Group facts by the issue under review
Use separate groups for caregiving, school, residence, exchanges or other issues within the appointment. Add a timeline and identify the record or witness supporting each event.
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Read the appointment order and the GAL’s or evaluator’s instructions before preparing material. Organize the requested records by issue and date, identify witnesses with direct knowledge and note what is missing. Any separate investigation should answer a defined factual question within that context, without treating your PI as the appointed professional.

| Appointment Type | Preparation needed | Common Mistake |
|---|---|---|
| GAL appointment | Prepare dated caregiving, safety, routine and witness information relevant to the court-appointed scope. | Treating the GAL like a substitute for one side's advocate. |
| Parenting evaluator or investigator appointment | Keep provider records, event dates and supporting information identifiable and in context, following the appointment instructions. | Sending a large stack of undifferentiated material. |
| Attorney-directed outside investigation | Investigate a specific unresolved fact and provide findings for review without duplicating the appointed assessment. | Trying to use the PI as a parallel evaluator. |
Use separate groups for caregiving, school, residence, exchanges or other issues within the appointment. Add a timeline and identify the record or witness supporting each event.
Keep therapy, supervised-visitation, school and treatment records with their dates and relevant sequence. Use only material you may lawfully provide, follow release instructions and distinguish what the provider recorded from your interpretation.
Provide the relevant full account, including records that do not support your position. Label personal observations, reports from others and unresolved concerns separately; the appointed professional makes their own assessment.
No. The roles, authority and scope can differ. Follow the order and written instructions for the person actually appointed in your case rather than relying on a generic checklist.
No. A privately retained investigator can verify particular facts and report findings. That does not confer the appointed professional’s role, authority or recommendation function.
The appointment identifies questions, requested information and a review process. Preparing dates, sources and witness knowledge around those requirements helps the professional assess the material.
In a represented case, coordinate the proposed task with counsel and follow the appointment’s communication instructions. That helps identify a real gap and avoid duplicate work or improper submissions.
Bring the appointment order, requested records and the specific question that remains unresolved. We can assess chronology, witness or observation work that would add facts for the review.