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January Content Update Details

Happy New Year from the TXdocs team! In last night’s update, we included some new forms and features to help get your 2024 kicked off right. Here are a few highlights:

Remote notarizations: As of January 1, there are new requirements regarding online notarization of documents. Tangible instruments can now be notarized online too. TXdocs has included a standalone Jurat form in all practice areas that covers all options.

Officials directory: Addresses and contact information have been updated according to the most current information available for each county. Courts, clerks, sheriff’s offices, and more can be looked up in Tools/Officials Directory.


Business Organizations

The Corporate Transparency Act, effective January 1, requires small companies to report beneficial owner information. A letter to clients informing them of the new rules and general information for reporting is included in chapter 1. Pro tip: Include an image or text of your firm letterhead in Setup to send letters even more efficiently!

 

Civil Litigation

  • Improved all Interrogatories, with selectable interrogatories, an option for custom additions, more instruction during assembly, and automatic renumbering.
  • New forms:
    • Letter to Clerk – Reissue Citation
    • Bankruptcy Suggestion
    • Docket Control Order

 

Family Law

  • Improved possession orders: (applies to all temporary and final orders/decrees)
    • Allows for more than 1 possessory conservator
    • Options for creative schedules (standalone forms retired)
    • Options for incorporating possession into body of order or attached at end for easy reference
    • Nonparent rights and duties in SAPCR orders
    • More streamlined assembly process
  • More flexibility for entering and storing Social Security numbers with redacted entries
  • Updated Standing Orders for many counties
  • Improved language for child support payment instructions, including payment options through the state disbursement unit

 

Guardianship

  • Order Appointing Guardian With Full Authority- added language in order: statutory and non-statutory powers of guardian of the person and guardian of the estate, as well as the rights of the Ward that have been removed.

 

Foreclosures

  • Improved Notice of Foreclosure Sale
  • Improved Appointment of Substitute Trustee
  • Improved Trustee’s Deed

Mechanic's Liens

  • Added new online notary requirements to all documents in this volume
  • Improved form help in volume to help in selecting which form is appropriate
  • Reorganized table of contents
  • New forms:
    • Notice of Claim for Unpaid Labor or Materials
    • Notice of Claim for Unpaid Retainage

 

Probate 

  • Proof Addendum Qualifications added to Proofs of Death
  • New forms:
    • Waiver of Service by Heir or Distributee (Account for Final Settlement)
    • Waiver of Service by Permanent Administrator (Account for Final Settlement)
    • Supplemental Affidavit in Lieu of Inventory, Appraisement, and List of Claims
    • Letter Order Certified Copies – Probated in Another State or Country
    • Authenticated Secured Claim
    • Application for Administrator’s Commission
    • Order Authorizing Payment of Administrator’s Commission
    • Jurat (Notarized or Unsworn)
    • Order Increasing Bond (Sale of Property)
    • Receipt of Notice of Closing Estate
    • Motion to Dismiss for Lack of Jurisdiction
    • Order on Motion to Dismiss for Lack of Jurisdiction
    • Motion to Authorize Service of Process (TRCP 103 or 106)
    • Order Authorizing Service of Process (TRCP 103 or 106)
    • Small Estate Affidavit for Fort Bend County

 

Real Estate

  • New TREC Disclosure of Relationship With Contract Provider or Administrator
  • New Notice of Encroachment and Demand

 

Wills

  • New Application for Medicaid Benefits
  • Improved optional Letter of Instruction to attach to end of Wills, providing lines for handwritten items

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

Menu # Title Details
1.03 Client Letter - Corporate Transparency Act New form
2.01 Fax Filing Payment Form Updated to new version of PDF
3.02 Bylaws (Corporation) Added Corporate Transparency paragraph to the end of the General Provisions section
4.02 Bylaws (Nonprofit) Added Corporate Transparency paragraph to the end of the General Provisions section
5.03 Bylaws (Professional Corporation) Added Corporate Transparency paragraph to the end of the General Provisions section
6.02 Bylaws (Professional Association) Added Corporate Transparency paragraph to the end of the General Provisions section
7.02 LLC Company Agreement - Short Form Added Corporate Transparency paragraph to the end of the General Provisions section
7.03 LLC Company Agreement - Long Form Added Corporate Transparency paragraph to the the end of the General Provisions section
7.05 Minutes of Organizational Meeting of Managers Made officer elections optional
7.06 Minutes of Organizational Meeting of Members Made officer elections optional
8.02 Company Agreement Added Corporate Transparency paragraph to the end of the General Provisions section
9.02 Limited Partnership Agreement Added Corporate Transparency paragraph to the end of the General Provisions section
10.02 General Partnership Agreement Added Corporate Transparency paragraph to the end of the General Provisions section
19.03 Jurat (Notarized or Unsworn) Changed title from "Unsworn Declaration Jurat" and added option for notarized jurat, including online notarization
Menu # Title Details
1.01 Contract - Contingent Fee Added provisions for payment of medical bills to make contract more pertinent to personal injury cases.
5.09 Letter to Clerk - Reissue Citation New form
10.06 Jurat (Notarized or Unsworn) Changed title from "Unsworn Declaration Jurat", and included an option for a notarized jurat including online notarization.
14.15 Witness List Improved signature block.
14.16 Statement of Inability to Afford Payment of Court Costs Added cause number to form and modified one radio option.
14.17 Bankruptcy Suggestion New form
17.03 Motion for Nonsuit Added option to choose defendant for whom to dismiss claims.
17.04 Response to Motion for Nonsuit When multiple defendants, added option to choose which defendants' claims are sought to be dismissed and included the name(s) of those selected defendants in the title.
  [Agreed] Order - Motion for Nonsuit When multiple defendants, added option for order to dismiss claims for selected defendants and included the name(s) of those selected to the title.
18.36 Docket Control Order New form
32.01 Interrogatories Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
40.08 Plaintiff's Interrogatories (Breach of Contract) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
40.09 Defendant's Interrogatories (Breach of Contract) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
41.30 Plaintiff's Interrogatories (Med Mal) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
41.31 Defendant's Interrogatories (Med Mal) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
42.06 Plaintiff's Interrogatories (Premises Liability) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
42.07 Defendant's Interrogatories (Premises Liability) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
43.08 Plaintiff's Interrogatories (Products Liability) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
43.09 Defendant's Interrogatories (Products Liability) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
44.17 Plaintiff's Interrogatories (Motor Vehicle) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
44.18 Defendant's Interrogatories (Motor Vehicle) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
45.19 Plaintiff's Interrogatories (DTPA) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
45.20 Defendant's Interrogatories (DTPA) Made interrogatory to authenticate an attached document optional and added an exhibit number to identify it. Added blue text referencing rules 190.2 and 190.3, Texas Rules of Civil Procedure. Made all interrogatories optional, including a new option for customized interrogatories. Included names of the client and recipient in the title. Removed "INTERROGATORY" preceding each question, lettered the subparagraphs for the question on consulting experts, and improved formatting.
LOCAL Application to Release Funds Deposited for Cash Bond (Fort Bend) Updated to new version of PDF
LOCAL Standing Order Regarding Use of Full Name of Minor (Wise) Updated to new version of PDF
Menu # Title Details
28.14 Jurat (Notarized or Unsworn) Changed title from "Unsworn Declaration Jurat" and added option for notarized jurat, including online notarization.
LOCAL Apprehension Sheet (Nueces) Updated to new version of PDF
Menu # Title Details
1.25 Statement of Inability to Afford Payment of Court Costs Added cause number and modified one radio option
3.01 Original Petition for Divorce Made including value of reimbursement optional
3.01 Original Petition for Divorce Clarified question/and expanded question help re party who meets general residency requirements for parties in Texas but different counties, and added "long-arm jurisdiction over Respondent" to menu option 2.
4.01 Final Decree of Divorce Added reference to payment options in the instructions for payment of support and improved language
4.01 Final Decree of Divorce Reworded encumbrances paragraph
4.09 Separation Agreement Improvements to possession order
5.08 Temporary Orders Added reference to payment options in the instructions for payment of support and improved language
5.08 Temporary Orders Improvements to possession order
6.04 Suggested Division of Community Property Retirement types with "other" disposition (IRA/Nonqualified/etc.) no longer delete if no description of the disposition is entered
6.04 Suggested Division of Community Property Fixed problem with IRA deleting if no "other disposition" information entered
7.21 Release or Revocation of Claim to Exemption for Child by Custodial Parent Updated to new version
7.30 Motor Vehicle Transfer Notification (VTR-346) New form
10.01 Petition to Modify Parent-Child Relationship Opened up for multiple possessory conservators
10.01 Counterpetition to Modify Parent-Child Relationship Opened up for multiple possessory conservators
10.09 Temporary Orders for Modification of SAPCR Added reference to payment options in the instructions for payment of support and improved language
10.09 Temporary Orders for Modification of SAPCR Improvements to possession order
10.12 Order in Suit to Modify Parent-Child Relationship Improvements to possession order
10.12 Order in Suit to Modify Parent-Child Relationship Added reference to payment options in the instructions for payment of support and improved language
11.01 Original Petition in SAPCR Added option to request more than 1 possessory conservator
11.04 Counterpetitioner in SAPCR Added option to request more than 1 possessory conservator
11.09 Motion for Temporary Orders in SAPCR Added option to request more than 1 possessory conservator
11.10 Notice of Court Proceeding for Temporary Orders SAPCR Added option to request more than 1 possessory conservator
11.11 Temporary Orders in Suit Affecting Parent-Child Relationship Improvements to possession order
11.11 Temporary Orders in Suit Affecting Parent-Child Relationship Added reference to payment options in the instructions for payment of support and improved language
11.12 Order in Suit Affecting Parent-Child Relationship Improvements to possession order
11.12 Order in Suit Affecting Parent-Child Relationship Added reference to payment options in the instructions for payment of support and improved language
12.12 Possession Order (standalone, including standard and creative schedules) Combined all schedules into one standalone form with complete possession schedule
12.31 Loving and Caring Order in a Divorce Action New form
15.07 Jurat (Notarized or Unsworn) Changed title from "Unsworn Declaration Jurat" and added option for notarized jurat, including online notarization.
15.20 Petitioner's Affidavit in Support Overhauled to allow for more case types including a generic "other"
15.21 Petitioner's Declaration in Support Overhauled to allow for more case types including a generic "other"
15.22 Counterpetitioner's Affidavit in Support Overhauled to allow for more case types including a generic "other"
15.23 Counterpetitioner's Declaration in Support New form
18.09 Application for Texas Hardship Driver License Updated to new version
19.20 Affidavit in Support of Nondisclosure of Personal Information Updated to new version
20.02 Subpoena to Compel Production of Documents and Tangible Things Improved to allow multiple selections
21.05 Written Interrogatories Improved questions for clearer assembly, in child support, attorney fees, and retained professionals
21.46 Rule 11 Agreement Added names of clients of each attorney to the first paragraph
22.16 Application for Social Security Card Updated to new version
22.23 Letter to Clerk Requesting Filing - Income Withholding Return Receipt Changed recipient default to District Clerk and made the question more generic to allow for other clerks if necessary
25.01 Attorney Appearance Expanded option to include client signature for approval to cases where a new attorney has been hired but attorney of record has not withdrawn
26.37 Motion to Enter Judgment Added option for basis of motion being due to noncompliance with an agreement, along with the standard notice of hearing.
29.02 Income Withholding for Support Updated to new version
  Instructions for Income Withholding for Support Updated to new version
35.04 Temporary Orders - Military Duty - Conservator - No Right to Designate Residence Added payment options information to the instructions for payment of support and improved the language. Also clarified questions to indicate case information from original proceeding where orders to be modified were originally granted.
35.04 Temporary Orders - Military Duty - Conservator - No Right to Designate Residence Improvements to possession order
38.07 Temporary Orders in Suit to Adjudicate Parentage Opened up for multiple possessory conservators
38.07 Temporary Orders in Suit to Adjudicate Parentage Added reference to payment options in the instructions for payment of support and improved language
35.08 Order for Additional Periods of Possession Removed question for State Case Registry and hardcoded address
35.15 Application to Correct Military Record (DD 149) Updated to new version
38.10 Order Adjudicating Parentage Improvements to possession order
38.10 Order Adjudicating Parentage Added reference to payment options in the instructions for payment of support and improved language
43.01 Original Petition for Name Change When petitioner has no criminal history, added statements to the effect that petitioner has no felony convictions and is not required to register for the sex offender registration program
43.02 Order Granting Adult Name Change When Petitioner has no criminal history, added findings that Petitioner has not been the subject of a final felony conviction and that Petitioner is not required to register for the sex offender registration program under Chapter 62 of the Code of Criminal Procedures
44.12 Authorization Agreement Changed description of authorized person and added provision to obtain child's ID
46.11 Mediated Settlement Agreement Improvements to possession order
51.03 Transmittal #3 - Request for Assistance or Discovery Updated to new version
51.05 Notice of Determination of Controlling Order Updated to new version
51.09 General Testimony Form Updated to new version
51.10 Child Support Locate Request Updated to new version
51.11 Confidential Information Form Updated to new version
51.12 Letter of Transmittal Requesting Registration  Updated to new version
51.16 Request for Change of Support Payment Location Updated to new version
51.17 Declaration in Support of Establishing Parentage Updated to new version
LOCAL E-filing Service Request (Aransas) Updated to new version
LOCAL Standing Order Regarding Property and Conduct of the Parties (Bosque) Updated to new version
LOCAL 149th Civil Docket Trial Request (Brazoria) Updated to new version
LOCAL 300th Scheduling Order and Notice of Intent to Dismiss (Brazoria) Updated to new version
LOCAL Standing Order Regarding Property and Conduct of the Parties (Coke) Updated to new version
LOCAL   Updated to new version
LOCAL Standing Order for 220th District Court (Comanche) Updated to new version
LOCAL Standing Orders Regarding Property and Conduct of the Parties (Concho) Updated to new version
LOCAL Standing Orders Regarding Children, Property and Conduct of Parties (Fisher) Updated to new version
LOCAL 387th - Trial Setting Request (Fort Bend) Updated to new version
LOCAL 505th - Financial Information Statement (Fort Bend) Updated to new version
LOCAL Standing Orders Regarding Property and Conduct of the Parties (Irion) Updated to new version
LOCAL Standing Order Regarding Children, Pets, Property, and Conduct (Jasper) Updated to new version
LOCAL Standing Temporary Orders in the 279th and 317th District Courts (Jefferson) Updated to new version
LOCAL Motion to Withdraw Funds - Non-Invested Minor (Montgomery) Updated to new version
LOCAL Request for Issuance or Service (Montgomery) Updated to new version
LOCAL Standing Order Regarding Children, Pets, Property, and Conduct (Newton) Updated to new version
LOCAL Standing Order Regarding Property and Conduct of the Parties (Nueces) Updated to new version
LOCAL Minor's Investment Information Sheet (Potter) Updated to new version
LOCAL Standing Orders Regarding Property and Conduct of the Parties (Runnels) Updated to new version
LOCAL Standing Order Regarding Children, Pets, Property, and Conduct (Sabine) Updated to new version
LOCAL Standing Order Regarding Children, Pets, Property, and Conduct (San Augustine) Updated to new version
LOCAL Standing Orders Regarding Property and Conduct of the Parties (Schleicher) Updated to new version
LOCAL Standing Order Regarding Property and Conduct of the Parties (Sterling) Updated to new version
LOCAL Standing Orders Regarding Property and Conduct of the Parties (Tom Green) Updated to new version
LOCAL Standing Pretrial Scheduling Order for Jury Trials (Travis) Updated to new version
LOCAL Standing Order (Williamson) Updated to new version
LOCAL Standing Order Regarding Children, Property, and Conduct of Parties (Young) Updated to new version
OIS Divorce Intake Added checkbox for client to request name change
Volume wide Social Security numbers Modified formatting to allow for XXX-XX-XXXX entries.
LOCAL Standing Order Regarding Property and Conduct of the Parties (Frio) Updated to new version
LOCAL Standing Order Regarding Property and Conduct of the Parties (Karnes) Updated to new version
LOCAL Standing Order Regarding Property and Conduct of the Parties (LaSalle) Updated to new version
LOCAL Standing Order Regarding Property and Conduct of the Parties (Wilson) Updated to new version
LOCAL Standing Order Regarding TRO in Family law Cases (Wichita) New PDF
LOCAL Standing Order Regarding Property and Conduct of the Parties (Val Verde) New PDF
Menu # Title Details
2.03 Order Appointing Guardian With Full Authority Added both statutory and non-statutory powers of guardian of the person and guardian of the estate, as well as the rights of the Ward that have been removed.
15.02 Jurat (Notarized or Unsworn) Changed title from "Unsworn Declaration Jurat" and added option for notarized jurat, including online notarization.
LOCAL Report on the Condition of Ward (Fort Bend) Updated to new version of PDF
LOCAL Annual Report of the Person (Travis) Updated to new version of PDF
Menu # Title Details
3.12 Jurat (Notarized or Unsworn) Changed title from "Unsworn Declaration Jurat" and added new option for notarized jurat, including online notarization.
Menu # Title Details
    Reorganized and renumbered the Table of Contents for more cohesiveness. 
1.1 Voluntary Mechanic's Lien New notary options
2.1 Notice - Claim Against Owner and Original Contractor Added FH that form is only for use when the contract on which claim is based was entered into before January 1, 2022.
2.1 Notice - Claim Against Owner and Original Contractor Added optional Homestead Notice
2.3 (Retired) Notice - Liens Against Homestead Property Added FH that form is only for use when the contract on which claim is based was entered into before January 1, 2022.
2.5 Affidavit Asserting Mechanic's Lien and Materialman's Lien Added new notary options, improved assembly and formatting of form, added specific method of delivery options for each notice sent, and added keywords for better searchability
2.7 Cover Letter - Copy of Lien Affidavit Added new options for forms of delivery and included notice of dispute if no demand was made.
2.9 (Retired) Statutory Notice - Special Fabricated Material Added FH that form is only for use when the contract on which claim is based was entered into before January 1, 2022.
2.10 (Retired) Notice - Agreement Providing Retainage Added FH that form is only for use when the contract on which claim is based was entered into before September 1, 2011.
2.11 (Retired) Notice - Retainage Agreement Added FH that form is only for use when the contract on which claim is based was entered into before January 1, 2022.
2.12 Notice of Claim for Unpaid Labor or Materials New form
2.13 Notice of Claim for Unpaid Retainage New form
2.14 Notice - Termination of Work Abandonment of Performance Modified title, changed warning at end to reflect 53.107(b)(7) TPC, added description of improvements
3.1 Affidavit - Completion and Indemnification Replaced notary block and signature with new notary options and made general improvements
3.2 Affidavit - Acceptance of Completion Replaced notary block and signature with new notary options and made general improvements
3.6 Release of Mechanic's and Materialman's Lien Added notice of confidentiality rights
3.7 Partial Release of Mechanic's and Materialman's Lien Added notice of confidentiality rights
3.11 Conditional Waiver and Release on Final Payment Replaced notary block and signature with new notary options
3.12 Unconditional Waiver and Release on Final Payment Replaced notary block and signature with new notary options
3.13 Conditional Waiver and Release on Progress Payment Replaced notary block and signature with new notary options
3.14 Unconditional Waiver and Release on Progress Payment Replaced notary block and signature with new notary options
4.1 Jurat (Notarized or Unsworn) Updated title from "Unsworn Declaration Jurat" and added option for a notarized jurat, including online notarization.
4.2 Affidavit Shell Added new notary options
Menu # Title Details
5.2 Appointment of Substitute Trustee Added option for filing in real property records which will bring in a long form acknowledgment  and notice of confidentiality. Also added option for personal property secured by security agreement included in the Deed of Trust which will bring in a statement for personal property after the Legal Description, and specified the sections of the Texas Property Code authorizing removal of/appointment of a substitute trustee
6.3 Notice of Foreclosure Sale  Added recording information for modified/renewed documents, recording information for assignment instruments, specified personal property in the Property section, and specified section numbers for references to the Texas Business and Commerce Code and the Texas Property Code
6.3 Notice of Foreclosure Sale Improved language in the Sale Time and Notice paragraphs
9.1 Trustee's Deed Added acknowledgment, Prepared By, and Return After Recording information
10.1 Affidavit of Mailing Removed redline edits to restore template to original version
11.8 Jurat (Notarized or Unsworn) Changed title from "Unsworn Declaration Jurat" and added option for notarized jurat, including online notarization
Menu # Title Details
3.18 Letter Ordering Certified Copies - Probated in Another State or Country New form
6.01 Application for Probate of Will - Independent Executor (Sec. 401.001) Added Zip Code to Applicant's service address
6.03 Application for Probate of Will - Ind. Executor by Agreement (Sec. 401.002a) Added Zip Code to Applicant's service address
6.05 Application for Probate of Will Ind. Administrator by Agreement (Sec. 401.002b) Added Zip Code to Applicant's service address
6.07 Application for Probate of Will - Designated Administrator (Sec. 254.006) Added Zip Code to Applicant's service address
6.11 Application for Probate - Post Muniment Conversion (Sec. 257.151) Added Zip Code to Applicant's service address
7.01 Application for Probate of Will and for Letters Testamentary (Dependent) Added Zip Code to Applicant's service address
8.01 Application for Letters of Dependent Administration (Intestate) Removed "knowledge" question from heir table in template
8.01 Application for Letters of Dependent Administration (Intestate) Added Zip Code to Applicant's service address
8.03 Combined Application to Determine Heirship Letters of Administration (Intestate) Removed "knowledge" question from heir table in template
8.03 Combined Application to Determine Heirship Letters of Admin (Intestate) Added Zip Code to Applicant's service address
8.05 Combined Application to Determine Heirship & Letters of Indep. Admin (Intestate) Removed "knowledge" question from heir table in template
8.05 Combined Application to Determine Heirship & Letters of Indep. Admin (Intestate) Added Zip Code to Applicant's service address
8.07 Application for Letters of Indep. Admin. by Agreement (Sec 401.003) (Intestate) Removed "knowledge" question from heir table in template
9.01 Application for Temporary Administration Added Zip Code to Applicant's service address
10.01 Application for Probate of Will as Muniment of Title Improvements based on user feedback; added q help, clarified options, improved prayer for Will producible in court
10.01 Application for Probate of Will as Muniment of Title Added Zip Code to Applicant's service address
10.03 Order Admitting Will to Probate as Muniment of Title Added language required by Bexar County Probate Court #2
11.01 Application for Probate of Will and for Letters of Administration Added Zip Code to Applicant's service address
12.01 Application to Determine Heirship Removed "knowledge" question from heir table in template
12.07 Judgment Declaring Heirship Removed "knowledge" question from heir table in template
13.01 Motion to Appoint Attorney Ad Litem Overhauled form to simplify basis for appointment based on Norris changes
13.05 Report of Attorney Ad Litem Removed "knowledge" question from heir table in template
14.02 Application for Ancillary Probate of Foreign Will - Issuance Letters Testamentary Added Zip Code to Applicant's service address
15.01 Proof of Death and Other Facts (Testate) Added Proof Addendum Qualifications
15.03 Proof of Death and Other Facts (Intestate) Added Proof Addendum Qualifications
15.05 Proof of Death and Other Facts (Temporary Administration) Added Proof Addendum Qualifications
15.07 Proof of Death and Other Facts (Muniment of Title) Added Proof Addendum Qualifications
15.09 Proof of Death and Other Facts (Post Muniment Conversion) Added Proof Addendum Qualifications
17.02 Order on Small Estate Affidavit General improvements including the addition of a finding that distributees are entitled to property and an order to persons or entities owing money or property to the estate.
18.02 Waiver by Beneficiary of Notice of Admission of Will (Ch. 308) Added option for verification by unsworn declaration
18.05 Waiver of Service (Sec. 202.056) Broadened form's use when an administration is not necessary
18.20 Waiver of Service by Heir or Distributee (Account for Final Settlement) New form
18.21 Waiver of Service by Permanent Administrator (Account for Final Settlement) New form
19.01 Inventory, Appraisement, and List of Claims Added client signature and "APPROVED AS TO FORM"
19.09 Affidavit in Lieu of Inventory, Appraisement and List of Claims Looped document to allow different methods of verification for each Affiant.
19.10 Supplemental Affidavit in Lieu of Inventory, Appraisement and List of Claims New form
20.04 Proof of Service of Notice to Secured Creditor Broadened use for more roles for personal representative, added role to signature lines
21.01 Authenticated Unsecured Claim Added path for claimant to be an entity
21.12 Authenticated Secured Claim New form
23.11 Application for Administrator's Commission New form
23.12 Order Authorizing Payment of Administrator's Commission New form
26.15 Jurat (Notarized or Unsworn) New form
29.35 Order Increasing Bond (Sale of Property) New form
33.08 Receipt of Notice of Closing Estate New form
37.20 Motion to Dismiss for Lack of Jurisdiction New form
37.21 Order on Motion to Dismiss for Lack of Jurisdiction New form
37.22 Motion to Authorize Service of Process (TRCP 103 or TRCP 106) New form
37.23 Order Authorizing Service of Process (TRCP 103 or TRCP 106) New form
LOCAL Small Estate Affidavit (Fort Bend) New form
Menu # Title Details
5.3 Jurat (Notarized or Unsworn) Updated title from "Unsworn Declaration Jurat" and added option for notarized jurat, including online notarization.
11.6 TREC OP-L Lead Based Paint Addendum Updated to new version of PDF
11.15 TREC 44-3 Addendum for Reservation of Oil, Gas and Other Minerals Updated to new version of PDF
11.26 TREC RSC-4 Disclosure of Relationship With Contract Provider or Administrator New form
15.12 Notice of Encroachment and Demand New form
Menu # Title Details
1.3 Jurat (Notarized or Unsworn) New form
Menu # Title Details
2.1 Simple Will (Client and Spouse) Added Item and Beneficiary blanks in the Letter of Instruction
2.2 Simple Will - Dynasty Trusts for Primary Beneficiaries (Client and Spouse) Added Item and Beneficiary blanks in the Letter of Instruction
2.3 Tax Oriented Will (Client and Spouse) Added Item and Beneficiary blanks in the Letter of Instruction
2.5 Pourover Will (Client and Spouse) Added Item and Beneficiary blanks in the Letter of Instruction
2.6 Pourover Will - Single Person Added Item and Beneficiary blanks in the Letter of Instruction
4.11 HIPAA Release and Authorization (Spouse) Updated panel expression to use spouse's agent name instead of testator
8.2  Jurat (Notarized or Unsworn) Changed title from "Unsworn Declaration Jurat" and added option for a notarized jurat, including online notarization.
9.1 Application for Benefits New form

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