BALBACH & DAVENPORT
ESTATE PLANNING & FAMILY LAW
LGBT Family Planning Checklist
Your Complete Guide to Building Your Family
Planning Your Family: Whether you're considering adoption, surrogacy, second-parent adoption, or other family building options, this checklist helps you prepare for the legal journey ahead. North Carolina has specific requirements and options for LGBTQ+ families.
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Schedule ConsultationPlanning & Decision-Making
Explore Your Options
Research family building paths: adoption, fostering, surrogacy, fertility services, or other options that align with your family goals.
Partner Agreements (if applicable)
If you're partnered, have clear discussions about parental rights, responsibilities, and what happens if the relationship ends.
Financial Planning
Understand the costs involved in your chosen path and plan financially. Costs vary widely depending on the method.
Counseling & Support
Consider working with a therapist experienced with LGBTQ+ families to process emotions and prepare for parenthood.
Adoption (Domestic & International)
NC Adoption Laws IMPORTANT
NC permits LGBTQ+ individuals and couples to adopt. Same-sex couples can jointly adopt, and second-parent adoption is available.
Choose Adoption Agency
Select an agency experienced with LGBTQ+ adoptions. Ensure they're licensed and aligned with your values.
Home Study
Complete a home study with a licensed social worker. This includes home inspection, background checks, and interviews.
Background Check & Clearances
Obtain criminal background checks, child abuse/neglect clearances, and child sexual abuse registry clearances.
Matching & Placement
Work with your agency to find a match and proceed with placement. Understand the trial placement period.
Finalization
File adoption petition in district court. Once approved, you'll receive a final adoption decree establishing legal parenthood.
💡 Second-Parent Adoption
If one partner is already the parent and the other partner wants to adopt, NC allows second-parent adoption. This establishes legal parental rights for both partners and provides inheritance, custody, and insurance protections.
Surrogacy & Fertility Services
NC Surrogacy Laws IMPORTANT
NC allows gestational surrogacy. Clarify whether you'll use traditional or gestational surrogacy and understand the legal implications.
Choose Fertility Clinic
Select a clinic with experience working with LGBTQ+ couples. Understand their services and success rates.
Surrogacy Agency
Work with a reputable agency to help match you with a surrogate. Ensure they manage legal protections for all parties.
Surrogacy Agreement
Work with an attorney to draft a comprehensive surrogacy agreement covering compensation, legal parental rights, health insurance, and expectations.
Medical & Legal Coordination
Ensure medical team and legal counsel are coordinated. Parentage establishment paperwork must be prepared for signing after birth.
Birth Certificate & Parentage
File appropriate paperwork to establish you as the legal parents on the birth certificate.
Legal Protections & Documentation
Custody & Guardianship
Ensure legal custody/guardianship is clearly established for both partners. If unmarried, formalize co-parenting arrangements.
Wills & Estate Planning
Create wills designating guardians for your children if something happens to both parents. Ensure your partner is named as executor.
Healthcare Power of Attorney
Designate your partner as healthcare agent for both you and your child so decisions can be made if you're incapacitated.
Medical Directives
Create healthcare directives and HIPAA authorizations for your children so you can access medical information and make decisions.
Insurance & Benefits
Ensure children are listed as dependents on health insurance, life insurance policies, and benefit plans.
Post-Placement & Ongoing
Social Security Number
Obtain a Social Security number for your child. Needed for school enrollment and medical records.
Birth Certificate Registration
Register the child's birth and ensure the birth certificate accurately reflects both parents (if applicable).
School & Medical Records
Register for school and ensure medical providers have correct parental information and contact details.
Legal Name (if applicable)
If your child was born with a different name, consider legal name change to align with your family name.
Ready to Start Your Journey?
Melenni provides knowledgeable support for LGBTQ+ families at every step.
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DISCLAIMER: This checklist is for informational purposes only and does not constitute legal advice. Family planning and adoption laws are complex and vary by circumstance. You should consult with a qualified North Carolina family law attorney experienced with LGBTQ+ families to ensure your family is fully protected. Balbach & Davenport Legal makes no warranties regarding the accuracy or completeness of this information.