Professional Genealogy Research Process

The following genealogical research process is the starting point for each project. As the project becomes better defined and understood, we adjust the genealogy research process to meet the needs of our clients:

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Define the Research Challenge

We first review the information you already have, then discuss the research challenge with you and make sure we both clearly understand what you want to accomplish.

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Develop a Research Plan

We develop a research plan that outlines what we will do to find the information you want.

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Conduct the Research

The research plans involve going to libraries, courthouses, archives, cemeteries and other places to search for the information. As we search we may photocopy pertinent records or acquire official copies.

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Analyze the Findings

We regularly review our genealogy research and make conclusions about what we have found. We also compare our findings with other documents to confirm or disprove conclusions.

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Report the Findings

Periodically, we prepare reports about our research activities. The report includes photocopies or abstracts of important information. It may also include suggestions for continued research.

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Prepare Charts and Forms

We can prepare forms such as pedigree charts, family group sheets, and applications to lineage societies.

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Bill for Services

We bill for our services at agreed-upon intervals. Bills clearly identify the time spent and expenses incurred on the project to date. Bills are often included with reports.