I. Client Information
Full Name:
First Name
Last Name
Email/Phone:
example@example.com
Mailing Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
II. The Research Goal
Who is the "Target Ancestor" for this project? (Full name, approx. dates)
What is the specific question you want answered? (e.g., "Find the parents of James Lee Boggs" or "Confirm Revolutionary War service for John Doe.")
What is the "Brick Wall"? (Describe where your own research has stopped or where conflicting information began.)
III. Known Information (The "Starting Point")
Please provide the following for the Target Ancestor (if known):
Date & Place of Birth:
Date & Place of Death:
Spouse(s) Name(s):
Known Children:
Known Locations of Residence: (Counties/States in Appalachia or elsewhere)
IV. Existing Documentation
What records do you already possess? (e.g., Family Bible pages, census records, previous research by other family members, Fold3 records).
Are there any family "legends" or oral histories related to this person? (e.g., "He was a scout under Daniel Boone" or "They moved from Virginia after the war.")
Have you or anyone else already searched for this ancestor? If so, where? (To avoid duplicating efforts).
V. DNA Testing
Have you taken a DNA test? (AncestryDNA, 23andMe, MyHeritage, etc.)
Are you willing to share "Collaborator" access to your results if needed for evidence correlation? (Yes/No)
VI. Project Parameters
Budgetary Limit: (Confirming the $750 initial retainer)
Permission to Publish: Do you intend to publish this research in a book or online, or is it for personal use only?
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