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Genealogy for the New, the Frustrated, and the Reluctant: Our Conversation with a Professional

Ellen Goodwin, Artifcts
September 07, 2023

Reading time: 7 minutes 

We see you! You’re curious about something in your family history but are no genealogy pro. You are strapped for time and fear the complexities and cost involved in getting started and doing the research right.

The good news is that you do not need to become a genealogist to benefit from the voluminous records available online and via traditional hardcopy archives of old. We always encourage you to start “old school” with what you may have at home. Check out our Genealogy Gems checklist.

Notebook paper with list of genealogy research items in your home

In today’s conversation, you’ll learn about how professional genealogists can support your efforts to gain new information no matter if you are a highly experienced researcher or an amateur family historian who loves a good story. Who doesn’t after all? Myths, legends, campfire tales are all about good stories. Even better when they stories are your family’s stories!

Genealogy Research with the Pros

Sheri Bennett, a professional genealogist and project manager with Legacy Tree Genealogists, knows a thing or two about genealogy. A practicing professional for nearly two decades with a degree from Brigham Young University (BYU) and first-hand research experience in Mexico and Chile, she’s seen a lot. Enjoy our chat with Sheri as we explore what professional genealogists bring to the table to resolve your family history puzzles and curiosities. 

Ellen Goodwin: It’s not every day I get to chat with a professional genealogist. I’m hardly even a hobbyist. More an admirer! And you have a deep professional background and interesting specialties, too.

Sheri Bennett: Well, you’re in good company with Legacy Tree Genealogists, because we work with all types of people interested in genealogy. But, yes, you gave my technical background, and that’s been bolstered by my own family research while I was at BYU and over the course of my career. My dad was from Tennessee and my husband the south as well, so between researching their ancestry and my own time in Chile and Mexico, I have developed specialties in the US South and Midwest as well as supporting Spanish-language research.

Goodwin: In your experience, is there a common theme as to why clients hire professional genealogists?

Bennett: The specifics vary but, in general, they simply want to know – what are our stories, who were my people, where did they live and work, why did they move? They want concrete answers.

Sometimes to get these answers you need help that stretches beyond a passive hobby, because as we all know, not all information is created equal. I was shocked when a professor once told me that all those many many many family trees out there are only ~40% accurate! People think they are related to people they are not related to if they accept others’ trees.

Goodwin: That sounds … messy. Does that mean you spend a lot of time correcting trees?

Bennett: A lot of time, no, not necessarily, but it is a very common request from clients. We use two documents per relationship to validate and/or correct a relationship. One document is never enough. Someone else’s tree is never enough.

Goodwin: I think that’s a major draw for people like myself: In seeking these answers, you offer reassurance. Your work meets standards that mean your clients have concrete answers and can avoid passing down inaccurate information.

Bennett: As professional genealogists, the genealogical proof standards from the Board for Certification of Genealogists are the cornerstone of our work and our core values at Legacy Tree Genealogists, too: Care – Cooperation – Accuracy – Respect – Efficiency.

We have an obligation to undertake “reasonable exhaustive research.” The key word being exhaustive. What record could contain the needed information? Tax records, probate, … may all be relevant. And what archive, where, would hold that document?

Goodwin: I love how excited and passionate you get about this work as we’re chatting. Even a document is not just a document to you. For so many, it’s hard to breathe life or context into a piece of paper.

Bennett: Documents are so exciting. It’s a connection! They aren’t just paper – if you know how to interpret them, they can tell a story. Where they were born, to whom, was dad not even listed and was that normal for the time? If you’re lucky, like in some Latin countries, even grandparents are listed in a birth certificate, and you get three generations in one document!

Audio icon on beige background labeled "Listen in!"

Stories are there, hidden in those documents.
 
 

Goodwin: I’m excited just imagining what all that information you research could mean for today’s descendants. I can picture it: here's the city so-and-so was born and raised in, and the church where she was married—see their signatures on the marriage license—and the location where the bakery she and her family operated once stood, and so on.

Bennett: Yes, seeing it all in black and white, it’s amazing. And to your point of envisioning it, we even map those locations out for clients. You could use it to plan a family heritage trip! It’s another way we can bring the research to life for our clients – real people, real places, real relations and roots of yours.

Goodwin: Your specialties, local knowledge, and archival access across your global team must be an incredible asset to your clients. I know that in my mother’s family, the paternal line was the subject of a self-published book in 1992, but the author mentions at the outset all sorts of gaps where no matter how many letters she wrote to archives in England, Germany, and elsewhere, she never found certain records.

Bennett: Absolutely. We have researchers who specialize in different areas across the world. Often when hobbyists or amateur genealogists hit brick walls like your family member did, it’s because they are working online and cannot access the old churches, tax offices, and other archives where original records are kept.

Goodwin: Thinking about those original records, validating places of birth and marriage, for example, are more black and white sorts of records searches. Surely people also come to you with information more akin to family lore that they want you to explore?

Bennett: Ha, yes. And I’m sure you read a lot of family lore at Artifcts, too. Curiosity certainly motivates people. They want to know if the family legends are true. Do we have a Cherokee princess in the family line? Are we really related to Jessie James? Did my ancestors come over on the Mayflower? They are curious, but they don’t have time to unearth this information themselves.

They want to know, are the legends true?

Goodwin: In seeking these answers, you deliver insights and the proof we spoke about earlier. Clients receive a written report, along with a fan chart, copies of the original documents, and even a data file that they can upload to genealogy software to update their tree. Did I miss anything?

Bennett: All of our findings are delivered in a binder and a password protected website, too. And, keep in mind, it's all the research findings along the way, too.

One of our clients in Cuba was trying to trace his family’s origins back to Spain. But it wasn’t as simple as going one or two generations back. Ten generations back and at last we landed his family in Spain. All of our research discoveries along the way, even the dead ends, were valuable and validating.

Nil results are still progress!
 
 

Goodwin: What’s one detail about family history and genealogy research that people might easily overlook?

Bennett: The photos. Often clients want us to find photos of their ancestors, and here there’s an important “yes, but” to consider.

Audio icon on beige background

Was your ancestor in the newspaper? That would help.
 
 

Goodwin: I know exactly what you mean about the feeling of connection when you discover new details and context. I Artifcted a family brooch after a lengthy episode of chasing family history and had I known more about it earlier, I would have worn it on my wedding day.

If I were a client of yours, could I share that Artifct with you to support your research? 

Bennett: Yes! We prefer clients to share files with us digitally, if possible, so we can easily access and review them and avoid duplicating any progress they may have already made in their family research.

We certainly do not want you to send us a brooch or original photo or document. If those resources are Artifcted, all the better! We can weave Artifcts into the biography along with the photos and documents within each Artifct, too.

<<End Interview>>

There’s that age old saying, working smarter not harder. And sometimes, yes, that means calling in a professional genealogist for a course correction, powering through a brick wall, or inspiring your search down paths you’ve never even caught a glimpse of. We love that your Artifcts can capture and boost those genealogy discoveries and sharing and hope you’ll have a lot of fun as you continue your family history research!

Happy Artifcting!

______________

You may also enjoy these additional ARTIcles by Artifcts:

Did You Know Great Grandpa was an Inventor?

Grandma's Secret, Not-So-Secret, Coin Collection

She's the Last of Her Generation

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© 2023 Artifcts, Inc. All Rights Reserved.

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What Should You Do With Old Photo Albums?

Dusty albums. Bulky albums. What do we do with you? We want to lighten our loads and declutter without guilt. 

Who among us compiles physical photo albums anymore? "Back in the day” a store like Target would have had a huge photo department. You could purchase and process film and buy photo frames and albums, along with supplemental inserts in a dizzying array of designs and sizes. 

No, not so anymore.

As we’ve shifted to digital photos, we’ve likewise replaced physical albums with digital-friendly options, including build-your-own photo books, shared digital albums on social media and cloud storage sites, and digital photo frames, like the beautiful frames from Aura. Physical photo albums today are usually reserved for major milestone events, like weddings, trips, and anniversaries, when we feel it’s worthwhile to sit down and thoughtfully curate those experiences.  

Those of us with photo albums tucked in our closets and bookshelves, those that we have created and inherited, not to mention the albums our parents and grandparents own and we’ll inherit one day, need solutions. What do we do with all the existing albums, so they avoid landing in a craft shop or, worse, a dumpster when the details about the people and stories within are lost to time? 

Photo Albums Have Problematic Similarities to Scrapbooks 

Like scrapbooks, photo albums are designed to be shared, in person, and talked through, reminiscing about and reliving with the telling the places you’ve been, the experiences you have had, and more. Unfortunately, also like scrapbooks, photo albums present long-term challenges: 

      1. Do you know the stories behind the photos? (We have tips for that!) Will you remember them? Scrapbooks tend to at least provide more leeway to add notes and stories than photo albums. Stories behind the photos are incredibly vulnerable to being forgotten. We can animate photos in interesting verging on creepy ways, but they cannot remember for us the stories lost. Look back through your albums. Do you recall all the people and events in a way that’s meaningful anymore? 
      2. Albums, the pages within, and the photos will deteriorate. Little known fact outside the photo industry: Those photo prints you ordered in single and even triplicate were never meant to last more than a dozen years, and that's for the highest quality pritns! That’s why the colors change as the chemicals used to create the images degrade and the paper eventually becomes more fragile, too. 
      3. Your album is singular and unique, unless you have access to the negatives. But even then, those are decaying with every passing day as well, so ... 
      4. Albums can be bulky. Do you have room to continue to store them? What about those you may inherit? They are substantial in size and often uncooperative with short shelves and shallow storage. In the words of one Artifcts Community member, "I’m in my 40s and my albums are still at my parents’ house. I didn't feel the need to take them with me, but, yes, someday I’ll hold onto them. I don’t want to throw them away."

How Can You Preserve Photo Albums?  

And maybe even let some photo albums go ... 

Share the love. At the risk of making a lot of people very angry, we have to say it: You are not beholden to anyone to hold onto your own albums or anyone else's albums. Ask! Do YOU want them? 

Don’t fall for the guilt trip you are getting or think you’ll get. Ideally, you should consider yourself a steward of the history within those albums and as such, ask family members if they want the albums before you take them apart or get rid of them. It’s the kind thing to do. But beyond that, ...

... Digitization has never been easier or more affordable. We have shared tips about digitization in general. You can buy machines to do it yourself, but there’s a catch. We turned to Cathi Nelson, founder of The Photo Managers, to explain: 

"Many people created scrapbook photo albums during the decades of scrapbooking and those albums are often 12x12, which is too big for traditional flatbed scanners. You can outsource this project to a professional photo manager whose scans allow them to capture the entire page and individual photos.  

If that is not in your budget, and you have a flatbed scanner, such as the Epson v600 scan each page and use photo stitching software to magically merge the pages.  

Another option is to carefullly remove the photos and scan them (front and back). If they are stuck to the pages, you can use a butter knife or dental floss to gently remove the photos."

We want to also celebrate the amazing ease with which apps from modern photo companies like Photomyne can slice up each photo on the page into its own file photo or image file. No need to take the pages apart or tediously scan them one by one. This is great for do-it-yourselfers! You can also link a front and back of a photo together into a single experience, so you can digitally flip the photo over to read the back.

Digitization Wisdom

Before you and as you digitize, keep three things in mind:  

  • Photo layouts may be a part of the story. Some albums may be chronological or thematic. Others are designed for people to arrange photos in a way that may inherently help them to share stories, too. Take this example:

yellowed photo album page with baby photos

Had I scanned each photo and then disassembled the photo album, I would have disconnected these photos from the story of that day, zapping their collective ability to convey a piece of my childhood. Instead, I could photograph or video the album before dismantling, if that’s what I decide to do with the album.

  • Capture ALL the details. You scanned the fronts to get the job done quickly, but did you even look at the backs? Now that you have, how will you preserve the additional details on the back with the photo? In a good-better-best plan, this could be: 
      • Create an index as you go for your photos with the file name and other details you care about (location, people, event, ...) or edit the photo metadata (e.g. date, location, and other information stored with the image file) with the additional information; 
      • Transform the album into a photo book and add the information in the image captions;  
      • Artifct the photos and include what you know about them. Check out our interrogation techniques for photos.
  • Share the stories behind the photos. CONNECT with your loved ones. Don’t be annoying and share 100s of photos from a single trip. Tell them the “best of” or most meaningful moments. Artifct the best ones! Artifcts are easy to share, helping you get the story out there so it can live on. You might also share the Artifct with a friend who is going on a trip to the same place you went and want your tips! You can also easily share an Artifct to a friend’s or family member’s digital photo frame. Ask them how.  

If you are taking the time to create photo albums, maybe take time to create an additional Artifct or two to go with each album, even if the Artifct is of the album itself, and is your story of why you created it, what it means to you, etc. Bonus, you can include audio and video and bring your photo album to life for the next generation.

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Other ARTIcles by Artifcts you may enjoy: 

Photos + Stories Go Better Together: A Conversation with Cathi Nelson, CEO of The Photo Managers

Storytellers, Beware!

Rescue Mission: That’s More Than a Photo

© 2026 Artifcts, Inc. All Rights Reserved.

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Grandma Had Secrets: When the Love Letters Aren’t From Grandpa

Picture this: It’s 2055. Your grandchildren are gathered around a dining room table, sorting through the things you left behind. 

There are old calendars. Birthday cards. A stack of Christmas letters. Theater tickets. Concert stubs. A faded postcard from a beach you barely remember visiting. A receipt for something that definitely seemed important at the time. 

And then...They find the letters. Not one. Not two. A whole cache of handwritten love letters addressed to Grandma. Naturally, they assume they’re from Grandpa. How sweet! 

Except...the handwriting doesn't look like Grandpa’s. The dates are...interesting. And one letter begins, “I still think about that night...” 

Suddenly, Grandma's perfectly respectable family history has become a limited-series streaming drama. Who was this person? Who was Grandma before she was Grandma? And why did she keep all these letters? 

Cue the dramatic Mama Mia music. 

The Secret Lives Hidden in Our Paper Piles 

Okay, maybe your grandchildren won't discover a scandalous romance. Maybe they will. But that's part of the magic of the seemingly ordinary paper things we save. 

Cards, letters, calendars, ticket stubs, postcards, programs, invitations, notes, receipts, newspaper clippings, children's artwork—we save them because they connect us to a version of ourselves, a person we loved, a place we went, or a moment we don't want to forget. 

And sometimes they reveal parts of our lives that aren't obvious from the outside. Because here's the thing: we all have secret parts of ourselves. 

...We all have secret parts of ourselves
  • The version of you who went dancing until 2 a.m.
  • The you who saw your favorite band before they were famous.
  • The you who kept every birthday card your mother ever sent.
  • The you who fell madly in love in college.
  • The you who had an adventure you never quite told the whole story about. 

Those versions of us matter, too, and often, we keep little physical breadcrumbs that lead back to them. 

The Problem with Keeping Everything 

The trouble is that paper is sneaky. One card doesn't take up much room. Neither does one letter. Or one ticket stub. Or one calendar. But 40 years of them? Suddenly you're storing the Library of Congress in a plastic bin labeled MISC. — DO NOT THROW AWAY. (Sound like you? You may enjoy reading, We All Deserve A Purple Bin.)

We keep the paper because the paper feels like the memory. But often, what we're really trying to preserve is something else—the handwriting, the words, the feeling, the story, the evidence that this happened. 

Artifcts offers a way to preserve those memories without automatically committing yourself—and your future descendants—to a lifetime of storage bins. 

Before You Toss It, Tell the Story 

Imagine your grandchildren discovering those mysterious love letters someday. Wouldn't it be wonderful if, instead of having to launch a family investigation, they could also discover your story? 

Maybe the letters were from an old boyfriend. Maybe they were from someone who became a lifelong friend. Maybe they were from Grandpa after all—and Grandpa's handwriting had simply changed. Or maybe Grandma was living a whole, complicated, wonderful life before she became the Grandma everyone knew. That's the story worth preserving. 

So when you pull out that box of cards and letters, don't start with: 

"Do I really need to keep this?" 

Start with: 

"What am I trying to remember?" 

Then Artifct it. 

Photograph or scan the item. Add the names, dates, places, people, memories, and context you still remember. Group related cards or letters together when that tells a better story. And if the story is easier to tell out loud, use your voice to record an audio snippet in the Artifcts App. 

Then—and only then—decide whether you need the actual stack of paper. Maybe you do. Maybe one particularly important letter deserves a permanent place in the family archive. Or maybe you can finally let the 1997 appointment calendar go. No one needs to know what was happening on Tuesday, March 11. Unless, of course, Tuesday, March 11 is where the story gets interesting. 

Leave Them the Story, Not Just the Mystery 

The goal isn't to create a perfectly curated museum of your life. It's to make sure the little pieces of your life don't disappear without a trace, because someday, someone may hold your old ticket stub and wonder where you went. They may open a calendar and discover what filled your days. They may find a stack of love letters and wonder who Grandma really was. Give them something better than a mystery. Give them the story. 

Artifct those cards, letters, calendars, ticket stubs, postcards, and other paper treasures today. Preserve the memory, the context, and the story while you still can. Then decide what deserves to remain in physical form—and what can finally leave the storage bin. 

Because the real keepsake was never the paper. It was you, then.  

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Pro Tip! Create a custom tag to quicly sort and share the Artifcts you create for your life "way back when." Our co-founder Heather uses #themanylivesofme for the Artifcts she makes that highlight her life before she became a mother, wife, senior executive, and mostly responsible adult. Hey, we all have our stories! 

Looking for more tips? Check out our How to Artifct Cards & Letters series for additional inspiration.

© 2026 Artifcts, Inc. All Rights Reserved.

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The Gift of Being Prepared

August is National Make a Will Month—a timely reminder to pause and make sure the people and things we care about will be taken care of when we can no longer do it ourselves. 

Here at Artifcts, we’re all about preparing for life’s what-ifs. Some are joyful: What if we move into our dream home? What if the kids grow up and start families of their own? What if we downsize and discover a simpler way of living? Others are harder to contemplate: What if something happens to me? 

Planning for that possibility isn’t morbid. It’s an act of love.  

The ultimate gift you can give your family isn’t necessarily something they can unwrap. It’s the gift of being prepared so that when they are grieving, they aren’t also left to navigate a lifetime of paperwork, possessions, keepsakes, questions, and decisions without knowing what you would have wanted. 

A Will Is a Beginning, Not the Full Story 

When we think about estate planning, we tend to think about the big things: the house, investments, retirement accounts, life insurance, and other financial assets. 

And yes, those things matter. A will or broader estate plan provides an essential framework for what happens to your assets and who is responsible for carrying out your wishes. 

But what about everything else? 

The jewelry in the dresser, the artwork on the walls, the tools in the garage, and the family photographs. Or maybe it’s the collection you spent decades building, your wedding china, or your handwritten recipe cards. What about the odd little object sitting on your mantle that looks completely ordinary to everyone else but holds a story only you know? 

Traditional estate planning can be very good at answering what goes where. It doesn't always capture why something matters. As former Artifcts Advisory Board Member and CFP Dutch Miller has written, estate planning has historically focused on assets that have monetary value while overlooking the family history, legacy, and values attached to the things that may have little or no financial value

That’s where the real work of being prepared begins. 

Don't Leave Your Family Guessing 

Imagine your family opening the door to your home after you're gone. They are already grieving. Now they have to figure out what to do with everything you left behind. 

Which pieces of furniture mattered to you? Who should get the jewelry? Is that painting valuable—or simply sentimental? Why did you keep those letters? Who in the family would appreciate the old camera? Should they sell, donate, keep, or give away the things filling the house? 

And perhaps most importantly: What would you have wanted? Without some guidance, your family has to guess. 

We’ve seen firsthand how overwhelming that can be. The transfer of a lifetime of “stuff” can become an emotional and logistical burden for the people left behind. Not everything will have monetary value. Not everything will be wanted. And not every object needs to make its way into the next generation. But the things that do matter deserve to be identified, understood, and intentionally passed along.  

That’s why being prepared is about more than having a will. It’s about giving your loved ones a roadmap. 

Be Prepared with Artifcts 

At Artifcts, we’ve long talked about the importance of gifting your loved ones a why. 

Knowing that Grandma left you a particular piece of jewelry is one thing. Knowing that she wore it on her wedding day, that her mother gave it to her, and that she hoped you would wear it someday is something entirely different. 

The story changes the object. It creates connections, preserves memories, and can even reduce conflict. And it helps your loved ones understand why a seemingly ordinary thing was important to you.  

You don't have to leave your family a perfectly curated museum of your life. You simply need to make some choices while you can. 

You don't have to leave your family a perfectly curated museum of your life. You simply need to make some choices while you can...

This August, as you review your will or estate plan, take a second look around your home. 

What do you want to: 

  • Bequeath to a specific person?
  • Keep in the family for future generations?
  • Donate to a person or organization?
  • Sell because it has financial value?
  • Pass along to someone who will truly appreciate it?
  • Let go of because it no longer serves a purpose? 

The choice is yours, but please, we beg you, make the choice. 

And for the things you choose to pass along, consider documenting the story behind them on our Artifcts App. A photograph, a few sentences, a video, an audio recording, a certificate of authenticity, an appraisal, or simply your own voice explaining why something matters can make an enormous difference later. 

With Artifcts, you can create a digital record of the things that matter to you, capture their stories and supporting documentation, and use the “In the Future” field to provide guidance about what should happen to an item when the time comes—keep, donate, sell, bequeath, or “as you wish.”  Think of it as creating a roadmap for the tangible pieces of your life. 

The Ultimate Gift Isn't More Stuff 

We often think of an inheritance as a gift. But what happens when an inheritance becomes a house full of decisions? 

As families navigate the Great Stuff Transfer, more and more people are discovering that inheriting a lifetime of possessions can be stressful, expensive, and emotionally complicated. The most meaningful inheritance isn't necessarily the largest one. It's the one that comes with context, intention, and understanding. 

Your children may not want everything you own. That's okay. Your grandchildren may not know the monetary value of an object. That's okay, too. 

What they may want—and what they may desperately need when you're gone—is to know what mattered to you, what you hoped would happen to the things you loved, and the stories that made your life yours. 

So, this month, give your family a gift they won't have to open for years. Give them the gift of being prepared. Take time to review your will or estate plan. Make sure it reflects your life and wishes today—not five, ten, or twenty years ago. 

Don't have a will or estate plan? Contact a local attorney or estate planner to help you get started. You can also explore our partner, and fellow AARP AgeTech Collaborative company Trust & Will, which offers online estate planning solutions.  

And don't forget your tangible assets. Walk through your home. Open the drawers. Look in the attic, basement, garage, and storage unit. Think about the objects that tell your story. Then start documenting them in Artifcts. 

Bequeath. Donate. Sell. Keep it in the family. Let it go. The choice is yours. Just don't leave your family guessing, because the greatest gift you can give the people you love isn't a house full of things to sort through or a binder full of paperwork to decipher. It's clarity. It's intention. It's the comfort of knowing what you wanted—and why. 

That's the gift of being prepared. 

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© 2026 Artifcts, Inc. All Rights Reserved.

 

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