October Content Update Details
Family Law
- Standing Orders now automatically assemble with your Petition
- Option for attorney to sign the Notice of Hearing
- Option for bi-weekly payment frequency for child support
- Optional tie-breaker language for joint managing rights
- Expanded Habeas Corpus forms for use with multiple relators or respondents
- Travel provisions added to temporary orders
- Options for paternity statement in Petition/Counterpetition for Divorce
- Option for appearance by submission in Decree
- Statutory references added to termination grounds
- New forms:
- Limited Scope Representation
- Letter to Opposing Counsel – Preservation of Evidence
- Motion for Use of Co-Parenting Communication Tool
- Order for Use of Co-Parenting Communication Tool
- Affidavit in Support of Writ of Attachment
- Petition and Order for Sibling Access
- Atascosa County Local Form- Standing Order
- Atascosa County Local Form- Process Request
- Montgomery County Local Form- Court Order Regarding Temporary Orders and Mediation
Criminal Defense
- Retainer Agreement has fee sharing with co-counsel
- New forms:
- Criminal Law Intake
- New Online Intake Service
- Michael Morton Discovery Request
- Application for Writ of Habeas Corpus Under Art. 11.07
Business Organizations
- New forms:
- Membership Interest Redemption Agreement
- Ownership Agreement
- Indemnity Agreement
Probate
- Heirship Tree now calculates interest of collateral heirs (half siblings and their children)
- Option for fee sharing with co-counsel in Fee Agreement
- Resident agent added for applicants in all applications for probate
- Option for attorney approvals in all orders
- New forms:
- Letter Releasing Representation
- Prove Up Questions
- Waiver of De Novo Hearing
- Motion and Order for Alternative Method of Proof of Will
- Application and Order to Sell Minor’s Interest in Property
- Shell Motion and Order
- Standalone Notice of Hearing
- Standalone Verification
- Bexar County Local Form: Pink Sheet – Order to Pay
Civil Litigation
- Contracts have fee sharing with co-counsel option
- Modified jurisdiction statement for filings in JP court
- Notice of Hearing- allows for different court of hearing
- New forms:
- Limited Scope Representation
- Letters to Opposing Counsel – Preservation of Evidence
- Affidavits Concerning Cost and Necessity of Services
- Letter to Manufacturer – Representation for Product Liability
- Letter of Representation to Insurance Company
- Liability Carrier Demand Letter
- Lis Pendens
- Release of Lis Pendens
- Motion and Order to Cancel Lis Pendens
- Motion and Order to Expunge Lis Pendens
Guardianship
- New Online Intakes:
- Temporary Guardianship Intake
Select a section below to see a complete list of updates:
|
Menu # |
Title |
Details |
| 6.10 | Membership Interest Redemption Agreement | New form |
| 7.02 | Company Agreement (PLLC) | Added reference to an exhibit with ownership information, to be used in conjunction with 15.04. |
| 15.04 | Ownership Agreement | New form |
| 15.05 | Indemnity Agreement | New form |
| Menu # | Title | Details |
| 1.01 | Contract - Contingent Fee | Added co-counsel/fee sharing language to comply with ethical guidelines. |
| 1.02 | Contract - Hourly Plus Expenses | Added co-counsel/fee sharing language to comply with ethical guidelines. |
| 1.03 | Limited Scope Representation | New form |
| 2.03 | Letter to Opposing Counsel - Preservation of Evidence [general] | New form |
| 6.06 | Settlement and Mutual Release | Added confidentiality statement. |
| 9.01 | Petition (shell) | New language added for filings in JP Court. |
| 9.02 | Original Answer [and Counterclaim] | Modified jurisdiction statement for filings in JP Court. |
| 14.07 | Notice of Hearing | Allows for different court of hearing from court of filing. |
| 14.14 | Exhibit List | Added signature block and made the Certificate of Service optional. |
| 14.15 | Witness List | Added optional Certificate of Service. |
| 15.01 | Original Petition and Application for TRO Injunction and Other Relief | Modified jurisdiction statement for filings in JP Court. |
| 19.08 | Objection to Motion to Withdraw Case From Jury Docket | Added Tarrant County certificate of conference. |
| 21.03 | Objection to Use of Peremptory Challenges | Added Tarrant County certificate of conference. |
| 29.06 | Affidavit Concerning Cost and Necessity of Services TCPRC 18.002(a) | New form |
| 29.07 | Affidavit Concerning Cost and Necessity of Services TCPRC 18.002(b) | New form |
| 40.02 | Original Petition - Breach of Contract | New language added for filings in JP Court |
| 40.03 | Original Answer - Breach of Contract | Modified jurisdiction statement for filings in JP Court |
| 41.16 | Original Petition - Medical Malpractice | Modified jurisdiction statement for filings in JP Court |
| 41.17 | Original Answer - Medical Malpractice | Modified jurisdiction statement for filings in JP Court |
| 42.01 | Original Petition - Premises Liability | New language added for filings in JP Court |
| 42.02 | Original Answer - Premises Liability | Modified jurisdiction statement for filings in JP Court |
| 43.01 | Letter to Manufacturer - Representation for Product Liability | New form |
| 43.02 | Original Petition - Products Liability | New language added for filings in JP Court and improved formatting. |
| 43.03 | Original Answer - Products Liability | Modified jurisdiction statement for filings in JP court and improved assembly process. |
| 44.01 | Letter of Representation to At-Fault Driver | New form |
| 44.02 | Letter of Representation to Insurance Company | New form |
| 44.04 | Letter to Opposing Counsel - Preservation of Evidence [Vehicle Accident] | New form |
| 44.08 | Liability Carrier Demand Letter | New form |
| 44.12 | Original Petition - Motor Vehicle Accident | New language added for filings in JP Court. |
| 44.13 | Original Answer - Motor Vehicle Accident | Modified jurisdiction statement for filings in JP Court. |
| 44.14 | Petition - Uninsured or Underinsured Motorist | New language added for filings in JP Court |
| 45.05 | Original Petition (DTPA) | New language added for filings in JP Court |
| 45.15 | Original Answer (DTPA) | Modified jurisdiction statement for filings in JP Court |
| 46.13 | Petition on Sworn Account | New language added for filings in JP Court |
| 48.10 | Lis Pendens | New form |
| 48.11 | Release of Lis Pendens | New form |
| 48.12 | Motion to Cancel Lis Pendens | New form |
| 48.12 (Order) | Order on Motion to Cancel Lis Pendens | New form |
| 48.13 | Motion to Expunge Lis Pendens | New form |
| 48.13 (Order) | Order on Motion to Expunge Lis Pendens | New form |
| 51.46 | Petition for Bill of Review | Modified jurisdiction statement for filings in JP Court |
| Notice of Hearing in forms | Ability to change court of hearing, if different than court of filing. | |
| Captions | Improved formatting | |
| Deadlines Calculator | Updated |
| Menu # | Title | Details |
| 1.1 | Legal Services Retainer Agreement | Added co-counsel/fee sharing to comply with ethical guidelines |
| 1.9 | Criminal Law Intake | New form and Online Intake service |
| 10.52 | Michael Morton Act Discovery Request | New form |
| 26.13 | Application for Writ of Habeas Corpus Under Art. 11.07 | New PDF |
| Menu # | Title | Details |
| 1.02 | Attorney Retainer Agreement | Added co-counsel/fee sharing section to comply with ethics guidelines. |
| 1.03 | Limited Scope Representation | New form |
| 2.01 | Civil Case Info Sheet | Improved defaults. |
| 2.13 | Letter to Opposing Counsel - Preservation of Evidence | New form |
| 3.01 | Original Petition for Divorce | Added requests for temporary orders for means of long distance travel between residences and international travel, and added options for paternity statement for each child |
| 3.07 | Counterpetition for Divorce | Added requests for temporary orders for means of long distance travel between residences and international travel, and added options for paternity statement for each child |
| 4.01 | Decree of Divorce | Added option for Petitioner to appear by submission in agreed decree; improved description of travel provisionsin menu to make it easier to find; added bi-weekly payment frequency for child, cash med, health insurance reimbursement, and cash dental support; and added optional tie-breaker language for joint rights for medical and psychiatric treatment, educational decisions. |
| 4.09 | Separation Agreement | Added bi-weekly payment frequency for child, cash med, health insurance reimbursement, and cash dental support; and added optional tie-breaker language for joint rights for medical and psychiatric treatment, educational decisions. |
| 5.02 | TRO With Notice of Hearings - Divorce | Added requests for temporary orders for means of long distance travel between residences and international travel; and added attorney approvals. |
| 5.06 | Motion for Temporary Orders | Added requests for temporary orders for means of long distance travel between residences and international travel |
| 5.07 | Notice of Hearing for Temporary Orders - Divorce | Added requests for temporary orders for means of long distance travel between residences and international travel |
| 5.08 | Temporary Orders - divorce | Added provisions for means of long distance travel between residences and international travel; added bi-weekly payment frequency for child support, cash med, health insurance reimbursement, and cash dental support; and added optional tie-breaker language for joint rights for medical and psychiatric treatment, educational decisions. |
| 10.01 | Petition to Modify Parent-Child Relationship | Added requests for temporary orders for means of long distance travel between residences and international travel |
| 10.04 | Counterpetition to Modify Parent-Child Relationship | Added requests for temporary orders for means of long distance travel between residences and international travel |
| 10.07 | TRO With Notice of Hearings - Modification | Added requests for temporary orders for means of long distance travel between residences and international travel; and added attorney approvals. |
| 10.08 | Notice of Hearing for Temporary Orders - Modification | Added requests for temporary orders for means of long distance travel between residences and international travel |
| 10.09 | Temporary Orders for Modification of SAPCR | Added provisions for means of long distance travel between residences and international travel; added bi-weekly payment frequency for child support, cash med, health insurance reimbursement, and cash dental support; and added optional tie-breaker language for joint rights for medical and psychiatric treatment, educational decisions. |
| 10.12 | Order in Suit to Modify SAPCR | Added bi-weekly payment frequency for child support, retroactive support, cash med, health insurance reimbursement, and cash dental support; improved assembly with statement of all rights and duties, not just those modified; added optional tie-breaker language for joint rights for medical and psychiatric treatment, educational decisions. |
| 11.01 | Original Petition in SAPCR | Added requests for temporary orders for means of long distance travel between residences and international travel |
| 11.04 | Counterpetition in SAPCR | Added requests for temporary orders for means of long distance travel between residences and international travel |
| 11.06 | TRO With Notice of Hearings - SAPCR | Added requests for temporary orders for means of long distance travel between residences and international travel; and added attorney approvals. |
| 11.09 | Motion for Temporary Orders in SAPCR | Added requests for temporary orders for means of long distance travel between residences and international travel |
| 11.10 | Notice of Hearing for Temporary Orders SAPCR | Added requests for temporary orders for means of long distance travel between residences and international travel |
| 11.11 | Temporary Orders in SAPCR | Added provisions for means of long distance travel between residences and international travel; added bi-weekly payment frequency for child support, retroactive support, cash med, health insurance reimbursement, and cash dental support; and added optional tie-breaker language for joint rights for medical and psychiatric treatment, educational decisions. |
| 11.12 | Order in Suit Affecting Parent Child Relationship | Added option for bi-weekly child support, retroactive, medical, and dental support. Also added terms for agreed child expenses; and added optional tie-breaker language for joint rights for medical and psychiatric treatment, educational decisions. |
| 12.25 | Motion for Use of Co-Parenting Communication Tool | New form |
| 12.26 | Order for Use of Co-Parenting Communication Tool | New form |
| 29.02 | Income Withholding Order | Improved defaulting into PDFs from online intake questions |
| 29.10 | Record of Support, , BVS form | Improved defaulting into PDFs from online intake questions |
| 30.24 | Petition- License Suspension (Child Support) | Reformatted, adding subheadings |
| 30.25 | Petition for Foreign Judgment Enforcement | Reformatted, adding subheadings |
| 31.26 | Petition for Writ of Habeas Corpus - Children | Opened up for multiple relators and/or respondents, reworded travel expenses, improved general assembly and reuse of stored answers from case file |
| 31.27 | Affidavit in Support of Writ of Attachment | New form |
| 31.28 | Response to Petition for Writ of Habeas Corpus | Opened up to multiple relators or respondents, changed caption to name specific children and renumbered this section in the menu. |
| 31.29 | Order for Writ of Habeas Corpus for Children | Opened up to multiple relators or respondents, and changed caption to name specific children. |
| 31.30 | Order for Return of Child[ren] | Opened up to multiple relators and respondents, improved assembly with other documents in this form set, added caption for specific children. |
| 31.31 | Writ of Attachment - Children | Approved assembly to work with other forms in this set, reordered and numbered menu |
| 31.32 | Writ of Habeas Corpus | Improved assembly to work with petition/orders in this chapter |
| 33.05 | Order to Cancel Lis Pendens | Option for no protection removed |
| 35.04 | Temporary Orders - Military Duty | Added bi-weekly payment frequency for child support, cash med, health insurance reimbursement, and cash dental support |
| 38.07 | Temporary Orders in Suit to Adjudicate Parentage | Added bi-weekly payment frequency for child support, cash med, health insurance reimbursement, and cash dental support |
| 38.10 | Order Adjudicating Parentage | Added option for bi-weekly child support, retroactive, medical, and dental support. Also added terms for agreed child expenses; and added optional tie-breaker language for joint rights for medical and psychiatric treatment, educational decisions. |
| 39.01 | Original Petition for Termination and Adoption of Stepchild[ren] | Added grounds for conviction for sexual assault of other parent and placed on community supervision for criminal responsibility of sexual assault of other parent to findings. Also added references to statutes in each gound paragraph. |
| 39.02 | Order of Parental Rights Termination and Adoption of Stepchild[ren] | Added grounds for conviction for sexual assault of other parent and placed on community supervision for criminal responsibility of sexual assault of other parent to findings. Also added references to statutes in each gound paragraph. |
| 40.01 | Original Petition to Terminate Parent-Child Relationship | Added grounds for conviction for sexual assault of other parent and placed on community supervision for criminal responsibility of sexual assault of other parent. Also added references to statutes in each gound paragraph. |
| 40.02 | Order - Pet to Terminate Parent-Child Relationship | Added grounds for conviction for sexual assault of other parent and placed on community supervision for criminal responsibility of sexual assault of other parent to findings. Also added references to statutes in each gound paragraph. |
| 41.02 | Adoption Order | Added "biological" to descriptions of mother and father during assembly to avoid confusion with adoptive parents, and improved coding for waiver of attendance |
| 43.01 | Original Petition for Name Change | Reformatted, adding subheadings |
| 45.01 | Original Petition for Possession of or Access to a Grandchild | Form now assigns client as Petitioner, and improved flow of form. |
| 45.03 | Order Granting Possession or Access to a Grandchild | Added notice language pursuant to TFC 105.007, for details of how parenting plan optimizes the parent-child relationship, and added an option to include release from temp orders. |
| 45.09 | Original Petition for Sibling Access | New form |
| 45.10 | Order Granting Sibling Access | New form |
| 46.11 | Mediated Settlement Agreement | Added bi-weekly payment frequency for child support, cash med, health insurance reimbursement, and cash dental support; and added optional tie-breaker language for joint rights for medical and psychiatric treatment, educational decisions. |
| 50.22 | Suit Affecting Family Relationship Vital Statistics (Austin) BVS | Improved defaulting into PDFs from online intake questions |
| LOCAL | Notice of Hearing in Compliance with COVID-19 Court Operations Plan (Bexar) | Updated local form |
| LOCAL | Atascosa Standing Order | New PDF added |
| LOCAL | Process Request - Atascosa | New PDF added |
| LOCAL | BEXAR Notice of Hearing in Compliance With COVID-19 Court Operations Plan | Updated coding to match update to local form |
| LOCAL | Court Order Regarding Temporary Orders and Mediation (Montgomery) | New PDF added |
| Standing Orders | In applicable forms, added option to automatically assemble standing orders for county of filing. | |
| Notice of Hearing | Added option for attorney to sign Notice of Hearing. | |
| Captions | Improved formatting of captions in volume' and improved default style of case in SAPCR captions. |
| Menu # | Title | Details |
| 14.04 | Waiver of Service and Renunciation of Rights to Guardianship | New form |
| Online Intake | Temporary Guardianship Intake | New Online Intake service |
| Online Intake | Permanent Guardianship Intake | New Online Intake service |
| LOCAL | Pink Sheet - Order to Pay | New Bexar County Local form |
| LOCAL | Annual Report of the Person | New Travis County Local form |
| Menu # | Title | Details |
| 2.09 | Indemnity Agreement | New form |
| Menu # | Title | Details |
| 1.07 | Letter Releasing Representation | New form |
| 1.10 | Hourly Fee Agreement | Added co-counsel/fee sharing to comply with ethics guidelines |
| 2.02 | Probate of Will Intake Sheet | Added date of death for child, and included subscribing witnesses unconditionally. |
| 4.02 | Order to Open Safe Deposit Box and Remove Contents | Added option for attorney approvals |
| 4.04 | Order for Emergency Intervention - Funeral and Burial Expenses | Added option for attorney approvals |
| 4.06 | Order for Emergency Intervention - Protection and Storage of Property | Added option for attorney approvals |
| 4.09 | Order to Show Cause | Added option for attorney approvals |
| 4.10 | Order Granting Motion to Deliver Will | Added option for attorney approvals |
| 5.21 | Order for Disclosure of Digital Assets (Sec. 351.106) | Added option for attorney approvals |
| 5.30 | Order for Access to Financial Records (Sec. 153.003) | Added option for attorney approvals |
| 6.01 | Application for Probate of Will - Independent Executor | Added option for resident agent for applicant; and subscribing witnesses not asked for in holographic Will - section won't delete if names not entered. |
| 6.03 | Application for Probate of Will - Independent Executor by Agreement | Added option for resident agent for applicant; and subscribing witnesses not asked for in holographic Will - section won't delete if names not entered. |
| 6.05 | Application for Probate of Will Ind. Administrator by Agreement | Added option for resident agent for applicant; and subscribing witnesses not asked for in holographic Will - section won't delete if names not entered. |
| 6.07 | Application for Probate of Will - Designated Administrator | Added option for resident agent for applicant; and subscribing witnesses not asked for in holographic Will - section won't delete if names not entered. |
| 6.11 | Application for Probate - Post-Muniment Conversion | Added option for resident agent for applicant |
| 6.13 | Letter Advising Independent Executor Regarding Duties | Improved language regarding expiration date. |
| 6.14 | Letter Advising Independent Administrator Regarding Duties | Improved language regarding expiration date. |
| 7.01 | Application for Probate of Will and for Letters Testamentary (Dependent) | Added option for resident agent for applicant; and subscribing witnesses not asked for in holographic Will - section won't delete if names not entered. |
| 8.01 | Application for Letters of Dependent Administration | Added option for resident agent for applicant |
| 8.03 | Combined Application to Determine Heirship and Letters of Administration | Added option for resident agent for applicant |
| 8.05 | Combined Application to Determine Heirship and Letters of Independent Administration | Added option for resident agent for applicant |
| 8.07 | Application for Letters of Independent Administration by Agreement | Added option for resident agent for applicant |
| 9.01 | Application for Temporary Administration | Added option for resident agent for applicant; and subscribing witnesses not asked for in holographic Will - section won't delete if names not entered. |
| 9.06 | Order Enlarging Powers of Temporary Administrator | Added option for attorney approvals |
| 9.07 | Order Making Temporary Administration Permanent | Added option for attorney approvals |
| 9.09 | Order Approving Final Accounting of Temporary Administrator | Added option for attorney approvals |
| 9.11 | Order Closing Temporary Administration | Added option for attorney approvals |
| 10.01 | Application for Probate of Will as Muniment of Title | Added option for resident agent for applicant; and subscribing witnesses not asked for in holographic Will - section won't delete if names not entered. |
| 10.02 | Application for Probate of Will as Muniment of Title (Will Not Produced) | Added option for resident agent for applicant; and subscribing witnesses not asked for in holographic Will - section won't delete if names not entered. |
| 11.01 | Application for Probate of Will and for Letters of Administration | Added option for resident agent for applicant; and subscribing witnesses not asked for in holographic Will - section won't delete if names not entered. |
| 12.02 | Affidavit Concerning Identify of Heirs (property) | Added half blood collateral heirs |
| 12.03 | Affidavit Concerning Identity of Heirs | Reworded options for clarity; and added half-blood collateral heirs. |
| 12.06 | Affidavit of Service of Citation | Added section number to title (202.057) |
| 12.07 | Judgment Declaring Heirship | Improved formatting of tables |
| 12.08 | Disclaimer to Heir or Beneficiary - Letter | Made the 9 month deadline optional |
| 13.02 | Order Appointing Attorney Ad Litem | Added option for attorney approvals |
| 14.02 | Application for Ancillary Probate of Foreign Will | Added option for resident agent for applicant |
| 14.03 | Order - Application Ancillary Probate Foreign Will Issuance Letters Testate | Added option for attorney approvals |
| 15.02 | Prove Up Questions (Testate) | New form |
| 15.04 | Prove Up Questions (Intestate) | New form |
| 15.05 | Proof of Death and Other Facts | Improved assembly, bringing in executors from the application, and removing redundant language in last paragraph. |
| 15.06 | Prove Up Questions (Temporary Administration) | New form |
| 15.08 | Prove Up Questions (Muniment of Title) | New form |
| 15.10 | Prove Up Questions (Post Muniment Conversion) | New form |
| 17.01 | Small Estate Affidavit | Added half-blood siblings to list of heirs with calculated interest |
| 17.02 | Order on Small Estate Affidavit | Added option for attorney approvals |
| 18.13 | Waiver of De Novo Hearing | New form |
| 19.02 | Order Approving Inventory, Appraisement and List of Claims | Added option for attorney approvals |
| 19.05 | Order on Application for Extension of Time to File Inventory | Added option for attorney approvals |
| 20.01 | Notice to Creditors | Removed acknowledgment, already sworn to. Also made the date of issue optional, inserting blank line for publisher to fill in later |
| 21.04 | Order Approving and Classifying Claim | Added option for attorney approvals |
| 23.02 | Order Authorizing Expenditure of Funds | Added option for attorney approvals |
| 23.04 | Order Authorizing Payment of Attorney's Fees and Expenses | Added option for attorney approvals |
| 23.06 | Order Authorizing Reimbursement | Added option for attorney approvals |
| 23.08 | Order Ratifying Expenditure | Added option for attorney approvals |
| 24.02 | Order Approving Annual Account | Added option for attorney approvals |
| 24.05 | Order Approving Account Final Settlement and Authorizing Distribution of Estate | Added option for attorney approvals |
| 26.11 | Verification for Probate Applications | New form |
| 27.05 | Motion for Alternative Method of Proof of Will | New form |
| 27.06 | Order on Motion for Alternative Method of Proof of Will | New form with option for attorney approvals. |
| 27.08 | Order Authorizing Withdrawal of Purported Will | Added option for attorney approvals |
| 29.02 | Order Authorizing Disposal of Personal Effects | Added option for attorney approvals |
| 29.04 | Order Authorizing Sale of Personal Property | Added option for attorney approvals |
| 29.06 | Order Approving Sale of Personal Property | Added option for attorney approvals |
| 29.08 | Order Confirming Sale of Personal Property | Added option for attorney approvals |
| 29.10 | Order of Sale of Real Property | Added option for attorney approvals |
| 29.13 | Order Approving Sale of Real Property | Added option for attorney approvals |
| 29.15 | Order Confirming Sale of Real Property | Added option for attorney approvals |
| 29.17 | Order Authorizing Lease of Minerals | Added option for attorney approvals |
| 29.21 | Order to Set Aside Order Approving Sale of Real Property | Added option for attorney approvals |
| 29.23 | Order to Set Aside Order Confirming Sale of Real Property | Added option for attorney approvals |
| 29.28 | Application to Sell Minor's Interest in Property | New form |
| 29.29 | Order Authorizing Sale of Minor's Interest in Property | New form |
| 31.02 | Order on Allowance in Lieu of Exempt Property | Added option for attorney approvals |
| 31.04 | Order on Family Allowance | Added option for attorney approvals |
| 31.06 | Order to Set Aside Exempt Property | Added option for attorney approvals |
| 32.02 | Order Closing Estate and Discharging Personal Representative | Added option for attorney approvals |
| 32.04 | Order on Distributees Application to Close Administration | Added option for attorney approvals |
| 34.01 | Appointment of Resident Agent | Added option to automatically assemble if applicant intends to appoint resident agent in application, simplified and improved coding and assembly. |
| 34.02 | Appointment of Resident Agent - Letter | Simplified and improved coding, runs automatically with applications when appropriate, added options for type of acknowledgment; and option to automatically assemble if applicant intends to appoint resident agent in application |
| 34.09 | Order Granting Motion to Withdraw as Counsel | Added option for attorney approvals |
| 34.11 | Order Granting Motion to Withdraw and Substitute Counsel | Added option for attorney approvals |
| 34.13 | Order for Authority to Engage-Employ | Added option for attorney approvals |
| 34.15 | Order to Deposit Funds Into Registry | Added option for attorney approvals |
| 34.17 | Order to Make Partial Distribution of Estate Assets | Added option for attorney approvals |
| 34.19 | Order to Withdraw Funds to Pay Comptroller | Added option for attorney approvals |
| 34.23 | Order for Substitution of Redacted Copy of E-filed Will | Added option for attorney approvals |
| 34.24 | Order for Substitution of Redacted Copy of Inventory and Appraisement | Added option for attorney approvals |
| 34.26 | Notice of Hearing | New standalone form |
| 34.30 | Order on Motion for Zoom Hearing | Added option for attorney approvals |
| 34.33 | Shell Motion | New form |
| 34.34 | Shell Order | New form |
| LOCAL | Pink Sheet - Order to Pay | New Bexar County Local form (replaced Fee Order) |
| Online Intake | Intestate - Heirship - Small Estate Intake | Added half sibling questions as well as additional address pieces for children. Enhanced integration with the heirship tree tool. |
| Menu # | Title | Details |
| 1.10 | Client Intake Worksheet | Simplified online and assembled service and intake for real estate. |
| 1.11 | Supplemental Real Estate Intake Worksheet | Intake worksheet with additional information, can work in conjunction with an Online Intake service |
| 3.1 | Deed of Trust - First Lien | Added escrow clause |
| 3.2 | Deed of Trust - Second Lien | Added escrow clause |
| 3.12 | Release of Lis Pendens | New form |
| 11.2 | TREC 40-9 Third Party Financing Addendum | Updated to most recent version |
| 11.9 | TREC 15-6 Seller's Temporary Residential Lease | Updated from version 15-5 to new 15-6 |
| 11.10 | TREC 16-6 Buyer's Temporary Residential Lease | Updated from version 16-5 to new 16-6 |
| 11.14 | TREC 36-9 Addendum for Prop. Subject to Mandatory Membership | Updated to most recent version |
| 14.10 | Indemnity Agreement | New form |
| Acknowledgments | Improved signing of acknowledgment for limited partnerships with corporate entity |
| Menu # | Title | Details |
| 6.01 | Special Needs Trust | New form |
| 11.01 | Amendment to Trust | New form |
| Menu # | Title | Details |
| 1.3 | Wills Intake | Added option to not include special allocations of the estate and further explained undistributed property |
| 2.1 | Simple Wills | Added more language to the distribution of estate to children |
| 2.1 | Simple Wills | Made optional pathway for simplified distribution language |
| 2.10 | Basic Will - Married Testator | Added digital asset clause - powers of executor |
| 2.11 | Basic Will - Spouse | Improved defaults from testator's version |
| 2.11 | Basic Will - Spouse | Added digital asset clause - powers of executor |
| 2.12 | Basic Will - Single Person | Added digital asset clause - powers of executor |
| 2.14 | Basic Pourover Will - Spouse | Improved defaults from testator's version |
| 4.16 | DNR - Client | Updated to new version |
| 4.16 | DNR - Spouse | Updated to new version |
| 4.18 | Limited PoA | New form |
| 6.10 | Gun Trust | New form |
| 6.15 | Amendment to Trust | New form |