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Everything You Wanted to Know About Appraisals, But Were Afraid to Ask

Heather Nickerson, Artifcts
October 18, 2023

Reading time: 12 minutes

In honor of National Estate Planning Week, we thought we’d take a deep dive into the world of appraisals with an Ask Me Anything with our dear friend, colleague, and Ally in 'Stuff,' Sarah Reeder, Founder of Artifactual History Appraisal.

In addition to being an expert on ‘stuff,’ and specifically the value of ‘stuff,’ Sarah is also author of the book Ray Eames in 1930s New York, co-editor of Worthwhile Magazine™ and co-creator of The Art Elevator Collector’s Club. Read on to learn more about what she does as an appraiser, when to contact an appraiser, and even those questions we all want to ask (but may be afraid to!), such as the difference between an appraisal and a valuation.

Heather Nickerson, Co-founder of Artifcts: For our members who are new to the appraisal process, how would you sum up what you do?

Reeder: I like to think of what I do as being part lawyer, part accountant, and sometimes even part therapist! It might surprise some people, but appraisals are nothing like what you see on TV. My work entails numerous hours of research, the preparation of legal documents, and meeting meticulous professional requirements for appraising items to establish a value in a specific level of the market on a specific day (called the effective date) for a specific intended use. (We’ll come back to that later!)

Appraisals are nothing like what you see on TV...

The work appraisers do is a very specialized type of professional service akin to an attorney or an accountant that requires a lot of time and focused research, so the very quick and informal “off-the-cuff” depictions of appraising we all see on television have edited out the lengthy preparation (because it would be pretty boring to watch!) that goes into those short segments we see. But I wish it was more widely known that there is so much more work that goes into appraising than the 2-minute clips we see onscreen.

The therapist part sometimes comes into play because as you know so well here at Artifcts, objects can hold powerful memories and inspire strong emotions, totally independent from what their monetary value might be. Sometimes it’s a delicate conversation when the “heart value” and financial value are not aligned, and that is where I rely on market data and research to help individuals understand the current market conditions and corresponding value of the item. I always emphasize that market conditions should not diminish the positive sentimental associations they have with an item—they just happen to be the lens that appraisers must use in our professional work.

Nickerson: So, getting down to the nitty gritty, can you walk us through a typical day?

Reeder: There is no one typical day. That is one of the many things I love about being an appraiser, you never know what you’ll be working on next! There are two types of appraisals I spend most of my time on insurance appraisals and estate appraisals. And yes, they are different!

When I am working on an insurance appraisal, I am creating a legal document that will protect you and your items in the event of damage or loss. These appraisals are for the retail replacement value of the object and in doing so, pins that object and that value in time. That specific moment in time is called the effective date of the appraisal, and all appraisals have effective dates.

The effective date of appraisal is so important in all appraisal report intended uses, because it provides critical context for the numerical appraised value. The markets for art and antiques are always changing, much like the stock market we are more commonly familiar with, so the appraised values need to be contextualized to a specific day, because on the day before or the day after market conditions may have been different. For insurance appraisal reports, the effective date is typically the day I inspect the items in person as it establishes the condition I witnessed on that day.

The markets for art and antiques are always changing, much like the stock market...

When working on these types of appraisals, I spend a lot of time researching the object, documenting it with photos and a detailed description, cataloging it with a standardized format that will allow future users of the appraisal report to know the characteristics of the appraised item, researching the specific level of the market for similar items for the appraisal report’s intended use, and then developing an appraised value based on all the above.

In the case of insurance appraisals, the appraised value is generally the replacement value of the object (i.e. what would it cost to acquire the same exact or very similar object in a short period of time from a retail dealer). For example, if I am appraising a painting by a particular artist for insurance purposes, I’m going to identify which galleries represent that artist or sell paintings by that artist, and then compare their available inventory and pricing (which often is not publicly available and requires outreach to the galleries) to the appraised painting in terms of subject, size, condition, era of the artist’s career, and other factors.

Based on the current retail data I can obtain, I then make adjustments up or down if needed relative to the appraised painting, and document all relevant research for my appraisal client workfile, which I am legally required to keep for a minimum of 5 years. The final number after the specific adjustments from the comparable records accounting for differences from the appraised item is the appraised retail replacement value. So it’s all a lot more complicated and research-intensive than what the public typically sees in popular depictions of appraisers on television.

Insurance appraisals are very different from estate appraisals. Estate appraisals are not used for insurance coverage.  Estate appraisals are prepared at fair market value and are required in some situations to be filed with the federal government or relevant state and local governments for estate tax filing. The legal professional handling an estate is the one who determines whether this is required in specific estate situations.

While insurance appraisals are typically prepared at retail replacement value, estate appraisals are prepared at fair market value, which is often quite a bit lower. The United States government defines fair market value as

"The price at which the property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or to sell and both having reasonable knowledge of relevant facts." According to Technical Advisory Memorandum 9235005 [May 27, 1992], fair market value should include the buyer's premium. [Source: Treasury Regulations Section 20.2031-1 (b).]

For estate appraisal reports, the effective date is typically at the time of the death of the deceased. This is very different than with insurance appraisals as it could take an executor months and months to close out an estate and yet the value is still pegged to the date of death. There is something called the “alternate effective date” which is 6 months after the date of death, which the estate can elect to use if the market has changed significantly in that time period. I always like to confirm which effective date the estate is using as this is a critical factor in guiding my valuation research.

Nickerson: Tell us a bit about the tools of your trade. What do you take with you when you visit someone’s home to start an appraisal?

Reeder: I am pretty consistent. I always take:

      • a good camera for capturing documentary photos
      • a tape measure so I can obtain the dimensions of artworks and the other items I am appraising
      • a clipboard and paper so I can take notes on-site that will later be expanded with research back in my office
      • a blacklight for examining artwork for inpainting and other restorations
      • a jeweler’s loupe for studying silver marks and other small details
      • a flashlight for studying artist signatures and providing additional ambient lighting for my photographs in dark locations.

I carry multiple flashlights and measuring tapes with me. If one breaks while I am on-site, I have a backup available to be able to continue working.

These tools are necessary, because I have to make sure I capture all the precise details that make your object unique. If it is artwork, is there an artist signature? Any blemishes or marks? Water or sun damage? All of these things are important to ascertain the value of an object, and I need to be able to document them while onsite.

 

Worn leather bag used for appraisalsSarah's trusty go-everywhere appraisal bag full of her tools of the trade. 

Nickerson: Some people, and I admit I was one of them at the beginning, may not know the difference between a valuation and an appraisal. Could you help explain what makes the two different?

Reeder: Sure! The Uniform Standards of Professional Appraisal Practice (USPAP) define valuation services as:

“A service pertaining to an aspect of property value, regardless of the type of service and whether it is performed by appraisers or by others.”

An appraisal is defined by USPAP as:

"(noun) the act or process of developing an opinion of value; an opinion of value. 
(adjective) of or pertaining to appraising and related functions such as appraisal practice or appraisal services.
Comment: An appraisal is numerically expressed as a specific amount, as a range of numbers, or as a relationship (e.g., not more than, not less than) to a previous value opinion or numerical benchmark (e.g., assessed value, collateral value).” 

In terms of the general popular context of these two words outside of their specific USPAP definitions, a valuation is typically more closely associated with ballpark estimates and not with a legal document. Think of it as something that will get you basic guidance, such as getting an approximate sense if an inherited collection is simply sentimental and has no monetary value, or conversely, if it might have significant monetary value.

A valuation is typically more closely associated with ballpark estimates ...

Appraisals are legal documents. A verbal ballpark numerical range cannot be used in court to settle an estate, with the IRS to document tangible assets for tax purposes, or with an insurer to document items for an insurance policy. USPAP-compliant written appraisal reports are needed for those intended uses.

Nickerson: Are there any red flags our members should watch out for when hiring an appraiser?

Reeder: One of my personal red flags is if the appraiser essentially says, "I will tell you how much it is worth and then purchase it from you.” There is a major conflict of interest there, and their interest may not be in your best interest.

Another major red flag is if an appraiser is not USPAP-compliant. USPAP is a very important professional and ethical standard regulating appraisers to help protect users of appraisal services.

It’s always best to look for an independent appraiser who is USPAP-compliant, and ideally is also a member of one of the professional associations for appraisers such as the Appraisers Association of America (AAA), the International Society of Appraisers (ISA), or the American Society of Appraisers (ASA). I am a Certified Member of the Appraisers Association of America and a Certified Member of the International Society of Appraisers.

You also want to make sure that any appraiser you hire has expertise in YOUR object(s). A jewelry appraiser may be great for your jewelry collection, but not your collection of mid-century modern furniture and vice versa. In USPAP, this is called the “Competency Rule”—basically, is this appraiser competent to appraise your items? If they aren’t, they shouldn’t do it.

You also want to make sure that any appraiser you hire has expertise in YOUR object(s)...

Nickerson: When should people hire an appraiser? Are there any life transitions that may necessitate an appraiser?

Reeder: Life transitions are a great time to take stock of what you have and what’s it worth. Some common life transitions where it can be useful to engage an appraiser are:

      • If you have inherited potentially valuable items such as artwork. An appraiser can provide expert guidance on their value and prepare an insurance appraisal report so they can be scheduled and protected with your insurance company.
      • If you plan on moving it can be very helpful to have valuable items appraised for insurance purposes in advance or to update an existing appraisal to make sure the insurance coverage is current.
      • For estate filing purposes when someone has passed. The estate’s attorney will direct whether an estate appraisal is needed.
      • For proactive estate planning purposes—if you have large collections, it can be helpful to get a sense of their value and how they might be structured in your estate plan for maximum tax efficiency for your heirs (again, your attorney will be a very helpful resource in this process).
      • Sometimes divorces are another life transition that may require an appraiser for the equitable distribution process. 

I get called into homes frequently for what I call "on-site consultations" when people have a lot of things (usually inherited) and they are worried about missing something that is potentially high-value. These consultations do not necessarily have accompanying appraisal reports. Most appraisers will charge the firm's hourly rate for this type of service. It can be really helpful for people in "getting unstuck" so they can move forward and make decisions for what's next for it all! 

Nickerson: And finally, you’ve experienced firsthand the joy (and usefulness!) of Artifcting. Any advice for our members or thoughts on how Artifcting can aid the appraisal process?

Reeder: Yes! Artifct your ‘stuff.’ Don’t wait! The details, photos, even video can help an appraiser get to work immediately determining an appraisal scope of work and sometimes even using the Artifcts as a resource to appraise items that may now be damaged or lost. It can save a lot of time and back and forth emails if you Artifct and share your Artifcts with your appraiser. Artifcts really is perfect for an appraiser’s workflow!

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Sarah Reeder is a Certified Member of the Appraisers Association of America, a Certified Member of the International Society of Appraisers with the Private Client Services designation, and a graduate of New York University's Program in Appraisal Studies in Fine & Decorative Arts.

© 2023 Artifcts, Inc. All Rights Reserved.

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A Platinum Band, 21 Diamonds, and a Story Worth Saving

Two weeks before her wedding, our Co-Founder, Heather, found herself unexpectedly in a bind. 

She and her fiancé had carefully designed their wedding bands together. She wanted something simple, a plain platinum band with no embellishments. The design reflected her style perfectly, and she appreciated keeping costs modest. The ring was exactly what she wanted. 

Or so she thought. 

When she returned to pick up the finished rings, she slipped hers onto her finger and immediately felt something wasn't quite right. Sitting beside her engagement ring, the wedding band suddenly seemed too simple. 

The problem wasn't the ring itself. The problem was that she couldn't imagine replacing it. She and her fiancé had designed it together. The ring already carried meaning. 

Fortunately, the jeweler had an idea. What if they added 21 micro diamonds along two-thirds of the band? It would preserve the original design while adding just enough sparkle. The solution felt perfect, especially since her wedding date was on the 21st. 

Today, when she looks at her ring, she doesn't just see platinum and diamonds. She remembers the collaborative design process with her husband, the last-minute panic, and the jeweler's creative solution, and truly can’t imagine a more perfect wedding band. 

That's the thing about wedding rings: the object matters, but the story matters too. 

Wedding and engagement rings are among the most cherished possessions we own. They are symbols of love, commitment, family, and shared history. Yet while we often admire the setting, the craftsmanship, or the precious stones, the most valuable part of a ring may be something you cannot see at all, its story. 

How did the ring come into your life? Who chose it? What sacrifices were made to buy it? Was it passed down through generations? Did it survive a move across continents, a military deployment, or decades of family milestones? 

Years from now, the ring itself may still be sparkling. But unless someone preserves the story behind it, much of what gives it meaning can disappear.  

Every Ring Has a Story Worth Saving 

When people inherit jewelry, they often receive the object but not the context. A granddaughter may know that a ring belonged to her grandmother but never know how it was selected, what it cost relative to the family's circumstances, or why it became such a treasured symbol. 

The story might be: 

These stories transform a piece of jewelry into a family artifact. They connect generations through shared memories and experiences. At Artifcts, we believe preserving those stories is one of the greatest gifts you can leave for future generations. 

The Ring Is Beautiful. The Story Is Priceless. 

Every ring tells a different story. We asked several members of our team about their rings and their stories, and guess what? We learned something new about each of them! It goes to show that even here at Artifcts, a simple question (“What’s the story behind your wedding ring?”) can unlock a new connection, perspective, or even a good laugh.  

Here are a few examples from members of the Artifcts team. 

Heather Nickerson, Co-Founder & CEO 

The story continues! I will fully admit that when I returned to the jeweler to pick up my ring I had another scare. I pulled out my credit card to pay for the ring and paused for a minute (or two), not because of the price, but because that is what I had done in my first marriage which didn’t go so well. I was afraid it would bring bad luck to do the same thing the second time around.  
 
I’m very happy to share that those fears were completely unfounded. Our wedding day was perfect beyond words, and we are still very happily married. And to date, the only time I take my wedding ring off is when I am making meatloaf (his favorite!) or meatballs (my favorite!).  

 

Heather's wedding ring story. Sorry, this Artifcts is private!

Matt Ramsey, CTO 

Life can change quickly when you meet the right person, especially when you’re not planning on it and the relationship develops in a way you just know your life needs to head down this path. I realized this under a starry night sky while camping and that if we could put up a tent without arguing, we’d be good for any situation. So, I started searching for the right engagement ring that represented how our relationship was developing and how our lives were to be intertwined. While hiking and resting on a large boulder which I felt represented the solid foundation we’d built our relationship on, I asked and she accepted (maybe out of shock, but the “yes” was set in stone). 

When it came to a wedding band for me, I wanted something with a story, something representative of us. We found a jeweler that did custom rings, and we described who we were (outdoorsy, hikers, etc.) and the proposal story. We started looking at examples of rings with river wash designs that almost looked like water flowing around the ring. The ones he had already designed weren’t perfect for me. So, we took ideas from a couple of designs and he said he would fashion a new one incorporating all the elements of who we were and what grounded us in our relationship. It turned out perfectly and it is simple, unique, and symbolic to who we are as a couple and lifelong partners. 

Now, as I sit on an airplane or have a free moment where I’m fidgeting, I twist the ring around my finger and think of a running stream, mountains, and the fact I found my soulmate. 

 

Matt's wedding ring and story. Sorry, this Artifct is private! 

Mary Christian, Director of Marketing & Strategic Partnerships 

At 19, getting married wasn't something I had seriously imagined for myself. But after flying from my hometown of Atlanta to visit my longtime boyfriend in Minot, North Dakota, where he had recently been stationed, I realized my future might be closer than I thought. What began as a visit quickly became a turning point. Standing in a place so different from everything I had known, I could suddenly picture a life that extended beyond the plans I had made for myself and included him in ways I hadn't fully considered before. 

It was December 2007, and Corey (my now husband) proposed to me in Roosevelt Park in front of the statue of Roosevelt himself in the snow. I didn't choose the ring, but when I saw it, I immediately fell in love with it. I think it was more special in my eyes because he picked it himself with the little money he had. I was never afraid to go for what I wanted, and I knew being with Corey was something that I wanted to do, so I said "Yes."  

Showing the ring to my college roommates and friends at Georgia College and State was...to say the least, quite the show! They all couldn't believe that I was choosing marriage at a time most people were choosing parties and beer. I loved my ring and still do. I've never had it updated after almost 18 years of marriage, except it's been through its fair share of sizing changes through pregnancy, weight loss, and hormones. Today, it's still beautiful, and still something that I love and probably won't ever change. It does need another update in size sometime soon. As the last time I travelled, I almost lost it on the plane home! I hope my kids more than anything know that my ring to me represents my freedom to choose what I wanted in life no matter what anyone told me was expected or "right" and that they always have the right to choose their path in life no matter what society says. 

 

How to Artifct Your Wedding or Engagement Ring 

The beauty of Artifcting a ring is that you are preserving far more than a photograph. You are capturing the memories, context, significance, and value that future generations might never otherwise know. And, if you want to, you can also give your family instructions for what happens next to the ring using our "In the Future" field.  

As you create an Artifct for your ring, consider including photos through the years from your engagement, your wedding day, milestone anniversaries, and even everyday moments where the ring appears naturally. 

These images help tell a richer story and show how the ring (and maybe even the wearer!) has changed over time. Our co-founder Heather knows that her ring has developed a lot of “character” over the years, as have her hands. The perfectly manicured hands from her wedding day are not the caked in flour, I-just-made-pizza-dough-hands of today.  

As you Artifct your ring, consider recording details such as: 

  • When and where the ring was purchased
  • Who selected it
  • Why this particular design was chosen
  • The proposal story
  • The wedding date and location 

Often the most meaningful details are the most personal: 

  • What did the ring symbolize at that moment in your lives?
  • What challenges or milestones has it witnessed?
  • What do you hope future generations understand about your relationship? 

Consider attaching attached documents and supporting materials such as: 

  • Jewelry appraisals and receipts (great for insurance purposes!)
  • Design sketches
  • Notes, letters, or cards exchanged during the engagement 

These pieces help create a fuller historical record, while also clearly documenting the ring for insurance or estate planning purposes. 

You may also want to consider recording your voice and attaching it to the Artifct as an audio file. One of the most powerful ways to preserve a story is to tell it yourself. Add an audio recording to allow future family members to hear the story in your own words. 

The Ring Is Only Part of the Legacy 

A wedding ring may last for generations. But the stories attached to it are often far more fragile. Without intentional preservation, details fade. Memories become fuzzy. Family members pass away. Eventually, descendants may know they inherited "Grandma's ring" without understanding why it mattered so much. 

When you preserve the story, you preserve the meaning. You ensure that future generations understand not only what the ring is, but what it represented: love, commitment, resilience, family, and the life built around it. 

Artifct Your Ring Today 

If you have a wedding ring, engagement ring, anniversary band, or inherited family ring, don't wait for the story to fade. Take a few minutes to Artifct it today. 

Capture the photographs. Record the memories. Add the documents. Tell the story in your own words. Because one day, someone you love may inherit the ring. And the story you save today could become one of their most treasured family heirlooms. 

### 

Need inspiration for documenting family treasures? Explore our guide on how to Artifct an heirloom and discover simple ways to preserve both the object and the memories that make it meaningful. 

 © 2026 Artifcts, Inc. All Rights Reserved.

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What Should You Do With Your Old Wedding Dress? Preserve the Memories Before They Fade

For many families, a wedding dress is far more than fabric, lace, and beads. It's a symbol of one of life's most meaningful milestones—a day filled with love, hope, family traditions, and unforgettable memories. 

Today, a growing trend has breathed new life into wedding dresses tucked away in closets and preservation boxes: daughters trying on their mothers' wedding gowns. The big reveal has become a cherished moment all its own. Sometimes the dress fits perfectly. Sometimes it sparks laughter as fashion trends from decades past make an appearance. And sometimes it inspires a daughter to wear the gown herself, whether exactly as it was or with a modern update. 

These emotional moments remind us that a wedding dress carries much more than its stitches and seams. It carries stories. But after the photos are taken, the reveal is over, and perhaps even the next wedding has come and gone, a question remains: What should you do with your old wedding dress? 

The Challenge of Preserving a Wedding Dress 

Many people carefully store their wedding dresses for years, believing they are protecting an important family heirloom. Yet even with professional preservation, no textile lasts forever. 

Fabrics can yellow. Delicate lace can weaken. Beading can loosen. Storage conditions, humidity, temperature fluctuations, and even time itself can gradually alter the dress. And if a flood, fire, accident, or unexpected move damages the gown, it may be impossible to replace. 

The reality is that while the dress is precious, the memories connected to it are even more valuable. 

The reality is that while the dress is precious, the memories connected to it are even more valuable. 

Who helped you choose it? What did it feel like to put it on that morning? What stories unfolded during the ceremony and reception? What did your parents, grandparents, siblings, and friends say about the day? 

Those memories are often far more vulnerable than the dress itself. 

Beyond Physical Preservation. Preserve the Story 

While many families focus on preserving the physical garment, fewer take steps to preserve the stories that make the dress meaningful. 

Imagine future generations opening a wedding dress box decades from now. Without context, they may admire the craftsmanship or laugh at the fashion trends. But what if they could also hear the story behind it? 

What if they knew: 

  • Why this dress was chosen over all the others?
  • Who accompanied the bride during dress shopping?
  • What family traditions were woven into the wedding day?
  • Which photos captured the happiest moments?
  • What happened before, during, and after the ceremony? 

These are the details that transform an old dress into a family treasure. 

Artifcts for the Win! 

This is where Artifcts comes in. Rather than relying solely on the physical dress to carry your memories forward, you can create an Artifct that captures the entire story behind it. 

Upload photos from the wedding day. Add video snippets. Record personal reflections. Include stories from family members. Document the history of the dress itself, whether it was purchased new, altered from a family gown, or passed down through generations. 

 

The wedding dress becomes the starting point for preserving something much larger: the memories, emotions, and family connections that surround one of the most important days of your life. 

An Artifct ensures that even if the dress fades, becomes damaged, or is eventually passed along, donated, repurposed, or no longer exists, the story remains intact. 

A Legacy That Lasts 

Wedding dresses are often stored away with the hope that someone, someday, will appreciate them. But the true legacy isn't the dress itself; rather, it's the story of the person (or people) who wore it, danced in it, and built a life together after the wedding day ended. 

The next generation may or may not treasure the gown. They may enjoy trying it on for a memorable reveal. Or they may decide it's not for them at all. Either way, the memories shouldn't depend on the survival of a piece of fabric. 

Artifct your wedding dress today. Capture the photos, preserve the stories, and share the memories with family members now and for generations to come. A wedding dress may not last forever, but with Artifcts, the story behind it can. 

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© 2026 Artifcts, Inc. All Rights Reserved.

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Bring Your Family Tree to Life With Our Tips

You know the expression, "If a tree falls in the woods and no one is around to hear it, does it make a sound?" Well, we wonder, if you connect all the dots of your family history and no one knows about it, did it happen? 

Today's ARTIcles story is all about how we can share our family history so that the content and the message, aka stories, are actually received. To set the stage, we're sharing the inspiration for this article, a message from a woman we'll call Susan, who is a hobbyist genealogist, and who we think is not alone in her frustration. She reached out to us via Facebook Messenger back in March with a humourous headline: "True Story: My Family Refuses to Look at My Family Tree."

Here's a rough summary of what Susan had to say about her frustrations in trying to share family history with her relatives:

“My parents and siblings ask me for historical details about our family all the time.  

  • When was that again that they came over from France? And what part of France was it?  
  • Do you have a photo of Great Grandpa {last name}?  
  • Did we have any {bank robbers, poets, craftsmen, ... } in the family? 
  • Is the family burial plot in {city} the only family plot? 
  • Did anyone in our family serve in {name of war}? 

And I have come to realize I have no great way of sharing my findings with my family because they refuse to create accounts and sign into any of the genealogy software systems I use.

I’m in my late 50s and many of my siblings and in-laws are a lot older than me, so maybe technology is a factor. But I think it’s more that they simply want the answer, not what they see as the gory black and white details we genealogists love.

That said, even with the younger ones, the nieces and nephews, the second I flash a family tree or mention “Your great grandpa on your mother’s side… ,” they zone out.

That means I usually end up sending information by text message and email. But then they lose that quickly and it doesn’t get shared with everyone, so I have to repeat this work over and over again. It takes the joy out of it.

_________________

Better Options than Text, Email, or Intimidating Websites to Share Family History 

There are so many options available to help you share your family history discoveries, all those dots you’ve connected, black and white facts found, that will save your sanity and keep your family better connected with their history now and long into the future.  

Stick with links.* Share website links to directly relevant pieces of a family tree, photos, or documents that you might have in MyHeritage, Ancestry, FamilySearch or the like to prioritize your time and sanity. Like Susan, this is where you are comfortable operating. If they are truly interested, they can follow the simple steps to create an account. And there is usually a free option for them to do so. If that’s not the case, tell them the price and/or tell them how to sign up at a discount if you know there is a free trial period, a discount code available, or a sale coming up. Since you so kindly sent them a link, they won't have to dig - you'll guide them to exactly where the answer awaits.

Grant access to your cloud storage.* If you keep your research in a cloud-based system (like Google Drive, DropBox, Box etc.), give family members permission to view specific folders or bits of information that answer their questions, such as photos, documents, and maps. This simple approach is still better than losing things in email or text.

And please plan for the transfer of your digital genealogy assets upon death in your estate plan so all these family history treasures can be passed on to the next generation. 

* Remember that anyone can share a link but granting permission to access what that link leads to may require another step. So, with either of these first two options you may get others coming to you to request access to the same information because someone gave them the link. 

Scan the photo or document, and Artifct That! There are many great app- and desktop-based options out there to scan a picture or document that you as the family keeper may be holding onto, such as the “Notes” app on many phones or the Photomyne subscription app. If you’d like assistance digitizing media, you can hire a professional photo manager, pop into a local shop that specializes in digitization and/or archival preservation, or check local libraries and genealogy centers for digitization resources, like the Vivid-Pix scan stations.

Scan those photos and docs and then do not let them get lost in text messages or 100s of photos back in a folder.

Artifct in the moment where you can then record the story and details and share with your loved ones before moving on to the next piece of the puzzle. But share where? You can ...

... Create Artifcts Circles. You can create as many Artifcts Circles, with as many people in them, as you like, for free. Think of circles like chat groups – anyone who accepts your invite can then share their Artifcts to the circle, too. You can even name another admin to add/remove people, too. People you invite need only to create a free Artifcts account to accept your Circle invitation and create and share up to five free Artifcts with the Circle, too!  

      • Sharing your stories and discoveries with Circle members means you are no longer the single point of failure or truth. Everyone will have access anytime, anywhere. But again, make sure in you've listed your primary and secondary legacy contacts in your Artifcts account settings so your Artifcts can live on. 
      • And you can crowdsource with Artifcts Circles, too. Have a gap you’re trying to fill in the tree? Wishing you had more family heirlooms, photos, or documents to back up your research? When people and estates are dispersed through time, it’s easy to forget who has what that may help to fill those gaps.  
      • Ask family to Artifct and share with the Circle. Yes, it may be more family lore than history or genealogy, but the lore is often equally as valuable to any facts you have collected. Lore is the character and color of the family history that has survived and can provide clues along your way – Artifct that! Get step-by-step details and inspiration for family circles here >

Have Fun Preserving and Swapping Stories

Next time you and your family get together, pick a theme in advance, and ask everyone to contribute to an Artifcts Circle.  

Among our favorites:  

  • Oldest family photo 
  • Favorite heirloom 
  • Secret/not-so-secret family recipe

Suggest everyone use the same tag for instant sorting of the Artifcts in the Circle to see just those created for this activity, e.g. #GreatGram, #Reunion2026, or #FavoriteRecipes.

 

Using a custom tag such as #GreatGram makes sorting and sharing her treasures as easy as 1-2-3!

What Truly Matters

When you think about it, a family tree is really just the beginning. The real magic happens when you add the stories behind the names — the recipes everyone still argues about, the mystery photos no one can identify, the “remember when…” moments that somehow get funnier every year, and yes, even Great Uncle Bob’s questionable fashion choices.

So don’t aim for “perfect” family history. Aim for living history. Share the voice notes, save the handwritten cards, digitize the holiday snapshots, and ask one more question at the next family gathering. Every little memory adds another branch, leaf, or colorful twist to your family story.

And who knows? One day, future generations may look back and laugh lovingly at our hairstyles, social media posts, and obsession with taking pictures of dinner.

That’s the beauty of preserving family history: it keeps growing, evolving, and surprising us — one story at a time.

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