October Content Update Details
It’s been less than a month since our last update, but we’ve added some forms and features that we wanted to get out to you while we’re working on some bigger projects.
Among these changes are the highly anticipated Longino version of the Motion and Order Compelling Discovery in Family Law. You will now be able to include multiple requests and responses, and include a broader range of scenarios, such as the filing of previous motions to compel and the grouping of complaints. If you still want to use the original version, it’s available at the end of Chapter 21.
We’ve also expanded the use of the groundbreaking Heirship Tree in Probate. You can now enter descendants through great-great-grandchildren and siblings’ grandchildren. The Heirship Tree is now utilized not just in heirship proceedings, but also in probates when you need to list the heirs who would inherit in the absence of a Will. For those who haven’t used it yet, the Heirship Tree automatically calculates each heir’s interest in the estate, and displays the family history for the court or ad litem. It’s an easy way to enter and sort details for your probate case.
New Forms
Family Law
- New versions of the Motion/Order to Compel Discovery
- Temporary Orders Requested Relief Checklist
- Client Letter - Shell
- Counterpetitioner’s Affidavit in Support
- Appearance of Co-Counsel
- CPS Private Attorney Compensation Form (Wood County)
- New and updated UCC forms
Probate
- Initial Disclosures: Ad Litem to Applicant
- Rule 11 Agreement Regarding Initial Disclosures
- Application for Attorney Ad Litem’s Fee
Civil Litigation
- Appearance of Co-Counsel
Guardianship
- Motion in Limine
- Order Granting Motion in Limine
- Application for Authority to Make Tax-Motivated Gifts
- Order Authorizing Tax-Motivated Gifts
Criminal Defense
- New local form: Subpoena Request for Bexar County
Wills
- Cover Sheet for Wills
Select a practice area below to see a complete list of updates:
| Menu # | Title | Details |
| 3.01 | Certificate of Formation (Corporation) | Capitalized references to "the Corporation" |
| 7.03 | LLC - Company Agreement (Long Form) | Added new language for disregarded entities and partnership representatives |
| 9.02 | Partnership Agreement | Added partnership representatives and backup partnership representatives |
| 19.07 | Limited Power of Attorney | New form |
| Menu # | Title | Details |
| 2.07 | Letter to Clerk - Transmittal | Expanded to automatically bring in district clerk address, if applicable |
| 3.06 | Appearance of Co-Counsel | New form |
| 35.10 | Certification of Transcript or Recording of Deposition | Included date notice sent to each recipient, Sec. 52.011(c)(8), Texas Government Code. |
| 35.01 | Notice of Intent to Take Oral Deposition | Improved coding and formatting, and specified that deposition would be taken by a certified court reporter per amendment to Chapter 52 of the Texas Government Code. |
| Ch. 44 | Forms in the Motor Vehicle chapter | Changed "accident" to "collision" |
| 45.05 | Original Petition (DTPA) | Added court number question to all petitions in case the user knows what court it will be filed in. |
| Menu # | Title | Details |
| 28.9 | Petition and Order for Occupational Driver's License | Removed language stating Petitioner had not received an occupational license in the last 10 years. Added statement that Petitioner's proof of financial responsibility and abstract of driving record are attached, per changes to Section 521.2421 Transportation Code |
| Local | Subpoena Request Form (Bexar) | New form |
| Menu # | Title | Details |
| 1.14 | Client Letter - Shell | New form |
| 3.12 | Motion for Default Decree | Improved assembly and formatting, removing the Certificate of Last Known Address and the Affidavit of Respondent's Military Status as these documents and adding reference to file-stamped copies, as these documents would typically be filed before the Motion for Default Decree is submitted. |
| 4.13 | Order Denying Suit for Divorce - Marriage Nonexistent | Improved assembly by adding control processing |
| 5.04 | Order Extending Temporary Restraining Order (Divorce) | Modified to refer to attached to TRO unconditional so as to help the process for the user |
| 7.23 | Financing Statement Addendum (UCC1Ad) | Updated to new version |
| 7.23 | Financing Statement Additional Parties (UCC1AP) | New form |
| 7.24 | Financing Statement Addendum Additional Parties (UCC3AP) | New form |
| 7.24 | Financing Statement Amendment (UCC3) | Updated to new version |
| 7.24 | Financing Statement Amendment Addendum (UCC3Ad) | Modified to refer to attached TRO unconditionally, so as to help the process for the user |
| 12.01 | Parenting Plan | Changes to Jewish Holiday to match other possession documents |
| 12.33 | Temporary Orders Requested Relief Checklist | New form |
| 15.21 | Petitioner's Declaration in Support | Opened up to all causes of action, setup defaults for unsworn declaration if information is known |
| 15.22 | Counterpetitioner's Affidavit in Support | New form |
| 21.40 | Motion to Compel Discovery | New improved Longino form, replacing retired Motion for Sanctions and Compelling Discovery (still available in Ch. 21). Allows for subsequent motions, multiple requests, multiple responses, thorough certificate of conference. |
| 21.42 | Order on Motion to Compel Discovery | New improved Longino form, replacing retired Order for Sanctions and Compelling Discovery (still available in Ch. 21) |
| 25.08 | Appearance of Co-Counsel | New form |
| 26.38 | Motion (Shell) | Opened form to Respondent/Defendant clients. |
| 37.01 | Motion to Transfer Suit | Added option for verification by sworn affidavit or unsworn declaration. |
| LOCAL | CPS Private Attorney Compensation Form (Wood) | New form |
| LOCAL | Galveston Co. Request for Issuance of Service | Made "type of service" checkboxes instead of a radio menu so multiple types of service can be requested at once |
| TOOLS | Property Division Tool | Added reimbursements claims |
| Menu # | Title | Details |
| 1.04 | Health Care Provider's Certificate of Medical Examination | Updated PDF and Title Change |
| 4.04 | Annual Accounting | Updated language to read "Cash Deposit Accounts" instead of "Cash Deposits" in the "PROPERTY NOT PREVIOUSLY REPORTED" section |
| 6.07 | Application for Authority to Make Tax-Motivated Gifts | New form |
| 6.08 | Order Authorizing Tax-Motivated Gifts | New form |
| 16.01 | Motion in Limine | New form |
| 16.02 | Order Granting Motion in Limine | New form |
| Menu # | Title | Details |
| CAPTION | Pleadings | Added option and caption for County Civil District Court |
| Menu # | Title | Details |
| 3.1 | Instructions for Preparing Certificate of Discharge (IRS Pub. 786) | Updated to new version |
| 3.2 | Notice of Nonjudicial Sale of Property (IRS Form 14497) | Updated to new version |
| 3.3 | IRS Form 14498 - Application for Consent to Sale | Updated to new version |
| 3.6 | Instructions for Preparing Certificate of Discharge (IRS Pub. 783) | Updated to new version |
| Menu # | Title | Details |
| 2.03 | Intestate Intake Sheet | Added great grandkids, great great grandkids, and grand niblings |
| 4.03 | Application for Emergency Intervention - Funeral and Burial Expenses | Added option for reimbursement of already paid amounts, changed deadline. |
| 4.04 | Order for Emergency Intervention - Funeral and Burial Expenses | Added option for reimbursement of already paid amounts |
| 6.01 | Application for Probate of Will - Independent Executor (Sec. 401.001) | Added heirship tree component in place of the previous panel. Will be used when filed more than 4 years after death or when the will cannot be produced in court. |
| 6.01 | Application for Probate of Will 401.001 | Added validation to prevent user from not adding status of executor, improved address intake for executor if applicant is executor with registered agent |
| 6.03 | Application for Probate of Will - Ind. Executor by Agreement (Sec. 401.002a) | Added heirship tree component in place of the previous panel. Will be used when filed more than 4 years after death or when the will cannot be produced in court. |
| 6.05 | Application for Probate of Will - Independent Executor (Sec. 401.002b) | Added heirship tree component in place of the previous panel. Will be used when filed more than 4 years after death or when the will cannot be produced in court. |
| 6.07 | Application for Probate of Will - Designated Administrator (Sec. 254.006) | Added heirship tree component in place of the previous panel. Will be used when filed more than 4 years after death or when the will cannot be produced in court. |
| 7.01 | Application for Probate of Will and for Letters Testamentary | Added heirship tree component in place of the previous panel. Will be used when filed more than 4 years after death or when the will cannot be produced in court. |
| 9.01 | Application for Temporary Administration | Added heirship tree component in place of the previous panel. Will be used when filed more than 4 years after death or when the will cannot be produced in court. |
| 9.04 | Letter Notice of Appt of Temp Administrator | Added heirship tree component in place of the previous panel. Will be used when filed more than 4 years after death or when the will cannot be produced in court. |
| 11.01 | Application for Probate of Will and for Letters of Administration | Added heirship tree component in place of the previous panel. Will be used when filed more than 4 years after death or when the will cannot be produced in court. |
| 12.02 | Affidavit Concerning Identity of Heirs (for filing in real property records) | Added great grandkids, great great grandkids, and grand niblings |
| 12.03 | Proof of Facts Concerning the Identities of Heirs (for heirship proceeding) | Added great grandkids, great great grandkids, and grand niblings |
| 13.05 | Report of Attorney Ad Litem | Added option to say the listing of heirs in the Application was not correct and use the heirship tree to generate their list of heirs |
| 13.07 | Initial Disclosures - Ad Litem to Applicant | New form. |
| 13.08 | Rule 11 Agreement Regarding Initial Disclosures | New form. |
| 13.11 | Application for Attorney Ad Litem's Fee | New form. |
| 15.07 | Proof of Death and Other Facts (Muniment of Title) | Added heirship tree component in place of the previous panel. Will be used when filed more than 4 years after death or when the will cannot be produced in court. |
| 24.07 | Letter Transmitting Account for Final Settlement to Client | Overhauled to allow for standard heir codes which now include great grandkids, great great grandkids, and grand niblings |
| 25.03 | Attorney's Certificate of Compliance | Broadened use for more types of representatives |
| 32.07 | Order to Show Cause - Noncompliant Personal Representative | Expanded the previous Order to Show Cause - Removal of Personal Rep to make it work with more forms in chapter 32 |
| 35.33 | Order Granting Transfer of Proceeding | Added reference to new Section 33.105 which specifies the procedures for the Clerk to follow when transferring the probate file. |
| Menu # | Title | Details |
| 2.1 | Simple Will | Made successor executors not required |
| 2.2 | Simple Will - Dynasty Trust for Primary Beneficiaries | Made successor executors not required |
| 2.10 | Basic Will - Married Testator (Simplified Distribution Language) | Made successor executors not required |
| 2.11 | Basic Will - Spouse (Simplified Distribution Language) | Made successor executors not required |
| 2.12 | Basic Will - Single Person (Simplified Distribution Language) | Made successor executors not required |
| 2.13 | Basic Pourover Will - Married Testator | Fixed witness block to insert underline only instead of sig block style in the main text |
| 2.14 | Basic Pourover Will - Spouse | Fixed witness block to insert underline only instead of sig block style in the main text |
| 2.15 | Basic Pourover Will - Single Testator | Fixed witness block to insert underline only instead of sig block style in the main text |
| 2.21 | Will Cover Page | New form |
| 4.10 | Appointment for Disposition of Remains | Added citation to 711.004 per amendment to Section 711.002(b), Health and Safety Code. (SB 1300) |
| 4.10 | Spouse's Appointment for Disposition of Remains | Added citation to 711.004 per amendment to Section 711.002(b), Health and Safety Code. (SB 1300) |
| 4.12 | HIPAA Release and Authorization (PDF) | Split up patient name into first/middle/last name fields and defaulted each field if the client/spouse name is known |