How to Hire a Professional Genealogist: What to Look For Before Making the Commitment

Exploring your family history can be an incredibly fulfilling journey, but it often requires a level of expertise and resources that many people may not have at their disposal. Hiring a professional genealogist can help you uncover your family’s past with greater accuracy and efficiency. However, selecting the right genealogist for your project is crucial to ensuring that your research is handled professionally and that your goals are met. This article will guide you through the process of hiring a professional genealogist, including key factors to consider before making your decision.

Understanding the Role of a Professional Genealogist

Before diving into the hiring process, it’s essential to understand what a professional genealogist does. Genealogists are researchers who specialize in tracing family lineages and uncovering historical records related to individuals and families. They use a range of resources, including public records, archives, databases, and historical texts, to build detailed family trees and provide insights into ancestral histories. Professional genealogists often offer services such as research reports, family tree creation, DNA analysis, and assistance with complex genealogical problems.

Steps to Hiring a Professional Genealogist

  1. Define Your Research Goals
    Before seeking out a professional genealogist, clarify what you want to achieve with your family history research. Are you looking to build a comprehensive family tree, trace a specific ancestor, solve a genealogical mystery, or perhaps understand your ethnic heritage through DNA testing? Having a clear set of goals will help you communicate your needs effectively to potential genealogists and ensure that you choose someone with the right expertise for your project.
  2. Research Potential Candidates
    Start by compiling a list of potential genealogists. You can find professionals through various channels:
     A) Professional Organizations: Organizations such as the Association of Professional Genealogists (APG) and the Board for Certification of Genealogists (BCG) maintain directories of certified genealogists. These directories are valuable resources for finding qualified professionals.
    B) Referrals: Ask friends, family, or local historical societies for recommendations. Personal referrals can provide insights into the genealogist’s work ethic and effectiveness.
    C) Online Search: Use search engines and social media to find genealogists with relevant specialties. Many professionals have websites showcasing their services, credentials, and client testimonials.
  3. Evaluate Credentials and Specializations

    Once you have a list of potential genealogists, assess their credentials and specializations. Look for:

     A) Certifications: Certified genealogists often hold certifications from recognized organizations such as the BCG or the                     International Commission for the Accreditation of Professional Genealogists (ICAPGen). Certification indicates a                         professional level of expertise and adherence to industry standards.

      B) Specializations: Some genealogists specialize in particular areas, such as ethnic research, DNA analysis, or historical                  records from specific regions. Ensure that the genealogist’s expertise aligns with your research goals.

       C) Education and Experience: Review their educational background and years of experience in the field. Professional                         genealogists often have formal training in genealogy or related fields, and extensive experience can be a significant                   asset.

   4. Review Work Samples and References

Request work samples or case studies to evaluate the quality of the genealogist’s work. Look for well-organized reports, detailed family trees, and clear documentation of research findings. Additionally, ask for references from previous clients. Contacting these references can provide insights into the genealogist’s work ethic, communication skills, and overall client satisfaction.

   5.  Assess Communication Skills 
Effective communication is crucial in a genealogical research project. Evaluate how well the genealogist communicates with you during the initial consultation. They should be able to understand your goals, ask relevant questions, and explain their research process clearly. A professional genealogist should also provide regular updates and be responsive to your inquiries throughout the research process.

    6.Discuss Methodology and Approach

Inquire about the genealogist’s research methodology and approach. A professional genealogist should be able to articulate their process for conducting research, including how they handle source verification, documentation, and problem-solving. Understanding their approach will help you gauge their ability to manage your project effectively and handle any potential challenges.

   7.  Understand the Scope of Services

Clarify the range of services offered by the genealogist and ensure that they align with your needs. Common services include:

  • Research Reports: Detailed reports outlining findings, sources, and conclusions.
  • Family Tree Creation: Construction of visual family trees based on research.
  • DNA Analysis: Interpretation of DNA results and integration with genealogical research.
  • Record Retrieval: Accessing and obtaining historical records from archives and other sources.

Ensure that the genealogist can provide the specific services you require and discuss any additional services or consultations they might offer.

  8. Discuss Fees and Contracts

Understand the genealogist’s fee structure and what is included in the cost. Genealogists may charge by the hour, by the project, or offer package deals. Discuss the payment terms, including any upfront fees, deposit requirements, and payment schedules. Additionally, review the contract carefully to ensure that it outlines the scope of work, timeline, deliverables, and terms for revisions or additional work. A clear contract helps prevent misunderstandings and ensures that both parties are aligned on expectations.
  9. Consider Compatibility

Personal compatibility can play a significant role in the success of your research project. Choose a genealogist with whom you feel comfortable and confident. A good working relationship can enhance collaboration and make the research process more enjoyable. Trust your instincts and select a professional who demonstrates both competence and a genuine interest in your family history.

  10. Verify Professional Affiliations

Check whether the genealogist is a member of professional organizations or associations. Membership in organizations such as the APG, BCG, or the Genealogical Speakers Guild indicates a commitment to professional standards and continuous learning. Membership can also provide additional credibility and assurance of the genealogist’s dedication to their craft.

   11. Review Timelines and Deliverables

Discuss the expected timeline for the project and the anticipated deliverables. A professional genealogist should provide a realistic estimate of how long the research will take and when you can expect to receive reports or other outputs. Make sure that the timeline aligns with your own expectations and any deadlines you may have.

  12. Understand the Revision Policy

Clarify the genealogist’s policy on revisions and additional work. Sometimes, you may need adjustments or further research based on the initial findings. Ensure that the contract specifies how revisions are handled, including any associated costs and the process for requesting changes.

  13. Evaluate Their Online Presence

Research the genealogist’s online presence, including their website, social media profiles, and online reviews. A well-maintained website with informative content, client testimonials, and examples of their work can provide valuable insights into their professionalism and expertise. Online reviews and social media interactions can also give you a sense of their reputation and client satisfaction.

  14. Discuss Confidentiality and Data Security

Genealogical research often involves handling sensitive personal information. Ensure that the genealogist follows strict confidentiality and data security protocols to protect your information. Discuss how they handle and store your data, and confirm that they have measures in place to safeguard your privacy.

 

Conclusion

Hiring a professional genealogist can be a significant investment in uncovering your family’s history with precision and depth. By following these guidelines and carefully evaluating potential candidates, you can select a genealogist who meets your needs and helps you achieve your research goals. From understanding their credentials and methodology to discussing fees and deliverables, taking the time to thoroughly vet your options will ensure a successful and rewarding genealogical journey. Whether you’re looking to build a detailed family tree, solve a genealogical mystery, or simply learn more about your heritage, the right professional genealogist can make a profound difference in the quality and outcome of your research.