We love nothing more than a “to do” list. It’s oddly satisfying to check of things that we have accomplished!
There are typically three (3) times of year when we recommend that co-parents revisit their to do list, making sure that all of their ducks are going in the right direction and quacking appropriately: the beginning and conclusion of each school year, as well as at the end of the calendar year. Some of the matters can be addressed in an informal writing, such as a text, email or parenting app, while others may benefit from either a formalized writing or court intervention:
1. Determiming who is getting the children to and from school.
2. Discussing activities will the children be participating in during this school year.
3. Confirming how any school and extra circular costs be initially paid, inclduding a plan in place for remibursement(s).
4. Verifiying who will be included on the school emergency and medical forms.
5. Clarifying will be providing the school with legal or medical documentation as needed.
6. Ratifying that both parents will be receiving newsletters, attending events and have access to the school’s portal.
7.Sharing any thoughts or constructive criticism about the last school year which could help them to better co-parent in the upcoming.
8. Establishing consistent, reasonable and age appropriate bed times and homework routines.
9. Certifying who will be claiming the children on their taxes for the current calendar year.
10. Arranging and bringing the children to routine medical appointments which might be required.
11. Determining who will pick up or stay home with the children when (not if) needed.
12. Exchanging contact lists for any regular babysitters, doctors, therapists, tutors who have a relationship with the children.
13. Syncing family calendars and adding important dates/ events as they become available.
14. Reviewing upcoming holiday parenting schedules, including arrangements for half days, long weekends and potential vacations during the school year.
Even if the content in this newsletter is not relevant to you, we encourage you think about how it may apply to your life by revisiting your current estate plan. We typically suggest that people at least ponder how their life has changed since an estate plan was establshed: children/ grandchildren, marriage, divorce, retirement, significant change in assets or any other big event, including passing of a beneficiary or someone who has agreed to a responsiblity as a Personal Representative, Health Care Proxy or Power of Attorney.
As always, we appreciate that you took the time to read our newsletter. We are always available to answer your questions regarding this or any other matters!





Follow The Law Office of Weiner Jackson & Simmons