About Our Genealogical Process

Initial Consultation

During our initial consultation, which is at no charge, we will discuss your objectives for this research, what research you have already completed and what specifically you are hoping I can do for you. We will discuss the scope and costs of the project. If in agreement, I will have you sign our Client Agreement. Once I receive a signed agreement and deposit check, the next step is the Research Plan. I hold all information you provide that is not already a matter of public record or knowledge as confidential.

Research Plan

Upon receipt of your deposit, I start with reviewing all the data you provided and I prepare a plan for the project, at a level of detail determined by the project scope. For example, if very little is known, the plan will be more generic and flexible. We will discuss the plan and I will obtain your approval before proceeding with the research.


I will conduct the research according to the plan, documenting all results both positive and negative. If additional expenses need to be incurred, I will discuss it with you before incurring these expenses. As my client you are always in control of your research.

Since research involves searching for old records and the information they may or may not contain, we cannot guarantee results. Courthouses burn down, records are discarded or rendered illegible by floods, insects, misuse and age and, sometimes, they just do not exist.


Depending on the scope of the project, there will be one or more status reports to update you on any progress being made in your research project.

Final Report

Finally, I write the research report with recommendations for your next steps.  The final deliverables to you depend upon the package you have selected. Please see our Research Rates and Packages page to see what is included with each package.

Photo by Christina Martin

Photo by Christina Martin

Photo by Christina Martin

Click here to view the areas that we specialize in

Professional Genealogy Areas We Specialize In:

  • Baltimore City Genealogy Services
  • Baltimore County Genealogy Services: Catonsville (21228), Cockeysville (21030), Homeland (21212), Lutherville (21093), Monkton (21111), Mount Washington (21209), Owings Mills (21117), Parkton (21120), Phoenix (21131), Pikesville (21208), Randalstown (21133), Reisterstown (21136), Roland Park (21210), Ruxton (21204), Timonium (21204), Towson (21204, 21286), Upperco (21155), Woodstock (21163).
  • Carroll County Genealogy Services: Eldersburg (21784), Finksburg (21048), Hampstead (21074), Marriottsville (21104), Mount Airy (21771), New Windsor (21776), Sykesville (21784), Union Bridge (21791), Westminster (21157, 21158), Woodbine (21797)
  • Frederick County Genealogy Services: Adamstown (21710), Ballenger Creek (21703), Braddock Heights (21714), Brunswick (21716), Buckeystown (21717), Burkittsville (21718), Clover Hill (21702), Discovery-Spring Garden (21793), Emmitsburg (21727), Frederick, Graceham (21788), Green Valley (21770), Ijamsville (21754), Jefferson (21755), Konxville (21758), Ladiesburg (21759), Lewistown (21701), Libertytown (21762), Lake Linganore (21774), Linganore-Bartonsville (21774, 21704), Middletown (21769), Monrovia (21770), Mt Airy (21771), Myersville (21773), New Market (21774), New Midway(21775), Petersville, Point of Rocks (21777), Rocky Ridge (21778), Rosemont (21758), Savillasville(21780), Sunny Side, Thurmont (21788), Tuscarora (21790), Urbana (21704), Utica, Walkersville (21793), Wolfsville (21773), Woodsboro (21798)
  • Howard County Genealogy Services: Columbia (21044, 21045, 21046), Clarksville (21029), Cooksville (21723), Dayton (21036), Ellicott City (21042, 21043), Fulton (20759), Glenelg (21737), Glenwood (21738), Highland (20777), Marriottsville (21104), West Friendship (21784), Woodbine (21797).