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

There it is. The silver tea set your grandmother brought out for special occasions. The china your parents received as a wedding gift. The grandfather clock that's been in the family for generations. Or perhaps it's a piece of furniture, a collection of figurines, or a box of family treasures you inherited without ever asking for them. 

You know these things matter to someone. Maybe they mattered to the person who owned them, or perhaps other family members have always assumed they would stay in the family. You may even remember the stories attached to them. 

But here's the thing: You can love your family, cherish its history, and appreciate an heirloom's significance without wanting to own the object yourself. 

As we accumulate belongings, inherit them, downsize, or help loved ones navigate a move, we're often faced with a difficult question: What should we do with the things we don't want but don't feel comfortable getting rid of? 

At Artifcts, we believe the answer starts with separating the story from the stuff. The history, memories, and meaning behind an heirloom can live on, even when the physical object moves on to someone else. 

So before you tuck that heirloom back into a box, leave it on a shelf out of obligation, or quietly wonder whether it's okay to let it go, let's explore your options. 

First, Give Yourself Permission to Let Go 

Let's get this out of the way: You are not obligated to keep every family heirloom you inherit. Read that again if you need to. 

Family heirlooms can carry enormous emotional weight. They remind us of people we love, connect us to our childhoods, and give us a tangible link to generations who came before us. Sometimes, though, they also come with expectations, guilt, and a sense of responsibility that can be difficult to untangle. 

Perhaps your mother always said her china should stay in the family. Maybe your siblings assume you'll take the family furniture because you have the biggest house. Or perhaps you're the person everyone turns to when it's time to sort through a parent's belongings. 

It's easy to become the family keeper by default. 

But being a good steward of your family's history doesn't mean becoming the permanent storage facility for everything it contains. 

Instead, try asking yourself a few questions: 

• Do I genuinely enjoy owning or using this item?
• Does it hold personal meaning for me, or do I feel obligated to keep it?
• Do I have the space, time, and resources to care for it?
• Would I rather preserve its story than keep the physical object?
• Is there someone else who might treasure it more than I do? 

Your answers can help you decide what comes next. And remember, you don't have to make every decision immediately. It's perfectly reasonable to set an heirloom aside while you learn more about it or talk with family members. 

The goal isn't to get rid of things as quickly as possible. It's to make thoughtful decisions about what deserves a place in your life—and what might be better off somewhere else. 

Before You Pass It Along, Capture Its Story 

One of the biggest mistakes we can make with family heirlooms is assuming that the object's story will always be known. 

That rocking chair? Your great-grandfather built it for your grandmother when she was expecting her first child. Those serving dishes? They came out every Thanksgiving, and everyone knew which one held the cranberry sauce. That old watch? It belonged to a family member who wore it every day for decades. 

These details are what transform an ordinary object into a family heirloom. Without them, future owners may see only a chair, a dish, or a watch. The connection to the people and experiences that made it special can disappear. 

That's why we encourage you to Artifct the heirloom before you decide what happens to it next. 

Here's how to get started: 

1. Take a few photos. Photograph the entire object, along with any distinctive details, inscriptions, maker's marks, or signs of wear that help tell its story.
2. Record what you know. Who owned it? How did it enter the family? Was it purchased, handmade, gifted, or inherited? When and how was it used?
3. Capture the personal details. What do you remember about the person who owned it? Was there a tradition associated with it? Did someone have a favorite story about it? Don't worry about getting every detail right or knowing the whole history. Start with what you know.
4. Invite others to contribute. A sibling might remember a detail you've forgotten. A cousin might know who originally made the item. Share your Artifct and invite family members to add their memories. 

You may discover that the process of documenting an heirloom makes it easier to let go. Once its story is captured and shared, you can feel more confident that you're preserving what matters—even if the physical item no longer lives in your home. 

And if you discover that the story is incomplete? That's an opportunity to ask questions while the people who know the answers are still here. 

Who in the Family Might Want It? 

Before you donate, sell, or otherwise part with a family heirloom, give relatives the opportunity to express interest. To avoid those guilt-laden requests that soon turn into obligations, start by sharing a little of its story. Explain why it mattered to its previous owner and ask whether anyone would genuinely like to have it. 

You might say: 

“I'm making some decisions about Grandma's belongings, and I'd love for this tea set to go to someone who would enjoy having it. It was something she used during the holidays. I've captured a few photos and memories, too. Would anyone like to have it? There's absolutely no pressure if it's not right for you.” 

That last part matters. Your relatives may have their own space limitations, tastes, and inherited belongings to manage. They may cherish the memory of your grandmother without wanting her tea set. That's okay, too. 

A few things to keep in mind: 

• Give people time to respond. Not everyone will be ready to make a decision right away, especially after a loss.
• Share the story, not just a photo of the object. Context can help someone recognize why they'd want it.
• Be clear about the practicalities. A large piece of furniture or fragile collection may require transportation, storage, or special care.
• Agree on a plan. If several people want the item, talk through a fair way to decide who receives it.
• Set a reasonable deadline. You can be compassionate while still moving forward with your own plans. 

And if nobody wants it? You have not failed your family. You've given people a chance to keep it, and you can now explore other ways to honor its history. 

What If No One in the Family Wants It?

You've asked. You've shared the story. And no one has raised a hand. Now what?

The good news is that you have options. The right one depends on the type of heirloom, its condition, its potential value, and whether its history connects to something beyond your immediate family.

Option 1: Find a New Home for It

Sometimes, the best thing you can do for an heirloom is find someone who will appreciate it in a new way. Consider reaching out to:

• Friends and extended family. Someone outside your immediate family may have a connection to the item or simply love its style.

• Community organizations. Schools, theaters, historical societies, and community groups may be interested in certain objects for their programs or collections.

• Collectors and enthusiasts. Specialized online communities can connect you with people who appreciate particular types of antiques, vintage items, or collectibles.

• People who can use it. Furniture, household goods, tools, and other practical items may be useful to someone setting up a home or starting a new chapter.

When possible, include the item's story when you offer it. A piece of furniture might be more appealing when its new owner learns who built it. A set of dishes might become more meaningful when someone knows they were used for decades of family celebrations.

And don't overlook the possibility of giving the item away. You may find more satisfaction in knowing someone will enjoy it than in trying to recover its monetary value.

Option 2: Donate It to an Organization That Can Preserve Its History

Some family heirlooms have significance beyond the family itself.

Perhaps your great-grandfather's military papers document an important chapter in local history. Maybe your grandmother's journals reveal something about life in a particular era. Or perhaps your family has photographs, letters, business records, or objects connected to a community, profession, or historical event.

Consider contacting a local historical society, museum, library, university archive, or other institution with a relevant collecting focus.

A word of caution: Not every organization can accept every item. Museums and archives typically have specific collection priorities, and they may decline items that fall outside their scope. Contact the institution first, explain what you have, and share any known history or documentation.

If an institution is interested, ask about its donation process and any paperwork needed to document the transfer.

Before you part with the item, create an Artifct with photographs, relevant documents, and the story as you know it. Share it with family members so they can retain a connection to the item even if the physical object enters a public collection.

Option 3: Sell It

Let's talk about money. Some heirlooms have significant monetary value. Others are valuable primarily because of the memories attached to them. And sometimes, what looks like a priceless antique turns out to have a surprisingly modest resale value.

If you think an item may be valuable, do a little research before selling it. Depending on the object, you might consult a qualified appraiser, an antiques dealer, a reputable auction house, or a specialist in that category.

Keep in mind that an item's age alone doesn't determine its worth. Condition, rarity, maker, provenance (its documented history of ownership), and current market demand can all play a role.

If you decide to sell, consider how you'd like the item to be used or appreciated by its next owner. You may also want to preserve photographs, records, and stories before the sale so the history doesn't disappear with the transaction.

And if the heirloom has both financial and sentimental value, take a moment to consider whether you're comfortable letting it go. You don't have to sell it simply because someone has told you it's worth money.

Option 4: Repurpose or Reimagine It

Sometimes, an heirloom can have a second life without remaining exactly as it was.

A collection of embroidered linens might become a quilt. A few meaningful pieces of jewelry might be incorporated into a new design. A well-loved piece of furniture might be refinished and put to use in a different home.

Of course, not every heirloom lends itself to repurposing, and altering an object can permanently change its character or value. If the item is rare, historically significant, or potentially valuable, seek expert advice before making changes. 

Option 5: Recycle or Dispose of It Responsibly

Not every heirloom can be sold, donated, or repurposed. Some items are damaged beyond repair, and others simply aren't suitable for another owner. If that's the case, it's okay to let them go.

Before throwing something away, consider whether any components can be recycled or whether a local organization accepts the materials. For items containing hazardous substances or requiring special handling, follow the appropriate local disposal guidance.

If the item has meaning for you, take photographs and record its story before you part with it. That way, the memory doesn't have to disappear simply because the object does.

What About Heirlooms With Significant Monetary or Historical Value?

A quick but important note: Before disposing of or transferring an heirloom, take time to understand what you have.

If an item may be an antique, a valuable collectible, a work of art, or an object with historical significance, consider obtaining a professional opinion before making a decision. You never want to be THAT family member that donated a million dollar piece of art to your local Goodwill store by accident. 

Likewise, if you inherited the item as part of an estate, confirm that you have the authority to decide what happens to it. There may be estate documents, ownership questions, or other family considerations to resolve first.

And if you believe an heirloom has significant financial value, remember that an online estimate isn't necessarily the same as a formal appraisal. A little research now can help you avoid regrets later.

The Bottom Line: Keep the Story, Even If You Don't Keep the Heirloom

Family heirlooms can connect us to the people, traditions, and experiences that shaped our lives. They remind us where we came from and help us understand the generations who came before us. But the physical object isn't the only way to preserve that connection.

You can photograph an heirloom, document its history, record a loved one's memories, share those stories with family, and then decide whether the object should stay with you, move to another family member, find a new owner, or leave your home altogether.

You can appreciate an heirloom without keeping it. You can honor the person who gave it to you without carrying the burden of storing it forever. And you can preserve family history without preserving every object that comes with it.

At Artifcts, we believe it's the stories, memories, and meaning behind our belongings that make them worth remembering. That's why we encourage you to Artifct the heirlooms that matter, share their stories with the people who will appreciate them, and think intentionally about what happens next.

Happy Artifcting!

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© 2026 Artifcts, Inc. All Rights Reserved.

October is Family History Month—a perfect opportunity to pause and think beyond names, dates, and genealogy charts and consider the stories that make your family history uniquely yours.

At Artifcts, we see family history everywhere: in the china passed down from a grandmother, the recipe card covered in her handwriting, an old photograph tucked into an album, a piece of jewelry worn for decades, or an everyday object that carries a story only one person in the family still remembers.

These keepsakes and heirlooms are more than “stuff.” They are tangible connections to the people, places, traditions, experiences, and values that came before us. But without the stories behind them, those connections can easily become lost over time.

The story would have been lost if we hadn't asked, "Grandma what's the story behind this china?"

That’s why we take Family History Month as an opportunity to document and preserve the stories, memories, and value behind the things that matter to us. Whether you’re a dedicated genealogist or someone who simply has a few treasured family objects, October is a great excuse to capture what you know—and share it with the people who will want to know it someday.

So this Family History Month, do it your way. Start with an heirloom. Tell the story behind a photograph. Capture a favorite family recipe. Record what you remember about the person who gave you something special. Preserving family history isn't only about remembering who came before us; it’s also about making sure future generations understand why the things we leave behind mattered.

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Hello Family Genealogists, Historians, And Those In the Making

You don't have to be a professional genealogist—or even particularly interested in genealogy—to be a keeper of your family's history.

Maybe you've spent years researching your family tree and have boxes of documents, photographs, and notes to prove it. Or maybe your family history lives in a much less organized collection: a few old photographs, Grandma's carnival glass collection, an old journal, your father's favorite chair, or stories you've heard so many times you assume you'll always remember them.

But here's the thing: family history isn't just about names, dates, and where your ancestors came from. It's about the stories and meaning behind the things that connect us to the people who came before us. And those stories are surprisingly easy to lose.

The person who knows why that painting hung in the family room. The person who remembers where a particular piece of jewelry came from. The person who can explain why everyone makes the holiday stuffing that way. When that person is gone, the object may remain—but the story can disappear with them. That's where Artifcts can help.

Rather than trying to document your entire family history at once, start with one thing that matters. Take a photo. Add what you know. Tell the story behind it. Capture a memory, a voice recording, a video, or any other detail that helps explain what it is, why it matters, and what you hope happens to it next. That's the heart of Artifcting.

And don't worry if you don't know everything. Start with what you do know. Share your Artifcts with family members and invite them to fill in the blanks. Your memories can spark someone else's, and together you can create a richer picture of your family's story.

Think of it as passing down more than an object. You're passing down the context, the connection, and the “why” that makes it meaningful.

A Few Easy Ways to Start

• Choose a family heirloom. What is it? Who did it belong to? How did it come into your family? Most importantly, why does it matter?

• Capture a family recipe. Don't just save the ingredients. Record who made it, when your family enjoyed it, and those little tricks that never made it onto the recipe card.

• Add the story to an old photograph. Identify the people, place, and occasion—but also capture whatever you remember about that moment.

• Ask someone to tell you their story. Sit with a parent, grandparent, aunt, uncle, or longtime family friend and ask about the things they've kept. You may be surprised by what you learn.

• Share what you've captured. Family history becomes more valuable when it's accessible to the people who will carry it forward.

Our co-founder Heather Artifcted her mother's cranberry sauce recipe and included a video to show her daughter how to sort the cranberries. 

You don't need to preserve everything, and you don't need to know everything. Just start with something that matters—and make sure its story doesn't get lost.

Share the History

The reality is not all families have a family keeper, that person who by choice or default holds onto the heirlooms, photos, recipes, and slew of documents that represent generations of a family’s history. Or maybe you are a solo ager, the last keeper, or recent inheritor of all this family history and are thinking, “Now what? I really don’t want this stuff.” 

There’s a second reality that is important to recognize: family history is not only family history. Sometimes family history is part of local, national, or even global history. It offers clues to key figures, ways of living, and the social, political, and religious practices of a place in time. So, consider sharing pieces of your family history with the world through donations. 

• Philanthropic donations. Consider galleries, libraries, research centers, foundations, and museums with specialties that may overlap with your items. Donations are not necessarily only in the realm of inherently valuable objects. Often, you guessed it, the story behind the object is the key. Don’t know the story either? That’s okay. Reach out to an institution, share your items, and give them the opportunity to tell you!  
• Archival donations. Transform your personal family history into elements of a shared community history by offering your items to professional archives. What types of items might fit this category? As a starter: scrapbooks, journals, letters, and diaries; original business materials (certificates, advertising, shares, board documents, voting records); media (photographs, slides, film, even websites too). You can learn more at the Society of American Archivists. 

Using Artifcts? Before you donate, Artifct the items to retain the family lore and history that’s relevant to you, and then share with family. Make sure no one else is interested in the item before you donate it, and attach any documentation related to your donation to the Aritfct. You can then rest easy knowing your family’s history will be in the capable professional hands of institutions that will preserve and protect them for generations to come. 

Let's Talk Wills and Legacy

We admit, not your typical topic for Family History Month, but hear us out. Wills are not simply about death, they also ease the burden on those we leave behind. We all too frequently ignore the items we've collected over time. And, no, they will not sort themselves into piles to sell, donate, or bequeath. At the end of the day, someone will have to make 1000s of decisions about what becomes of every single item. Do you really want to leave a burden as your legacy? 

Wouldn’t you rather everyone be better prepared and informed? Not only will making a plan and creating documents make it easier for your family to pick up the pieces, but they can also help loved ones understand why you valued the items you are leaving behind. We've got some tips to help:

• Don’t have a Will? There are many wonderful estate planning attorneys in each community who can help you with this process. But this is an industry transformed by the digital revolution, and then some. If you are looking for a digital, self-guided approach, check out our fellow AARP AgeTech Collaborative partners at Trust & Will.   
• Haven’t really seen your Will in a while? Give it a checkup. There's no time like the present. Add it to your to-do list this month! 
• Confirm: Are the major themes covered?  Consider your physical estate, digital assets, retirement accounts, powers of attorney, medical directives, living wills, minor children, and even relatives with disabilities.  
• Is there a list of tangible assets referenced in your Will? Your Will may provide for a separate “Memorandum” that can be updated and changed at any time without making any changes to your Will.  
  • • • No list? Start. Just take a first cut by looking around the house (or your Artifcts collection!). 
      • Already have a list? Double check that it covers at least those items of greatest financial or heart (sentimental) value. 

Using Artifcts? Pick three or four of your most treasured items to Artifct and let your loved ones know why each item matters to you. Use the "In the Future" field to think through and record what you would like to happen to this item one day. Will it be passed down? Rehomed? Sold? Consider sharing the Artifct with your estate planner or attorney to list with other tangible assets referenced in your Will.   

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Artifcting Starter Resources 

We have all sorts of resources that can help you make the most of Family History Month this October:

Inspiration Checklists

Videos on YouTube

Artifcting Quick Tips

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© 2026 Artifcts, Inc. All Rights Reserved.

When you're helping someone move, downsize, transition to senior living, or clear a home after a death, you naturally think about protecting their belongings. But what about the things that don't look like they contain anything valuable? 

An old phone in a bedside drawer. A laptop that hasn't been turned on in years. A printer in the home office. A USB drive in a junk drawer. A smart TV. A Wi-Fi router. Even the car. 

These objects may look like electronics headed for donation, recycling, or the trash. But they can also contain something far more sensitive than the device itself: a person's private information. 

For move managers and anyone helping clients or loved ones sort through a home, that creates an important duty of care. 

A Hard Drive is a Filing Cabinet That Doesn't Look Like One 

You wouldn't put a box of bank statements at the curb without thinking about what could happen to the information inside. A hard drive deserves the same consideration. 

The same is true of a phone, tablet, memory card, USB drive, or computer. Depending on the device and its age, it may contain: 

• Bank and financial information
• Tax records
• Social Security numbers and other identifying information
• Medical records
• Personal photographs and videos
• Email
• Saved passwords and account credentials
• Contacts and addresses
• Access to subscriptions and other paid services 

And email deserves special attention. A logged-in email account can potentially be used to reset passwords for many other accounts, making an old laptop or phone much more than a collection of files. 

My rule of thumb? If it turns on, connects, or remembers, treat it like it holds private information. That simple rule catches many of the devices that are easy to overlook. 

It's Not Just Computers and Phones 

The obvious devices are easy to spot: computers and laptops; phones and tablets; external hard drives; and USB sticks and memory cards. 

But data can hide in less obvious places, too. Printers and copiers can retain copies of documents that have been scanned, printed, or faxed. Smart TVs and speakers may be connected to accounts and Wi-Fi networks. Gaming devices may contain account credentials and payment information. Routers and smart-home devices can contain network information or remain connected to online services. 

And let’s not forget what’s in the garage! Cars may store contacts, addresses, garage codes, messages, navigation history, and other personal information. 

And then there are the devices sitting quietly in drawers: an old phone that no longer works, a tablet that hasn't been charged in years, or a stack of memory cards whose contents nobody remembers. The fact that a device is old, broken, or forgotten doesn't mean its data is gone. 

"But They Already Erased It." 

This is where assumptions can get dangerous. 

A 2014 Avast study famously found that researchers were able to recover more than 40,000 photos, texts, emails, and personal records from 20 used phones that their previous owners believed they had erased. Avast repeated the exercise in 2016, finding data remaining on 12 of 20 phones purchased from pawn shops. 

Those examples are dated, and the technology has changed. Modern iOS and Android devices generally use encryption and have improved reset processes that help protect data when a device is reset, but older devices remain in homes. So do broken devices, old hard drives, USB drives, memory cards, and computers that may not have had encryption enabled. 

That's why "delete" and "erase" should not automatically be treated as the same thing. 

If you cannot confidently establish that the information has been securely removed, secure destruction may be the safer path. 

Three Questions to Ask About Every Device 

Rather than trying to become a technology expert overnight, use a simple repeatable process. 

1. What's on it?

Think about the sensitivity of the information the device might contain. Could it have financial information? Medical records? Identity documents? Passwords? Family photographs? Email? 

2. Who decides?

This question is especially important during a move. The person who physically hands you a device isn't necessarily the person legally authorized to decide what happens to it. 

For a typical downsizing move, the client or loved one may make the decision. For an estate clear-out, the executor—not simply whichever family member happens to be present—may have authority. And after a death, family members may need time to determine what photographs, files, accounts, or other information should be preserved before anything is erased. 

3. What's the right call?

Once you know what's on the device and who has authority to decide, determine what should happen next. 

Transfer. Erase. Destroy. Donate. Recycle. 

When I'm helping loved ones through this process, these are the five steps I am most focused on.   

1. Transfer

The device—or simply the files on it—stays with the client or family. Before transferring it, ask whether there is anything on the device that shouldn't be passed along. 

2. Erase

If the device is leaving the client's or your loved one's possession, securely erase the information first. A quick "delete" isn't necessarily enough. And if you can't confirm that the erasure worked, don't assume it did. 

3. Destroy

When you can't confidently erase a device, secure destruction is an option. For particularly sensitive devices or situations where the data cannot be reliably removed, shredding can provide a clear endpoint. When using a destruction service, obtain documentation or a certificate of destruction. 

4. Donate

Donation can give a usable device a second life—but only after the information has been securely erased. 

5. Recycle

Recycling handles the physical materials. It does not automatically erase the information stored on the device. That's an important distinction. Recycling isn't erasing. 

Don't Just Throw It Away 

The easiest choice isn't always the most defensible one. If a device contains personal information, putting it into a regular trash or donation stream without first addressing the data creates an unnecessary risk. 

Instead, identify trusted resources before you need them. 

Check local directories for secure shredding and electronics recycling and maybe even ask banks, hospitals, law offices, and fellow NASMM members which providers they trust, depending on the device. 

Make Data Security Part of Your Pre-Move Walk-Through 

One of the easiest ways to improve the moving and/or downsizing process is to build a data sweep into the normal home walk-through. As you move room by room, look for anything that: turns on, connects, or remembers. 

Check home offices, kitchen drawers, bedside tables, living rooms, entertainment centers, garages, closets, and cars. 

Set potentially sensitive devices aside in a secure location rather than putting them into the general sorting pile. 

And don’t forget to document the decision! Good documentation turns a judgment call into a defensible process. 

For each device, record: 

• What the item is
• What decision was made
• Who approved the decision
• The date
• Who handled it
• Where it went
• Any destruction or recycling documentation received 

That paper trail protects both the client and the professionals handling the move. 

How to Talk About It With Clients or Loved Ones

Data security can sound intimidating. It doesn't have to. 

Instead of making the conversation about technology, make it about protecting the client's belongings. 

For example: 

"As we sort, I'll set aside anything that might hold personal information—old computers, phones, even printers—and handle it as carefully as your financial papers. Nothing leaves unchecked." 

If someone says, "Just throw it out," you can explain: 

"I don't just toss it because it can hold the same information a thief would need. Doing it right protects you and your family." 

And when the client or your loved one is overwhelmed, focus on the reassuring part: 

"We keep what matters—your photos and important files—and safely close out the rest." 

That's an important shift. For move managers, data security doesn't have to feel like another problem you're putting on the client. It can be part of the service you're providing. 

A Simple Protocol You Can Use on Every Move 

When you encounter a device, ask: 

• What's on it?
• How sensitive could the information be?
• Who gets to decide? 

Is it the client, a power of attorney, an executor, or someone else with authority? 

What's the right call? Transfer it? Erase it? Destroy it? Donate it? Recycle it? 

Then document the decision and the outcome. 

It's simple enough to become routine—and comprehensive enough to create a consistent process across jobs. 

The Bigger Picture: Preserving What Matters 

Move management is ultimately about transitions. Sometimes that means helping someone preserve the photographs, documents, memories, and belongings that matter most. It also means knowing when something should not continue into the next chapter. 

An old laptop may look like junk. A phone may look worthless. A USB drive may look like a piece of plastic. But each may be a container for a client's identity, memories, finances, relationships, and access to their digital life. 

Preserve what matters. Secure the rest. 

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© 2026 Artifcts, Inc. All Rights Reserved.