What should I have ready?
A research question, a few surnames, and general places are enough for a first inquiry. You do not need an existing family tree or a paid subscription. After we agree on scope, we decide which dates, documents, and family materials will help. Keep sensitive details about living relatives out of the first message.
Can we talk before I decide?
Yes. If you prefer a short introductory call, mention it in your inquiry. We’ll arrange a time by email and discuss the question you want to explore. There is no charge or obligation for the first conversation.
When do I pay?
Payment follows an agreed written scope. The $1,495 One family branch package is paid in two parts: $747.50 initially and $747.50 at completion. Payment schedules for larger or custom projects are set out in their quotes.
How far back can you go?
That depends on the records, place, and family. We agree on a research question and time budget. A project may uncover new relatives or add depth to people you already know about. No particular generation count or discovery is guaranteed.
How do you check the information?
Names, dates, places, and relationships are compared against the available sources. Family recollections are identified as recollections; unresolved connections remain labeled as leads. A copied online tree is a starting clue, not proof by itself.
Which research sources do you use?
I combine subscription archives with public records, historical newspapers, and family materials. Archion’s digitized church books are one source I have used for German family research. We choose the appropriate sources for your project’s geography, dates, and question; the exact collections and access are confirmed when we agree on scope.
Do I need my own genealogy subscriptions?
You do not need a paid genealogy subscription to read your finished report or explore your private family website. Research through my existing relevant subscriptions is included. Special record charges or additional paid access are discussed before any extra cost. External archive links may still require a subscription to open the original record.
Do you use AI?
Yes. AI can assist with planning, organizing, transcription, and drafting. I review the findings against cited evidence before delivery. AI-generated text is never treated as a historical source.
Who can see our family’s information?
Your project website starts private. We agree on its viewers and what to include about living relatives before sharing it. Your family’s records or story will not be used in marketing without separate permission.
What if you cannot find the answer?
You still receive a report explaining the searches, relevant evidence, remaining uncertainty, and practical next steps. If a question needs specialist work beyond this project, I will explain that before proposing more research.
What happens after the first year?
Your package includes 12 months of website hosting. Continuing hosting is optional, with a renewal quote provided before the year ends. If you choose not to renew, the hosted website ends, but you keep the downloaded website, report, and tree chart. Saved copies remain usable without an ongoing Keepsake Roots subscription; external archive links may still need internet or paid access.
How will I hear about progress?
We agree on the timing of check-ins before work begins. Updates can include what has been found, records still being sought, and decisions about the next research step. Any extra paid work needs your approval first.
What if I need to pause or cancel?
Please contact me as soon as your plans change. Cancellation, refund, and pause arrangements are set out in the written project terms before payment, so you can review them before deciding.
Do the samples show how many ancestors I’ll receive?
No. They are deliberately small demonstrations of the layout and features. Your package provides an agreed scope and research time budget; the evidence determines how many relationships and stories can be established. The fictional sample families are not client projects or research results.
Can this be a gift?
Yes. Tell me the occasion and date when you inquire. We can plan the presentation together once the research scope and schedule are clear.
What happens after I inquire?
I review your goal and contact you about whether the project is a good fit. An inquiry does not reserve a slot, start research, or authorize payment. Detailed family materials are collected after we agree on scope.