Forms
This page contains forms available
for download from this site. These forms are intended for use by licensed Texas
attorneys only. Use at your own risk. They are not intended for use by members of the
general public, since they may involve complex legal issues requiring an attorney's
expertise. No attorney-client relationship is established. See
warnings and disclaimers about using
these forms.
Section 128A/Notice to Beneficiary Forms
Disability Planning Forms
Forms Related to 142 Trusts
Forms Related to 867 Trusts
Probate Forms
Small Estate Proceeding
Determination of Heirship
Proceeding
Probate
of Will/Appointment of Independent Executor Proceeding
Probate
of Will as Muniment of Title Proceeding
Other Forms
Section 128A/Notice to Beneficiary Forms
Under the 2007 amendment to Probate Code Section 128A, personal representatives are required to give notice to beneficiaries within 60 days after a will is probated. The new requirement applies to decedent's dying on or after September 1, 2007. See the 2007 Texas Legislative Update for more information. Here are Glenn Karisch's forms for use in connection with that section:
- Notice to Beneficiaries in pdf, MS Word and Wordperfect formats.
- Waiver of Notice in pdf, MS Word and Wordperfect formats.
- Receipt and Waiver of Notice in pdf, MS Word and Wordperfect formats. (For use in cases where the personal representative can distribute a specific gift to the beneficiary within 60 days of probating the will. The form serves as a receipt and a waiver of the Section 128A notice requirement.)
- Affidavit of Compliance in pdf, MS Word and Wordperfect formats.
Disability Planning Forms
Statutory Durable Power of
Attorney -- This is the form promulgated by the Texas Legislature for
designating an agent empowered to take certain actions regarding your property. The statutory basis of this form is
Texas Probate Code §490.
This form is available in Word or
WordPerfect.
Statutory Durable Power of Attorney with Informational Disclosure as
modified by Glenn M. Karisch -- This is not the basic
statutory form. Rather, it contains an informational disclosure and
changes to the statutory form developed by Glenn M. Karisch of Barnes &
Karisch, P. C. Use at your own risk. This form is available in
Word and WordPerfect.
Medical Power of Attorney with Required
Disclosure Statement -- This is the form promulgated by the Texas
Legislature for designating an agent to make medical decisions for you.
The statutory basis of this form is
Texas Health and Safety Code §§166.163 and 166.164.
This form is available in Word or
WordPerfect.
Directive to Physicians and Family or Surrogates
-- This is the form promulgated by the Texas Legislature for indicating your
wishes in the event you are diagnosed with a terminal or irreversible condition.
The statutory basis of this form is
Texas Health and Safety Code §166.033.
This form is available in Word or
WordPerfect.
Declaration of Guardian in the Event of Later
Incapacity or Need of Guardian -- This is the form promulgated by the
Texas Legislature for designating who you want to be your guardian (not
guardian of your minor children -- another form is used for that) if you later
become incapacitated. The statutory basis of this form is
Texas Probate Code §679.
This form is available in Word
or WordPerfect.
Declaration of Appointment of Guardian for My
Children in the Event of My Death or Incapacity -- This is the form
promulgated by the Texas Legislature for designating who you want to be guardian
of your minor child or your adult incapacitated child should you later die or
become incapacitated. The statutory basis of this form is
Texas Probate Code §677A.
This form is available in Word or
WordPerfect.
 Authorization Agreement for Non-Parent Relative -- This instrument was authorized by the Legislature in 2009 when Chapter 34 of the Texas Family Code was enacted. (1) Karisch-drafted form for use by both parents in Word and pdf format; (2) Karisch-drafted form for use by surviving parent when one parent is dead in Word and pdf format; and (3) form promulgated by the Texas Department of Family and Protective Services in pdf format.
Declaration for Mental Health Treatment -- This is the form promulgated by the Texas Legislature for expressing your
wishes regarding the giving or withholding of certain mental health treatments.
Note: This form can be used in only limited circumstances.
Consult an attorney. The statutory basis of this form is
Texas Civil Practices and Remedies Code §137.011.
This form is available in Word or
WordPerfect.
Forms Related to 142 Trusts
(For information regarding these
forms, see Glenn M. Karisch's "Court-Created
Trusts in Texas" paper)
Caution: Section 142.005 was amended in 2007. These forms do not reflect those changes.
Forms Related to 867 Trusts
(For information regarding these
forms, see Glenn M. Karisch's "Court-Created
Trusts" paper)
Probate
Forms
Small
Estate Proceeding
Determination of Heirship Proceeding
Probate of Will/Appointment of Independent
Executor Proceeding
| Click here
to download a zipped file containing all Probate of Will/Appointment of Independent
Executor Proceeding files listed below in WordPerfect format -- recommended for Netscape
users (Downloading/Unzipping Instructions) |
Probate of Will as Muniment of Title Proceeding
Other
Forms
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