Keeping family records and documents in one place

How to organise parenting plans, agreements, and the history of your arrangements, so the information is ready when you or a professional needs it.

By Tina

2 min read

Keep the key documents together

Parenting plans, agreements, and letters are often spread across email, paper files, and phone photos. Keeping them in one place means you can find the current version quickly.

Parenting Apart has a documents area organised into parenting plans, court orders, mediation, and documents about each child.

Let the history build as you go

The most useful record is one that builds up naturally: messages, schedules, handovers, decisions, and expenses kept together as they happen, rather than reconstructed from memory later.

  • Agree arrangements in writing, even when they were first discussed in person
  • Confirm changes to the schedule once they are settled
  • Record expenses with receipts, and settlements once paid
  • Keep decisions and their outcomes together

When you need a copy, Parenting Apart can export your communication record as a PDF or CSV for a date range and the content you choose. If a parenting plan is uploaded, a summary shows how schedules, communication, expenses, and travel have followed it.

Keep records current

Records are most useful when they reflect the arrangement as it stands today. A quick review every few months catches anything out of date.

  • Replace old versions of plans and agreements when new ones are signed
  • Check that each child's documents, such as medical letters, are still current
  • Remove anything that no longer needs to be kept

Share only what a professional needs

A mediator, counsellor, or solicitor may ask for information. Give them what they ask for and no more, and keep a note of what you shared.

  1. 1Ask the professional exactly what information would help.
  2. 2Share the specific records they need, for the dates that matter.
  3. 3Review what you are sharing before you send it.
  4. 4Withdraw access once it is no longer needed.

In Parenting Apart you can add a professional and choose which records they can see. Before a session, a summary can bring together a communication overview, key exchanges, patterns, and items that are still unresolved.

Check what is needed

Records from Parenting Apart are your own organised information. What a mediator, counsellor, or court needs varies, so ask the professional involved. This guide is general information and not legal advice.

Common questions

Does the other parent see my weekly reflections?

No. Weekly reflections in Parenting Apart are private to you and are not shared with the other parent.

How far back should records go?

Keep records from the start of your current arrangement. When exporting, choose only the date range that is relevant to the question being asked.

Written by Tina

Tina writes Parenting Apart guides on holiday schedules, shared expenses, and keeping family records organised, with practical steps that make arrangements between two homes easier to follow.

Next step

Keep family records organised.

Parenting plans, documents, and communication exports kept together, with selected records shared with a professional you choose.

Related guides

Expenses

How to keep shared children's expenses clear between two homes

Agree what counts as a shared cost, record each expense with its receipt, and settle on a regular rhythm so money stays a practical topic rather than a recurring question.

2 min read

Records

What to include in a parenting plan

A parenting plan sets out how children's care is shared between two homes. This checklist covers the topics most plans include and how to keep yours up to date.

2 min read