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April Content Update DetailS

 

Family Law

  • Bexar County Certification Regarding the Use of Artificial Intelligence – option to automatically add to motions
  • Tarrant County required Certificate of Conference added to motions
  • Petition and Counterpetition to Modify SAPCR: allows for multiple bases for appointing a temporary conservator
  • More forms with online notary and unsworn declaration options
  • New forms:
    • Declaration of identity
    • Motion for Continuance of Hearing
    • Affidavit or Declaration in Support of Motion for Continuance of Hearing
    • Objection to Business Records Affidavit
    • Scheduling Order and Notice of Intent to Dismiss
    • Motion to Set on Jury Docket
    • Order on Motion to Set on Jury Docket
    • Certification Regarding the Use of Artificial Intelligence
    • Bowie County Standing Orders
    • Harris County Application to Withdraw Minor Funds

Probate

  • Applications to probate a Will now include the statutory interest of the applicant. While not required, this helps judges and clerks a great deal.
  • New forms:
    • Order Setting Hearing
    • Waiver of Notice and Consent to Independent Administration Sec. 401.003

Civil Litigation

    • New Certification Regarding the Use of Artificial Intelligence

Wills

  • Simple Wills improvements:
    • option for specific bequests to be distributed after death of both spouses
    • option to include descendants of disinherited person
    • enhanced per stirpes definition
    • improved instructions during assembly
    • option for letter of instruction assembled as a separate form
  • Client Intakes- new blank worksheets to print and give to your client, improvements to Online Intake to help your client better understand what is being asked

Trusts

  • New Grandchild Trust: a complete chapter for this irrevocable GST Exclusion Trust, a great solution for your clients who want to take advantage of the exception to the GST Tax rules.

Guardianship

  • New Application to Reimburse Guardian Expenses
  • New Order Approving Reimbursement of Guardian

Business Organizations

  • New Subscription Agreement

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

Menu # Title Details
2.07 Certificate of Amendment  (SOS 424) Improved sizing and spacing of entries
6.13 Certificate of Reinstatement of Prof. Association (SOS 814) Improved sizing and spacing of entries
8.02 Company Agreement - PLLC Added missing language to "Notices" section
9.15 Subscription Agreement New form
12.01 Certificate of Conversion from Corporation to LLC  (SOS 632) Improved sizing and spacing of entries
12.03 Certificate of Conversion Corporation to Ltd Partnership (SOS  633) Improved sizing and spacing of entries
12.05 Certificate of Conversion Corporation to General Partnership (SOS 631) Improved sizing and spacing of entries
13.01 Certificate of Conversion from LLC to Corporation (SOS 636) Improved sizing and spacing of entries
Menu # Title Details
4.02 Civil Case Information Sheet - Justice Court Improved sizing and spacing of entries
5.08 Return of Service on Individual Defendant - In Person Improved sizing and spacing of entries
14.16 Statement of Inability to Afford Payment of Court Costs Improved sizing and spacing of entries
14.21 Certification Regarding Use of Artificial Intelligence New form
17.01 Certificate of Last Known Address Updated script to default party addresses
44.06 Uninsured Motorist Demand Letter Added blue context to panels for medical providers.
51.30 Order Granting Judgment Nunc Pro Tunc Added signatures of parties. Added option to either enter the corrected language to appear in the corrected final order to be filed, or to refer directly to an attached corrected final order.
Menu # Title Details
26.9 Motion to Withdraw - Appellate Court Referenced Texas Rules of Appellate Procedure in the Certificate of Service, as applicable.
26.10 Motion to Substitute Counsel - Appellate Court Referenced Texas Rules of Appellate Procedure in the Certificate of Service, as applicable.
26.11 Motion for Extension of Time to File Appellant's Brief Referenced Texas Rules of Appellate Procedure in the Certificate of Service, as applicable.
28.7  Petition for Expunction Labeled panel to specify that we are asking for caption information for the expunction proceeding, not the underlying criminal matter.
28.7 Order - Petition for Expunction  Improved caption on panel for optional Order Setting Hearing included with the petition.
Menu # Title Details
1.09 Blank Child Custody Strategy Intake Consistency changes to Online Intake
1.25 Statement of Inability to Afford Payment of Court Costs Improved sizing and spacing of entries
1.26 Request for Child Support Disbursement Unit Direct Deposit Improved sizing and spacing of entries
1.27 Affidavit or Declaration for Attorney's Fees Consistency changes to template 
2.01 Civil Case Information Sheet Improved sizing and spacing of entries
2.03 Affidavit or Declaration in Support of Motion for Substituted Service Consistency changes to template 
2.04 Affidavit or Declaration of Attempted Personal Service Consistency changes to template 
2.07 Affidavit or Declaration in Support (Citation by Publication or Other Service) Consistency changes to template 
2.14 Return of Service on Individual Defendant - In Person Improved sizing and spacing of entries
3.01 Original Petition for Divorce  Minor text changes to temporary orders regarding parties and property to match Section 6.501, TFC.
3.04 Affidavit or Declaration of Indigency - Pauper's Oath - Divorce Consistency changes to template 
3.07 Counterpetition for Divorce  Minor text changes to temporary orders regarding parties and property to match Section 6.501, TFC.
4.01 Final Decree of Divorce Added section heading to the final orders paragraph and the clarifying orders paragraph for easier identification within the document.
4.01 Final Decree of Divorce Minor text changes to temporary orders regarding parties and property to match Section 6.501, TFC.
4.03 Motion to Sign Decree of Divorce Added Tarrant Certificate of Conference
4.06 Motion for Waiver of Prohibition Against Remarriage Added Tarrant Certificate of Conference
4.10 Prove Up Affidavit or Declaration for Divorce Consistency changes to template 
5.01 Motion for TRO Added Tarrant Certificate of Conference
5.01 Motion for TRO Minor text changes to temporary orders regarding parties and property to match Section 6.501, TFC.
5.02 TRO With Notice of Hearings (Show Cause and Temp Orders) - Divorce Made checkbox for mutual injunctions more prominent on panel. Mutual injunctions will also default if in Harris County.
5.02 RTO With Notice of Hearings (Show Cause and Temp Orders) - Divorce Minor text changes to temporary orders regarding parties and property to match Section 6.501, TFC.
5.03 Motion to Extend Temporary Restraining Order (Divorce) Added Bexar County Certificate of Conference and A.I. Certification
5.05 Financial Information Sheet Improved to allow for customized formatting 
5.06 Motion for Temporary Orders Added Tarrant Certificate of Conference
5.06 Motion for Temporary Order Minor text changes to temporary orders regarding parties and property to match Section 6.501, TFC.
5.07 Notice of Court Proceeding for Temporary Orders and Order to Appear - Divorce Minor text changes to temporary orders regarding parties and property to match Section 6.501, TFC.
5.08 Temporary Order Minor text changes to temporary orders regarding parties and property to match Section 6.501, TFC.
5.09 Motion to Sign Temporary Orders Added Tarrant Certificate of Conference
5.11 Motion to Modify Temporary Orders Added Tarrant Certificate of Conference
5.12 Motion to Extend Temporary Orders Added Tarrant Certificate of Conference
6.09 Motion to Appoint Auditor Added Tarrant Certificate of Conference
6.11 Motion to Appoint Receiver Added Tarrant Certificate of Conference
6.15 Motion to List Real Property Added Tarrant Certificate of Conference
6.17 Motion for Authorization of Sale of Real Property Added Tarrant Certificate of Conference
8.05 Affidavit or Declaration for Business Records - Employee Benefits Consistency changes to template 
10.01 Petition to Modify Parent-Child Relationship Allowed for multiple bases for appointing a temporary conservator.
10.02 Affidavit or Declaration in Support - Petition to Modify Added new ground that child over 12 will express preference to match choices, made grounds multiple choice, improved defaults from petition, and improved formatting. 
10.04 Counterpetition to Modify Parent-Child Relationship Allowed for multiple bases for appointing a temporary conservator. Improved defaults from circumstances for the permanent orders requested and reasons for appointing a temporary conservator.
10.08 Notice of Court Proceeding for Temp Orders and Order to Appear - Modification Added form help and improved coding to allow for multiple possessory conservators.
10.10 Motion to Deny Relief in Suit to Modify Parent-Child Relationship Added Harris, Williamson, Tarrant, and Bexar Certificate of Conference
10.12 Order in Suit to Modify Parent-Child Relationship Improved language for designation of conservator with exclusive right to determine the primary residence of the child when only conservatorship is being modified and there are no geographic restrictions.
10.12 Order in Suit to Modify Parent-Child Relationship Added option to address obligations under temporary orders.
11.05 Motion for TRO for SAPCR Added Tarrant Certificate of Conference
11.06 TRO With Notice of Hearings (Show Cause and Temporary) - SAPCR Made checkbox for mutual injunctions more prominent on panel. Mutual injunctions will also default if in Harris County.
11.06 TRO With Notice of Hearings (Show Cause and Temporary) - SAPCR Minor language changes in temporary order for injunctions regarding parties and property to match TFC, Sec. 6.501 
11.07 Motion to Extend Temporary Restraining Order (SAPCR) Added Tarrant Certificate of Conference
11.09 Motion for Temporary Orders in Suit Affecting Parent-Child Relationship Added Tarrant Certificate of Conference
11.14 Motion to Sign Order in Suit Affecting Parent-Child Relationship Added Tarrant Certificate of Conference
12.02 Motion to Appoint Parenting Coordinator or Facilitator Added Tarrant Certificate of Conference
12.09 Motion to Remove Parenting Coordinator or Facilitator Added Tarrant Certificate of Conference
12.10 Parenting Coordinator's or Facilitator's Motion to Remove Added Tarrant Certificate of Conference
12.25 Motion for Use of Co-Parenting Communication Tool Added Tarrant Certificate of Conference
14.01 Motion for Passport Controls Added Tarrant Certificate of Conference
15.02 Affidavit or Declaration of Required UCCJEA Consistency changes to template 
15.09 Medical History Report Improved sizing and spacing of entries
15.10 Affidavit or Declaration of Indigency - Pauper's Oath Consistency changes to template 
15.12 Affidavit or Declaration of Respondent's Military Status Consistency changes to template 
15.13 Generic Affidavit or Declaration of Military Status Consistency changes to template 
15.14 Affidavit of Identity Added option for online notary 
15.15 Declaration of Identity New form
15.20 Petitioner's Affidavit in Support Added option for online notary 
15.22 Counterpetitioner's Affidavit in Support Added option for online notary 
15.24 Certification Regarding Use of AI New form. Also added to Bexar Cert of Conf import so it comes into all pleadings in Bexar Co.
16.01 Motion for Counseling Added Tarrant Certificate of Conference
16.03 Motion for Parent Education and Family Stabilization Course Added Tarrant Certificate of Conference
16.05 Motion for [Physical - Mental] Examination Added Tarrant Certificate of Conference
16.07 Motion for Drug Testing Added Tarrant Certificate of Conference
16.09 Motion for Child Custody Evaluation Added Tarrant Certificate of Conference
16.12 Objection to Motion for Child Custody Evaluation Added Tarrant Certificate of Conference
16.15 Motion to Interview Child in Chambers Added Tarrant Certificate of Conference
17.06 Motion for Appointment of [Attorney Ad Litem-Guardian Ad Litem-Amicus Attorney] Added Tarrant Certificate of Conference
17.12 Motion to Order Deposit of Initial Fee for Ad Litem or Amicus Added Tarrant Certificate of Conference
17.15 Motion to Order Additional Deposit for Ad Litem or Amicus Added Tarrant Certificate of Conference
17.19 Motion to Withdraw as Guardian Ad Litem Added Tarrant Certificate of Conference
18.18 Motion to Employ Emergency Procedures Added Tarrant Certificate of Conference
19.07 Motion to Vacate Temporary Ex Parte Protective Order Added Tarrant Certificate of Conference
19.09 Motion to Modify Protective Order Added Tarrant Certificate of Conference
19.11 Motion to Transfer Protective Order Added Tarrant Certificate of Conference
19.13 Motion to Review Protective Order Added Tarrant Certificate of Conference
19.15 Motion for Enforcement of Final Protective Order Added Tarrant Certificate of Conference
19.21 Motion to Quash Subpoena Duces Tecum Added Harris, Williamson, Tarrant, and Bexar Certificate of Conference
19.24 Motion for Separation of Wireless Telephone Service Account Added Tarrant Certificate of Conference
20.03 Subpoena for Trial of Hearing Improved formatting.
20.08 Motion for Transcript of Deposition Recording Added Tarrant Certificate of Conference
20.10 Motion for Order to Protect Confidential Information Added Tarrant Certificate of Conference
20.13 Motion for Expert Witness Designation (cases filed before Sept. 1, 2023) Added Tarrant Certificate of Conference
20.15 Affidavit or Declaration in Support of a Nondisclosure Finding Consistency changes to template 
21.01 [Agreed] Motion for Discovery Control Plan Added Tarrant Certificate of Conference
21.03 Motion to Modify Discovery Control Plan Added Tarrant Certificate of Conference
21.05 Written Interrogatories Added a value threshold to the personal property interrogatory. Added option to merge questions for property owned by the parties and property held by an entity owned by the parties for personal property, real property, vehicles, and intellectual property. Added default for the time period for discovery requests to default to "[Beginning date] through the end of the discovery period in this suit". Combined the expenses questions for children. Expanded child support question to include amounts that should be paid by each party. Reworded the health insurance plan question to cover both health and dental coverage.
21.14 Motion to Withdraw or Amend Admissions Added Tarrant Certificate of Conference
21.25 Affidavit or Declaration Authenticating Business Records Consistency changes to template 
21.34 Motion to Determine Sufficiency of Answers-Objections to Requests for Admissions Added Tarrant Certificate of Conference
21.37 Motion for Production of Expert's Reports in Tangible Form Added Tarrant Certificate of Conference
21.40 Motion to Compel Discovery Added Tarrant Certificate of Conference
21.43 Affidavit or Declaration Concerning Cost and Necessity of Services Consistency changes to template 
21.44 Affidavit or Declaration of Medical Expenses Consistency changes to template 
21.48 Motion for Protective Order - Discovery Added Tarrant Certificate of Conference
21.65 Objection to Business Records Affidavit New form
23.01 Motion to Set With Order Added Tarrant Certificate of Conference
23.02 Motion for Preferential Setting Added Tarrant Certificate of Conference
23.04 Motion for Continuance (Trial) Added Tarrant Certificate of Conference
23.06 Motion to Maintain Case on the Docket Added Tarrant Certificate of Conference
23.08 Motion to Reinstate Added Tarrant Certificate of Conference
23.11 Motion for Continuance of Hearing New form
23.12 Affidavit or Declaration in Support of Motion for Continuance of Hearing New form
23.13 Order Granting Motion for Continuance of Hearing New form
23.14 Motion to Set on Jury Docket Added Certificate of Service
23.14 Motion to Set on Jury Docket New form
23.15 Order on Motion to Set on Jury Docket New form
23.20 Scheduling Order and Notice of Intent to Dismiss (Divorce) New form
24.09 Motion to Extend Time to File Objection to Judge Assigned to Trial Court Added Tarrant Certificate of Conference
24.10 Motion for Referral to Associate Judge Added Tarrant Certificate of Conference
25.02 Motion to Substitute Attorney Added Tarrant Certificate of Conference
25.06 Motion to Disqualify Attorney in Charge Added Tarrant Certificate of Conference
26.03 Motion for Separate Trials Added Tarrant Certificate of Conference
26.05 Motion to Sever Added Tarrant Certificate of Conference
26.15 Motion to Show Authority Added Certificates of Conference
26.17 Motion for Pretrial Conference Added Tarrant Certificate of Conference
26.20 Motion in Limine Added Tarrant Certificate of Conference
26.22 Motion to Take Judicial Notice Added Tarrant Certificate of Conference
26.24 Motion to Show Cause Added Certificates of Conference
26.25 Show Cause Order Added officer's return
26.27 Motion for Sanctions Failure to Attend Parent Education Added Tarrant Certificate of Conference
26.29 Motion for Contempt Added Tarrant Certificate of Conference
26.38 Motion (Shell) Added Tarrant Certificate of Conference
27.02 Motion for Separate Peremptory Challenges Added Tarrant Certificate of Conference
27.03 Motion to Equalize Peremptory Challenges Added Tarrant Certificate of Conference
27.06 Motion for Special Instructions to Jury Added Tarrant Certificate of Conference
29.12 National Medical Support Notice Updated to new version of PDF
29.13 Request for Review of National Medical Support Notice (NMSN) Improved sizing and spacing of entries
30.01 Motion for Child Support Order Clarification Added Certificates of Conference
30.03 Motion for Enforcement of Child Support Order Added Certificates of Conference
30.13 Motion for Enforcement of Income Withholding Added Certificates of Conference
30.15 Motion for Confirmation of Arrearages Added Certificates of Conference
30.28 Motion for Child Support Security Added Certificates of Conference
30.30 Motion for Forfeiture of Security for Failure to Comply With Order Added Certificates of Conference
30.32 Affidavit as Release of Lien on Homestead Property Consistency changes to template 
30.33 Affidavit Contradicting Release of Lien on Homestead Property Added option for online notary 
30.38 Motion to Revoke Stay on Suspended License - Child Support Added Tarrant Certificate of Conference
30.40 Motion to [Vacate - Stay] Order Suspending License - Child Support Added Tarrant Certificate of Conference
30.48 Arrears Payment Incentive Program Application Improved sizing and spacing of entries
31.01 Motion for Enforcement of Possession and Access Order Added Certificates of Conference
31.05 Motion to Revoke Suspended Commitment - Possession - Access Added Certificates of Conference
31.07 Motion for Child [Possession - Access] Order Clarification Added Certificates of Conference
31.13 Motion for Child Possession Security Added Certificates of Conference
31.20 Motion to Revoke Stay on Suspended License - Child Possession - Access Added Tarrant Certificate of Conference
31.22 Motion to [Vacate - Stay] Order Suspending License - [Possession - Access] Added Tarrant Certificate of Conference
31.24 Motion for Writ of Attachment Added Certificates of Conference
31.27 Affidavit or Declaration in Support of Request for Writ of Attachment Consistency changes to template 
32.01 Motion to Revoke Suspended Commitment - Marital Property Added Certificates of Conference
32.13 Affidavit or Declaration-Certification App for Writ Authorizing Entry-Retrieval Consistency changes to template 
33.04 Motion to Cancel Lis Pendens Added Tarrant Certificate of Conference
33.06 Motion to Expunge Lis Pendens Added Tarrant Certificate of Conference
34.08 Motion to Stay Issuance of Order or Writ of Withholding Added Certificates of Conference
34.12 Motion to Confirm Spousal Maintenance Arrearages Added Certificates of Conference
36.04 Affidavit or Declaration in Support of Registration Child Custody Determination Consistency changes to template 
37.02 Affidavit or Declaration Controverting Motion to Transfer Suit Consistency changes to template 
37.05 Motion to Dismiss for Lack of Jurisdiction Added Certificates of Conference
37.07 Motion to Retain Suit [and Response to Motion to Dismiss] Added Certificates of Conference
37.11 Motion for Change of Venue Added Certificate of Conference for Tarrant County
37.12 Affidavit or Declaration in Support of Motion for Change of Venue Consistency changes to template 
38.05 Motion for Temporary Orders in Suit to Adjudicate Parentage Added Certificates of Conference
38.08 Motion for Genetic Testing Added Tarrant Certificate of Conference
39.04 Mother's Affidavit of Voluntary Relinquishment of Parental Rights Added option for online notary 
39.05 Father's Affidavit for Voluntary Relinquishment of Parental Rights Consistency changes to template 
39.06 Mother's Affidavit of Voluntary Relinquishment of Parental Rights to Agency Added option for online notary 
39.07 Father's Affidavit for Voluntary Relinquishment of Parental Rights to Agency Added option for online notary 
39.09 Revocation of Relinquishment Affidavit Added option for online notary 
39.13 Citation by Publication Affidavit or Declaration Added option for online notary 
39.16 Affidavit or Declaration of Due Diligence Added options for affidavit and declaration based on notary and unsworn declaration. Title change 
39.17 Affidavit or Declaration in Support of Citation by Publication [by Birth Mother] Added options for affidavit and declaration based on notary and unsworn declaration. Title change 
40.06 Parent Survey on the Acknowledgment of Paternity Improved sizing and spacing of entries
40.07 Interstate Compact Affidavit or Declaration Added options for affidavit and declaration based on notary and unsworn declaration. Title change 
41.12 Interstate Compact Affidavit or Declaration for Adoptions Added options for affidavit and declaration based on notary and unsworn declaration. Title change 
43.01 Original Petition for Name Change Improved first sentence.
45.02 Affidavit or Declaration in Support of Pet for Poss of or Access to a Grandchild Added option for online notary 
46.16 Prove Up Affidavit or Declaration for MSA Added option for online notary or unsworn declaration
47.01 [Joint] Motion for ADR Scheduling Added Tarrant Certificate of Conference
47.08 [Petition - Motion] to Compel Arbitration Added Tarrant Certificate of Conference
47.11 [Joint] Motion for Arbitration Referral Added Tarrant Certificate of Conference
47.21 [Petition - Motion] to Vacate Arbitrator's Award Added Tarrant Certificate of Conference
47.22 Motion to Modify or Correct Arbitrator's Award Added Tarrant Certificate of Conference
48.03 [Agreed] Motion for Continuance - Collaborative Added Tarrant Certificate of Conference
50.05 Respondent's Motion to Set Aside Default Judgment Added Tarrant Certificate of Conference
50.07 Motion for New Trial on Judgment Following Citation by Publication Added Tarrant Certificate of Conference
50.09 Motion to Set Aside Default Judgment by Reason of Military Service Added Tarrant Certificate of Conference
50.13 Motion for New Trial Added Tarrant Certificate of Conference
50.16 Motion for Judgment Nunc Pro Tunc Added Tarrant Certificate of Conference
50.17 Order Granting Judgment Nunc Pro Tunc Added signatures of parties. Added option to either enter the corrected language to appear in the corrected final order to be filed, or to refer directly to an attached corrected final order.
50.19 Motion to Modify Judgment Added Tarrant Certificate of Conference
50.50 Motion to Seal Court Records Added Tarrant Certificate of Conference
50.54 Motion for Temporary Orders During Appeal Added Certificates of Conference
Gov't Contacts  Ellis County  Updated the 378th District Court in Ellis County information per customer call
LOCAL Request for Issuance of Withholding Order - Child Support (Hays) Improved assembly
LOCAL Standing Orders (Bowie) New PDF
LOCAL Standing Orders (Hopkins) Updated to new version of PDF
LOCAL Application to Withdraw Minor Funds (Harris) New PDF
  All Motions Notice of Court Proceeding is now optional
Menu # Title Details
6.09 Application to Reimburse Guardian Expenses New form
6.10 Order Approving Reimbursement of Guardian New form
Menu # Title Details
3.2 Notice of Nonjudicial Sale of Property (IRS Form 14497) Improved sizing and spacing of entries
3.3 Application for Consent to Sale of Property (IRS Form 14498) Improved sizing and spacing of entries
3.7 Application for Certificate of Discharge (IRS Form 14135) Improved sizing and spacing of entries
Menu # Title Details
2.02 Probate of Will Intake Sheet Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant. No Q for "entity" signer showed up in VM testing 4/16. Fixed 4/18.
2.02 Probate of Will Intake Worksheet - blank form  
2.03 Intestate Intake Sheet  Added interest of party and entity applicant details
2.03 Intestate Intake Worksheet - blank form Added option for other interested persons to be named and served.
2.04 Probate Inventory Worksheet - blank form  
4.17 Application to Declare Individual Deceased Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant
5.29 Application for Access to Financial Records (Sec. 153.003) Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant
6.01 Application for Probate of Will - Independent Executor (Sec. 401.001) Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant
6.03 Application for Probate of Will - Ind. Executor by Agreement (Sec. 401.002a) Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant
6.05 Application for Probate of Will Ind. Administrator by Agreement (Sec. 401.002b) Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant
6.07 Application for Probate of Will - Designated Administrator (Sec. 254.006) Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant
6.11 Application for Probate - Post Muniment Conversion (Sec. 257.151) Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant
7.01 Application for Probate of Will and for Letters Testamentary (Dependent) Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant
8.01 Application for Letters of Dependent Administration (Intestate) Improved applicant information, added question for an entity applicant
8.01 Application for Letters of Dependent Administration (Intestate) Added option for other interested persons to be named and served.
8.03 Combined Application to Determine Heirship Letters of Administration (Intestate) Improved entity applicant details and interest in the estate, bringing in answers smoothly from intakes and never having to re-enter the same information
8.03 Combined Application to Determine Heirship Letters of Administration (Intestate) Added option for other interested persons to be named and served.
8.03 Combined Application to Determine Heirship Letters of Administration (Intestate) Removed "independent" from option for interest of applicant
8.05 Combined Application to Determine Heirship & Letters of Indep. Admin (Intestate) Added option for other interested persons to be named and served.
8.05 Combined Application to Determine Heirship & Letters of Indep. Admin (Intestate) Improved entity applicant details and interest in the estate, bringing in answers smoothly from intakes and never having to re-enter the same information
8.07 Application for Letters of Indep. Admin. by Agreement (Sec 401.003) (Intestate) Improved entity applicant details and interest in the estate, bringing in answers smoothly from intakes and never having to re-enter the same information
8.07 Application for Letters of Indep. Admin. By Agreement (Sec. 401.003) (Intestate) Added option for other interested persons to be named and served.
9.01 Application for Temporary Administration Improved applicant information, added question for statutory interest in the estate and signer for an entity applicant
10.01 Application for Probate of Will as Muniment of Title Added interest of party and entity applicant details
11.01 Application for Probate of Will and for Letters of Administration (Dependent) Added interest of party and entity applicant details
12.01 Application to Determine Heirship Added option for other interested persons to be named and served.
12.01 Application to Determine Heirship Improved entity applicant details and interest in the estate, bringing in answers smoothly from intakes and never having to re-enter the same information
14.02 Application for Ancillary Probate of Foreign Will-Issuance Letters Testamentary Added interest of party and entity applicant details
18.01 Waiver of Notice and Consent to Ind. Admin. (Sec. 401.003) Coded state for notary's signature line, for consistency with state where heir or distributee will execute. In the attorney signature block, changed the anticipated role of the client to the client's name.
18.01 Waiver of Notice and Consent to Ind. Admin. (Sec. 401.003) New Form - Split existing form (previously 18.01, waiver under Section 401.004) into a version for Section 401.003 specifically
18.02 Waiver of Notice and Consent to Ind. Admin. (Sec. 401.002) New Form - Split existing form (previously 18.01, waiver under Section 401.004) into a version for Section 401.002 specifically
35.30 Order Setting Hearing New form
36.06 Letter Advising Applicant of Hearing Changed title, improved entity applicant details and interest in the estate, bringing in answers smoothly from intakes and never having to re-enter the same information
36.07 Letter Sending Document to Be Signed by Applicant Changed title, improved entity applicant details and interest in the estate, bringing in answers smoothly from intakes and never having to re-enter the same information
Ch. 18 Chapter Re-numbered   
OIS Probate of Will Intake Added interest of party and entity applicant details
OIS Intestate/Heirship/Small Estate Intake Added "Other Interested Persons"
Menu # Title Details
2.14 Transfer on Death Deed Moved Correction Deed questions later in the document to prevent confusion
5.4 Apostille Removed form; not appropriate or used any longer
5.5 Affidavit of Heirship (Retired) Added ability to answer in the affirmative regarding children adopted, taken into home, or raised by Decedent; unpaid estate or inheritance taxes; and Decedent's interest in real property. Also added optional provisions to list heirs of Decedent, list persons with knowledge of the Decedent and Decedent's heirs, and to include additional information per Section 203.002 of the Texas Estates Code.
9.1 Special Durable Power of Attorney for Sale of Real Estate Improved signature line for principal
1993 Closing Disclosure Improved calculations
Menu # Title Details
3.1 Life Insurance Trust Removed definition of heirs to prevent any problems with a disinherited family member
4.1 GST Trust Removed definition of heirs to prevent any problems with a disinherited family member
5.1 Spousal Lifetime Access Trust Removed definition of heirs to prevent any problems with a disinherited family member
  EXPLANATION - Grandchild Trust  New form
6.1 Grandchild Trust New form
6.2 Receipt of Funding Deposit - Grandchild New form
6.3 Notice of Intent to Make Gifts - Grandchild  New form
6.4 Declaration of Gift and Notice of Withdrawal Right - Grandchild New form
6.5 Notice of Contribution and Right of Withdrawal - Grandchild New form
6.6 Exercise of Authority to Appoint Successor Trustee - Grandchild  New form
6.7  Certificate of Trust - Grandchild New form
6.8 Letter of Instruction - Grandchild New form
6.9 Acknowledgment of Receipt of Documents - Grandchild  New form
6.10 Acceptance of Appointment by Trustee - Grandchild New form
7.1 Special Needs Trust Removed definition of heirs to prevent any problems with a disinherited family member; Form re-numbered 
10.1 Simple Revocable Trust Removed definition of heirs to prevent any problems with a disinherited family member - Renumbered 
10.4 Letter of Instruction - Simple Added language regarding transfer of home into trust; re-numbered 
10.6 Acceptance of Appointment by Trustee - Simple Re-numbered 
10.7 Notice of Trust Creation - Simple Added letter for transfer of name specific for this chapter for Simple Revocable Trusts
11.1 Tax Planned Revocable Trust Removed definition of heirs to prevent any problems with a disinherited family member; Re-numbered
11.4 Letter of Instruction - Tax Planned Added language regarding transfer of home into trust; Re-numbered 
12.1 Standby Management Trust Removed definition of heirs to prevent any problems with a disinherited family member; Renumbered 
  New feature: copy case Allows for copying a case, making the assembling of multiple trusts (for multiple beneficiaries) much more efficient
Menu # Title Details
1.1 Will Intake Assembled and Online Intakes: removed question regarding including afterborn children; should be one considered with attorney advice
1.1 Will Intake Removed question regarding afterborn children- should be considered with consult from attorney
1.1 Will Intake Improved for assembly and display of information
  Will Intake - blank form for client New form to be filled out manually
  Will Intake - blank form for spouse New form to be filled out manually
1.10 Estate Planning Worksheet  Improved sizing and spacing of entries and renumbered to 1.10
2.1 Simple Will Improved options for specific bequests, added options for disinherited people, improved assembly
2.1 Simple Will Enhanced per stirpes definition
2.1 Simple Will Added Letter of Instruction as a separate assembled form
2.1 Simple Will - Spouse Improved options for specific bequests, added options for disinherited people, improved assembly
2.2 Simple Will - Dynasty Trust for Primary Beneficiaries Enhanced per stirpes definition
2.2 Simple Will - Dynasty Trust for Primary Beneficiaries Improved options for specific bequests, added options for disinherited people, improved assembly
2.2  Simple Will - Dynasty Trust for Primary Beneficiaries Added Letter of Instruction as a separate assembled form
2.2 Simple Will - Dynasty Trust for Primary Beneficiaries - Spouse Improved options for specific bequests, added options for disinherited people, improved assembly
2.3 Tax Oriented Will Enhanced per stirpes definition
2.3 Tax Oriented Will Added Letter of Instruction as a separate assembled form
2.3a Tax Oriented Will Improved disinherited people
2.3b Tax Oriented Will - Spouse Improved disinherited people
2.5 Pourover Will - Married Testator Improved disinherited people
2.5 Pourover Will - Married Testator Added Letter of Instruction as a separate assembled form
2.5 Pourover Will - Spouse Improved disinherited people
2.6 Pourover Will - Single Person Improved disinherited people
2.6 Pourover Will - Single Person improved assembly to bring in kids from intakes
2.6 Pourover Will - Single Person Added Letter of Instruction as a separate assembled form
2.7 Small Estates Will With Special Needs Trust Enhanced per stirpes definition
2.7 Small Estates Will With Special Needs Trust Improved disinherited people
2.7 Small Estates Will With Special Needs Trust - Spouse Improved disinherited people
2.10 Basic Will - Married Testator (Simplified Distribution Language) Added option for stepchildren, opened supplemental needs trust to someone other an a child
2.10 Basic Will - Married Testator (Simplified Distribution Language) Removed option to state specific reason for disinheritance.
2.11 Basic Will - Spouse (Simplified Distribution Language) Added option for stepchildren, opened supplemental needs trust to someone other an a child
2.11 Basic Will - Spouse (Simplified Distribution Language) Removed option to state specific reason for disinheritance.
2.12 Basic Will - Single Person (Simplified Distribution Language) Removed option to state specific reason for disinheritance.
2.12 Basic Will - Single Person (Simplified Distribution Language) Broadened supplemental needs trust to someone other than a child, improved assembly
2.12 Basic Will - Single Person (Simplified Distribution Language) Improved assembly to bring in kids from intakes
2.20 Codicil to Will Improved default for date in affidavit.

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