How It Works
Every project is different, but the
process is straightforward.
Our goal is to start with what you
already know, avoid duplicating
earlier work, and focus on the
records most likely to more your
research forward.
1. Getting Started
The first step is gathering what you already have and understanding your goals.
You are welcome to:
Share a summary of your research question
Send copies of documents you have already collected
Provide access to an existing family tree (GEDCOM or invitation to your online tree)
We do not edit client trees; they are used only as background information. Reviewing your existing research allows us to begin with the strongest possible foundation and avoid repeating work you have already done.
2. Evaluating the Research
Once we review your information, we identify the most relevant records and determine what can realistically be accomplished.
In many cases, we can assess what records are available for a specific location, time period, or research problem and whether those records are likely to move the project forward. This helps set clear expectations before research begins.
3. Research Terms and
Pricing
Standard Family History Research
Our work is billed hourly, and most projects begin with a focused research session.
$100 per hour
Most family history projects begin with a 20-hour research block ($2,000)
Payment for research time is collected up front
If additional research is needed, we will discuss next steps based on what has been found.
Expenses
Record orders, copies, archive fees, and similar costs are billed at cost
We will not spend more than $200 without your approval
Legal / Kinship Cases
For probate or kinship research, the process is similar but structured as follows.
$125 per hour
Projects typically begin with a 15-hour retainer ($1,875)
Work proceeds in 15-hour increments as needed
Updates are typically provided every two weeks
When appropriate, we prepare affidavits of kinship suitable for court use.
4. Timeline and
Communication
Most traditional genealogy projects are completed within three to four months, depending on scope and whether records must be obtained from archives or other repositories.
Kinship research is typically completed in six to eight weeks.
You can expect:
Regular progress updates
Clear communication if delays occur due to repository response times or research complexity
5. What You Receive
At the end of the family history research session, you receive a complete set of materials documenting the work performed.
This includes:
A research report explaining what was searched, what was found, and how the evidence was analyzed
A research log documenting both successful and unsuccessful searches
Copies of relevant records
Updated family group sheets, charts, or other supporting materials reflecting new information
Upon completion of your probate or kinship research, you will receive a notarized affidavit of kinship or other agreed upon deliverable.
6. Next Steps
After reviewing the results, you can decide how to proceed.
Options typically include:
Continuing research to pursue additional questions
Shifting focus to a different research objective
Concluding the project
If additional work is recommended, we will outline clear next steps so you can make an informed decision.
If this approach sounds like a good fit, we are happy to review your project and answer any questions before you begin.