of Attorney Made "Important Information for Agent" optional and made standalone printout
4.02 Durable Power of Attorney (Not Statutory)  Made the PREPARED BY block uniform across all forms and volumes 
4.02 Spouse's Durable Power of Attorney (Not Statutory)  Made the PREPARED BY block uniform across all forms and volumes 
4.03 Certification of Durable Power of Attorney by Agent Made the PREPARED BY block uniform across all forms and volumes 
4.03 Spouse's Certification of Durable Power of Attorney by Agent Made the PREPARED BY block uniform across all forms and volumes 
4.05 Medical Power of Attorney and Designation of Health Care Agent Made the PREPARED BY block uniform across all forms and volumes 
4.05 Spouse's Medical Power of Attorney and Designation of Health Care Agent Made the PREPARED BY block uniform across all forms and volumes 
4.06 Directive to Physicians and Family or Surrogates Made the PREPARED BY block uniform across all forms and volumes 
4.06 Spouse's Directive to Physicians and Family or Surrogates Made the PREPARED BY block uniform across all forms and volumes 
4.07 Statutory Declaration of Guardian  Made the PREPARED BY block uniform across all forms and volumes 
4.07 Spouse's Statutory Declaration of Guardian  Made the PREPARED BY block uniform across all forms and volumes 
4.07 Statutory Declaration of Guardian  Added informational blue text to the panels for disqualified persons to explain that specifiying a disqualified person would not allow you the option to choose not to have the document witnessed
4.07 Spouse's Statutory Declaration of Guardian  Added informational blue text to the panels for disqualified persons to explain that specifiying a disqualified person would not allow you the option to choose not to have the document witnessed
4.08 Statutory Declaration for Mental Health Treatment Made the PREPARED BY block uniform across all forms and volumes 
4.08 Spouse's Statutory Declaration for Mental Health Treatment Made the PREPARED BY block uniform across all forms and volumes 
4.09 Declaration Regarding Anatomical Gifts Made the PREPARED BY block uniform across all forms and volumes 
4.09 Spouse's Declaration Regarding Anatomical Gifts Made the PREPARED BY block uniform across all forms and volumes 
4.10 Appointment for Disposition of Remains Made the PREPARED BY block uniform across all forms and volumes 
4.10 Spouse's Appointment for Disposition of Remains Made the PREPARED BY block uniform across all forms and volumes 
4.11 HIPAA Release and Authorization Made the PREPARED BY block uniform across all forms and volumes 
4.11 Spouse's HIPAA Release and Authorization Made the PREPARED BY block uniform across all forms and volumes 
4.13 Revocation of Power of Attorney  Made the PREPARED BY block uniform across all forms and volumes 
4.15 Supported Decision Making Agreement  Made the PREPARED BY block uniform across all forms and volumes 
4.17 Final Wishes  Made the PREPARED BY block uniform across all forms and volumes 
4.17 Spouse's Final Wishes  Made the PREPARED BY block uniform across all forms and volumes 
4.18 Limited Power of Attorney  Made the PREPARED BY block uniform across all forms and volumes 
5.01 Transfer on Death Deed - One Person  Made the PREPARED BY block uniform across all forms and volumes 
5.02 Transfer on Death Deed for Spouses - Client Separate   Made the PREPARED BY block uniform across all forms and volumes 
5.02 Spouse's Transfer on Death Deed  Made the PREPARED BY block uniform across all forms and volumes 
5.03 Transfer on Death Deed - Spouses Joint  Made the PREPARED BY block uniform across all forms and volumes 
5.04 Revocation of Transfer on Death Deed  Made the PREPARED BY block uniform across all forms and volumes 
5.06 Survivorship Agreement  Made the PREPARED BY block uniform across all forms and volumes 
5.07 Survivorship Agreement for Community Property Made the PREPARED BY block uniform across all forms and volumes 
6.01 Memorandum of Personal Property for Spouse Changed date of trust to match client version
6.01 Living Trust - Spouses  Made the PREPARED BY block uniform across all forms and volumes 
6.01 Living Trust - Spouses Added identification of Family and Potential/Supplemental Needs Trust options, survival period for beneficiaries entry and improved successor trustee listing, made Contingent Trust optional 
6.02 Living Trust - Single Person  Made the PREPARED BY block uniform across all forms and volumes 
6.02 Living Trust - Single Person Added identification of Family and Potential/Supplemental Needs Trust options, survival period for beneficiaries entry and improved successor trustee listing, made Contingent Trust optional 
6.04 Certification of Trust Minor  Made the PREPARED BY block uniform across all forms and volumes 
6.05 Special Warranty Deed - Single Person to Trust  Made the PREPARED BY block uniform across all forms and volumes 
6.06 Special Warranty Deed - Spouses to Trust  Made the PREPARED BY block uniform across all forms and volumes 
7.01 Medical Power of Attorney and Designation of Health Care Agent - For a Minor  Made the PREPARED BY block uniform across all forms and volumes 
7.03 Combined Statutory Declaration of Appointment of Guardian for Minor Child Made the PREPARED BY block uniform across all forms and volumes 
7.04 Client's Statutory Declaration of Appointment of Guardian for Minor Child Made the PREPARED BY block uniform across all forms and volumes 
7.04 Spouse's Client's Statutory Declaration of Appointment of Guardian for Minor Child Made the PREPARED BY block uniform across all forms and volumes 
7.05 HIPAA Authorization and Release for a Minor  Made the PREPARED BY block uniform across all forms and volumes 
5.10 Community Interest Special Warranty Deed  Made the PREPARED BY block uniform across all forms and volumes 

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