Custody & Parenting Plan Questionnaire — NewLeaf Document Services

Confidential — Current Clients Only

Custody & Parenting Plan Questionnaire

Custody · Parenting Plan · Visitation · NewLeaf Document Services

LDA #23-003 · Placer County · Registered & Bonded
Please complete before your appointment.
This questionnaire collects the information needed to prepare your Custody and Parenting Plan. Both parents must agree on all terms — if you are unsure about any item, leave it blank and JoHanna will discuss it with you at your appointment.

This questionnaire is confidential and for current clients only. If you have not yet completed the intake form, please contact JoHanna before proceeding.

NON-ATTORNEY DISCLOSURE: JoHanna C. Cody is a registered California Legal Document Assistant, not an attorney, and NewLeaf Document Services is not a law firm. I can prepare documents at your specific direction. I cannot give you legal advice, choose forms for you, tell you what to ask the court for, or predict how a judge will rule. Those choices belong to you. For legal advice, please consult a licensed California attorney.
1
Case Information
⚠️ Please upload a copy of the existing custody order using the upload field at the end of this form. JoHanna will need to review it before preparing the modification.
2
Children
💡 This is for the UCCJEA Declaration — a mandatory court form on all custody cases. If all children share the same history one entry is fine.
⚠️ Proceedings in another state may affect jurisdiction over your children.
3
Custody Arrangement
💡 Legal custody refers to who makes major decisions about the children's education, healthcare, and welfare — not where they live.
4
Regular Parenting Schedule

Describe the regular weekly schedule — which days children are with each parent during the school year.

5
Holiday Schedule

Specify which parent has the children for each holiday. Holidays generally override the regular schedule. "Alternate" means the holiday rotates between parents each year.

6
Summer & Vacation Schedule
💡 Standard provision: if children are taken out of California for more than 24 hours, the traveling parent gives prior notice including dates, destination, and contact numbers.
7
School, Healthcare & Communication
8
Relocation & Move-Away
9
Additional Provisions

Select any additional standard provisions both parents agree to include.

10
Upload Documents & Submit
💡 Please upload existing custody orders, prior court filings, or any other documents JoHanna should review before your appointment.
Something went wrong. Please try again or contact JoHanna at (916) 751-6498.
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🌿 Thank You — Questionnaire Received!

JoHanna will review your information before your appointment. If anything needs clarification she will reach out ahead of time.

(916) 751-6498 — Call or text
newleafoffice.us@gmail.com

NewLeaf Document Services · LDA #23-003 · Not a Law Firm · Not an Attorney

NewLeaf Document Services · JoHanna C. Cody, LDA #23-003 · Placer County · Registered & Bonded
(916) 751-6498 · newleafoffice.us@gmail.com · NewleafDocumentServices.com
This questionnaire is confidential. Not a Law Firm. Not an Attorney.