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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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It Wouldn't Be Thanksgiving Without, Part II

Dear Readers, 

Can you believe it’s been three years since we last talked about “It Wouldn’t Be Thanksgiving Without...”? Wow, how the time has flown.  

At the time, we were all emerging from our post-COVID days (or maybe even daze) trying to re-imagine what Thanksgiving may be like with limited travel and mask-optional gatherings. Fast forward to 2024 and a record number of Americans are expected to take to the roads, skies, and rails this Thanksgiving week to visit friends and family near and far.  

And, thus, as you are finishing your shopping and moving on to the kitchen prep, we’re encouraged to ask you anew: What would it simply not be Thanksgiving without for you? 

It Wouldn’t Be Thanksgiving Without... 

While in our household, it wouldn’t be Thanksgiving without my mother’s tea breads, and in particular her banana bread, our list of what makes the Thanksgiving cut has grown over the past three years.  

New to the list? The roasted heirloom carrots that first adorned our Thanksgiving table in 2022. Our youngest was adamant that we make a batch the week before Thanksgiving “just to test things out,” and our family who is hosting this year has already asked us to come with carrots in hand. And before you ask, yes, we checked, and these carrots are not part of the massive recall by the US Food and Drug Administration. Have you checked yours? 

Another new(er) addition is Mom’s Cranberry Sauce, although it was always a staple for me, even if my siblings didn’t have a taste for it. Now that our crew has grown, and palates have matured, the cranberry sauce is a much sought-after item, possibly tying the bread stuffing for second place in the Thanksgiving sides hall of fame. 

And although it is not a culinary creation per se, Grandmom’s China now adorns our Thanksgiving table. It wouldn’t be Thanksgiving (or really, any holiday!) without her world-traveling china. I love the china not just because of the pattern, but because of the stories behind it; Grandmom’s story and now our story, too.

 

Artifcts Circles: Organize and Share Those Memories 

As our kids have grown, and our guest list has expanded to include family overseas, I’ve started to use Artifcts to organize and share our holiday adventures. The last year I hosted Thanksgiving for our motley crew, I created an Artifcts Circle to record and share not only the recipes and important “how-to” tips, but also the stories and memories behind the actual day, because let’s face it, sometimes as host(ess) it’s easy to overlook the small moments when trying to get a 25-pound turkey on the table on time.  

 

Having created the Circle back in 2022, I’ve been able to refer to it year after year. I’ll check the Circle the week before to quickly make sure I’ve got all the ingredients I need for all our favorite recipes. Pulling out every last cookbook to find the various recipes is never tops on anyone’s list.  

And if the kids or other family members ask for a specific recipe, no problem! With a single click I can send them the Artifct, with the recipe, notes, and even a short how-to video included. A small miracle when you’re trying to juggle a holiday meal for 12.  

Intrigued? Click the image below to view a short video about how to create an Artifcts Circle and invite others to join in on the fun! 

 
Want more information about how to create culinary Artifcts for your circle? Check out our ARTIcles story: Your Digital Cookbook Meets Culinary Scrapbook.  

In closing, I invite you, Dear Reader, to join me in Artifcting your favorite family recipes this holiday season. Keep the traditions alive and share the love (or at least the banana bread). 

Happy Thanksgiving, and Happy Artifcting, 

Heather 

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© 2024 Artifcts, Inc. All Rights Reserved.

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Insurance & The Art of Artifcts

Creating an Artifct is often a joyful experience, sometimes it is also cathartic, and for many Artifcting has become their preferred means of planning for their today and for their future. Insurance fits into that final category of Artifcts: preparedness. 

As you update your policies or renew in the new year, consider: Do you have enough insurance coverage for your valuables? Are you over insured? Do you have the documentation necessary to file a claim if mother nature, theft, or an accident forces your hand? Is an appraisal needed for a valuable item in your collection?

Ironically, in a 2020 poll from the Insurance Information Institute, fewer homeowners reported having a home inventory than a decade prior, despite increased familiarity with and options for digitization of photos, documents, and more as well as a proliferation of inventory apps for home goods and collections.

In 2020, fewer homeowners reported having a home inventory than a decade prior, despite increased familiarity with and options for digitization of photos, documents, and more as well as a proliferation of inventory apps for home goods and collections.

It’s human nature to avoid the negative, the improbable, and any issues that aren’t about today. But here at Artifcts, you’ll not only be able to create a record of items that are of greatest value to you, but in the process, you’ll have the opportunity to enjoy reliving and sharing your stories and passions with others, too. 

Artifcts to Support Insurance 

When you create Artifcts with insurance coverage in mind, there are a few best practices to guide you. 

      • Photos and video. Take advantage of the five photos and/or videos you can add to each Artifct. Take a picture of the object as a whole, take another picture of a maker’s mark, if any, and then photograph the item from other angles. We also strongly encourage you to record and include a short video of the object, showing it from multiple angles. 
      • Documentation. Take a moment to find the receipt, appraisal, certificate of authenticity, or, if nothing else, a credit card statement that can help validate the original market price paid and the authenticity of the item. Attach it to your Artifct. When you acquire new items of value or collectibles, we recommend you Artifct That on the spot, when everything you need is at hand. This is a habit that will serve you well! 
      • Provenance. Where did it come from? Why do you have it? What does it mean to you? Even if you have only family lore of where an older item came from, record that in the “Description or story” of the Artifct.  

If you purchased it, describe where and when you were when you acquired the item and what makes it valuable to you. No, sentiment is not a qualifier in appraisal or replacement value, but it will be important to helping you get the right coverage and setting your own expectations for items you value.  

      • Add optional details. In your Artifct, click to view the “Full Form” and include how old it is, when you acquired it, and the marketplace or artist it’s from to facilitate an appraisal and any future insurance claims. We also strongly encourage to add its current physical “location.” And tag the item, e.g., #insurance, to easily sort your Artifcts by items you have, or want to have, added to your policy.  

Determining the Value of Your Belongings 

If you’re not sure of the value of an item in your collection, but suspect it’s valuable and want expert insight, you can Artifct That and then click “What’s it worth?” to share the Artifct and its supporting documentation privately with Heritage Auctions. They will assign your Artifct to the appropriate expert to review.  

You will receive a notification automatically in a few weeks when the free valuation is ready. You’ll find the valuation report in the documentation section of your Artifct. With the information from the valuation in hand, you can decide what to do next.  

Here's an example: You inherited a clock from your grandfather. You love it because it reminds you of him, always positioned on the bookcase next to his favorite reading chair, and you know he brought it with him to the United States from his homeland, Japan. The free valuation from Heritage Auctions informs you that that clock, in that condition, from that maker, in today’s market would go for between $18,000 and $22,000.  

You may think to yourself, “I better get an appraisal and confirm that it’s covered by my insurance policy.” Or you may think, “I loved Grandpa, but that clock is not that valuable to me. I’m going to sell it and use that money for {whatever you like}.” 

Before you sell a family heirloom or anything you value, you should consider these tips from Lark Mason, an expert in Chinese art and antiquities and frequent host on Antiques Roadshow. Read now! 

Insurance: Fact or Fiction 

We’ll close out this focus on Artifcts for insurance by revisiting our popular “Fact or Fiction?” discussion we had last fall with Howard Insurance, a private insurance advisory and risk management firm, about how to protect your ‘stuff’ from the chaos and mayhem that is life.

We invite you to test your knowledge with our "Insurance: Fact or Fiction" quiz, and then see what the experts have to say. (Hint: Answers are below.) We hope each point will build your confidence to take the necessary steps to protect all you cherish! 

      1. I need an appraisal to insure an item separate from my homeowner's policy.
      2. My homeowner's policy will pay to replace items even if my jewelry, antiques, silver or fine art has appreciated in value.
      3. All homeowners' policies are the same and include the coverage for everything in my home.
      4. Coverage for my personal trust is automatically included in my homeowner's policy.
      5. All homeowners' policies include coverage for mysterious disappearance.
      6. My personal property coverage is worldwide.
      7. Coverage for my personal property includes water damage, hurricanes and floods.
      8. There is no deductible for losses to my personal property.
      9. Filing a claim for my personal property will not impact my homeowner's premium.
      10. Mysterious disappearance coverage is included automatically on valuables policies. 

As the fact-fiction quiz reveals, picking the right policy or combination of policies is critical to protecting your ‘stuff,’ and worth a conversation with your agent. Watch the video replay with Howard Insurance for the full details behind each of these fact or fiction questions. 

Happy Artifcting!

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© 2024 Artifcts, Inc. All Rights Reserved.

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Evenings with Artifcts Fall 2024 Series, Workshop Style

Fall is here and with it comes everything pumpkin spice, cooler nights, and the return of Evenings with Artifcts! This fall our 5-part series is centered on interactive workshops that allow YOU, our Arti Community members, to follow along with us as we delve into the details of how to Artifct photos, ephemera, and everything baby, just to name a few.

No guilt tripping or extreme minimalism hacks here. We'll talk frameworks to tackle the sentimental clutter and photos, and invite you to take a fresh look at your legacy and life stories through the lens of Artifcts. We'll highlight key features and time-saving tips and provide you plenty of time to follow-along at home as you capture, preserve, and share YOUR story, YOUR memories, one object at a time. And to that end, each workshop will also lean on one of our many free checklists to help inspire our conversation. 

Mark your calendars for Wednesday evenings at 5 p.m. PT/8 p.m. ET from October 16th through November 13th. Look for event and RSVP details each week in our e-newsletter and on our social media channels (Instagram and Facebook). And please share with friends, family, and others you meet. The more the merrier!

If you missed any of our past Evenings with Artifcts, catch up now!

 
 
 
 

ENJOY A RECAP OF EVENINGS WITH ARTIFCTS, FALL '24

 

Evenings with Artifcts Decluttering Workshop

Week 1: Decluttering Made Easy

DECLUTTERING, WORKSHOPS

 

Related content: 

- Watch the replay on YouTube ->

- Sign in & download our free Decluttering checklist

- More decluttering strategies on our blog ARTIcles by Artifcts

Save & Share Old Photos

Week 2: Sharing Photos & Stories

With special guest Kristen Goodman of Clicking with Kristen

PHOTOS, OTHER MEDIA, WORKSHOPS

 

Related content: 

- Watch the replay on YouTube ->

- Explore classes from The Photo Managers and the upcoming virtual conference

- Sign in & download our free Rescue Those Photos checklist

- Much more on photos and other media over on ARTIcles by Artifcts

Building a Baby Book

Week 3: Building a Digital Baby Book

KIDS, WORKSHOPS

 

Related content: 

- Watch the replay on YouTube -> 

- Sign in & download our free Oh Baby! checklist

- Enjoy the ARTIcles story, The Baby Book That Wasn't

Evenings with Artifcts Paper Organizing

Week 4: Organizing Your Ephemera

DIGTIAL SCRAPBOOKING, DECLUTTERING, WORKSHOPS

 

Related content: 

- Watch the replay on YouTube ->

- Sign in & download our free Get Papered checklist

- Dive into the ARTIcles stories, Swedish Death Cleaning & Your Next Move  and  Decluttering for Dementia: Paper Clutter

 

Preserving and Sharing Your Legacy

Week 5: Preserving & Sharing Your Legacy

With special guest Matt Paxton, star of Hoarders and PBS' Legacy List with Matt Paxton

LEGACY, PLANNING, WORKSHOPS

 

Related content: 

- Watch the replay on YouTube ->

- Sign in & download our free Legacy checklist

- Enjoy our most recent ARTIcles by Artifcts story on legacy: Can Chocolate Chip Cookies Be Your Legacy?

If you'd like to suggest a topic or speaker for future events, share with us at Editor@Artifcts.com.

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© 2024 Artifcts, Inc. All Rights Reserved.

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