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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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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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What Should You Do with Old Cards and Letters?

At Artifcts, we've seen this question come up again and again—and we understand why. 

Today, there are more than 150 publicly Artifcted cards and letters on Artifcts.com, each preserving a story, a relationship, or a moment in time. Our Co-Founder, Heather, has also privately Artifcted more than three dozen cards and letters from her own life (and still has a couple dozen more to go!). 

We hear you, and you are not alone. Cards and letters are sneaky. They don't take up much space individually, but together they can fill boxes, bins, closets, and entire storage shelves. Unlike many other possessions, they're full of sentiment, emotion, and something increasingly rare, handwriting. We want to keep them because they connect us to people and moments that mattered. 

 
 
 
 
 
 
 

But then life happens. The bins overflow. The storage area fills up. Years pass, sometimes decades. And despite keeping every birthday card, holiday greeting, love note, sympathy card, or handwritten letter, we rarely pull them out to read them again.  

So...what should you do with them? 

Start with a Different Question 

Instead of asking, "Should I keep this card?" ask yourself: 

"What am I really trying to preserve?" 

Most of the time, it's not the paper itself. It's your grandmother's unmistakable cursive. It's the note your child scribbled before they learned to spell. It's the anniversary card that reminds you exactly how you felt in that moment in time. It's the laugh-out-loud birthday card from a friend who always knew how to make you smile. 

 
 
 
 
Laugh-out-loud and always makes me smile. Mother's Day 2024. Sorry, this Artifct is private!

Often, the physical card is simply the vessel that carries the memory forward, lest we forget. 

You Don't Have to Keep Every Piece of Paper 

Many people feel guilty even considering letting go of cards and letters. It can feel like discarding the relationship itself. But preserving memories doesn't have to mean storing every card, letter, note, or envelope forever. 

As you sort through your collection, consider categories like: 

  • Cards that mark major life milestones.
  • Letters from people who have shaped your life.
  • Notes that tell a meaningful story.
  • Cards with especially memorable handwriting or artwork.
  • Messages that still make you smile, laugh, or cry. 

These are often the pieces worth preserving—not because they're old, but because they continue to have meaning and someday someone else in your family may be curious enough to want to see them or even keep them as part of their family history too. 

Preserve the Memory, Reduce the Clutter 

Whether you're downsizing, helping parents organize decades of keepsakes, or simply reclaiming space at home, preserving the stories first makes it much easier to decide what to do with the physical items afterward. By photographing or scanning meaningful cards and letters and pairing them with your own memories, you create an archive that's easier to revisit than a stack of bins tucked away in the attic. 

Here's an easy way to get started: 

  1. Choose the cards and letters that matter most. Start with a small group—perhaps birthday cards from your parents, letters from a grandparent, love notes, or cards that commemorate major milestones.
  2. Photograph or scan each piece. Capture the front, inside message, back, and envelope if it adds context. Don't worry about perfection; your goal is to preserve the memory.
  3. Add the images to an Artifct and tell the story behind them. Who wrote it? What was happening in your life? Why has this particular note stayed with you all these years? Those details transform a simple card into part of your personal history. 

Once you've preserved both the images and the story, you'll find it much easier to decide whether the physical card belongs in a keepsake box, should be passed on to family, or can finally be recycled.  

Less Clutter. More Memories. 

Cards and letters were never meant to spend decades hidden in storage bins. They were written to be read, remembered, and cherished. That's exactly what Artifcts helps you do. 

Artifct your cards and letters to create a fully accessible, shareable archive of the notes, sweet sentiments, heartfelt messages, and laugh-out-loud moments that matter most. Add the stories behind them, preserve the handwriting, and revisit them anytime, from anywhere. 

Because the goal isn't to keep every piece of paper. It's to keep the memories. Happy Artifcting!

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Looking for additional tips on how to Artifct cards, letters, and other ephemera? Check out our How to Artifcts Cards & Letters article to help you get started. 

© 2026 Artifcts, Inc. All Rights Reserved.

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The Stories We Didn't Capture | Why Preserving Family Memories Matters

When people ask me why I believe so deeply in what we're building at Artifcts, I could talk about technology. I could talk about digital preservation, AI, or the challenge of organizing a lifetime of memories. But the real answer is much simpler. 

It's my mom. 

Like so many families, as she got older, my brothers and I wanted to preserve her stories. We wanted our kids and grandkids to know not just who she was, but how she lived, what she loved, and why certain objects mattered. 

Through Artifcts, my mom documented more than 200 items, photos, and memories. She photographed treasured keepsakes, family heirlooms, travel souvenirs, and pieces of history that had found their way into our family over the decades. She told stories that otherwise would have disappeared. When she passed away, those Artifcts became one of the greatest gifts she left behind. 

 

As my brothers and I worked through her belongings, we didn't have to wonder what mattered most to her. We knew. We knew which objects carried special meaning, which family stories deserved to be passed along, and why she had a rather well-preserved eight-foot snakeskin on her bookcase.  

Without Artifcts, so much of that would have been guesswork. And yet...even with more than 200 Artifcts, we discovered something that surprised us. There were still chapters of her life we knew very little about. 

The Stories We Never Thought to Ask About 

Looking back through everything she created, patterns emerged. She documented many wonderful historic family items. She preserved memories from decades of travel and living overseas in such far-flung places as Kathmandu, Rio de Janeiro, and Liberia. She captured objects connected to raising a family overseas and building a life with our dad. 

However, there was remarkably little from her teenage years. Who was she before she became our mother? What were her dreams? What music did she love? What friendships shaped her? What challenges did she overcome before she ever met our father? 

Then we noticed another gap. The last twenty years of her life were barely represented. 

Without a doubt, those years mattered too. They included new friendships, changing priorities, becoming a grandmother to an ever-growing brood of grandchildren, adapting to life's inevitable changes, and countless everyday moments (hello Rummikub champion!) that become precious only after someone is gone.  

Those stories are largely lost to us now. Not because she didn't live them, but because none of us realized they still needed to be captured. We had patted ourselves on the back saying “yep, Gradnmom’s got 200 Artifcts, we’re good,” and, “we’ve heard that story a thousand times, there’s no way we’ll forget it.” Except, somehow, we have. We’ve forgotten the little details and I’m sure mixed-up others. 

Even Hundreds of Stories Leave Room for More 

One of the biggest misconceptions about preserving family history is that it's about finishing an enormous project. It's not. No one ever reaches the point where they've told every meaningful story. 

Life keeps happening. Your story changes every year. The person you are today is different from the person you were ten years ago. The memories that feel ordinary now may become the stories your grandchildren treasure most someday. 

I see this differently now than I did before losing my mom. When someone is still with us, it's easy to assume there will always be another holiday, another phone call, another chance to ask, "Tell me about when..." 

Sometimes there isn't. 

The Objects Matter—Because the Stories Matter 

People often ask whether Artifcts is really about the objects. The objects are important; they're the prompts. A cookbook becomes the story of Sunday dinners. A passport becomes decades of adventure. A baseball glove becomes a childhood friendship. A wedding ring becomes sixty years of marriage. 

 
 
 
 

Although the objects may anchor our memories, the real treasure isn't always the object itself. It's knowing why it mattered. If I could go back, I'd ask more questions. 

  • I'd ask about the years before I existed. 
  • I'd ask about the years I thought I already understood. 
  • I'd ask about the ordinary days that didn't seem remarkable at the time. 

I can't do that now, but I can encourage others to start today. Take time to document your own story. Take time to capture the stories of the people you love. 

Photograph the objects that matter. Record why they matter. Ask the questions you've been meaning to ask. Preserve the memories that seem obvious today, because one day they won't be. My one closing thought? Leave your loved ones a legacy, not a mystery.  

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Looking for more inspiration to help you capture your stories? Check out our newest partner, MemoirGhostwriting.com, who has generously discounted their most popular memoir packages for our Artifcts members. 

You may also enjoy reading these additional ARTIcles from our Artifcts vault:

From 'Just Stuff' to Family Gold: The Power of Story

Storytelling Guide for Your Family Heirlooms

The Magic of a Guided Memoir

© 2026 Artifcts, Inc. All Rights Reserved.

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