Parentage & Parenting Plan Questionnaire — NewLeaf Document Services

Confidential — Current Clients Only

Parentage & Parenting Plan Questionnaire

Establish Parental Relationship · Custody · Parenting Plan · Child Support · NewLeaf Document Services

LDA #23-003 · Placer County · Registered & Bonded

Please complete before your appointment.
This questionnaire collects the information needed to prepare your Petition to Determine Parental Relationship (parentage) along with your custody, parenting plan, and child support documents. Complete every section that applies to your situation — if you're unsure about an item, leave it blank and JoHanna will discuss it with you.

In Section 6 you'll choose between a basic parenting plan and a detailed one. Choosing basic keeps the rest of the form short; choosing detailed opens the additional sections.

Please enter monthly amounts for income unless a field says otherwise, and "gross" means before taxes. This questionnaire is confidential and for current clients only. If you have questions before you begin, please contact JoHanna.

🌿 Welcome back — your saved answers were restored on this device. Start over

Case Information

Your full legal name *

Other parent's full legal name *

Your current address

Other parent's current address (for service)

Your phone

Your email

Existing case number (if any)

County

Is this a new case or a change to an existing order? *

New — no existing order Change to an existing order

⚠️ Please upload a copy of the existing order at the end of this form so JoHanna can review it before preparing the change.

Parentage

Parentage (paternity) is the legal determination of the child's parents. For unmarried parents, this is established before the court can order custody or support.

Is the other parent already legally established as the child's parent? *

No / not yet Yes — already established Not sure

If yes — how was it established?

💡 If parentage is already established, a new parentage case may not be needed — JoHanna will confirm at your appointment.

Is there any dispute about who the child's parent is?

No Yes

💡 If parentage is disputed, genetic (DNA) testing may be requested through the court. Note any details below and JoHanna will discuss it with you.

Anything else about parentage JoHanna should know? (optional)

Children

Number of children of this relationship *

Children's residential history — past 5 years *

💡 Used for the UCCJEA Declaration — a mandatory court form in every custody case.

Any other custody, parentage, or support proceedings involving these children in any court or state?

No Yes

⚠️ Please provide the court name, state, and case number — other proceedings may affect jurisdiction.

Custody Arrangement

Legal custody *

💡 Legal custody = who makes major decisions (education, healthcare, welfare) — not where the child lives.

Physical custody *

If you chose "final say," "tie-breaker," or "different arrangement" above — please describe (optional)

Your timeshare percentage *

Other parent's timeshare percentage *

💡 The two percentages should add up to 100%. Timeshare directly affects the child support calculation.

Regular Parenting Schedule

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

Which schedule is closest to what you want? *

Exact days and times *

Exchange location

Exchange time

Who is responsible for transportation?

Late arrival / cancellation terms (optional)

Residence & Moving

Include either of these in the plan? (check any that apply)

Advance written notice before either parent moves.

Neither parent moves the children outside a set area without written agreement or a court order.

If you checked the second box — what area? (county, school district, or miles)

Parenting Plan Detail

Choose how detailed you'd like your written parenting plan to be. You can change this answer at any time — your answers are kept either way.

Basic parenting plan

The regular weekly schedule, exchanges, summer, and standard parenting provisions. Included in your flat fee.

Detailed parenting plan

Everything above plus a full holiday rotation, travel terms, school, medical, activities, communication, and conduct provisions.

🌿 A detailed parenting plan takes more time to prepare and may adjust your quote. JoHanna will confirm before any additional work is done.

⚠️ Heads-up: your current flat fee covers a basic parenting plan. The additional sections below take more time to prepare and may adjust your quote. You are welcome to fill them in — JoHanna will review your selections and confirm any change with you before doing the additional work. If you would rather keep your current quote, choose Basic above.

Summer, School & Standard Provisions

Summer break schedule *

Extended vacation notice

Out-of-state / travel notice?

Who enrolls the children in school?

Parent communication method

Standard provisions to include (check any you both agree to)

Neither parent will make disparaging remarks about the other in front of the children.

Right of first refusal — offer the other parent first if alternate care is needed for more than 4 hours.

Neither parent will be under the influence of alcohol/drugs while the children are in their care.

Each parent shares school and medical records and notices with the other.

Children have reasonable phone/video access to both parents.

Neither parent uses the children as messengers or to get information about the other household.

Neither parent discusses court proceedings or adult disputes with the children.

Both parents support the children's relationship with the other parent.

Both parents keep each other updated on current address, phone, and emergency contacts.

Any special needs, medical conditions, or other provisions? (optional)

Holiday Schedule

Which parent has the children for each holiday. "Alternate" means it rotates each year. Leave blank if the regular schedule applies.

Fall Break

Spring Break

Easter

Mother's Day

Father's Day

Memorial Day

4th of July

Labor Day

Halloween

Thanksgiving

Winter / Christmas Break

Christmas Eve

Christmas Day

New Year's

Child's Birthday

Each Parent's Birthday

3-Day Weekends / In-Service

Religious / Cultural Holidays

Holiday notes or special arrangements (optional)

Travel Terms

Travel provisions to include (check any that apply)

Traveling parent provides itinerary, lodging, flight details, and an emergency contact.

Domestic travel allowed without extra consent, as long as notice is given.

Passport terms — who holds the passports and how they are exchanged.

Written consent before any international travel.

Travel notes (optional)

Education & School Decisions

School provisions to include (check any that apply)

Both parents have access to school records, online portals, teachers, and school events.

Both parents listed as emergency contacts when the school allows it.

Neither parent enrolls or withdraws the children from school or daycare without the other's agreement.

Both parents participate in tutoring, special education, IEP, or 504 meetings.

Homework, attendance, and schoolwork expectations are the same in both homes.

Children stay at their current school or daycare unless both parents agree or the court orders otherwise.

Medical, Dental & Mental Health

Health provisions to include (check any that apply)

Both parents have access to medical, dental, and mental-health records.

Both parents may communicate directly with doctors and providers.

Both parents agree before non-emergency treatment.

Either parent may get emergency care and must tell the other right away.

Medication is handed off between homes with written instructions.

Terms for therapy or counseling participation and information sharing.

One parent is authorized to make a specific health-care decision (describe below).

Health notes (optional)

Activities, Childcare & Communication

Activities & childcare (check any that apply)

Both parents agree before enrolling the children in activities that use the other parent's time.

Each parent may enroll the children in activities that fall only during their own time.

Both parents may attend school events, sports, and performances.

Transportation to activities is addressed in the plan.

Terms for the childcare or daycare provider.

Notice or information sharing about babysitters and other caregivers.

Communication with the children (check any that apply)

Scheduled phone calls at set times.

Video calls / virtual parenting time.

The children may contact either parent privately at reasonable times.

Specific limits or a schedule for electronic communication.

A reasonable response-time expectation for messages about the children.

Household routines (check any that apply)

Consistent bedtime, homework, or medication routine in both homes.

Another household or parenting provision (describe below).

Notes (optional)

Child Support — Essentials

These are the core figures JoHanna needs to run the California guideline calculation. Enter gross monthly income (before taxes). You will also complete your own sworn Income & Expense Declaration (FL-150) separately — JoHanna will let you know when.

Your Income

Employment status

Gross monthly income (incl. bonus/overtime)

Other monthly income (rental, self-employment, etc.)

Health insurance premium you pay (self + children)

Other Parent's Income (your best estimate is fine)

Employment status

Gross monthly income (if known)

Other monthly income (if known)

Health insurance premium they pay (if known)

Costs for the Children

Who provides the children's health insurance?

Monthly cost of children's health insurance

Monthly work/education-related childcare cost

Monthly uninsured medical / dental cost

Support Terms

What would you like to happen with child support?

Agreed monthly amount (if agreed)

Paid by

💡 Even when parents agree on an amount (including $0), the court still asks to see the guideline calculation — so these figures are used either way.

Upload Documents & Submit

Upload any relevant documents (optional)

💡 Helpful to upload: birth certificate, any existing orders, recent pay stubs, or proof of the costs above. Multiple files accepted.

Questions or anything you'd like to discuss (optional)

⚠️ All information you provide must be accurate and truthful — court documents are signed under penalty of perjury. JoHanna prepares the documents based on what you provide and cannot advise on legal strategy or predict how the court will rule.

Leave this field empty

Something went wrong. Please try again or contact JoHanna at (916) 751-6498.

💾 Your answers save automatically on this device as you go. Saved ✓
Clear saved answers

🌿 Thank You — Questionnaire Received!

JoHanna will review your information before your appointment and may reach out with clarifying questions.

(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. JoHanna prepares documents only at your specific direction and cannot select options for you.

Parentage & Parenting Plan Questionnaire

Your Income

Other Parent's Income (your best estimate is fine)

🌿 Thank You — Questionnaire Received!

Explore

Get In Touch