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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It’s here! My new book, Organize Your Genealogy Research, is now available in paperback! If you’ve ever struggled to remember where you found a record, why you reached a conclusion,...
Recording now available! Hi Academy Members, Well… some construction workers cut the internet to Ashley’s neighborhood. So for now you’re stuck with me (Connie). The latest live session recording (Q&A...
