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2010 Updates
We will continue our commitment to provide you updates to ProDoc forms as agency changes and case law changes dictate. We will also ship form changes we make as a result of customer suggestions and enhancements we make in both ProDoc and the automated forms.

March WebUpdates
The WebUpdate we released in March was:

• Lipman's Wills & Trusts - We added the new 60-3 form – a memorandum to send to clients regarding estate tax repeal and the impact on their plans. We also revised the transmittal letter (form 60-1) with minor grammatical changes.

April WebUpdates
We provided the following WebUpdate in April:

• Real Estate – We're correcting a reference from 41.02 to 41.002 of the Texas Property Code in one form

June Update
We will send you the following updates via CD:

• Adoptions – We're revising the Notice of Intent to Claim Paternity form to match the updated agency form.  And, based on customer requests, we're adding more space in which to type in the name of an alleged father in the termination section of the volume.
• Business Organizations – When registering an LLP, you will now be able to list the number of general partners in the LLP at the time of registration pursuant to a change by the Texas Secretary of State.
• Business Transactions Solutions – We're updating the Directors', Officers' and Principal Shareholders' Questionnaire form per an update from the author, Alan S Gutterman.
• Family Law – We're updating the Qualified Domestic Relations Order for the Employee Retirement System of Texas. We're making the inclusion of the social security numbers of the parties optional to match regulation changes by the agency which administers the plan.
• Foreclosures – We're enhancing the coding of two forms, the Authenticated Claim of Creditor and the Warranty Deed in Lieu of Foreclosure, to make them work better with other forms.
• Guardianship – We're adding three new forms to the volume: Notice to Interested Parties - Probate Code 633, Affidavit of Compliance - Probate Code 633, and Guardianship Referral to Harris County Probate Courts (Harris).
• Litigation - We're revising the Motion - Federal - Pro Hac Vice, with Order form to match updated agency form.
• Real Estate – We're modifying a reference from Texas Business and Commerce Code to the Texas Civil Practice and Remedies Code.
• Probate – We're updating the Affidavit of Heirship for a Motor Vehicle form.
• Lipman’s Wills & Trusts – We're revising approximately 100 forms with numerous enhancements, including:

1. We're modifying and improving the fee agreements so that you now have more options available when creating these forms.
2. We're adding a new form that revokes your client’s existing revocable trust. The form comes in six different versions depending on who created the trust that is being revoked.
3. We're revising the deed forms so that you can now draft an unlimited number of deeds at one time. Each of the deeds will be sent to a single output file, with one letter following the other.
4. We're improving and renaming the forms that were previously called Memorandum Regarding Transfer of Accounts. We're reworking the forms so that they are now letters from your client to the financial institutions. And, you will now be able choose to draft an unlimited number of these letters at one time. Each of the letters will be sent to a single output file, with one letter following the other.
5. You will now have the option to draft trust agreements without withdrawal rights in all of the irrevocable trusts that contain Crummey withdrawal rights.
6. We're modifying the language regarding the creation of pet trusts so that other provisions relating to the early termination of uneconomical trusts will not apply to pet trusts.
7. We're removing the Widow and Orphan format settings from every form. There will be places where the forms previously looked better than they do now, and you will find that certain provisions, notary acknowledgments especially, start on one page and end on the next. However, the formatting has been improved a great deal, especially for users of Microsoft® Word.
8. We're enhancing most of the wills and revocable trusts so you will now have the option to include several different types of clauses for payment of taxes and expenses.

• ProDoc/SOS Database Enhancement - We will also release a database enhancement to make your ProDoc more stable and reliable.

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Q: I have the ProDoc Wills & Trusts package.  I want to get rid of the page break that leaves spaces between sections.  Can you help me with this?
A: We will release an update soon that contains formatting changes to the Lipman’s Wills & Trusts volume that solve this problem for you.

Q: When are we going to be able to sync SOS with a blackberry, iPhone or other Windows-based phone?
A: We had hoped to release an SOS update this summer that enables SOS to sync with Microsoft® Outlook. If your smart phone syncs with Outlook, you would then be able to sync your device with SOS using Outlook as the intermediary. Unfortunately, we're having to delay that feature until early next year.

Q: When will you have forms that are compatible with Mac and Mac software?
A: (We are asked this question every month so we repeat the question, or a variation of it, monthly.) We are working now to develop a web-based version of ProDoc that runs on any operating system. Watch for that feature to debut around mid-2011. Mac users will be able to use the web-based version while PC-based users will be able to continue with the present computer/server-based version if they wish. Mac users will be able to use the web-based version while PC-based users will be able to continue with the present computer/server-based version if they wish. We have tested an verified that ProDoc runs on a Mac using Parallels™ and a Microsoft Windows® operating system.

Q: I find it frustrating that the basic formatting from document to document within a library and from library to library is not consistent. Having all the basic formatting in a group of documents to be consistent looks more professional and then I only have to “proof” the “nuts and bolts” of the information that I have entered.
A: We try as hard as we can to make everything consistent throughout the forms in all of our volumes in Texas. Some of our volumes, however, are licensed from the State Bar of Texas¹. In those volumes, we have to match the formatting provided by the state bar. Unfortunately they are not consistent in all of their publications which means we are also not consistent. (You can modify the formatting in the master templates in ProDoc. By doing so, that document will turn out the way you prefer each time you generate it. Learn how to edit the ProDoc master templates.)

Q: (TX) We are in search of forms which pertain to Summary Judgment Practices & Procedures. Does ProDoc have those forms available to us? Where would I find them in our program?
A: If you do a search for forms by going to "File" then selecting "Find Forms", you can type in the search term "summary judgment". You will find the forms in our Litigation volume. Those in chapter 2 are for general litigation. The forms found in chapter 24 are relating to a collections action.

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