May Content Update Details
Probate
FOOTERS: We know some counties are particular about the footers -- we just made your job easier! All pleadings and orders have an option to add a new standard probate footer, which will look something like this:
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ORDER ADMITTING WILL TO PROBATE AND GRANTING LETTERS TESTAMENTARY
PURSUANT TO TEXAS ESTATE CODE 401.001
ESTATE OF DAN DEADMAN, DECEASED, CAUSE NO. 2023-123456 Page 1 of 2
New forms:
- Consent to Power of Sale
- Motion to Deliver Property
- Order to Show Cause to Deliver Property
- Order to Deliver Property
- Complaint for Failure to File Required Inventory, Appraisement, or List of Claims
- Order to Show Cause – Failure to File
- Order for Inventory, Appraisement, or List of Claims
- Complaint for Additional Inventory, Appraisement, and List of Claims
- Order to Show Cause – Additional Inventory
- Order for Additional Inventory, Appraisement, and List of Claims
- Complaint for Corrected Inventory, Appraisement, and List of Claims
- Order to Show Cause – Inventory
- Order for Corrected Inventory, Appraisement, and List of Claims
- Contest to Claim – Defect or Insufficiency
- Motion for Nonsuit
- Order on Motion for Nonsuit
- Motion for Order Nunc Pro Tunc
- Order Granting Motion for Order Nunc Pro Tunc
- Subscribing Witness to Codicil – Notice to Take Deposition
- Subscribing Witness to Codicil – Letter Regarding Interrogatories
- Subscribing Witness to Codicil – Direct Interrogatories
- Subscribing Witness to Codicil – Answers to Interrogatories
- Subscribing Witness to Codicil – Letter Regarding Testimony
- Subscribing Witness to Codicil – Proof of Handwriting and Signature
- Subscribing Witness to Codicil – Letter of Thanks for Testifying
- Signature Witness – Letter of Thanks for Testifying
- Holographic Will or Codicil – Notice to Take Deposition
- Holographic Will of Codicil – Letter Regarding Interrogatories
- Holographic Codicil – Proof of Handwriting
- Holographic Will or Codicil – Letter of Thanks for Testifying
- Demand for Accounting
- Motion to Give Accounting (Sec. 404)
- Motion to Give Accounting and Distribution (Sec. 405)
- Motion for Removal of Personal Representative
- Order to Show Cause – Removal of Personal Representative
- Order Directing Personal Representative
- Order Removing Personal Representative
Improvements:
- Allowance for undated Will
- Probate of Will 401.001/401.002 – power of sale options
- Heirship proceedings- deceased heirs who survived decedent are specifically designated as such
- Small Estate Affidavit – added characterization of property, option for Medicaid language
- Reorganized and filled out Ch. 27 for proving a will or codicil, improved assembly for multiple subscribing witnesses
- Updated IRS forms to the latest version
- Updated court contact emails for Dallas County
- Unsworn Declaration specifically for primary attorney
Family Law
New forms:
- Order Denying Suite for Divorce – Marriage Nonexistent
- Shell Motion
- Motion to Modify or Correct Arbitrator’s Award
- Letter to Opposing Counsel Regarding Motion to Compel
Improvements:
- Notice of Court Proceedings now have an option for a submission setting
- Final Decree includes new pathway for property spelled out in AITD instead of the body of the Decree, also new option for appearance by submission
- Inventory and Appraisement – improved formatting, option to include all categories with “None” if no items entered
- More petitions with the option to serve respondent wherever he/she may be found, removal of request for issuance in prayer if service waived
- Improvements to Trial Subpoena
- Online Intake: split out divorce/annulment disclosures and those regarding support from the basic Initial Disclosures
- Updated court contact emails for the 325th and 245th
- Final Decree language map added to our website
Wills
- New Notary Logs for Contemporaneous Estate Planning Documents
- Added alternate agents for Directive to Physicians
- Simple Will language map added to our website
Guardianship
New forms:
- Intakes for Permanent Guardianship
- Intakes for Temporary Guardianship
- Application for Appointment of Successor Guardian
- Order Appointing Successor Guardian
- Waiver of Notice of Application for Guardianship
- Attorney’s Affidavit of Compliance for Notice
Improvement: Added option for order of admonishment regarding firearms in orders appointing guardian
Business Organizations
Improvements:
- Revised Company Agreement for LLC, including Series LLC
- Revised Certificate of Resolution for LLC
- Provided option for Series LLC in Certificate of Formation for LLC
Civil Litigation
New forms:
- Original Petition for Declaratory Judgment
- Order on Petition for Declaratory Judgment
- Letter to DPS – Request SR-42 and SR-62
- Letter to Property Owner – Representation for Premises Liability
Improvements:
- Filing in JP Court – initial disclosures statement removed
- Enhancements to Motion for Mediation
Criminal Defense
New form: Defendant's Consent to Plea by Videoconference
Real Estate
Improvement: TREC forms updated to latest version (PDF and .rtf contracts)
Select a section below to see a complete list of updates:
| Menu # | Title | Details |
| 7.01 | Certificate of Formation (LLC) | Provided option for Series LLC |
| 7.02 | Company Agreement (LLC) | Revised to a version more consistent with the rest of the volume and added optional language for a Series LLC |
| 7.12 | Certificate of Resolution (LLC) | New form |
| Online Intake | Prospective Client Information | New service |
| Menu # | Title | Details |
| 9.01 | Petition (shell) | The statement for required initial disclosures is no longer included if the petition is to be filed in JP Court and made the jury demand optional. |
| 9.02 | Original Answer [and Counterclaim] | The statement for required initial disclosures that is included with a counter-claim will not be included if filed in JP Court. |
| 14.08 | Notice of Remote Court Proceeding (Standalone Notice of Hearing) | Added question for website to log in for zoom proceedings to allow for different links for different courts |
| 14.16 | Statement of Inability to Afford payment of Costs | Added signature for client to fill in for the unsworn declaration |
| 17.04 | Order - Motion for Nonsuit | Added option for an agreed order. |
| 18.13 | Motion for Mediation | Improved language, added option for matter not yet set for trial, moved authority language into one section, added ability to request a specific mediator, and added section headings. |
| 26.01 | Petition to Take Depositions Before Suit | Because this petition is required to be verified, made verification question default, improved the formatting of the pre-suit caption, improved the venue paragraph for anticipated suits, removed "residential" from witness's address as the rules do not require that the address be residential, and made the certificate of service optional. |
| 26.03 | Notice of Hearing on Petition to Take Deposition Before Suit | Added pre-suit caption, improved title to include name(s) of petitioners and added "BEFORE SUIT", made the certificate of service optional, coded for blank name of judge, and modified the notice of hearing to include an option for remote proceeding via Zoom. |
| 26.04 | Notice to Persons With Adverse Interest - Court Proceeding to Take Depo | Modified "notice of hearing" to "notice of court proceeding" with Zoom options, made the certificate of service optional, included a pre-suit caption, and coded for a blank line when the name of the presiding judge is unknown |
| 40.02 | Original Petition - Breach of Contract | The statement for required initial disclosures is no longer inlcuded if the petition is to be filed in JP Court. |
| 40.03 | Original Answer - Breach of Contract | The statement on required initial disclsosures that is included with a counter-claim will not be included if filed in JP Court. |
| 41.16 | Original Petition - Medical Malpractice | The statement for required initial disclosures is no longer included if the petition is to be filed in JP Court and a new paragraph specific to JP Court was added when written discovery is selected. |
| 41.17 | Original Answer - Medical Malpractice | The statement on required initial disclsosures that is included with a counter-claim will not be included if filed in JP Court. |
| 42.01 | Letter to Property Owner - Representation for Premesis Liability | New form |
| 42.02 | Original Petition - Premises Liability | The statement for required initial disclosures is no longer included if the petition is to be filed in JP Court. |
| 43.02 | Original Petition - Products Liability | The statement for required initial disclosures is no longer included if the petition is to be filed in JP Court. |
| 43.03 | Original Answer - Products Liability | The statement on required initial disclsosures that is included with a counter-claim will not be included if filed in JP Court. |
| 44.12 | Original Petition - Motor Vehicle Accident | The statement for required initial disclosures is no longer included if the petition is to be filed in JP Court. |
| 44.13 | Original Answer - Motor Vehicle Accident | The statement on required initial disclsosures that is included with a counter-claim will not be included if filed in JP Court. |
| 44.14 | Petition - Uninsured or Underinsured Motorist | The statement for required initial disclosures is no longer included if the petition is to be filed in JP Court. |
| 44.22 | Letter to Department of Public Safety - Request SR-42 and SR-62 | New form |
| 45.01 | Notice of Claim - DTPA (Demand Letter) | Improved body of letter, referring to client as "Plaintiff Consumer" and adding generic treble damage notice language. |
| 45.05 | Original Petition (DTPA) | The statement for required initial disclosures is no longer included if the petition is to be filed in JP Court. |
| 45.15 | Original Answer (DTPA) | The statement on required initial disclsosures that is included with a counter-claim will not be included if filed in JP Court. |
| 46.13 | Petition on Sworn Account | The statement for required initial disclosures is no longer included if the petition is to be filed in JP Court. |
| 49.13 | Original Petition for Declaratory Judgment | New form |
| 49.15 | Order on Petition for Declaratory Judgment | New form |
| all motions | Notice of Court Proceeding import | Added question for website to log in for zoom to allow for different links for different courts |
| LOCAL | Civil District Court Announcement Form (TRAVIS) | Updated to new version |
| Menu # | Title | Details |
| 28.20 | Defendant's Consent to Plea by Videoconference | New form |
| Online Intake | Prospective Client Information | New service |
| Menu # | Title | Details |
| 1.25 | Statement of Inability to Afford payment of Costs | Added signature for client to fill in for the unsworn declaration |
| 3.01 | Petition for Divorce | Removes prayer for issuance of citation if none requested |
| 3.07 | Counterpetition for Divorce | Removes prayer for issuance of citation if none requested |
| 4.01 | Final Decree of Divorce | Reworded grant of divorce to move date of marriage to specific finding |
| 4.01 | Final Decree of Divorce | Created new pathway for property spelled out in AITD instead of in the body of the Decree |
| 4.01 | Final Decree of Divorce | Tightened coding for date of hearing/trial (provide blank line if not known at time of assembly), combined subheading for record of testimony, improved q help for jury waived, changed numbering scheme for filing of taxes, reformatted possession of child under the age of 3, added option for appearance by submission for respondent |
| 4.13 | Order Denying Suit for Divorce - Marriage Nonexistent | New form |
| 6.01 | Inventory and Appraisement | Added option to include all categories and put "none" if there were no options |
| 6.13 | Receiver's Oath | Removed tables to help eliminate chance of format errors |
| 10.01 | Petition to Modify Parent-Child Relationship | When issuance of citation is not requested in service section, request removed from prayer |
| 10.04 | Counterpetition to Modify Parent-Child Relationship | When issuance of citation is not requested in service section, request removed from prayer |
| 11.01 | Original Petition in SAPCR | When issuance of citation is not requested in service section, request removed from prayer |
| 11.04 | Counterpetition in SAPCR | When issuance of citation is not requested in service section, request removed from prayer |
| 11.12 | Order in SAPCR | Improved coding for intro paragraph, removing need for separate questions for trial or hearing, improved question help for waiver of jury trial. Changed formatting of standard language for possession of a child under the age of 3 |
| 11.15 | Original Petition in SAPCR to Prevent International Child Abduction | When issuance of citation is not requested in service section, request removed from prayer |
| 18.01 | Notice of Court Proceeding | Added option for submission setting and added question for website to log in for zoom to allow for different links for different courts |
| 18.19 | Order on Motion to Employ Emergency Procedures | Improved attorney signature blocks |
| 19.15 | Motion for Enforcement of Protective Order | Added option for service wherever respondent may be found, improved assembly |
| 19.16 | Answer to Motion for Enforcement of Final Protective Order | Removed client assignment |
| 20.03 | Subpoena | Made this specifically a trial or hearing subpoena. Expanded types of cases, limited to nonparty witness, added citation for rules, added statutory fee amount for return, removed caption, updated coding in appearances, added court lookup with default, reworded duces tecum section, added list of items to bring |
| 21.46 | Rule 11 Agreement | Modified signature blocks of attorneys for approvals |
| 25.03 | [Agreed] Order Substituting Attorney | Modified form to allow for no 2nd line address or fax number |
| 26.38 | Motion (Shell) | New form |
| 29.08 | Original Petition to Terminate or Modify Withholding | When issuance of citation is not requested in service section, request removed from prayer |
| 29.17 | Petition to Recover Balance of Child Support From Deceased Obligor | When issuance of citation is not requested in service section, request removed from prayer |
| 30.44 | Original Petition to Recover Child Support Payment | When issuance of citation is not requested in service section, request removed from prayer |
| 35.01 | Petition to Modify Parent-Child Relationship During Military Duty | Added option for service "wherever he/she may be found", when issuance of citation is not requested in service section, request removed from prayer |
| 35.07 | Petition for Additional Periods of Possession and Access | Added option for service "wherever he/she may be found", when issuance of citation is not requested in service section, request removed from prayer |
| 36.01 | Original Petition to Modify Order by Court of Another State | Added option for service "wherever he/she may be found", when issuance of citation is not requested in service section, request removed from prayer |
| 38.01 | Petition to Adjudicate Parentage | Added option to serve respondent wherever he/she may be found |
| 46.03 | Objection to Referral to Mediation | Improved formatting of citation |
| 47.08 | [Petition - Motion] to Compel Arbitration | Moved d-codes to incorporate the subheadings and added D-code for the UCCJEA section (sla) added statement for role of movants in underlying suit |
| 47.09 | Response to [Petition - Motion] to Compel Arbitration | Moved d-codes to incorporate the subheadings and added D-code for the UCCJEA section |
| 47.21 | Petition/Motion to Vacate Arbitrator's Award | Opened to other causes of action, identify role of parties and nature of suit if it's a motion, added option to serve respondent wherever he/she may be found, added citation request in prayer if not waived, skip certificates of conference if it's a petition, added option for new arbitrator or same one for rehearing, improved assembly |
| 47.22 | Motion to Modify or Correct Arbitrator's Award | New form |
| 50.35 | Request for Abstract of Judgment | Improved coding for information on judgment debtor, improved numbering for credits |
| 50.36 | Abstract of Judgment | Added option for renewal, also added "exclusive of interest and costs" to balance statement |
| 21.40 | Letter to Opposing Counsel Regarding Motion to Compel | New form |
| all motions | Notice of Court Proceeding | Added option for submission setting |
| all motions | Notice of Court Proceeding import | Added question for website to log in for zoom to allow for different links for different courts |
| LOCAL | BEXAR - Notice of In-Person Hearing in Compliance with COVID 19 Operations Plan | Updated to new version (split from existing form) |
| LOCAL | Notice of Zoom Hearing in Compliance with COVID-19 Operations Plan (Bexar) | Updated to new version (split from existing form) |
| LOCAL | Joint Notice of Zoom Hearing by Agreement (Bexar) | Updated to new version (split from existing form) |
| LOCAL | Civil District Court Announcement Form (Travis) | Updated to new version |
| LOCAL | Notice of Hearing in Compliance With COVID-19 Court Operations Plan (Bexar) | Updated to new version of local form |
| LOCAL | Notice of Zoom Hearing in Compliance with COVID-19 Operations Plan (Bexar) | Updated to new version of local form |
| LOCAL | Joint Notice of Zoom Hearing by Agreement (Bexar) | Updated to new version of local form |
| LOCAL | Notice of Setting in Monitoring Court (Bexar) | Updated to new version of local form |
| Online Intake | Disclosures for Support Suits | New OI service where they can enter information relevant to suits in which support is an issue. Intended to be used in conjunction with the basic disclosures service |
| Online Intake | Divorce and Annulment Disclosures | New OI service for disclosures relating to divorce and annulment suits. Intended to be used in conjunction with the basic disclosures service |
| Notice of Court Proceeding | Court contact email updated for the 325th and 245th District Courts | |
| 39.01 | Original Petition for Termination and Adoption of Stepchild[ren] | Improved coding for plural/singular managing conservators giving consent |
| 20.01 | Subpoena to Compel Attendance at Deposition | Moved date of issuance, bolded location/date/time of subpoena, added alternative spellings of subpoena to keywords |
| 20.02 | Subpoena to Compel Production | Moved date of issuance, bolded location/date/time of subpoena, added alternative spellings of subpoena to keywords |
| 20.04 | Subpoena for Production of Protected Health Information | Moved date of issuance, bolded location/date/time of subpoena, added alternative spellings of subpoena to keywords |
| 21.18 | Requests for Inspection and Production | Neatened up capitalization for better readability |
| Menu # | Title | Details |
| 1.01 | Permanent Guardianship Intake - blank | New form |
| 1.01 | Permanent Guardianship Intake | New form |
| 1.02 | Temporary Guardianship Intake - blank | New form |
| 1.04 | Physician's Certificate of Medical Examination | Updated version of PDF |
| 1.06 | Notice of Court Proceeding (Notice of Hearing) | Added question for website to log in for zoom to allow for different links for different courts |
| 2.02 | Order Appointing Guardian With Full Authority (fully incapacitated ward) | Added optional order of admonishment to the Ward by guardians regarding possession of firearms in compliance with the Texas Judicial Council's 2020 rule in Chapter 176 of the Texas Administrative Code regarding the court's duty to inform a person of his or her ineligibility to possess a firearm or ammunition. |
| 2.03 | Order Appointing Guardian With Full Authority (partially incapacitated ward) | Added optional order of admonishment to the Ward by guardians regarding possession of firearms in compliance with the Texas Judicial Council's 2020 rule in Chapter 176 of the Texas Administrative Code regarding the court's duty to inform a person of his or ineligibility to possess a firearm or ammunition. |
| 4.07 | Annual Report of Guardian | Added name of the person with whom, or the facility where, the ward resides. |
| 14.03 | Order Approving Resignation and Appointing Successor Guardian | Bolded first instance of appointed successor guardian's name, added optional finding for an immediate need, added a finding for service of Notice, and made bond optional. |
| 14.04 | Application for Appointment of Successor Guardian (1203.102) | New form |
| 14.05 | Order Appointing Successor Guardian | New form |
| 15.05 | Waiver of Notice of Application for Guardianship | New form |
| 15.06 | Attorney's Affidavit of Compliance for Notice (1051.104) | New form |
| Online Intake | Prospective Client Information | New service |
| Menu # | Title | Details |
| Online Intake | Prospective Client Information | New service |
| Menu # | Title | Details |
| 4.10 | Unsworn Declaration | New form |
| Online Intake | Prospective Client Information | New service |
| Menu # | Title | Details |
| 11.8 | Unsworn Declaration | New form |
| Online Intake | Prospective Client Information | New service |
| Menu # | Title | Details |
| 2.02 | Probate of Will Intake | Added option for undated will |
| 3.09 | Letter Ordering Certified Copies - Independent Administration | Improved gathering of information regarding the case |
| 3.10 | Letter Ordering Certified Copies - Independent Administration by Agreement | Improved gathering of information regarding the case |
| 3.11 | Letter Ordering Certified Copies - Independent Administration Intestate | Improved gathering of information regarding the case |
| 3.12 | Letter Ordering Certified Copies - Dependent Administration Testate | Improved gathering of information regarding the case |
| 3.13 | Letter Ordering Certified Copies - Dependent Administration | Improved gathering of information regarding the case |
| 3.14 | Letter Ordering Certified Copies - Muniment of Title | Improved gathering of information regarding the case |
| 3.15 | Letter Ordering Certified Copies - Admin. With Will Annexed | Improved gathering of information regarding the case |
| 3.16 | Letter Ordering Certified Copies - Heirship | Improved gathering of information regarding the case |
| 3.19 | Letter Ordering Certified Copies - Small Estate Affidavit | Improved gathering of information regarding the case |
| 5.29 | Application for Access to Financial Records (Sec. 153.003) | Improved coding in Unsworn Declaration for applicant. |
| 6.01 | Application for Probate of Will - 401.001 | Added option to request power of sale |
| 6.02 | Order Admitting Wills to Probate (401.001) | Added option for granting power of sale, added option for undated will |
| 6.03 | Application for Probate of Will - 401.002a | Added option to request power of sale |
| 6.05 | Application for Probate of Will - 401.002b | Added option to request power of sale |
| 8.01 | Application for Letters of Dependent Administration (intestate) | Deceased heirs who survived Decedent are designated as such |
| 8.03 | Combined Application to Determine Heirship and Grant Letters of Administration | Deceased heirs who survived Decedent are designated as such |
| 8.05 | Combined Application to Determine Heirship and Grant Letters of Independent Administration | Deceased heirs who survived Decedent are designated as such |
| 8.07 | Application for Letters of Independent Administration by Agreement (Intestate) | Deceased heirs who survived Decedent are designated as such |
| 9.04 | Letter Notice of Appointment of Temporary Administrator | Improved gathering of information regarding the case |
| 10.01 | Application for Probate of Will as Muniment of Title | If verified with notary, date of signature will not be asked. |
| 10.05 | Letter Advising of Muniment of Title Procedures | Improved gathering of information regarding the case |
| 10.06 | Letter Transmitting Documents to Complete Transfer of Securities - MT | Improved gathering of information regarding the case |
| 12.01 | Application to Determine Heirship | Deceased heirs who survived Decedent are designated as such |
| 12.03 | Proof of Facts Concerning Identity of Heirs | Changed title from Affidavit to Proof of Facts, modified for better use in heirship proceedings by removing conclusory statements and option for perjury statement |
| 12.07 | Judgment Declaring Heirship | Deceased heirs who survived Decedent are designated as such |
| 15.01 | Proof of Death and Other Facts (Testate) | Added statement if independent admin by agreement or designation of admin by agreement |
| 15.01 | Proof of Death and Other Facts (Testate) | Added option for undated will |
| 15.03 | Proof of Death and Other Facts (Intestate) | Added option if all distributees have agreed to an independent administration |
| 15.07 | Proof of Death and Other Facts (Muniment of Title) | Added option for undated will |
| 16.01 | Oath of [Independent] Executor | Added the role of the signor on the signature line and improved look of the signature lines |
| 16.02 | Oath of [Independent] Administrator | Added the role of the signor on the signature line and improved look of the signature lines |
| 16.03 | Oath of Temporary Administrator | Added the role of the signor on the signature line and improved look of the signature lines |
| 16.04 | Oath of Administrator With Will Annexed | Added the role of the signor on the signature line and improved look of the signature lines |
| 17.01 | Small Estate Affidavit | Added characterization of property if there was a surviving spouse |
| 17.01 | Small Estate Affidavit | Deceased heirs who survived Decedent are designated as such |
| 17.01 | Small Estate Affidavit | Added option for Medicaid language |
| 17.05 | Letter Transmitting Documents to Complete Transfer of Securities - SEA | Improved gathering of information regarding the case |
| 18.02 | Waiver by Beneficiary of Notice | Allows for multiple people to receive notices |
| 18.04 | Waiver of Notice and Citation - Will Not Produced in Court | Added option for undated will |
| 18.14 | Consent to Power of Sale | New form |
| 19.07 | Letter Transmitting Inventory to Appraiser | Improved gathering of information regarding the case |
| 19.08 | Motion to Deliver Property | New form |
| 19.09 | Order to Show Cause to Deliver Property | New form |
| 19.10 | Order to Deliver Property | New form |
| 19.11 | Complaint for Failure to File Required Inventory | New form |
| 19.12 | Order to Show Cause - Failure to File Inventory | New form |
| 19.13 | Order for Inventory | New form |
| 19.14 | Complaint for Additional Inventory and List of Claims | New form |
| 19.15 | Order to Show Cause - Additional Inventory and List of Claims | New form |
| 19.16 | Order for Additional Inventory and List of Claims | New form |
| 19.17 | Complaint for Corrected Inventory, Appraisement, and List of Claims | New form |
| 19.18 | Order to Show Cause - Corrected Inventory | New form |
| 19.19 | Order for Corrected Inventory, Appraisement, and List of Claims | New form |
| 19.19 | Order for Corrected Inventory | New form |
| 20.07 | Notice to Property Tax Appraisal District | Improved gathering of information regarding the case |
| 21.05 | Contest to Claim - Defect or Insufficiency | New form |
| 24.07 | Letter Transmitting Account for Final Settlement to Client | Improved gathering of information regarding the case |
| 25.01 | Notice to Beneficiary | Improved gathering of information regarding the case |
| 26.07 | Unsworn Declaration | Modified this form specifically for primary attorney use |
| 27.04 | Holographic Will - Proof of Handwriting | Retitled and reorganized chapter in table of contents, added option for undated will |
| 27.05 | Motion for Alternative Method of Proof | Added option for will or codicil to be proved, automatically bring in the names of the subscribing witnesses if known, general improvements to coding and assembly |
| 27.12 | Subscribing Witness to Codicil - Notice to Take Deposition | New form |
| 27.13 | Subscribing Witness to Codicil - Letter Regarding Interrogatories | New form |
| 27.14 | Subscribing Witness to Codicil - Direct Interrogatories | New form |
| 27.15 | Subscribing Witnesses to Codicil - Answers to Interrogatories | New form |
| 27.16 | Subscribing Witness to Codicil - Letter Regarding Testimony | New form |
| 27.17 | Subscribing Witness to Codicil - Proof of Codicil | New form |
| 27.18 | Subscribing Witness to Codicil - Letter of Thanks | New form |
| 27.24 | Proof of Subscribing Witness's Signature | Broadened use for will or codicil, dated or undated |
| 27.25 | Signature Witness - Letter of Thanks | New form |
| 27.27 | Holographic Will of Codicil - Notice to Take Deposition | New form |
| 27.28 | Holographic Will or Codicil - Letter Regarding Interrogatories | New form |
| 27.29 | Holographic Will or Codicil - Direct Interrogatories | Added option for will or codicil |
| 27.30 | Holographic Will or Codicil - Answers to Direct Interrogatories | Added option for will or codicil |
| 27.32 | Holographic Will - Proof of Handwriting [and Other Facts] | Changed menu for additional facts, added option for codicil, improved assembly |
| 27.33 | Holographic Codicil - Proof of Handwriting | New form |
| 27.34 | Holographic Will or Codicil - Letter of Thanks for Testifying | New form |
| 28.13 | IRS Form 4506-T - Request for Transcript of Tax Return | Updated to new version |
| 32.01 | Demand for Accounting | New form |
| 32.02 | Motion to Give Accounting (Section 404) | New form |
| 32.03 | Motion to Give Accounting and Distribution (405) | New form |
| 32.06 | Motion for Removal of Personal Representative | New form |
| 32.07 | Order to Show Cause - Removal of Personal Representative | New form |
| 32.08 | Order Directing Personal Representative | New form |
| 32.09 | Order Removing Personal Representative | New form |
| 34.02 | Letter Transmitting Inventory to Beneficiary | Improved gathering of information regarding the case |
| 34.04 | Letter Advising Beneficiary or Heir of Tax Basis | Improved gathering of information regarding the case |
| 35.29 | Notice of Remote Court Proceeding (Notice of Hearing) | Added question for website to log in for zoom to allow for different links for different courts |
| 35.36 | Motion for Nonsuit | New form |
| 35.37 | Order on Motion for Nonsuit | New form |
| 35.38 | Motion for Order Nunc Pro Tunc | New form |
| 35.39 | Order Granting Motion for Order Nunc Pro Tunc | New form |
| 36.01 | Letter Transmitting Verification of Funds on Deposit | Improved gathering of information regarding the case |
| 36.02 | Letter Transmitting Verification of Safekeeping | Improved gathering of information regarding the case |
| All applications and orders admitting Will to probate | Added option for undated will | |
| Government officials lookup | Emails updated for probate courts in Dallas County | |
| Ch. 27 | Witnesses, Proofs, Interrogatories and Depositions | Reorganized entire chapter |
| Ch. 27 | Subscribing Witnesses to Will | Built out full form set for either or both subscribing witnesses to be deposed or give testimony |
| Online Intake | Probate of Will Intake | Added checkbox for "will is dated" which will correspond with the undated will option added to other forms |
| Online Intake | Small Estate Assets and Liabilities | Added description for how and when the property was acquired |
| Online Intake | Inventory | Specified description of real estate with "address" and added question help to let the user know what this is for. Attorneys will need to fill out with the legal description from the county records |
| Menu # | Title | Details |
| 8.1 | One to Four Family Residential Contract (Resale) | Updated to match new TREC form |
| 8.2 | New Home Contract (Completed Construction) | Updated to match new TREC form |
| 8.4 | Unimproved Property Contract | Updated to match new TREC form |
| 8.5 | Farm and Ranch Contract | Updated to match new TREC form |
| 8.6 | Residential Condo Contract | Updated to match new TREC form |
| 10.1 | TREC 20-17 TREC 20-17 One to Four Family Residential Contract (Resale) | Updated to new version of PDF |
| 10.2 | TREC 24-18 New Home Contract (Completed Construction) | Updated to new version of PDF |
| 10.3 | TREC 23-18 New Home Contract (Incomplete Construction) | Updated to new version of PDF |
| 10.4 | TREC 25-15 Farm and Ranch Contract | Updated to new version of PDF |
| 10.5 | TREC 9-16 Unimproved Property Contract | Updated to new version of PDF |
| 10.6 | TREC 30-16 Residential Condo Contract | Updated to new version of PDF |
| 11.14 | TREC 36-10 Addendum for Property Subject to Mandatory Membership in Property Owners' Assoc. | Updated to new version of PDF |
| 11.2 | TREC 40-10 Third Party Financing Addendum | Updated to new version of PDF |
| 11.24 | TREC 51-0 Addendum Regarding Residential Leases | New TREC PDF |
| 11.25 | TREC 52-1 Addendum Regarding Fixture Leases | New form |
| 11.3 | TREC 26-8 Seller Financing Addendum | Updated to new version of PDF |
| Menu # | Title | Details |
| Online Intake | Prospective Client Information | New service |
| Menu # | Title | Details |
| 2.3 | Tax Oriented Will - Testator | Fixed erroneous numbering in bypass option |
| 3.3 | Exit Letter - Tax Oriented Wills | Added coding to remove statement that executor may need to elect portability for bypass trust if it's a one lung method of distribution |
| 4.20 | Notary Log for Contemporaneous Estate Planning Documents | New form |
| 4.20 | Notary Log for Contemporaneous Estate Planning Documents - Spouse's version | New form |
| 4.6 | Directive to Physician | Added option for alternate agents to the client/spouse versions |
| Online Intake | Prospective Client Information | New service |