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Five steps to a family line that holds up

Most beginners start by searching a surname. That produces a tree of other people's mistakes. Start with a person you can name, and work backwards with documents.

Step one

Interview before you search

Talk to the oldest living relatives and record it. Ask for full names including middle names and maiden names, places rather than countries, dates of birth and marriage, occupations, and where the family lived before moving. Middle names and maiden names are the two details that break most research walls, and they exist in living memory far more often than online.

Ask specifically: who served in the military, who was naturalised, and who died young. Each answer opens a record set.

Step two

Collect what exists in the house

Certificates, military discharge papers, union cards, prayer books, funeral cards, photographs with writing on the back, and letters with addresses. A funeral card often gives an exact date of death, which is the only fact you need to order a death certificate. Photograph everything; ink fades.

Step three

Use census records to place a family firmly

Start with the most recent census available (1950) and work back decade by decade. Census records give age, birthplace, occupation, and — from 1880 onwards — relationships and parents' birthplaces, which lets you move a generation back. Read what each decade actually records before you start, because 1790-1840 name only the head of household.

Step four

Cross the Atlantic or Pacific with an immigration record

Passenger manifests after 1880 ask for a last residence and often a village; naturalisation records often name a specific place. This is where European and Asian research becomes possible at all. See immigration and naturalisation.

Step five

Document the gap, then go to the archive

When the online record stops, write down exactly what you know, what you are missing, and which repository should hold it — county courthouse, state archive, diocesan archive, or the National Archives. A one-page written summary turns an endless search into a request someone can answer.

How to avoid the classic errors

What it actually costs

A serious beginner can get several generations back for little money: free census access through the National Archives, free FamilySearch records, and local archive photocopy fees. Costs rise when you need certified certificates from state vital records offices, which typically run $20-40, and when you decide a subscription is worth the convenience. Any budget for professional help comes after that, and after you have exhausted documents.

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