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April Content Update Details

Family Law

New form approved by the Supreme Court of Texas effective April 1: Sworn Application and Petition to Stop Cyberbullying (also available in Civil Litigation)

Improvements:

  • Expanded options in the Attorney Retainer Agreement – automatically bring in named staff members with their billing rates, section to gather ACH payment details, and a trigger for replenishment of evergreen account.
  • Improved language in objections to associate judges
  • New blank forms for Consent and Notice for International Travel, to provide for conservator’s future use
  • Waivers of Service: updated language for retaining or waiving right to notice of court proceedings
  • New Adoption Intakes (printable and Online Intake)
  • New PDFs:
    • Application for Acknowledgment of Paternity Inquiry
    • Arrears Incentive Program (from OAG)
    • UCC Financing Statement Addendum (UCC1Ad)
    • Harris County Terms and Conditions of Community Supervision for Nonpayment of Child Support
    • Harris County Terms and Conditions of Community Supervision for Violation of Possession and Access
  • Updated Bexar County Presiding Court locations for in-person hearings and Harris County websites, information that automatically comes in for your notices of court proceedings and available on the Government Contacts lookup tool.

Business Organizations

New forms: 

  • New Engagement Agreement
  • New Certificate of Conversion from LLC to Corporation (SOS 636)

Improvements: Certificates of Formation for Nonprofits and LLCs

Probate

New forms:

  • Rule 11 Settlement Agreement
  • Motion and Order for Genetic Testing
  • Motion and Order for Heirs to Give Bond

Improvements:

  • Options for Unsworn Declarations in more forms
  • Bolded name of appointed person in orders
  • Judgment Determining Heirship – new options for payment of discharged ad litem by separate order or out of the estate, other attorney component automatically brings in stored ad litem information

Wills

New form: Self-Proving Affidavit for Holographic Wills

Guardianship

New forms:

  • Order Approving Bond
  • Declaration of Appointment of Successor Guardian
  • Application for Resignation as Guardian and Appointment of Successor Guardian
  • Order Approving Resignation of Guardian and Appointment of Successor Guardian
  • Order Approving Bond of Successor Guardian

Real Estate

New form: Option for Correction Deed in Ch. 2 Deeds

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

Menu # Title Details
1.01 Engagement Agreement New form
4.01 Certificate of Formation (Nonprofit) Added Article 6 - Restrictions and Limitations
7.01 Certificate of Formation (LLC) Removed unncessary voting article and membership units references
7.01 Certificate of Formation (LLC) Fixed Icode that was only inserting "s" instead of "es" resulting in "addresss" of managers
13.01 Certificate of Conversion from LLC to Corporation (SOS 636) New PDF
14.04 Abandonment of Assumed Name  Restructured template to put counties where the certificate was filed near the SOS filing information. Added delete codes for information that is not applicable
Menu # Title Details
2.10 Letter to Client for Initial Disclosures Changed references from client web services to Online Intake
28.37 Letter to Opposing Counsel - Rule 11 Agreement for Discovery Added option for abatement or waiver of initial disclosures
28.38 Filing for Rule 11 Agreement for Discovery Added language to name the client and their party designation, as well as to generically refer to the type of agreement.
32.01 Interrogatories Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
40.05 Plaintiff's Interrogatories (Breach of Contract) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
40.06 Defendant's Interrogatories (Breach of Contract) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
41.30 Plaintiff's Interrogatories (Med Mal) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
41.31 Defendant's Interrogatories (Med Mal) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
42.05 Plaintiff's Interrogatories (Premises Liability) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
42.06 Defendant's Interrogatories (Premises Liability) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
43.08 Plaintiff's Interrogatories (Products Liability) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
43.09 Defendant's Interrogatories (Products Liability) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
44.17 Plaintiff's Interrogatories (Motor Vehicle) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
44.18 Defendant's Interrogatories (Motor Vehicle) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
45.19 Plaintiff's Interrogatories (DTPA) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
45.20 Defendant's Interrogatories (DTPA) Modified interrogatory regarding testifying expert based on TRCP 195 and removed interrogatory regarding identification of parties with knowledge of the case because the new disclosure rules already require this. Also added "Standard Interrogatories" heading and separate numbering to this section to keep the numbering from the Identifying ROGs (which are not limited in number) separate.
49.25 Sworn Application and Petition to Stop Cyberbullying New PDF
Menu # Title Details
1.02 Attorney Retainer Agreement Added option to bill for specific staff members with stored staff member names and billing rates defaulting from Firm Settings.
1.02 Attorney Retainer Agreement Added an optional, one-time ACH section for electronic transactions. For time billing cases with a minimum evergreen amount, added an option to specify the amount in the trust account that will trigger a request for replenishment of the trust account to be generated.
1.12 Adoption Intake  New worksheet, covers the same info as the Online Intake service
1.12 Adoption Intake - blank New blank worksheet for client to fill out
1.16 Client Letter - Initial Disclosures Changed references from client web services to Online Intake
3.01 Original Petition for Divorce Improved the language to the 'Objection to Associate Judge' 
3.03 Waiver of Service - Divorce Changed reference to notice of hearing to notice of court proceeding, improved wording of retaining and waiving of notice, improved coding for military options
3.05 Respondent's Original Answer to Petition for Divorce Improved the language to the 'Objection to Associate Judge' 
3.07 Counterpetition for Divorce Added option to add language to service address, "or wherever he/she may be found"
3.07 Counterpetition for Divorce Improved the language to the 'Objection to Associate Judge' 
3.08 Counteranswer in Divorce Improved the language to the 'Objection to Associate Judge' 
3.08 Counteranswer in Divorce Removed the old Notice of Hearing included when there are special exceptions. An automatic Notice of Court Proceeding in compliance with amended TRCP 21a will now be automatically assembled for special exceptions.
4.01 Final Decree of Divorce Touched up the autonumbering in the Sale of Residence to be a consistent style with the rest of the form/volume
4.10 Prove Up Affidavit for Divorce Removed redundant "dated" line, removed "and" before country in unsworn declaration
7.23 UCC Financing Statement Addendum (UCC1Ad) New PDF
10.01 Petition to Modify Parent-Child Relationship Added option to add language to service address, "or wherever he/she may be found"
10.01 Petition to Modify Parent-Child Relationship Improved the language to the 'Objection to Associate Judge' 
10.03 Original Answer for Modification of Parent-Child Relationship Improved the language to the 'Objection to Associate Judge' 
10.04 Counterpetition to Modify Parent-Child Relationship Added option to add language to service address, "or wherever he/she may be found"
10.04 Counterpetition to Modify Parent-Child Relationship Improved the language to the 'Objection to Associate Judge' 
11.01 Original Petition in SAPCR Added option to add language to service address, "or wherever he/she may be found"
11.01 Original Petition in Suit Affecting the Parent-Child Relationship Improved the language to the 'Objection to Associate Judge' 
11.02 Respondent's [Special Appearance] and Answer - SAPCR Improved the language to the 'Objection to Associate Judge' 
11.04 Counterpetition in SAPCR Added option to add language to service address, "or wherever he/she may be found"
11.04 Counterpetition in Suit Affecting the Parent-Child Relationship Improved the language to the 'Objection to Associate Judge' 
11.15 Original Petition in SAPCR to Prevent International Child Abduction Added option to add language to service address, "or wherever he/she may be found"
11.15 Original Petition in SAPCR to Prevent International Child Abduction Improved the language to the 'Objection to Associate Judge' 
14.03 Consent for International Travel - Blank PDF New PDF
14.04 Notice of Intl Travel - Blank PDF New PDF
17.03 Original Answer Filed by Attorney Ad Litem for Child Improved the language to the 'Objection to Associate Judge' 
17.04 Original Answer Filed by Attorney Ad Litem for Respondent - Publication Improved the language to the 'Objection to Associate Judge' 
18.04 Waiver of Service - SAPCR Changed reference to notice of hearing to notice of court proceeding, improved wording of retaining and waiving of notice
18.12 Petition for Temporary Authorization for Care of Child Added option to add language to service address, "or wherever he/she may be found"
18.12 Petition for Temporary Authorization for Care of Child Improved the language to the 'Objection to Associate Judge' 
19.02 Application for Protective Order Improved the language to the 'Objection to Associate Judge' 
19.15 Motion for Enforcement of Final Protective Order Improved the language to the 'Objection to Associate Judge' 
19.16 Answer to Motion for Enforcement of Final Protective Order Improved the language to the 'Objection to Associate Judge' 
25.02 Motion to Substitute Attorney Minor edits to language
25.03 Order Substituting Attorney Removed "in charge" from description of attorney, removed party approval signatures
29.08 Original Petition to Terminate of Modify Withholding Added option to add language to service address, "or wherever he/she may be found"
29.08 Original Petition to Terminate or Modify Withholding Improved the language to the 'Objection to Associate Judge' 
29.17 Petition to Recover Balance of Child Support From Deceased Obligor Added option to add language to service address, "or wherever he/she may be found"
29.17 Petition to Recover Balance of Child Support From Deceased Obligor Improved the language to the 'Objection to Associate Judge' 
30.01 Motion for Child Support Order Clarification Improved the language to the 'Objection to Associate Judge' 
30.01 Motion for Child Support Order Clarification Added subheadings, notice of hearing, changed objection to associate judge to remove "does not object" option
30.03 Motion for Enforcement of Child Support Order Improved the language to the 'Objection to Associate Judge' 
30.05 Answer to Motion for Enforcement of Child Support Order Improved the language to the 'Objection to Associate Judge' 
30.07 Motion to Revoke Suspended Commitment - Child Support Improved the language to the 'Objection to Associate Judge' 
30.07 Motion to Revoke Suspended Commitment - Child Support Added subheadings, new order to appear
30.13 Motion for Enforcement of Income Withholding Improved the language to the 'Objection to Associate Judge' 
30.15 Motion for Confirmation of Arrearages Improved the language to the 'Objection to Associate Judge' 
30.24 Petition - License Suspension re Failure to Pay Child Support Added option to add language to service address, "or wherever he/she may be found"
30.24 Petition - License Suspension re Failure to [Pay Child Support-Comply Subpoena] Improved the language to the 'Objection to Associate Judge' 
30.25 Petition for Foreign Judgment Enforcement - Child Support Improved the language to the 'Objection to Associate Judge' 
30.28 Motion for Child Support Security Improved the language to the 'Objection to Associate Judge' 
30.30 Motion for Forfeiture of Security for Failure to Comply With Order Improved the language to the 'Objection to Associate Judge' 
30.35 Answer to Petition to Suspend License - Child Support or Subpoena Violation Improved the language to the 'Objection to Associate Judge' 
30.44 Original Petition to Recover Child Support Payment Improved the language to the 'Objection to Associate Judge' 
30.48 Arrears Incentive Program New PDF from the OAG
31.01 Motion for Enforcement of Possession and Access Order Improved the language to the 'Objection to Associate Judge' 
31.03 Answer to Motion for Enforcement of [Possession - Access] Improved the language to the 'Objection to Associate Judge' 
31.05 Motion to Revoke Suspended Commitment - Possession - Access Improved the language to the 'Objection to Associate Judge' 
31.05 Motion to Revoke Suspended Commitment - Possession - Access Improved the language to the 'Objection to Associate Judge' 
31.07 Motion for Child [Possession - Access] Order Clarification Improved the language to the 'Objection to Associate Judge' 
31.13 Motion for Child [Possession - Access] Security Improved the language to the 'Objection to Associate Judge' 
31.15 Petition License Suspension re Failure to Comply With P&A Added option to add language to service address, "or wherever he/she may be found"
31.15 Petition License Suspension re Failure to Comply With Possession Access Order Improved the language to the 'Objection to Associate Judge' 
31.15 Petition License Suspension re Failure to Comply With Possession Access Order Improved language to show compliance with statute.
31.17 Answer to Petition to Suspend License - Child Custody Violation Improved the language to the 'Objection to Associate Judge' 
31.26 Petition for Writ of Habeas Corpus Added option to add language to service address, "or wherever he/she may be found"
31.26 Petition for Writ of Habeas Corpus [and Writ of Attachment] - Children Improved the language to the 'Objection to Associate Judge' 
31.28 Response to Petition for Writ of Habeas Corpus Improved the language to the 'Objection to Associate Judge' 
31.40 Petition for Enforcement of Child custody Added option to add language to service address, "or wherever he/she may be found"
31.40 Petition for Enforcement of Child Custody Improved the language to the 'Objection to Associate Judge' 
31.42 Response to Petition for Enforcement of Child Custody Improved the language to the 'Objection to Associate Judge' 
32.03 Petition for Enforcement of Division of Property Added option to add language to service address, "or wherever he/she may be found"
32.03 Petition for Enforcement of Division of Property [by Contempt] Improved the language to the 'Objection to Associate Judge' 
32.04 Answer to Petition for Enforcement of Division of Property [by Contempt] Improved the language to the 'Objection to Associate Judge' 
34.01 Petition for Enforcement of Spousal Maintenance Improved the language to the 'Objection to Associate Judge' 
34.01 Petition to Enforce Spousal Maintenance Added option to add language to service address, "or wherever he/she may be found"
34.01 Petition for Enforcement of Spousal Maintenance Improved the language to the 'Objection to Associate Judge' 
34.02 Answer to Petition for Enforcement of Spousal Maintenance Improved the language to the 'Objection to Associate Judge' 
34.10 Petition to Terminate-Modify Order - Writ of Withholding for Spousal Maintenance Improved the language to the 'Objection to Associate Judge' 
34.10 Petition to Terminate-Modify Order - Writ of Withholding for Spousal Maintenance Added option to add language to service address, "or wherever he/she may be found"
34.12 Motion to Confirm Spousal Maintenance Arrearages Improved the language to the 'Objection to Associate Judge' 
34.14 Petition to Recover Overpaid Spousal Maintenance Improved the language to the 'Objection to Associate Judge' 
34.14 Petition to Recover Overpaid Spousal Maintenance Added option to add language to service address, "or wherever he/she may be found"
35.01 Petition to Modify Parent-Child Relationship During Military Duty Improved the language to the 'Objection to Associate Judge' 
35.02 Respondent's Answer-Petition to Modify Parent-Child Relationship-Military Duty Improved the language to the 'Objection to Associate Judge' 
35.07 Petition for Additional Periods of Possession and Access Improved the language to the 'Objection to Associate Judge' 
36.01 Original Petition to Modify Order by Court of Another State Improved the language to the 'Objection to Associate Judge' 
36.02 Respondent's Special Appearance and Original Answer - Modify Foreign Order Improved the language to the 'Objection to Associate Judge' 
38.01 Petition to Adjudicate Parentage Improved the language to the 'Objection to Associate Judge' 
38.02 Petition to Challenge Acknowledgment of Paternity Improved the language to the 'Objection to Associate Judge' 
38.03 Respondent's [Special Appearance and] Original Answer - [Parentage - Paternity] Improved the language to the 'Objection to Associate Judge' 
38.03 Respondent's [Special Appearance and] Original Answer - [Parentage - Paternity] Improved the language to the 'Objection to Associate Judge' 
38.11 Petition to Validate Gestational Agreement Improved the language to the 'Objection to Associate Judge' 
38.12 Waiver of Service - Gestational Agreement Improved the language to the 'Objection to Associate Judge' 
38.22 Application for Acknowledgment of Paternity Inquiry New PDF
39.01 Original Petition for Termination and Adoption of Stepchild[ren] Improved the language to the 'Objection to Associate Judge' 
40.01 Original Petition to Terminate Parent-Child Relationship Improved the language to the 'Objection to Associate Judge' 
40.01 Original Petition to Terminate Parent-Child Relationship Added child's place of birth
40.02 Order Terminating Parental Rights Added child's place of birth
40.03 Original Petition to Terminate Parent-Child Relationship by Nongenetic Father Improved the language to the 'Objection to Associate Judge' 
40.03 Original Petition to Terminate Parent-Child Relationship by Nongenetic Father Added child's place of birth
40.04 Order on Termination [Nongenetic Father] Added child's place of birth
40.05 Respondent's [Special Appearance and] Original Answer - Termination Improved the language to the 'Objection to Associate Judge' 
41.01 Original Petition for Adoption of a Child or Children Improved the language to the 'Objection to Associate Judge' 
41.01 Original Petition to Adopt a Child or Children Added place of birth
41.02 Adoption Order Added place of birth
42.01 Original Petition to Annul Marriage Improved the language to the 'Objection to Associate Judge' 
42.02 Waiver of Service - Annulment Improved the language to the 'Objection to Associate Judge' 
42.02 Waiver of Service - Annulment Changed reference to notice of hearing to notice of court proceeding, improved wording of retaining and waiving of notice, added date petition was filed for waiving notice.
42.03 Respondent's Original Answer to Petition to Annul Marriage Improved the language to the 'Objection to Associate Judge' 
42.06 Original Petition to Annul Underage Marriage Improved the language to the 'Objection to Associate Judge' 
42.07 Waiver of Service - Annulment of Underage Marriage Improved the language to the 'Objection to Associate Judge' 
42.07 Waiver of Service - Annulment of Underage Marriage Changed reference to notice of hearing to notice of court proceeding, improved wording of retaining and waiving of notice, added date petition was filed for waiving notice.
42.10 Original Petition to Void Marriage Improved the language to the 'Objection to Associate Judge' 
42.11 Waiver of Service - Void Marriage Improved the language to the 'Objection to Associate Judge' 
42.11 Waiver of Service - Void Marriage Changed reference to notice of hearing to notice of court proceeding, improved wording of retaining and waiving of notice, added date petition was filed for waiving notice.
42.12 Respondent's Original Answer to Petition to Void Marriage Improved the language to the 'Objection to Associate Judge' 
43.01 Original Petition for Name Change Improved the language to the 'Objection to Associate Judge' 
43.03 Original Petition for Child's Name Change Added child's place of birth
43.03 Original Petition for Child's Name Change Improved the language to the 'Objection to Associate Judge' 
43.03 Original Petition for Child's Name Change Assigned petitioner client to avoid errors during assembly
43.04 Order Granting Child's Name Change Added child's place of birth
43.04 Order Granting Child's Name Change Assigned petitioner client to avoid errors during assembly
43.05 Consent in Support of Change of Name for Child Removed unused questions, spelled out child's date of birth
44.06 Petition in Intervention in Suit Affecting the Parent-Child Relationship Improved the language to the 'Objection to Associate Judge' 
45.01 Original Petition for Possession of or Access to a Grandchild Improved the language to the 'Objection to Associate Judge' 
45.05 Petition for Removal of Disabilities of Minority Improved the language to the 'Objection to Associate Judge' 
45.09 Original Petition for Sibling Access Improved the language to the 'Objection to Associate Judge' 
45.14 Original Petition for Court-Ordered Support for Disabled Child Improved the language to the 'Objection to Associate Judge' 
45.20 Original Petition for Bill of Review Improved the language to the 'Objection to Associate Judge' 
45.31 Sworn Application and Petition to Stop Cyberbullying New PDF
46.15 Report on Mediation Results Changed format from a letter to pleading style, included caption and certificate of service to allow for easy filing with case. New options for mediation in recess, added new mediator pleading signature block, made court referral optional
46.16 Prove Up Affidavit MSA Removed redundant "dated" line, removed "and" before country in unsworn declaration
47.08 [Petition - Motion] to Compel Arbitration Improved the language to the 'Objection to Associate Judge' 
47.09 Response to [Petition - Motion] to Compel Arbitration Improved the language to the 'Objection to Associate Judge' 
47.21 [Petition - Motion] to Vacate Arbitrator's Award Improved the language to the 'Objection to Associate Judge' 
50.01 Original Petition for Post-Decree Division of Property Improved the language to the 'Objection to Associate Judge' 
50.02 Original Petition for Post-Decree Qualified Domestic Relations Order Improved the language to the 'Objection to Associate Judge' 
LOCAL Standing Order (Williamson) Updated Williamson Co. Standing Order PDF to newest version
LOCAL Harris Co. Terms and Conditions of Community Supervision for Nonpayment of Child Support New PDF
LOCAL Harris Co. Terms and Conditions of Community Supervision for Violation of Possession and Access New PDF
Online Intake Adoption Intake New Online Intake service
  Inventory Tool Fix to years coming in from Online Intake
5-32 (SBOT) Authorization to Disclose Protected Health Info Changed token number on PDF to correspond to existing token
25-17 (SBOT) Qualified Domestic Relations Order [TX Municipal Retirement System] Created token for date divorce decree was signed
Menu # Title Details
2.02 Order Appointing Guardian With Full Authority (fully incapacitated)  Bolded name of person appointed
2.03 Order Appointing Guardian With Full Authority (partially incapacitated)  Bolded name of person appointed
2.06 Bond of Guardian Expanded document to allow for multiple guardians posting the bond
2.07 Order Approving Bond New form
2.09 Order Approving Guardian / Attorney Ad Litem Bolded name of person appointed
2.13 Order Granting Mental Examination Bolded name of person appointed
3.02 Order Appointing Temporary Guardian Bolded name of person appointed
3.05 Order Appointing Temporary Guardian Pending Contest Bolded name of person appointed
4.07 Annual Report Replaced question asking age with automatic calculation, improved readability for explanations for ward's mental and physical health
14.01 Declaration of Appointment of Successor Guardian New form
14.02 Application for Resignation as Guardian and Appointment of Successor Guardian New form
14.03 Order Approving Resignation of Guardian and Appointment of Successor Guardian New form
14.06 Order Approving Bond of Successor Guardian New form
Menu # Title Details
5.01 Letter to Client for Initial Disclosures Changed references from client web services to Online Intake
Menu # Title Details
1.01 Initial Letter to Client Changed references from Client Web Services to Online Intake
3.16 Letter Ordering Certified Copies - Heirship Tweaked autonumbering tokens to use standard format
6.02 Order Admitting Will to Probate (Sec. 401.001) Bolded the named administrator/executor at the bottom of the order
6.04 Order Admitting Will to Probate (Sec. 401.001) Bolded the named administrator/executor at the bottom of the order
6.05 Application Probate of Will 401.002b Added "With Will Annexed" to title of Adminsitrator in prayer
6.06 Order Admitting Will to Probate (Sec. 401.002b) Bolded the named administrator/executor at the bottom of the order
6.08 Order Admitting Will to Probate (Sec. 254.006) Bolded the named administrator/executor at the bottom of the order
6.09 Application for Appointment of Successor Independent Executor Removed Order Setting Hearing
6.10 Order Appointing Successor Independent Executor Bolded the named administrator/executor at the bottom of the order
6.12 Order Appointing Independent [Executor-Administrator] (Sec. 257.151) Bolded the named administrator/executor at the bottom of the order
7.01 Application for Probate of Will and Letters Testamentary Made "Executor" into "Dependent Executor"
7.02 Order Admitting Will to Probate and Granting Letters Testamentary Bolded the named administrator/executor at the bottom of the order
7.02 Order Admitting Wills to Probate and Granting Letters Testamentary (Dependent) Removed independent language at end
7.03 Application for Appointment of Successor Executor (Dependent) Made "Executor" into "Dependent Executor"
7.03 Application for Appointment of Successor Executor (Dependent) Removed Order Setting Hearing
7.04 Order Appointing Successor Executor (Dependent) Bolded the named administrator/executor at the bottom of the order
8.02 Order Granting Letters of Dependent Administration (Intestate) Bolded the named administrator/executor at the bottom of the order
8.02 Order Granting Letters of Dependent Administration (Intestate) Added other attorney component to automatically bring in/store appointed ad litem info
8.04 Judgment Determining Heirship and Granting Letters of Administration (Intestate) Bolded the named administrator/executor at the bottom of the order
8.04 Judgment Determining Heirship and Granting Letters of Administration (Intestate) New options for payment of ad litem by separate order or out of the estate, always discharged. Added other attorney component to automatically bring in/store appointed ad litem info
8.06 Judgment Determining Heirship & Granting Letters of Indep. Admin. (Intestate) Bolded the named administrator/executor at the bottom of the order
8.06 Judgment Determining Heirship New options for payment of ad litem by separate order or out of the estate, always discharged. Added other attorney component to automatically bring in/store appointed ad litem info
8.08 Order Granting Letters of Independent Administration (Intestate) Bolded the named administrator/executor at the bottom of the order
8.09 Application for Appointment of Successor Administrator Added option for unsworn declaration.
8.09 Application for Appointment of Successor Administrator (Intestate) Removed Order Setting Hearing
8.10 Order Appointing Successor Administrator (Intestate) Bolded the named administrator/executor at the bottom of the order
8.10 Order Appointing Successor Administrator (Intestate) Added other attorney component to automatically bring in/store appointed ad litem info
9.02 Order Appointing Temporary Administrator Bolded the named administrator/executor at the bottom of the order
9.02 Order Appointing Temporary Administrator Tweaked autonumbering tokens to use standard format
9.03 Letters of Temporary Administration Tweaked autonumbering tokens to use standard format
9.05 Application to Enlarge Powers of Temporary Administrator Tweaked autonumbering tokens to use standard format
9.06 Order Enlarging Powers of Temporary Administrator Tweaked autonumbering tokens to use standard format
9.07 Order Making Temporary Administration Permanent Bolded the named administrator/executor at the bottom of the order
9.07 Order Making Temporary Administration Permanent Tweaked autonumbering tokens to use standard format
9.08 Final Accounting of Temporary Administrator Added option for unsworn declaration.
9.09 Order Approving Final Account Simplified coding structure to improve looping on dimensioned property
10.01 Application for Probate of Will as Muniment of Title Default to applicant not signing
10.02 Application for Probate of Will as Muniment of Title (Will Not Produced) Default to applicant not signing
11.02 Order Admitting Will to Probate and Granting Letters of Administration Bolded the named administrator/executor at the bottom of the order
12.07 Judgment Declaring Heirship New options for payment of ad litem by separate order or out of the estate, always discharged. Added other attorney component to automatically bring in/store appointed ad litem info
12.12 Motion for Genetic Testing New form
12.13 Order Granting Genetic Testing New form
17.01 Small Estate Affidavit Added option for unsworn declaration and added statement if Decedent was never married.
17.03 Letter Transmitting Small Estate Affidavit to Witness Removed references to notary if the witness verified the Small Estate Affidavit with an unsworn declaration.
17.04 Letter Transmitting Small Estate Affidavit to Heir or Distributee Removed references to notary if the recipient verified the Small Estate Affidavit with an unsworn declaration.
21.25 Affidavit Authenticating Business Records Improved assembly when affiant and number of pages isn't known
24.03 Affidavit of Dependent Administrator on Annual Account Added option for unsworn declaration.
25.02 Affidavit of Compliance for Notice to Beneficiaries Added option for unsworn declaration.
25.04 Motion for Heirs to Give Bond (403.060) New form
25.05 Order to Appear and Giv Bond (403.060) New form
26.01 Affidavit of Heir After Period for Probate Removed extra signature line and verification language in notary section
26.03 Affidavit Regarding Debts and Taxes Added option for unsworn declaration.
26.11 Verification for Probate Application Added option for unsworn declaration.
29.09 Application for Order of Sale of Real Property Added option for unsworn declaration.
29.25 Verified Exhibit Showing Condition of the Estate Added option for unsworn declaration.
29.28 Application to Sell Minor's Interest in Property Added option for unsworn declaration.
29.31 Family Settlement Agreement New form
31.03 Application for Family Allowance Added option for unsworn declaration.
34.01 Appointment of Resident Agent Added signature line to unsworn declaration
34.03 Receipt and Release Added option for a fill in the blank unsworn declaration, improved assembly, and added caption and title to each recipient's receipt. Also simplified assembly, removed redundant date of receipt, added name of releasor to title, added instructions for unsworn declaration.
34.07 Order Granting Substitution of Counsel Added "APPROVED AS TO FORM"
34.12 Application for Authority to [Engage/Employ] Clarified the type of application in the introduction paragraph, also opened up to administrators and dependent administrators
Online Intake Probate of Will Intake Added medicaid benefits question and debts owed by the estate
Menu # Title Details
2.1 Warranty Deed [With Optional Vendor's Lien] Added option to make it a Correction Deed
2.2 Special Warranty Deed [With Optional Vendor's Lien] Fixed typo in the environmental release
2.2 Special Warranty Deed [With Optional Vendor's Lien] Added option to make it a Correction Deed
2.3 Deed Without Warranty Added option to make it a Correction Deed
2.4 Quitclaim Deed Added option to make it a Correction Deed
2.5 Lady Bird General Warranty Deed Added option to make it a Correction Deed
2.7 Mineral Deed Added option to make it a Correction Deed
2.8 Gift Deed Added option to make it a Correction Deed
2.9 Life Estate-Remainder Interest Deed Added option to make it a Correction Deed
2.10 Partition Deed Added option to make it a Correction Deed
2.11 Owelty of Partition Deed Added option to make it a Correction Deed
2.12 Community Interest Special Warranty Deed Added option to make it a Correction Deed
2.13 Boundary Line Agreement and Special Warranty Deed Added option to make it a Correction Deed
2.14 Transfer on Death Deed Added option to make it a Correction Deed
3.7 Partial Release of Lien Updated title in finished template.
3.7 Partial Release of Lien Removed question regarding who to return to and just left the address, moved panel so it will autocomplete from stored address for holder if applicable
Menu # Title Details
9.1 Tax Planned Trust Minor edits to improve language
Menu # Title Details
2.1 Simple Will Added "Self Proving Affidavit" heading in the combined attestation
2.2 Simple Will - Dynasty Trust for Primary Beneficiaries Added "Self Proving Affidavit" heading in the combined attestation
2.3 Tax Oriented Will Added "Self Proving Affidavit" heading in the combined attestation
2.5 Pourover Will - Married Testator Added "Self Proving Affidavit" heading in the combined attestation
2.6 Pourover Will - Single Person Added "Self Proving Affidavit" heading in the combined attestation
2.7 Small Estate Will With Special Needs Trust Added "Self Proving Affidavit" heading in the combined attestation
2.10 Basic Will - Married Testator Added "Self Proving Affidavit" heading in combined attestation
2.11 Basic Will - Spouse Added "Self Proving Affidavit" heading in combined attestation
2.12 Basic Will - Single Person Added "Self Proving Affidavit" heading in combined attestation
2.13 Basic Pourover Will - Married Testator Added "Self Proving Affidavit" heading in combined attestation
2.14 Basic Pourover Will - Spouse Added "Self Proving Affidavit" heading in combined attestation
2.15 Basic Pourover Will - Single Person Added "Self Proving Affidavit" heading in combined attestation
2.20 Codicil to Will Added "Self Proving Affidavit" heading in combined attestation
4.5 Medical Power of Attorney and Designation of Healthcare Agent Removed reference to standalone disclosure statement
4.17 Final Wishes Changed "internment" to "interment" and added the person's name to the document title
  Spouse's Final Wishes  Changed "internment" to "interment" and added the person's name to the document title
6.4 Special Warranty Deed - Single Person to Trust Fixed typos in the environmental release
6.5 Special Warranty Deed - Spouses to Trust Fixed typos in the environmental release
8.3 Self-Proving Affidavit Minor adjustments to improve assembly
8.4 Self-Proving Affidavit for Holographic Wills New form

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