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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 Holiday Cards?

The holidays leave behind more than sweet memories and leftover cookies—they often leave behind piles of holiday cards, envelopes, and handwritten sentiments that can accumulate year after year. Many of us have bins tucked away in closets filled with cards we think we’ll revisit someday. But what if there was a better way to preserve the heartfelt thoughts without keeping a mountain of paper?  

At Artifcts, we believe you can keep the memories and reduce the clutter creating a win-win for all. Read on to learn how to give your holiday cards a second life that actually honors the story behind them. 

Rethink What You’re Really Saving 

Holiday cards are meaningful because of the thought and connection behind them—not because of the paper they’re printed on. Most cards are never meant to be kept forever, yet many of us hang onto them like keepsakes.  

According to a recent article in the New York Post, 85 percent of Americans say they will not throw away their holiday cards this year, with the average reader claiming to have 17 cards. We get it! We like seeing our loved ones’ handwriting, and we love looking back at the old photos and re-reading the funny stories contained within. The beauty of Artifcts though is that you can capture the memory and meaning before letting go of the physical card.  

85 percent of Americans say they will not throw away their holiday cards this year...

Step-by-Step: From Card Clutter to Meaningful Memories

  1. Artifct the Best Ones 

Take a photo of your favorite holiday cards—the ones with truly personal, handwritten messages or special photos. Upload the images to Artifcts and add a story or description: who sent it, what the message meant to you, and why it stood out. You can even add audio or video too. This way, you preserve the heart of the card forever, even if the paper gets recycled later.  

 

One of our co-founder Heather's favorite holiday cards. Sorry, this Artifct is private!

Pro tip #1: Consider grouping cards by year or theme (e.g., “Holiday 2025”) so you can see how handwriting, designs, and messages change over time. Add a custom, private tag to the grouping so you can easily sort and search through your collection years from now. Our co-founder Heather uses a tag #frommattwithlove to quickly find the cards her husband has sent her over the years. 

Pro tip #2: Feeling overwhelmed by the number of cards? Group the photos into a single PDF and upload the PDF to Artifcts thus creating a single Artifct for all your cards this year.   

  1. Let Go Without Guilt 

Once you’ve preserved the memory with Artifcts you can recycle generic or less meaningful cards and maybe keep only a few select physical favorites if you really want. Downsizing your card collection from 17 (!) to three creates a more manageable, meaningful collection. This approach keeps holiday clutter under control while also preserving the memories, without bins and boxes taking over your home. 

It also helps you avoid the bin of forgotten cards. How many of us have that bin? And when was the last time we looked at it?  Feelings of guilt around tossing holiday cards are common but holding onto every single one can quickly become a burden rather than a joy. 

Creative Ways to Give Cards New Life 

Feeling creative? Hate the thought of simply recycling your old cards? If you enjoy repurposing things physically, here are some fun ways to reuse parts of old cards in lieu of recycling them: 

  • Cut out decorative fronts to make gift tags
  • Use images in a holiday scrapbook (with your Artifcts QR code inside!) 
  • Repurpose card pieces in crafts or family projects
  • Donate card fronts to local schools or nonprofits that reuse them  

These ideas let you enjoy the look and feel of your cards without storing them all year long AND ensuring the paper that they were printed on is kept out of a landfill.  

Make It a Holiday Habit 

In case you missed last week's ARTIcle, it should come as no surprise that we're all about habits here at Artifcts. Next time you finish celebrating (be it a birthday or a holiday), take a moment to Artifct your favorite cards. In a short time, you’ll have a beautiful digital collection of holiday love that you can revisit and share anytime with family, inspire future generations, or simply enjoy reflecting on year after year.  

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Old cards, photos, and letters on your mind? You might also enjoy these related ARTIcles:

What Should You Do with Old Scrapbooks?

Rescue Mission! That's More Than a Photo

How to Artifct Cards & Letters

© 2026 Artifcts, Inc. All Rights Reserved.

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At Artifcts We’re Talking #HabitChange in the New Year

As we kick off a brand new year, it’s the perfect moment to reflect on how small shifts in our routines can create lasting change. With 2026 underway, many of us are thinking not just about resolutions, but about building habits that genuinely stick and bring more meaning to our everyday lives.

Changing habits isn’t easy — especially when it comes to creating new ways of preserving memories, stories, and the things that matter most. Whether you’re looking to be more intentional about documenting family histories, organizing meaningful items, or simply wanting to make sure important moments aren’t lost, we're here to help.

At Artifcts, we're big fans of the book, Atomic Habits by James Clear, it's a must read in our view because it speaks to all of us no matter our day-to-day way of living. 

For example, are you the type of person for whom the moment an item is added to your to-do list you ignore it as though it were written in invisible ink? Or do you sweat that list out until it's done, hopefully as soon as possible, and then cross it off your list with great satisfaction? 

Yup, James Clear sees us all and has strategies to help. 

In case you haven't read, or have no interest in reading, his book, we've developed some practical strategies and insights to help you turn #HabitChange into lasting practices, and make 2026 the year you preserve what matters most in ways that are simple, sustainable, and personally meaningful. 

Read on for tips that will help you shape routines that support your goals — from starting new habits to keeping them — and bring purpose and clarity to how you care for the memories and items you treasure.

Three Habit Strategies for our Artifcts Community 

STRATEGY ONE 

Like everything else in life, to create new habits, you need to consider first what “rewards” you want from, in this case, Artifcting. Depending on your situation, maybe you identify with one of these, and it will help guide you to the right habit-based approach to Artifcting and what you do with your Artifct once you create it: 

  • I need to be better organized and in greater control of the ‘stuff’ around me. Consider our 5 Ways to Start Artifcting, room by room, most valuable, most cherished, that closet you hate to open … 
  • I want to make sure my loved one is not forgotten. Artifcting need not be a solo experience. Create an invite-only circle to share and remember those who you have lost. 
  • I want to document and share my family history. Invite-only circles on Artifcts are one place to start so that you can invite family in to see heirlooms, but social media groups are often another great source of information, and you can easily share your Artifcts into social media for more fact and family lore gathering. 
  • I love swapping good stories, laughing and remembering with friends and family. So try sharing an Artifct or two and see how that works for you; add audio or video too so your loved ones can hear your story in your voice.  

STRATEGY TWO 

Frame Artifcting as a "when" activity so it becomes intentional. The key here is to be very specific! 

  • "Every Sunday when my husband watches the football game, I'll grab my phone and create two new Artifcts." 
  • "When I add something into storage, I'll Artifct it first."
  • “When I buy something over $100, I will ask myself, “Is this an Artifct?” and Artifct it on the spot (with receipt!) and fill in the full details later. 
  • "When I unpack my suitcase, I'll Artifct my new mementos along with the photos from the trip." 
  • "Every Friday when my son brings his art folder home, I’ll Artifct his projects with him while he has an after-school snack.” 

STRATEGY THREE 

Try out what Clear calls "habit stacking" to incorporate Artifcting into your regular routines and existing habits. 

  • "Each season when I organize my closet, I'll Artifct any sentimental pieces, and then sort the items into three piles: keep, consignment, or donation." 
  • "As I review my estate plan each year, I will check that my Artifcts are included in the tangible assets memorandum."
  • “As I add an item to my daughter's baby keepsakes box, I will Artifct it. Then I will put the box away immediately.” 
  • "While we put away the holiday decorations each winter, we will take breaks. During the breaks we’ll Artifct special ornaments, cards, etc.” 

The best way to build a new habit is to start small — and start now. Create one Artifct. See how easy it is. No pressure, no perfection required — just one story, one moment, one memory captured.

From there, build a rhythm that works for you, on your schedule. One Artifct a week adds up faster than you might expect. By the end of the year, you’ll have 52 Artifcts, 52 stories, and 52 memories preserved — a meaningful collection of what matters most.

This is how preservation becomes a habit — not a task. Begin today by creating your first Artifct. Happy Artifcting!

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© 2026 Artifcts, Inc. All Rights Reserved. 

Any mistakes in the interpretation of the habits to Artifcting belong to Artifcts. In fact, we would encourage you to download the free habit cheat sheets from the author at atomichabits.com/cheatsheet

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Looking Back with Gratitude, Looking Ahead with Purpose

Dear Artifcts Members, 

As we step into a brand-new year, I want to pause and say thank you. Artifcts exists because of you—your stories, your trust, and your belief that the memories behind our things matter just as much as the things themselves. As we reflect on 2025, I’m filled with gratitude and pride for what we’ve built together. 

This past year was one of meaningful growth and exciting milestones. We partnered with Clutter Cleaner to help families facing downsizing and life transitions preserve what truly matters—the stories and significance behind their belongings. This collaboration reinforced our shared belief that letting go of things doesn’t mean letting go of memories. 

We were also honored to be named one of Family Tree Magazine’s Top Genealogy Tech Websites for the third year in a row. This recognition reflects our continued commitment to supporting families, historians, and everyday memory-keepers with thoughtful, accessible technology. 

In 2025, I also had the opportunity to join the Northern Trust “Secrets of Enterprising Families” podcast, where we talked openly about legacy, loss, and practical estate planning. These conversations are at the heart of why Artifcts exists—to make space for reflection, clarity, and connection across generations. 

On the product side, we reached a major milestone with the launch of ARTIAssist, our first AI-backed feature. ARTIAssist was designed to make creating Artifcts easier and more intuitive, helping members capture historical and factual details behind their most cherished keepsakes. This was a big step forward for us, and we’re just getting started. 

None of this would be possible without your continued support, feedback, and enthusiasm. You inspire us every day. 

Looking ahead to 2026, we’re excited about what’s to come: 

  • Continued refinement of ARTIAssist and other AI-powered tools to help you create new Artifcts with confidence and ease 
  • Virtual workshops designed to help you get the most out of every Artifcts feature 
  • And a growing team, bringing new ideas, energy, and expertise to better serve our community 

Thank you for being part of the Artifcts family and for trusting us with your stories. Here’s to a new year filled with reflection, discovery, and connection—and to preserving what matters most, together. 

With gratitude and warm wishes for the year ahead, 


Co-Founder & CEO, Artifcts 
Happy New Year ✨ 

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