Gather your information
Define your family history goals, but be realistic. The focus might be identifying the gaps of information that need to be filled in. That's usually the case.
Prepare your information
Once you identify where the gaps may be, discuss your family history goals with us. We may help in identifying various options to close the gaps you have identified. Please send a full statement of your research problems or objectives, along with copies of any pertinent records you’ve already acquired. We are not responsible for research you have already done, unless you send all pertinent and previous research accomplished. As a member of the Association of Professional Genealogists and the National Genealogical Society, we fully adhere to the Board for Certification of Genealogists' "Code of Ethics."
At this point you may want to contact us by phone or email. That information is shown at the bottom of this page "Contact Us".
Following our initial consultation by email or phone, we will contact you and advise you as to the approach that we believe should be taken. As a client you will receive a written report, which will include the background of the request for the project, the objective of the project, the repositories consulted for the project, full citations to sources consulted, whether they had a positive or negative result, full analysis of findings, and a summary of research, with suggestions for future research. If you would prefer not to have a written report (and save time) then we can provide a simple summary with sources consulted. You will also receive photocopies of those documents that may be to photocopied and abstracts of those that cannot be copied. If you do not want copies, please make it clear before hand, as you will be charged for them otherwise. If you prefer full transcriptions of documents, rather than abstracts, that can be done, however, be aware that it will take longer and therefore will cost more. If photographs were ordered you will get those as well in digital format sent via email. We will also provide a detailed invoice for services rendered and any expenses incurred (see our Rates and Expenses page). After our initial contracted hours have passed, you may then consider further research, as the suggestions we make may require additional research.
For questions concerning the privacy of your information, please see our Privacy page.