Relating to the delivery of records, including a will, in probate proceedings transferred to other courts.

Contracts

• Client Engagement Letters: Update fee provisions to explicitly categorize "courier and qualified delivery costs for venue transfers" as billable pass-through expenses.
• Vendor Agreements: If utilizing third-party court runners, amend scopes of work to authorize them to advance payment for shipping costs at the Clerk's counter.

Hiring/Training

• Paralegal & Support Staff: Train staff on the new "Two-Track Transfer" protocol. They must understand that a transfer order is no longer sufficient to move the whole file; they must actively arrange for the physical movement of the will.
• Risk Management: Staff must be trained to demand and log tracking numbers for the original will immediately upon the Clerk's release of the document.

Reporting & Record-Keeping

• Chain of Custody: Implement a log specifically for transferred original wills. Do not rely on the electronic docket. You must possess physical proof of delivery (signature confirmation) from the receiving court to defend against claims of lost instruments.

Fees & Costs

• New Statutory Cost: The applicant must pay the actual cost of the "qualified delivery method" (e.g., Certified Mail, FedEx, UPS).
• Budgeting: While the individual cost is low ($10-$50), the administrative friction of processing these micro-payments with County Clerks can cause delays if not pre-authorized.