Record Check

One document: A focused location and review of historical records to evaluate a specific factual claim or question about a single individual.

​Applies to: All projects

Includes: 

• A full outline (bulleted vitals, events, locations)

• Explanation of findings specific to that person

• Citations/source list

• 1–2 document snapshots (if available)

• A basic branch extension on the family tree (if applicable)

Scope:

•  Limited to a single individual or branch extension.

• Not intended to initiate a separate or second family tree.

• Focused on evaluating a specific claim or question, not open-ended research.

• Turnaround time varies based on research complexity.

​

Price: $60 flat rate

​

Additional Generation

Focused extension of existing research to identify, document, and analyze one further generational step beyond the original project scope within an established family line.

Applies To: Generation Tree, Custom Lineage

Includes:

• An updated outline reflecting the additional generation

• An explanation of findings detailing how the new generational connections       were determined

• Updated citations/source list

• Updates to tree chart (as applicable)

• Snapshots of documents

Scope:

• Vertical expansion only; collateral or lateral lines (siblings, aunts, uncles) are excluded

• Includes one revision if needed for clarity or factual error​

​

Price: $75 flat rate

Mini Biography

One document: A short, narrative-style biography of one individual from the family tree. It compiles known details into a readable, engaging paragraph or two—not just facts, but a cohesive story based on available sources.

Applies To: All projects

Includes:

• ~150–250 words in narrative form

• Integrated timeline of major events (birth, marriage, immigration, land purchase, death, etc.)

• Mention of known locations and occupations

• Personality traits or community roles, if available in records (e.g. “served as town clerk” or “appeared regularly in newspaper mentions”)

• Written in plain, accessible language (no footnotes or jargon)

Scope:

• Based only on available documents—no fictional embellishment

• Includes one revision if needed for clarity or factual error

​

Price: $60 flat rate

Research Summary

One document: a written overview of what was found (and not found) in the course of research, without standard visuals, tree diagrams, or document snapshots included in full projects.

Applies To: All projects

Includes: 

• A clean outline (bulleted facts and vital stats)

• An explanation of findings in (~1–2 paragraphs)

• A brief source list or citation list

Scope:

• No document images or charts

• No timelines

• No biographies or extended narrative

• Maximum one (1) person or one (1) relationship scope

• Does not include revisions

​

Price: $45 flat rate

Explanation of Findings

One document: A narrative-style explanation detailing the research process, how conclusions were drawn, why certain records were used, what was ruled out, and how everything fits together—without a visual tree, outline, or document snapshots.

Applies to: All Projects

Includes:

• ~2–5 paragraphs depending on complexity

• how records were evaluated, how conflicting information was weighed and which sources were considered most reliable

Scope:

• No Outline (no bulleted summary of events/dates/locations)

• No document scans or snapshots

• No trees or visual aids

• Only applies to one (1) anchor person or one (1) small family unit

• Does not include research summaries or citations unless added separately

• One revision included for clarity; major research not included

​

Price: $65 flat rate

Visual Timeline

A visual timeline presenting key life events, migrations, and historical context. Delivered in graphic form

Applies to:

Includes:

• Professional vertical or horizontal timeline

• Key dates and events (births, marriages, deaths, migrations, major records)

• Clean layout for digital or print viewing

Scope:

• Limited to 1–2 pages (approx. 10–15 major entries)

• No narrative or explanation included

• Does not include additional research; must be based on information already gathered

• One design revision allowed; structural changes (new data) require a new add-on

​

Price: $75 flat rate

Document Clip Bundle

Scanned or cropped images of relevant original historical documents—census records, ship manifests, naturalization papers, etc.

Applies to:

Includes: 

• Three (3) mid-res document bundle of cropped, relevant excerpt photos 

• Each snapshot labeled and captioned (date, source, ancestor highlighted)

• PDF and/or hard copies

​Scope:

• Not meant to replace full document projects

• Does not include full-page high-res archival scans unless publicly available.

• Snapshot count is capped per add-on 

​

Price: $10 per bundle (3 images) flat rate

Full Source Packet

A compiled PDF packet containing all available and relevant source documents used in the research. Unlike the few snapshots included in base projects, this is a comprehensive, organized archive of the records behind the findings.

Applies to:

Includes:

• Full-page scans or image captures of each relevant source used

• Clearly labeled document titles (e.g., “1860 U.S. Census – David McMullin”)

• Source citations and brief context (1–2 lines) for each

• Organized by person or by event type (chronological if possible)

Scope:

• Only includes sources actually located and used in research

• Does not include full-page scans of sources already provided by you

• May not include records behind paywalls that prohibit download/capture

• Not reformatted—images may vary in size, quality, or watermarking

• No guarantee to include every record existing—only those found during research

Price: $100 flat rate

Follow-up Exchange

An opportunity to ask additional questions or seek clarification after receiving final research project package—beyond the included project consult.

Applies to:

Includes:

• One additional exchange of communication (email or form response) to:

  • ask questions

  • clarify findings

  • request explanation of specific records

  • request explanation of conclusions

  • clarify citations

  • clarify research reasoning

•  Thorough response within a 3-5 days with clear, plain-language answers and citations if necessary.

​Scope:

• No new research will be conducted unless:

  • it’s a clarification that takes minimal time (e.g. double-checking a date or relationship already cited)

• Does not include further document searches, added people, or new focus.

• No stacking of multiple exchanges into a rolling conversation—one defined set of questions, one defined set of answers.

​

Price: $30 flat rate

Consultation Call

A scheduled 30-minute video or voice call where we talk through your goals, questions, or existing family info before research begins or after it’s delivered.

Applies to:

Includes:

• One live session (30 min max)

• Clarifying research goals

• Helping decide which package or add-ons fit your needs

• Reviewing results or documents together (post project)

• Follow-up summary via email.

​

Scope:

• Does not include live research or screen-sharing walk-throughs.

• Follow-up questions beyond the focus of the scheduled call are not included

• Each session consists of one scheduled appointment; rescheduling is available only in the event of an emergency

• Calls are not recorded and transcripts are not provided.

​

Price: $50 flat rate