September Content Update Details
Many legislative and rule changes go into effect September 1, and TXdocs has you covered! In this release, there are hundreds of changes to forms based on bills passed in the 88th Legislative Session and Supreme Court of Texas orders. TXdocs’ Deadlines Calculator is also up-to-date, including 11 new deadlines in the TRCP. We’ve also included 47 changes based on subscriber requests and our Final Decree of Divorce and Modification Order maps include all of the new language and options incorporated into the forms for legislative changes.
Deadlines Changes
- Texas Rules of Civil Procedure (Misc. Docket No. 23-9052):
- 190.2(b)(1)(A) modified with exception for Family suits
- 190.2(b)(1)(B) new deadline for Family discovery
- 190.3(b)(1)(A) modified with exception for Family suits
- 190.3(b)(1)(B) new deadline for Family discovery
- 194a.1 new deadline for Family requests for disclosure
- 194a.3 new deadline for Family response to requests for disclosure
- 194a.3(a) new deadline for Family response to requests for disclosure for defendant served before answer due
- 195a.2 new deadline for designation of testifying experts in Family suits, for a party seeking affirmative relief
- 195a.2(b)(2) new deadline for designation of testifying experts in Family suits, for a party not seeking affirmative relief
- 196.2 modified with updated language and new calculation for Family Code exception
- 196.7(c) modified with updated language and new calculation for Family Code exception
- 197.2 modified with updated language and new calculation for Family Code exception
- 198.2 modified with updated language and new calculation for Family Code exception
- Texas Rules of Civil Procedure (Misc. Docket No. 23-9053):
- 297 modified with updated language, non-substantive change
- 298 modified with updated language, non-substantive change
- Texas Civil Practice and Remedies Code (HB 2024):
- 16.009(a) modified with updated language
- 16.009(a-2) new statute of limitations for exception for repair or construction under contractor’s warranty
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New Forms
Business Organizations
- 7.14 LLC Client Instruction Letter
- 9.08 Limited Partnership Client Instruction Letter
- 17.01 Unsecured Note
Family Law
- 6.03 Reimbursement Claims
- 12.32 Children’s Bill of Rights
- 18.35 Waiver of Right to Appear in Person
- 19.03 Answer to Application for Protective Order
- 42.11 Waiver of Service for Void Marriage
Real Estate
- 5.14 Affidavit Regarding Conveyance to an Entity
Legislative Update Highlights
- Business Organizations:
- SB 1514: Changes to Agreements and Bylaws
- Criminal Defense:
- SB 1516: Applications for writ of habeas corpus- new required sworn statement per 11.14(b) Code of Criminal Procedure and changes in language
- Family Law:
- HB 2850: New Title 6 for discovery in Family Law, in conjunction with Supreme Court of Texas Misc. Docket No. 23-9052 changes to TRCP
- SB 869: E-mail address is included in the Required Information of the Parties
- SB 870: Option for Employment Services Related Order for unemployed or underemployed obligors under new 017 TFC
- HB 1457: Bases for reimbursement claims and offsets
- HB 2715: Prohibitions against tracking a party
- HB 4062: Requirement for audiovisual recording by child custody evaluator
- HB 1432: Removed requirement for finding that family violence is likely to occur in the future
- HB 2658: New ground for termination of parental rights for conviction of criminal solicitation of a minor or online solicitation
- SB 578: Option to protect county of residence in protective orders
- Guardianship:
- SB 1624: Psychologist can provide letter or certification of mental exam
- HB 266: New required affidavit for contact information
- SB 1650: Powers of attorney for a ward may be suspended
- SB 1457: Added options for qualified delivery methods, increase in maximum net value of minor’s interest in sale of property
- SB 1624: Modified Bill of Rights for the Ward
- Probate:
- SB 1373: Allows for a person with felony conviction to serve as executor, added options for qualified delivery method of notices, required language for declarations of executor and administrator
- SB 1457: Increase in maximum net value of minor’s interest in sale of property
- Real Estate:
- HB 207: New affidavit confirming land is not homestead so a lender can rely on it to make a loan
- Wills:
- HB 54: Increase of personal needs allowance for Medicaid recipients who are residents of long-term facilities
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Guardianship (new forms continued)
- 1.05 Psychologist’s Certificate of Mental Exam
- 2.02 Affidavit – Contact Info- Persons Entitled to Notice
- 7.20 Application to Mortgage Ward’s Interest
- 13.16 Application to Sell Ward’s Interest in Property – Foreign Guardianship
- 14.02 Declaration of Appointment of Successor Guardian – Parent
- 15.08 Bill of Rights for the Ward
- Local Form - Fort Bend County Report on the Condition of the Ward
Wills
- 4.12 Spouse’s HIPAA Release and Authorization (separate PDF for estate planning for couples)
Select a practice area below to see a complete list of updates:
| Menu # | Title | Details |
| 3.02 | Bylaws | Removed language that the list of shareholders be produced and kept open at meetings in the List of Shareholders section (Sec. 21.354(a)) of the Code, and removed language requiring that the list be open to examination for the duration of meetings held by remote communication on an electronic network as Sec. 21.354(a-1) was repealed. Also added "prior" before "notice" in the Action Without Meeting section (Sec. 6.202(b)). SB 1514 |
| 3.03 | Close Corporation Shareholder Agreement | Added "prior" before "notice" in the Action Without Meeting section of the Shareholders article pursuant to Section 6.202(b). SB 1514 |
| 4.02 | Bylaws | Section 22.158(d) of the Code was repealed, removing the requirement to make the list of voting members available at a meeting. This language is now optional. Added "prior" before "notice" in the Action Without Meeting section (Sec. 6.202(b)), and added a new sentence at the end of the paragraph "Notwithstanding any other provision of the Texas Business Organization Code, advance notice is not required to be given to take an action by written consent as provided by this section." pursuant to new (Sec. 22.220(c)). SB 1514 |
| 5.03 | Bylaws | Added "prior" before "notice" in the Action Without Meeting section pursuant to amendment to Sec. 6.202(b) of the Code. SB 1514 |
| 6.02 | Bylaws | Added "prior" before "notice" in the Action Without Meeting section pursuant amendment to Section 6.202(b) of the Code. SB 1514 |
| 7.02 | LLC Company Agreement - Short Form | Added Exhibit A (membership interest of each owner) and Exhibit B (disclaimer that no series are currently made for this entity) from the long form. |
| 7.02 | Company Agreement - Short Form | Added "prior or subsequent" before "notice" in the Action Without Meeting sections of both the Management and Membership articles pursuant to amendment to Section 101.358(b) of the Code. Redrafted language under the Books and Records section under the General Provisions of the Company Agreement regarding written demands and requests to examine and copy records pursuant to amendment to Section 101.502. Added optional Ratification of Void or Voidable Acts or Transactions section pursuant to new Section 154.205. (SBSB1514). Also changed "Members" to "Managers" in the manager's Conduct of Meetings section. SB 1514 |
| 7.03 | Company Agreement - Long Form | Amended the Management By Members section under the Organization article and both the Actions by Members; Committees; Delegation of Authority and Duties and the Actions by Managers, Committee, Delegation of Authority and Duties sections under the Management article to specify that the governing authority directs the management of the business, as opposed to managing it, (Sec. 101.252). Added reference to "another agreement" in subsection "B" of the Limitations on Distribution section in the Allocations and Distributions article on page 25 to specify that the Member is still obligated to return a distribution to the company under any other agreement, in addition to this Company Agreement or the law (Sec. 101.206(a)). Added "or subsequent" before "notice" in both "Action by Written Consent or Telephone Conference" sections under the Meeting of Members article on pages 39 and page 41, (Sec. 101.358(b)). Added "demand or" before "written request" in the Maintenance of Books section under the Books and Records article to include demands to examine records, in addition to written requests. (Sec. 101.502). Redrafted the Examination of Books and Records section under the Books and Records article specifying written demands, as opposed to requests, to examine and copy records. (Sec. 101.502). Added new, optional, Ratification of Void or Voidable Acts or Transaction under the General Provisions article. (Sec. 101.056) SB 1514 |
| 7.14 | LLC Client Instruction Letter | New form for manager managed LLCs |
| 8.02 | Company Agreement | Added "prior" before "notice" in the Action Without Meeting section of the Company Agreement in both the member's and the manager's section pursuant to amendment to Section 6.202(b) of the Code. SB 1514 |
| 9.02 | Limited Partnership Agreement | Added option for new Section 154.205 Ratification of Void or Voidable Acts or Transactions language. SB 1514 |
| 9.02 | Limited Partnership Agreement | Added optional Ratification of Void or Voidable Acts or Transactions pursuant to addition of Section 154.205 to the Code. Added "prior" before "notice" in the Action Without Meeting section of the Limited Partnership Agreement pursuant to amendment to Section 6.202(b). Redrafted the language for written demands and requests for records under the Books and Records section of the General Provisions of the Limited Partnership Agreement per amendment to Section 153.552. SB 1514) |
| 9.08 | LP Client Instruction Letter | New form for LPs |
| 10.01 | General Partnership Agreement | Added option for new Ratification of Void or Voidable Acts or Transactions language (Sec. 154.205), added "prior" before "notice" in Action Without Meeting section (Sec. 6.202(b)), and included "former partner" in the General Provisions paragraph regarding examination and copying of the Partnership's records (Sec. 152.002(b)(1)). SB 1514 |
| 17.01 | Unsecured Note | New form |
| 19.01 | Statutory Power of Attorney | Updates and improvements for better readability, consistency, and understanding, added fillable date of execution |
| Menu # | Title | Details |
| 14.04 | Statutory Power of Attorney | Updates and improvements for better readability, consistency, and understanding, also added fillable date of execution |
| 17.01 | Certificate of Last Known Address | Added email address now required under Rule 239a, TRCP. Also added option to certify addresses for multiple opposing parties, addressed pleading to the Clerk, added reference to clients represented, and added reference to Rule 239a. |
| 32.02 | Responses to Interrogatories | Made Interrogatory restatement question required to prevent answers from not storing |
| 46.14 | Affidavit on Sworn Account | New form to be used in conjunction with Petition at 46.13 |
| 50.02 | Response to Request for Findings of Fact | Per TRPC Rule 297 amendment, changed "enter" to "send" in the prayer. Also changed "enter" to "state in writing" in the first paragraph to better match Rule 296 language and coded so that you aren't asked for court information if you do not include a Notice of Court Proceeding. |
| 50.03 | Notice of Past Due Findings of Fact and Conclusions of Law | Per TRPC Rule 298 amendment, changed "enter" to "send" in the prayer. Also changed "enter" to "state" in the first paragraph to better match TRPC language and improved coding so that you aren't asked for court information if you do not include a Notice of Court Proceeding. |
| 50.04 | Request for Amended or Additional Findings of Fact and Conclusions of Law | Per TRCP Rule 298 amendment, changed "filed" to "sent" in the paragraph regarding that the request is made within 10 days after the Court SENT the original findings and conclusions. Also changed "enter" to "state" to better match TRCP language and coded so that you aren't asked for court information if you do not include a Notice of Court Proceeding. |
| 51.42 | Motion for New Trial - After Nonjury Trial | Per TRPC Rule 297 amendment, changed "refused to file" to "failed to send" in the ground for Court's failure to send Findings of Fact. Also coded so that user is not asked for court contact information if a Notice of Court Proceeding isn't selected. |
| Deadlines Calculator | 16.003(a) TCPRC | Improved description to include "Personal Injury" |
| Deadlines Calculator | 16.0045(a) TCPRC | Improved description to specify certain offenses |
| Deadlines Calculator | 16.0045(b) TCPRC | Added deadline |
| Deadlines Calculator | 298 TRCP | Updated rule language per Misc. Docket No. 23-9053 |
| Deadlines Calculator | 298 TRCP | Added deadline for court to send additional or amended findings and conclusions |
| Deadlines Calculator | 297 TRCP | Updated rule language per Misc. Docket No. 23-9053 |
| Deadlines Calculator | 190.2(b1A) TRCP | Updated rule language per Misc. Docket No. 23-9052 |
| Deadlines Calculator | 190.2(b1B) TRCP | Added deadline per Misc. Docket No. 23-9052 |
| Deadlines Calculator | 190.3(b1A) TRCP | Modified language |
| Deadlines Calculator | 190.3(b1B) TRCP | Modified to conform to changes per Misc. Docket No. 23-9052 |
| Deadlines Calculator | 196.2 TRCP | Separated into 2 rules: for actions under the Family Code and not under the Family Code, to add changes per Misc. Docket No. 23-9052 |
| Deadlines Calculator | 196.7(c) TRCP | Separated into 2 rules: for actions under the Family Code and not under the Family Code, to add changes per Misc. Docket No. 23-9052 |
| Deadlines Calculator | 197.2 TRCP | Separated into 2 rules: for actions under the Family Code and not under the Family Code, to add changes per Misc. Docket No. 23-9052 |
| Deadlines Calculator | 198.2 TRCP | Separated into 2 rules: for actions under the Family Code and not under the Family Code, to add changes per Misc. Docket No. 23-9052 |
| Deadlines Calculator | 16.009(a) TCPRC | Modified to update new language |
| Deadlines Calculator | 16.009(a-2) TCPRC | New deadline added for exception for repair or construction under contractor's warranty |
| Government Contacts | Updated the Court coordinator information for the 360th District of Tarrant County | |
| ORDERS | All orders | Updated the attorney approval blocks to our standard for APPROVED AS TO FORM AND SUBSTANCE and APPROVED AS TO FORM |
| Menu # | Title | Details |
| 5.8 | Application for Writ of Habeas Corpus and Motion to Set Reasonable Bond | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| 5.9 | Application for Writ of Habeas Corpus and Motion to Set Bond Under Art. 17.033 | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| 5.10 | Application for Writ of Habeas Corpus and Motion to Set Bond Under Art. 17.151 | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| 5.10 | Application for Writ of Habeas Corpus and Motion to Set Bond Under Art. 17.151 | Coded pronouns to allow for female defendant |
| 5.11 | Application for Writ of Habeas Corpus - Motion to Strike Unreasonable Conditions | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| 5.13 | Application for Writ of Habeas Corpus - Bail Reduction | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| 8.1 | Application for Writ of Habeas Corpus - Dismiss Under Statute of Limitations | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| 8.2 | Application for Writ of Habeas Corpus - Double Jeopardy and Collateral Estoppel | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| 8.3 | Application for Writ of Habeas Corpus Based on Improper Mistrial | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| 8.4 | Application for Writ of Habeas Corpus Based on Prior Acquittal | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| 8.5 | Application for Writ of Habeas Corpus Based on Prior Conviction | Added required sworn statement per 11.14(b) Code of Criminal Procedure. Made changes in language in accordance with SB 1516: "Petition" instead of "Motion", "issued" instead of "granted". Changed filing party to primary attorney as Petitioner in Application and Order. Also removed generic "Defendant" references in favor of Defendant's name. |
| Menu # | Title | Details |
| 2.09 | Certificate of Last Known Address | Added email address per Misc. Docket No. 23-9053 change to Rule 239a TRCP |
| 3.01 | Original Petition for Divorce | Added prohibitions against tracking a party per HB 2715 change to 6.501(a) TFC |
| 3.01 | Original Petition for Divorce | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 |
| 3.01 | Original Petition for Divorce | Modified reimbursements section per HB 1547 to include new statutory bases as well added an option to not include specific amounts of reimbursements sought in case the amount increases later. Improved gathering of claims, will include future inclusion in property division |
| 3.07 | Counterpetition for Divorce | Modified reimbursements section per HB 1547 to include new statutory bases as well added an option to not include specific amounts of reimbursements sought in case the amount increases later. Improved gathering of claims, will include future inclusion in property division |
| 3.07 | Counterpetition for Divorce | Added prohibitions against tracking a party per HB 2715 change to 6.501(a) TFC. |
| 3.07 | Counterpetition for Divorce | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 4.01 | Final Decree of Divorce | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 4.01 | Final Decree of Divorce | Improvements to reimbursements section: added satisfaction statement, replaced terms of judgment with "immediately due and payable" language, default execution of documents if reimbursement or owelty selected. |
| 4.01 | Final Decree of Divorce | Added medical and dental support to payments to the SDU, as applicable per SB 870 |
| 4.01 | Final Decree of Divorce | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 4.02 | Findings of Facts and Conclusions of Law - Divorce | Changed reimbursement sections per change to 3.402 TFC, HB 1547. |
| 4.02 | Findings of Fact and Conclusions of Law - Divorce | Per amendment to TRCP Rules 297 and 298, changed "files" to "states" to better match language in Rule 296. |
| 4.05 | Agreement Incident to Divorce | Modified reimbursement language to conform with HB 1547 as well as improvements to wording in this section |
| 4.07 | Order Waiving Prohibition Against Remarriage | Per amendment to TRCP Rules 297 and 298, changed "filed" to "sent" in the paragraph regarding the date the findings and conclusions were sent by the court. |
| 5.01 | Motion for TRO | Added prohibitions against tracking a party per HB 2715 change to 6.501(a) TFC. |
| 5.02 | TRO With Notice of Hearings | Added prohibitions against tracking a party per HB 2715 change to 6.501(a) TFC. |
| 5.06 | Motion for Temporary Orders | Added prohibitions against tracking a party per HB 2715 change to 6.501(a) TFC |
| 5.07 | Notice of Court Proceeding for TO - Divorce | Added prohibitions against tracking a party per HB 2715 change to 6.501(a) TFC |
| 5.08 | Temporary Orders | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 5.08 | Temporary Orders - Divorce | Added prohibitions against tracking a party per HB 2715 change to 6.501(a) TFC |
| 5.08 | Temporary Orders - Divorce | Added medical and dental support to payments to the SDU, as applicable per SB 870 |
| 5.08 | Temporary Orders | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 |
| 6.01 | Inventory and Appraisement | Improved gathering of reimbursement claims, added bases and offsets per 3.402 TFC, HB 1457 |
| 6.03 | Reimbursement Claims | New form - for aid in negotiating property division, can be added to schedules of property. Incorporates bases for reimbursement claims and offsets |
| 10.01 | Petition to Modify Parent-Child Relationship | Added option for employment services-related order under Section 154.017 added by SB 870 for unemployed and underemployed obligors. |
| 10.04 | Counterpetition to Modify Parent-Child Relationship | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 10.09 | Temporary Orders for Modification of SAPCR | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 10.09 | Temporary Orders for Modification in SAPCR | Added language for cash medical and cash dental support to Withholding Orders and Payment Instructions sections (SB 870) |
| 10.12 | Order in Suit to Modify Parent-Child Relationship | Added email address to Required information and Required Notice, per SB 869 effective Sept. 1, change to 105.006, 105.007(a) TFC |
| 10.12 | Order in Suit to Modify Parent-Child Relationship | Added language for cash medical and cash dental support to Withholding Orders and Payment Instructions sections (SB 870) |
| 10.12 | Order in Suit to Modify Parent-Child Relationship | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 11.01 | Original Petition in Suit Affecting the Parent-Child Relationship | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 11.04 | Counterpetition in Suit Affecting the Parent-Child Relationship | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 11.11 | Temporary Orders in Suit Affecting Parent-Child Relationship | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 11.11 | Temporary Orders - SAPCR | Added medical and dental support to payments to the SDU, as applicable per SB 870 |
| 11.11 | Temporary Orders in Suit Affecting Parent-Child Relationship | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 11.12 | Order in Suit Affecting Parent-Child Relationship | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 11.12 | Order in SAPCR | Added medical and dental support to payments to the SDU, as applicable per SB 870 |
| 11.12 | Order in Suit Affecting Parent-Child Relationship | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 11.16 | Order in SAPCR to Prevent International Child Abduction | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 12.32 | Children's Bill of Rights | New form, from Travis county but not limited |
| 16.09 | Motion for Child Custody Evaluation | Opened up question regarding parties who are subject to the evaluation to all parties instead of opposing party only |
| 16.11 | Order for Child Custody Evaluation | Added language regarding audiovisual records which applied to any interview on or after Sept. 1 (HB 4062). Added unconditional language stating communications are subject to disclosure and spelling out the evaluator's duty to maintain records. Opened up question regarding parties who are subject to evaluation to all parties |
| 18.04 | Waiver of Service - SAPCR | Added option for online notarization for waivers now able to be signed digitally, per 102.0091(b) TFC, SB 869 |
| 18.35 | Waiver of Right to Appear in Person | New form per SB 870 |
| 19.02 | Application for Protective Order | Fixed issue with "Service" subheading coming in by itself when service is not required. |
| 19.02 | Application for Protective Order | Added additional language regarding information to be kept confidential in accordance with changes to 85.007 TFC per SB 578 |
| 19.02 | Application for Protective Order | Added prohibitions against tracking a party per HB 2715 change to 85.022(b) TFC |
| 19.02 | Application for Protective Order | Removed requirement that the Court find that family violence is likely to occur in the future (Section 81.001 TFC). Also removed applicant's statement that violence is likely to occur in the future and any reference to presumption of future violence in the grounds language. HB 1432 |
| 19.02 | Application for Protective Order | Removed requirement that the Court find that a responding party convicted of or placed on deferred adjudication for a Title 5 or Title 6 Penal Code offense with parental rights terminated have sought or been seeking contact with the child to be protected in order for there to be a presumption of family violence. HB 1432 |
| 19.03 | Answer to Application for Protective Order | New form |
| 19.04 | Temporary Ex Parte Protective Order | Added delete codes to Protected Persons section to remove county of residence if information is to be kept confidential in accordance with changes to 85.007 TFC |
| 19.04 | Temporary Ex Parte Protective Order | Added prohibitions against tracking a party per HB 2715 change to 85.022(b) TFC |
| 19.05 | Protective Order | Effective Sept 1, 2023, HB 1432 amended Section 85.001 by removing the requirement for a finding that family violence is likely to occur in the future. |
| 19.05 | Protective Order | Added email address language to the Required Notices and added Petitioner/Respondent email addresses to the required party information per SB 869 |
| 19.05 | Protective Order | Added specific date through which protective order is effective in accordance with HB 1423 |
| 19.05 | Protective Order | Enhanced protection of confidential information as per SB 578 |
| 19.05 | Protective Order | Added prohibitions against tracking property per HB 2715 and improved assembly |
| 19.05 | Protective Order | Added prohibitions against tracking a party per HB 2715 change to 85.022(b) TFC |
| 19.18 | Notice of Issuance of Protective Order | Enhanced defaults of information from the Application and added "address and telephone number" to protected information per SB 578 |
| 19.26 | OCA Application for Protective Order | Updated to new version of PDF per HB 660 |
| 19.27 | OCA Temp Ex Parte Protective Order | Updated to new version of PDF per HB 660 |
| 20.10 | Motion for Order to Protect Confidential Information | Applied changes from HB 2850 to replace required initial disclosures with requests for disclosure. Allowed Motion to apply to multiple requests rather than just one. |
| 21.01 | Motion for Discovery Control Plan | Applied changes from HB 2850 to replace required initial disclosures with requests for disclosure |
| 21.02 | Order on [Agreed] Motion for Discovery Control Plan | Applied changes from HB 2850 to replace required initial disclosures with requests for disclosure |
| 21.11 | Response to Requests for Disclosure | Revamped for cases filed on or after Sept. 1, 2023 to conform with new Title 6 TFC and Rule 194a TRCP (HB 2850 and Misc. Docket No. 23-9052) |
| 21.40 | Motion for [Sanctions] [and] [Compelling Discovery] | Applied changes from HB 2850 to replace required initial disclosures with requests for disclosure |
| 21.48 | Motion for Protective Order - Discovery | Applied changes from HB 2850 to replace required initial disclosures with requests for disclosure |
| 23.07 | Order to Maintain Case on the Docket and Pretrial Order | Applied changes from HB 2850 to replace required initial disclosures with requests for disclosure |
| 26.18 | Pretrial Order | Made changes in accordance with HB 2850 for requests for disclosures/required initial disclosures |
| 30.03 | Motion for Enforcement of Child Support Order | Added option to request a work services-related order pursuant to Section 154.017 added under SB 870. |
| 30.06 | Order Enforcing Child Support Order With Commitment Suspended | Added email address language to the Required Notices per SB 869 |
| 30.06 | Order Enforcing Child Support Order With Commitment Suspended | Added option for employment services-related order under Section 154.017 added by SB870 for unemployed and underemployed obligors. |
| 30.09 | Order Enforcing Child Support Order and for County Jail Commitment | Added email address language to the Required Notices per SB 869 |
| 30.15 | Motion for Confirmation of Arrearages | Added option for employment services-related order under Section 154.017 added by SB 870 for unemployed and underemployed obligors. |
| 30.16 | Order on Confirmation of Arrearages | Added email address language to the Required Notices and added Petitioner/Respondent email addresses to the required party information per SB 869 |
| 30.16 | Order on Confirmation of Arrearages | Added option for employment services-related order under Section 154.017 added by SB 870 for unemployed and underemployed obligors. |
| 35.01 | Petition to Modify Parent-Child Relationship During Military Duty | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 35.04 | Temporary Orders - Military Duty - Conservator - No Right to Designate Residence | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 35.04 | Temporary Orders - Military Duty - Conservator - No Right to Designate Residence | Added language for cash medical and cash dental support to Withholding Orders and Payment Instructions sections (SB 870) |
| 35.04 | Temporary Order - Military Duty - Conservator - No Right to Designate Residence | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 35.08 | Order for Additional Periods of Possession and Access | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 38.01 | Petition to Adjudicate Parentage | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 38.05 | Motion for Temporary Order in Suit to Adjudicate Parentage | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 38.07 | Temporary Orders in Suit to Adjudicate Parentage | Added language for cash medical and cash dental support to Withholding Orders and Payment Instructions sections (SB 870) |
| 38.07 | Temporary Orders in Suit to Adjudicate Parentage | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 38.10 | Order Adjudicating Parentage | Added optional Employment Services Related Order for unemployed or underemployed obligors under new section 154.017 per SB 870 |
| 38.10 | Order Adjudicating Parentage | Added language for cash medical and cash dental support to Withholding Orders and Payment Instructions sections (SB 870) |
| 38.10 | Order Adjudicating Parentage | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 39.01 | Original Petition for Termination and Adoption of Stepchild[ren] | Added new grounds for termination (solicitation of a minor) as per HB 2658 |
| 39.01 | Original Petition for Termination and Adoption of Stepchild[ren] | Added option for waiver of adoption evaluation per 107.153(a-1) TFC HB 461 |
| 39.02 | Order of Parental Rights Termination and Adoption of Stepchild[ren] | Added new grounds for termination (solicitation of a minor) as per HB 2658 |
| 39.02 | Order of Parental Rights Termination and Adoption of Stepchild[ren] | Made changes to the adoption evaluation waiver as per HB 461 |
| 39.14 | Notice by Publication | Removed reference to required initial disclosures if applying legislative changes (HB 2850) |
| 40.01 | Original Petition to Terminate Parent-Child Relationship | New grounds for solicitation of a minor, addition of 161.001(b)(1)(V) TFC per HB 2658 |
| 40.02 | Order Terminating Parental Rights | New grounds for solicitation of a minor, addition of 161.001(b)(1)(V) TFC per HB 2658 |
| 42.01 | Original Petition to Annul Marriage | Added prohibitions against tracking a party per HB 2715 change to 6.501(a) TFC |
| 42.11 | Waiver of Service - Void Marriage | New form |
| 45.03 | Order Granting Possession or Access to a Grandchild | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 45.10. | Order Granting Sibling Access | Added email address to Required Notice, per SB 869 effective Sept. 1 |
| 45.15 | Order Providing Support for Disabled Child | Added email address language to the Required Notices and added Petitioner/Respondent email addresses to the required party information per SB 869 |
| 46.11 | Mediated Settlement Agreement | Added language for cash medical and cash dental support to the child support payment instructions section per SB 870 |
| 49.03 | Premarital Agreement | Added revocation and notary language |
| 50.22 | Suit Affecting Family Relationship Vital Statistics (VS-165) | Added defaults from OI answers for race, place of birth, and maiden name |
| 50.23 | Required Party Information in SAPCR | Added email address language to the Required Notices and added Petitioner/Respondent email addresses to the required party information per SB 869 |
| 50.31 | Notice of Past Due Findings of Fact and Conclusions of Law | Per amendment to TRCP 297, changed "not timely filed" to "not timely sent". |
| 50.33 | Findings of Fact and Conclusions of Law (SAPCR) | Per amendment to TRCP Rules 297 and 298, changed "files" to "states" to better match TRCP Rule 296 language. |
| 50.34 | Request for Additional or Amended Findings of Fact and Conclusions of Law | Per amendment to TRCP Rule 298,changed "filed" to "sent" when referring to the Court's original findings and conclusions. |
| 50.54 | Motion for Temporary Orders Pending Appeal | Added prohibitions against tracking a party per HB 2715 change to 6.501(a) TFC |
| Government Contacts | Notices of Proceedings | Updated the Government contact information for the District Courts of Harris County |
| Government Contacts | Various Government Contacts | Updated the Government contact information for all the available government contacts of Bee County |
| Government Contacts | Various Government Contacts | Updated the Government contact information for all the available government contacts of Kaufman County |
| LOCAL | Smith Co. Standing Temporary Order | Updated to new version of PDF from 06/2023 |
| LOCAL | Coryel Standing Order | Update to new version from OCA website |
| LOCAL | Hunt Standing Order | Update to new version from OCA website |
| OIS | Divorce Intake | Made the Forms of ID for client/spouse more dynamic to match the forms during assembly |
| Menu # | Title | Details |
| 1.05 | Psychologist's Certificate of Mental Exam | New form to comply with changes in SB 1624 |
| 2.02 | Affidavit - Contact Info - Persons Entitled to Notice | New required form per HB 266 |
| 2.03 | Order Appointing Guardian with Full Authority (fully incapacitated ward) | Added "under the court's seal" to the effective paragraph as per SB 1457's change to TEC 1106.001(a) |
| 2.03 | Order Appointing Guardian with Full Authority | Per SB 1650 751.133 TEC changes, added option for power of attorney to be suspended instead of automatically revoked |
| 2.03 | Order Appointing Guardian With Full Authority | SB 1624, examination can be performed by a physician or, if incapacitated due to a mental condition, a psychologist |
| 2.04 | Order Appointing Guardian with Limited Authority (partially incapacitated ward) | Added "under the court's seal" to the effective paragraph as per SB 1457's change to TEC 1106.001(a) |
| 2.04 | Order Appointing Guardian With Limited Authority | Per SB 1650 751.133 TEC changes, added option for power of attorney to be suspended instead of automatically revoked |
| 2.04 | Order Appointing Guardian With Limited Authority | SB 1624, examination can be performed by a physician or, if incapacitated due to a mental condition, a psychologist |
| 2.10 | Order Appointing Attorney/Guardian Ad Litem | Added "including ward's [his/her] expressed wishes" as per SB 1624, Sec. 1054.001 |
| 2.14 | Motion for Mental Examination | Added option for physician or psychologist to provide the letter or certificate |
| 2.15 | Order Granting Mental Examination | Added option for physician or psychologist to provide the letter or certificate, SB 1624 and HB 3009 |
| 3.01 | Application for Appointment of Temporary Guardian | Added agent holding power of attorney, per SB 1650 |
| 3.02 | Order Appointing Temporary Guardian | Added "under the court's seal" to the effective paragraph as per SB 1457's change to TEC 1106.001(a) |
| 3.02 | Order Appointing Temporary Guardian | Added options regarding powers of an existing agent appointed by ward, per 751.133(a)(2) addition, SB 1650 |
| 3.05 | Order Appointing Temporary Guardian Pending Contest | Added "under the court's seal" to the effective paragraph as per SB 1457's change to TEC 1106.001(a) |
| 3.05 | Order Appointing Temporary Guardian Pending Contest | Per 751.133(a)(2) change in SB 1650, added options for existing power of attorney suspended or confirmed if a guardian of the estate is appointed |
| 4.07 | Annual Report of Guardian | Added supports and services received and discontinued as well as guardian's opinion regarding Ward's capacity as per SB 1624 |
| 5.01 | Notice to Secured Creditors | SB 1457 amended section 1153.003(b) allowing for method of delivery by any qualified delivery method, as defined in 1002.0265. For cases filed before, added option for registered mail, return receipt requested. |
| 5.02 | Notice to Unsecured Creditors | Improved language to better match statute. SB 1457 amended 1153.003 allowing for method of delivery by any qualified delivery method, as defined in 1002.0265. |
| 5.03 | Notice to Comptroller | Improved language and added provision to instruct Comptroller how any claim should be addressed. As per SB 1457, Section 1153.003 now allows for method of delivery by any qualified delivery method, as defined in 1002.0265. For cases filed before September 1, 2023, added option for registered mail. |
| 6.05 | Application for Allowance for Ward's Spouse or Dependent | SB 1457 amended 1156.052(c) re method of delivery by any qualified delivery method, as defined in 1002.0265. If legislative changes are applicable, the Certificate of Notice will state "sent" instead of "mailed". Also added an optional paragraph for user to enter facts and circumstances to be considered by the court. |
| 7.19 | Application to Mortgage Ward's Interest | New form, complies with Sept 1 legislative changes to Section 1352.102 TEC, per SB 1457 |
| 7.20 | Application to Sell Ward's Interest in Property - Foreign Guardianship | New form, complies with Sept 1 legislative changes to Section 1352.102 TEC, per SB 1457 |
| 7.21 | Order Authorizing Sale of Ward's Interest in Property - Foreign Guardianship | New form, complies with Sept 1 legislative changes to Section 1352.102 TEC, per SB 1457 |
| 13.01 | Application for Complete Restoration of Ward's Capacity | Added option for psychologist certificate of letter, per changes to 12.02.152 TEC, SB 1624 |
| 13.02 | Order Restoring Full Capacity | Removed statement regarding mental condition for applications filed on or after Sept 1, per SB 1606 change to 1202.155 TEC |
| 13.04 | Application to Increase Guardian's Powers and Duties | Added option for phychologist certificate of letter, per changes to 12.02.152 TEC, SB 1624 |
| 13.16 | Application to Decrease Guardian's Powers and Duties | Added option for phychologist certificate of letter, per changes to 12.02.152 TEC, SB 1624 |
| 14.02 | Declaration of Appointment of Successor Guardian - Parent | New form, per Section 1104.103 TEC. HB 785 and SB 1457 |
| 14.04 | Order Approving Resignation and Appointing Successor Guardian | Added "under the court's seal" to the effective paragraph as per SB 1457's change to TEC 1106.001(a) |
| 14.06 | Order Appointing Successor Guardian | Added "under the court's seal" to the effective paragraph as per SB 1457's change to TEC 1106.001(a) |
| 15.06 | Attorney's Affidavit of Compliance for Notice (1051.104) | SB 1457 affected Section 1051.104(a)(b, allowing for method of delivery by any qualified delivery method, as defined in 1002.0265. Also improved language and assembly. |
| 15.08 | Bill of Rights for the Ward | New form based on Section 1151.351 of the Texas Estates Code, SB 1624 |
| LOCAL | Report on the Condition of Ward (Fort Bend) | New PDF |
| Menu # | Title | Details |
| 4.06 | Certificate of Last Known Address | Per Misc. Docket No. 23-9053 change to Rule 239a TRCP, added email address |
| Menu # | Title | Details |
| 6.3 | Notice of Foreclosure Sale | Removed hardcoded language regarding the sale being held on the steps of the court house because some counties regularly hold the sale in other locations. |
| Menu # | Title | Details |
| 2.02 | Probate of Will Intake | Added option for executor with felony conviction still wanting to serve, per SB 1373 |
| 3.03 | Letter - File Will Following Application | Added option for reference to "Cause No." instead of "Docket No." |
| 3.14 | Letter Ordering Certified Copies - Muniment of Title | Added option for reference to "Cause No." instead of "Docket No." |
| 3.16 | Letter Ordering Certified Copies - Heirship | Added option for reference to "Cause No." instead of "Docket No." |
| 3.19 | Letter Ordering Certified Copies - Small Estate Affidavit | Added option for reference to "Cause No." instead of "Docket No." |
| 5.02 | Letter to Bank Regarding Accounts of Safe Deposit Box | Added option for reference to "Cause No." instead of "Docket No." |
| 6.01 | Application for Probate of Will - Independent Executor (Sec. 401.001) | Revised to name role specific in the prayer. Released 7/20 |
| 6.01 | Application for Probate of Will 401.001 | Added option for executor with felony conviction still wanting to serve, per SB 1373 |
| 6.01 | Application for Probate of Will - 401.001 | Added option for person with felony conviction to serve as executor, per SB 1373 and 304.003(a) and (b) TEC |
| 6.03 | Application for Probate of Will - Ind. Executor by Agreement (Sec. 401.002) | Revised to name role specific in the prayer. Released 7/20 |
| 6.03 | Application for Probate of Will - 401.002a | Added option for person with felony conviction to serve as executor, per SB 1373 and 304.003(a) and (b) TEC |
| 6.05 | Application for Probate of will Ind. Administrator by Agreement (Sec. 401.002(b)) | Revised to name role specific in the prayer. Released 7/20 |
| 6.07 | Application for Probate of Will - Designated Administrator (Sec 254.006) | Revised to name role specific in the prayer. Released 7/20 |
| 6.09 | Application for Appointment of Successor Independent Executor | Revised to name role specific in the prayer. Released 7/20 |
| 6.11 | Application to Probate - Post Muniment Conversion (Sec 257.151) | Revised to name role specific in the prayer. Released 7/20 |
| 7.01 | Application for Probate of Will and for Letters Testamentary (Dependent) | Revised to name role specific in the prayer. Released 7/20 |
| 7.03 | Application for Appointment of Successor Dependent Executor | Revised to name role specific in the prayer. Released 7/20 |
| 8.01 | Application for Letter of Dependent Administration (Intestate) | Revised to name role specific in the prayer. Released 7/20 |
| 8.07 | Application for Letters of Independent Administration by Agreement (Sec 401.003) | Revised to name role specific in the prayer. Released 7/20 |
| 8.09 | Application for Appointment of Successor Administrator (Intestate) | Revised to name role specific in the prayer. Released 7/20 |
| 9.01 | Application for Temporary Administration | Revised to name role specific in the prayer. Released 7/20 |
| 9.03 | Letters of Temporary Administration | Added option for reference to "Cause No." instead of "Docket No." |
| 9.04 | Letter - Notice of Appointment of Temporary Administrator | SB 1373 amended section 452.006(a) by changing the requirement for an appointee to send this notice by certified mail, to a "qualified delivery method", as defined in section 22.0295. Also enabled separate delivery methods per each recipient. |
| 10.06 | Letter Transmitting Documents to Complete Transfer of Securities | Added option for reference to "Cause No." instead of "Docket No." |
| 11.01 | Application for Probate of Will and for Issuance Letters Testamentary | Revised to name role specific in the prayer. Released 7/20 |
| 12.01 | Application to Determine Heirship | Made changes to the language in the Property section as per SB 1373. No longer asks for value of property, instead asks for description of property subject to distribution under judgment or held in trust for benefit of Decedent |
| 12.02 | Affidavit Concerning Identity of Heirs (for filing in real property records) | Defaulted "Decedent owned an interest in real estate" and specified Legal Description for the description of the property. |
| 12.05 | Certificate of Service of Citation | Added the date citation was mailed under Section 202.051(1) and (2) and a statement that the return receipt is attached to the certificate. For persons waiving citation on behalf of a minor distributee, added the representative capacity and name of the distributee for whom the representative is waiving. SB 1373 amended Texas Estates Code 202.051 allowing citation to be served by a qualified delivery method as defined in Section 22.0295. SB 1373 also amended Section 202.056 pertaining to waiver of service of citation by a representative on behalf of a minor, increasing the minor's age from 12 to 16. |
| 12.06 | Affidavit of Service of Citation (TEC 202.057) | Added the date citation was mailed under Section 202.051(1) and (2) and a statement that the return receipt is attached to the certificate. For persons waiving citation on behalf of a minor distributee, added the representative capacity and name of the distributee for whom the representative is waiving. SB 1373 amended Texas Estates Code 202.051 allowing citation to be served by a qualified delivery method as defined in Section 22.0295. SB 1373 also amended Section 202.056 pertaining to waiver of service of citation by a representative on behalf of a minor, increasing the minor's age from 12 to 16. |
| 15.01 | Proof of Death and Other Facts (Testate) | Added option for person with felony conviction to serve as executor, per SB 1373 and 304.003(a) and (b) TEC |
| Chp 16 | Oaths/Declarations for Executors/Administrator | Updated attorney sig block to show attorney representing the executor(s)/administrator rather than the Estate of Decedent |
| 16.01 | Oath of [Independent] Executor | Separated oaths for multiple executors so they can be stored in separate files. Removed unsworn declaration option to allow for separate form |
| 16.02 | Oath of Co-Executor | New form to allow for accurate page numbering for each executor and storage in a separate file |
| 16.03 | Oath of [Independent] Administrator | Updated form to remove declaration option. Declaration is its own form now. |
| 16.04 | Oath of Temporary Administrator | Updated form to remove declaration option. Declaration is its own form now. |
| 16.05 | Oath of Administrator With Will Annexed | Updated form to remove declaration option. Declaration is its own form now. |
| 16.11 | Declaration of [Independent] Executor | New form, per 305.051 TEC, SB 1373 |
| 16.12 | Declaration of [Independent] Co-Executor | New form, per 305.051 TEC, SB 1373 |
| 16.13 | Declaration of [Independent] Administrator | New form, per 305.051 TEC, SB 1373 |
| 16.14 | Declaration of Temporary Administrator | New form, per 305.051 TEC, SB 1373 |
| 16.15 | Declaration of Administrator With Will Annexed | New form, per 305.051 TEC, SB 1373 |
| 16.20 | Letter to Executor(s) RE Oath or Declaration | Updated form to include option to send two copies of declaration instead of oath as per changes to 305.051 TEC (SB 1373) |
| 16.21 | Letter to Administrator(s) RE Oath or Declaration | Updated form to include option to send two copies of declaration instead of oath as per changes to 305.051 TEC (SB 1373) |
| 17.05 | Letter Transmitting Documents to Complete Transfer of Securities | Added option for reference to "Cause No." instead of "Docket No." |
| 19.07 | Letter Transmitting Inventory to Appraiser | Added option for reference to "Cause No." instead of "Docket No." |
| 20.01 | Notice of Creditors by Newspaper Publication With Affidavits | Added option for reference to "Cause No." instead of "Docket No." |
| 20.01 | Notice to Creditors by Newspaper Publication With Affidavit | Removed duplicative language regarding "Representative for the Estate of" from the body, fixed typo in Affidavit. |
| 20.03 | Notice to Secured Creditor | SB 1373 amended Section 308.053(c) and (d) changed the method of delivery from certified or registered mail to a qualified delivery method, as defined in Section 22.0295. |
| 20.04 | Proof of Service of Notice to Secured Creditor | SB 1373 amended Section 308.053(c) and (d) changing the method of delivery of the notice from certified or registered mail to a qualified delivery method, as defined in Section 22.0239. |
| 20.05 | Permissive Notice to Unsecured Creditor | SB 1373 amended Section 308.054(c) changing the method of delivery of the notice from certified or registered mail to a qualified delivery method, as defined in Section 22.0239. |
| 20.06 | Notice to Comptroller | SB 1373 amended Section 308.051(a)(2) to allow for notice to the comptroller to be sent by a qualified delivery method, as defined in Section 22.0295. |
| 20.07 | Notice of Property Tax Appraisal District | Added option for reference to "Cause No." instead of "Docket No." |
| 24.07 | Letter Transmitting Account for Final Settlement to Client | SB 1373 amended Section 362.005(b) and (c) to allow for the copy of the Final Account to be provided to each person entitled to citation by a qualified delivery method, as defined in Section 22.0295. Also improved format of letter and updated to comply with new notice of hearing requirements. |
| 24.08 | Affidavit of Service of Citation (Final Account) | SB 1373 amended Sections 362.005(b) and (c) to allow the personal rep to provide a copy of the account for final settlement to each person entitled to citation by a qualified delivery method as defined in Section 22.0295, or by electronic delivery. Also cited Section 362.005 in the template and expanded language for persons waiving. |
| 24.09 | Certificate of Service of Citation (Final Account) | SB 1373 amended Sections 362.005(b) and (c) to allow the personal rep to provide a copy of the account for final settlement to each person entitled to citation by a qualified delivery method as defined in Section 22.0295, or by electronic delivery. Also cited Section 362.005 in the template and expanded language for persons waiving. |
| 25.01 | Required Notice to Beneficiary (308.002) | SB 1373 amended Section 308.002(d) regarding notice to beneficiaries after probate of the will. The notice shall now be given by a qualified delivery method, as defined in Section 22.0295. |
| 29.26 | Application to Mortgage Minor's Interest | As per SB 1457, the maximum net value of the minor's interest as specified in Section 1352.052(a) of the Estates Code has increased from $100,000 to $250,000. |
| 29.28 | Application to Sell Minor's Interest in Property | As per SB 1457, the maximum net value of the minor's interest as specified in Section 1351.001 of the Texas Estates Code has increased from $100,000 to $250,000. |
| 29.28 | Application to Sell Minor's Interest in Property | As per SB 1457, the maximum net value of the minor's interest as specified in Section 1351.001 of the Estates Code has increased from $100,000 to $250,000. |
| 29.29 | Order Authorizing Sale of Minor's Interest in Property | As per SB 1457, the maximum net value of the minor's interest as specified in Section 1351.001 of the Texas Estates Code has increased from $100,000 to $250,000. |
| 34.04 | Letter Advising Beneficiary of Heir of Tax Basis | Added option for reference to "Cause No." instead of "Docket No." |
| 35.08 | Motion for Leave to Withdraw as Counsel | Added optional signature for the client to indicate approval |
| 35.10 | Motion for Leave to Withdraw and Substitute Counsel | Added signature block for client to sign to indicate approval |
| 35.14 | Application to Deposit Funds Into Registry | SB 1373 amended Section 362.005 to allow for the copy of the Final Account to be provided to each person entitled to citation by a qualified delivery method, as defined in Section 22.0295. |
| 35.21 | Chapter 456 Agreement Regarding Decedents Trust and Escrow Account | Added option for reference to "Cause No." instead of "Docket No." |
| 35.22 | Chapter 456 Statement Regarding Decedents Trust and Escrow Account | Added option for reference to "Cause No." instead of "Docket No." |
| 36.01 | Letter Transmitting Verification of Funds on Deposit | Added option for reference to "Cause No." instead of "Docket No." |
| 36.02 | Letter Transmitting Verification of Safekeeping | Added option for reference to "Cause No." instead of "Docket No." |
| OIS | Probate of Will Intake | Added questions regarding qualification of executors despite felony convictions, per SB 1373 |
| Menu # | Title | Details |
| 5.14 | Affidavit Regarding Conveyance to an Entity | New form, includes changes from HB 207 |
| 7.1 | Correction Instrument | Updated form and question help to reflect 5.028(a) Texas Property Code change, per SB 801 |
| 12.1 | HUD-1 Settlement Statement | Added signature lines for buyer/seller acknowledging receipt and accuracy of disclosures. |
| Menu # | Title | Details |
| 1.2 | Power of Attorney | Updates and improvements for better readability, consistency, and understanding. Also added optional date of execution |
| Menu # | Title | Details |
| 2.13 | Basic Pourover Will - Married Testator | Retired this form; use improved 2.5 to work in conjunction with simple and tax planned trusts. Removed specific trustee names and contingent trust questions from the document for those who still want to use it. |
| 2.14 | Basic Pourover Will - Spouse | Retired this form; use improved 2.5 to work in conjunction with simple and tax planned trusts. Removed specific trustee names and contingent trust questions from the document for those who still want to use it. |
| 2.15 | Basic Pourover Will - Single Person | Retired this form; use improved 2.6 to work in conjunction with simple and tax planned trusts. Removed specific trustee names and contingent trust questions from the document for those who still want to use it. |
| 4.1 | Statutory Durable Power of Attorney - Testator and Spouse | Updates and improvements for better readability, consistency, and understanding, added fillable date of execution |
| 4.12 | Spouse's HIPAA Release and Authorization (PDF) | New separate HIPAA authorization PDF for spouse for easier assembling of couples estate planning forms |
| 4.2 | Durable Power of Attorney | Added date code to the notary block so if the date it will be signed is known it will come in automatically in the notary block as well. |
| 6.8 | Qualified Income Trust | Effective September 1 2023, HB 54 increased the personal needs allowance for Medicaid recipients who are residents of long-term facilities from $60 to $75 in Section 32.024(w) of the Human Resources Code. |
| 6.9 | Letter to Trustee of Qualified Income Trust | Effective September 1 2023, HB 54 increased the personal needs allowance for Medicaid recipients who are residents of long-term facilities from $60 to $75 in Section 32.024(w) of the Human Resources Code. |