In this episode, I walk you through the exact research process checklist I use every single time I begin working on a new ancestor. This is a simplified, repeatable method I’ve developed over decades of professional and personal research, designed to keep your work focused, thorough, and evidence-based. From identifying a clear target ancestor to reviewing what you already have, tracking missing records, resolving conflicts, and determining proof for the next generation back, this checklist keeps you grounded in good genealogy practices.
I also share real-world examples from my own research, including how I use research notes, file organization, platform hints, off-platform searches, probate and land records, and even DNA as a last-step support tool. If you’ve ever felt overwhelmed, stuck, or unsure whether an ancestor is truly proven, this process will help you slow down, stay organized, and move forward with confidence. A one-page checklist handout is available. Links are in the show notes for those who want a printable guide to follow along.
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Academy Members can use this link below to watch replay of the Q&A Session from September 16, 2026. The chat is also available below the lesson on the Dashboard. Q&A...
