Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!
Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.
Get your Genealogy Restart checklist in the Resources section.
And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track.
How to Jump Back into Your Genealogy
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.
In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.
Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!
Genealogy Restart Checklist
I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!
Step 1: Find Out Where You Left Off in Your Research
Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.
How to find your search history at Ancestry.com
At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”
This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.
You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.
On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.
Recent Search History page at Ancestry®
If you see searches in the list that you don’t need anymore, click the trash can button to delete them.
Notice over on the left that you are viewing Recent Searches, but you do have other options:
All Recent (activity)
Viewed Content (records you’ve viewed)
Viewed Collections (record collections you accessed)
All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.
Review your activity history in your genealogy software.
You can also review your most recently activity in your genealogy database software.
In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.
Step 2: Identify Gaps that Need to be Filled
Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.
Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:
your specific research question,
the records you think you’ll need to answer it
the locations where you think those records may be housed.
Step 3: Prepare for Genealogy Research Success Going Forward:
Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.
Genealogy software database
If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.
If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.
Genealogy software is typically very affordable. You can even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.
If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.
Status of Genealogy Website Subscriptions
Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.
If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.
A Paper Filing System
While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.
Filing Digital Content
The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.
Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.
With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.
Now’s the Time to Restart Your Genealogy
Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.
Show Notes: A compiled history is kind of like standing on the shoulders of the giants of genealogy that came before you. OK, so maybe they weren’t giants, but they did document what they found and they published it so that you can benefit from it. This means that rather than having to start from scratch, you can look at the research that’s already been done. This provides you with clues and information that you can track down and verify for yourself to add to your family tree. In this week’s video, I’m going to show you one of my favorite collections of compiled family histories at Ancestry, and the search strategies you’ll need for success.
A compiled history is kind of like standing on the shoulders of the giants of genealogy that came before you. OK, so maybe they weren’t giants, but they did document what they found, and they published it so that you can benefit from it. This means that rather than having to start from scratch, you have the opportunity to take a look at the research and the work that’s already been done by somebody else before you. This provides you with clues and information that you can track down and verify for yourself to add to your family tree.
Just like online family trees, not every compiled family history is well documented or well sourced. However, they can still be a great help.
Compiled Family Histories at Ancestry
So, where do we find compiled histories? One of my favorite places to find them is at Ancestry.com. They have a particularly terrific record collection called North America Family Histories 1500 to 2000. It’s not going to pop up in your regular search results. You’ll find it through Ancestry’s Card Catalog. It contains nearly a thousand privately published family history books containing over 4 million records. They focus particularly on the 18th and 19th century families, especially with Revolutionary War and Colonial ties. But you’ll also find some European family histories included, and particularly those with some nobility connections, which can take families are way back in time.
Today I’d like to introduce you to this exciting collection. Whether you need a little rejuvenation of your own family history, or you’re just getting started, either way compiled histories are a tried-and-true record collection that all genealogists should use.
How to Find the Collection
On the Ancestry.com homepage on desktop, in the menu click SEARCH > Card Catalog. It’s important to understand that a small percentage of the total records at Ancestry are delivered to you through hints. Therefore, it’s important not to just rely on hints, and take advantage of the entire card catalog. It’s really the best place to go when you know the title of a collection, like this one. You can type in the entire title or just a few keywords, pull up the collection and then search only within that collection.
Record collections have different searchability. Some may have an index, some may not, and some are just browsable. When searching, keep in mind that any deviation from the actual words in the title can cause it not to appear in the results. If you don’t see what you expected to find, double check your keywords. Even something like whether a word is singular or plural and affect the results. If you don’t have a specific title in mind, but you just want to browse, try a variety of synonyms, or reduce the number of words.
On the results page, you can hover over the title to get a little overview description. Click the title and you’ll find two ways to search the collection: the Browse this Collection column and the Search form.
Browse this Collection Column
Have fun and explore the collection using the Browse this Collection column. Select the first letter of a family surname, and then under Subject you’ll see an alphabetical listing of books with surnames. Click the title of a book to view the entire digitized compiled family history.
This brings up an important point. the Browse feature is just for the titles themselves. So, when you look for a surname, don’t be discouraged. If you don’t see it listed. It’s very possible that a branch of your family by that surname could be included in a book that is focused on a different surname.
The Search Form
The search form allows you to get really specific in your search with a variety of search parameters. It can also find names within a book regardless of whether the name appears in the title or description. Try it out for yourself. Get a feel for home many people appear in the collection with a particular surname, or with a first and last name. From there you can narrow down further.
Each result includes a View Record and a View Image icon. View Record provides you with some details about that person to help you determine if it’s your relative. You’ll find a variety of details depending on the amount of information available in the book. Take a moment to learn a little more about the book by clicking the Source tab. Investing a few moments up front to get familiar with the source that you’re looking at can be extremely helpful. It’s going to give you some context about who wrote this book, what it covers and possibly where a physical copy can be found. Click Learn More and scroll down the page. There you’ll find more specific information about what you might be able to find within the pages of the compiled family history. In addition to names, compiled histories may include birth date and place, baptism date and place, marriage date and place, death date and place, burial date and place and name of parents and spouses.
It’s also very handy on the search form that Ancestry will auto-populate people from your family tree based on the surname you enter so that you can fill in their information and search with one click.
Navigating within a Compiled Family History at Ancestry.com
Click the View Image icon on any search result to gain access to the digitized book. The scanned page will be zoomed in to the place on the page where the person you searched for is located. Adjust your view with the Zoom in and out tool on the right side of the screen.
Example of a page from a compiled family history at Ancestry.
At the bottom of the screen, you’ll find the filmstrip. This displays all of the individual pages of the book in order. If you want to dedicate the entire screen to the book page, click the filmstrip X to close it. If you want to return to the filmstrip, click the filmstrip icon.
The current image number (not necessarily the same as the page number) will be displayed. Learn more about the book by going to the title page. The easiest way to do that is to type “1” in the image number box and click Go. The title page and the pages immediately following it can provide you with important source information. You may also find introductory pages including the background of the author, how the book is organized and instructions on how to interpret the content within the book.
Oftentimes, at the end of the book, you will find an index. Again, the easiest way to get there is to look at the total number of pages of the book listed in the film strip bar, and then enter that number into the image field and click Go. This will jump you to the end. Use the left and right arrow keys to navigate as needed.
Improving Ancestry Images
Depending on the condition of the book and the quality of the original scanning, some books may have pages that are a little unclear or muddy-looking. You can improve the look of these pages. Click the Tool Menu icon on the right side of the screen. Here you’ll find several options. For improving the way the image looks.
If a page has a horizontal image or photo turned vertically, use the Rotate Left and RotateRight tools.
To make the page easier to ready, try Invert Colors. Black type on a white page then becomes white type on a black page which often makes it much easier to read.
Tools Menu > Invert Colors
Downloading a Compiled Family History at Ancestry
You can print or download pages from the compiled family histories at Ancestry. Having a digital version means you can read it offline and even if you no longer have an Ancestry subscription. In the Tools menu, click Download to click the current page you are viewing as a JPEG.
To print the page on paper or save it as a PDF, select Print in the Tools menu. A big advantage of the Print option is that you can opt to Also print index and source data. This will give you the page, the information specific to the person you searched for that was indexed by Ancestry, and the source information.
Use the Print to PDF function so that you can include the indexed information and source details.
Explore More Compiled Family Histories
The North American Family Histories Collection 1500-2000 at Ancestry is such a wonderful goldmine of information. If you dig into this collection, it’s going to whet your appetite to track down more compiled family histories on other websites, in your library, and at the archives.
In December the genealogy records website Findmypast.com released new and exclusive historical records that highlight significant life events of the past. According to the the company, more than 40 million new records are included. Here are all the details from their press release:
LOS ANGELES (Dec. 17, 2012) – …“The number of records released offers findmypast.com’s users a staggering amount of new data, ranging from exclusive United Kingdom records from as early as 1790 to modern-day vital records from the United States that will add new layers of information for researchers,” said D. Joshua Taylor, lead genealogist for findmypast.com, “Findmypast.com is constantly expanding our collections with thousands of new records being added each month. Moving into 2013, we look forward to increasing our record offerings to include rarer, more exclusive materials, in our dedication to provide the most comprehensive family history resource available.”
Many of the new records that can only be accessed through findmypast.com offer a unique glimpse into history. The Harold Gillies Plastic Surgery set, dating back to World War I, contains fascinating records of some of the world’s first restorative plastic surgery, while the White Star Line Officers’ Books include officer records from the Titanic.
Newly added employment and institutional records including the records of the Merchant Navy Seaman (aka the Merchant Marines) provide unique color to family history that can’t be created from just names and dates. Other record sets include probates and wills, such as the Cheshire Wills and Probates, which often offer crucial clues to link North American family trees back to the United Kingdom.
The full set of exclusive records recently released by findmypast.com includes:
United Kingdom Court & Probate
· Cheshire Wills and Probate
· Suffolk Beneficiary Index
United Kingdom Education & Work
· Cheshire Workhouse Records, Admissions and Discharges
· Cheshire Workhouse Records, Religious Creeds
· Derbyshire Workhouse Records
· Match Workers Strike
· White Star Line Officers’ Books
United Kingdom Military
· Army List, 1787
· Army List, 1798
· British Officers taken Prisoners of War, 1914-1918
· De Ruvigny’s Roll of Honor
· Grenadier Guards, 1656
· Harold Gillies Plastic Surgery – WWI
· Harts Army List, 1840
· Harts Army List, 1888
· Manchester Employee’s Roll of Honor, 1914-1916
· Merchant Navy Seamen (aka Merchant Marines)
· Napoleonic War Records, 1775-1817
· WWI Naval Casualties
· Paddington Rifles
· Prisoners of War, 1939-1945 British Navy & Air Force Officers
· Prisoners of War, 1939-1945 Officers of Empire serving in British Army
· Royal Hospital, Chelsea: documents of soldiers awarded deferred pensions, 1838-1896 (WO 131)
· Royal Hospital, Chelsea: pensioners’ discharge documents 1760-1887, (WO 121)
· Royal Hospital, Kilmainham: pensioners’ discharge documents, 1773-1822 (known as WO 119 at the National Archives)
· Royal Navy Officers Medal Roll, 1914-1920
· War Office: Imperial Yeomanry, soldiers’ documents, South African War, 1899-1902 (WO 128)
· WWII POWs – British held in German Territories
In addition to the exclusive records sets, this recent release includes additional records from the United States, Australia and Ireland. An update to the World War I Draft Cards collection provides registrations and actual signatures of more than 11 million young Americans from the beginning of the twentieth century.
Additional records released include:
United States Military
· Japanese-Americans Relocated during WWII
· Korean War Casualty File
· Korean War Deaths
· Korean War Prisoners of War
· Korean War Prisoners of War (Repatriated)
· U.S. Army Casualties, 1961-1981
· Vietnam Casualties Returned Alive
· Vietnam War Casualties
· Vietnam War Deaths
· WWI Draft Cards
· WWII Prisoners of War
Life Events
UNITED STATES:
· Kentucky Birth Records, 1911-2007
· Kentucky Death Records Index, 1911-1999
· Kentucky Marriage Records Index, 1973-1999
· Texas Divorce Records Index, 1968-2010
· Texas Marriage Records, 1968-2010
AUSTRALIA
· Northern Territory Anglican Baptisms and Confirmations, 1900-1947
Using wills and probate records for genealogy can lead to unexpected “inheritances” of your own: clues about relatives’ identities, wealth, personal belongings, and family relationships. Wills can reveal great family stories, too: researcher Margaret Linford entertains her mother with them during trips to the courthouse. Here’s how wills can help your family history—and Margaret’s tips for finding and using them.
Using Wills and Probate Records in Genealogy Research
“Where there’s a will, there’s a way” to find out more about your family’s history.
Wills are legal records created to direct the settlement of a person’s property and other final affairs after his or her death. Probate (or estate) records are created after an individual’s death as part of the legal distribution of the estate and payment of debts. You’ll often find wills as one of many kinds of the documents included in probate records.
Wills and other probate records are valuable research tools, but are frequently neglected as sources of genealogical information. People often focus strictly on birth, marriage, and death records when searching out their family histories. If you rely solely on those records, your research will encounter many brick walls in the early 1800’s.
Probate records and land records were often the only official documents left behind to tell the stories of ancestors who lived prior to the legal requirement for the registry of births and deaths.
Wills of slaveholders can also be valuable tools in conducting African-American genealogical research. Before the Civil War, enslaved people were listed in wills because they were valuable property of slaveholders.
For instance, in the 1863 Smyth County property tax records, it is noted that Abijah Thomas owned 56 slaves, which were valued at $53,800. Some were given their freedom within wills, while others were transferred to other members of the family or sold. For instance, one of the first wills recorded in Smyth County is that of Hugh Cole.
Within his will, he says the following: “I bequeath to my beloved wife Martha Cole a negro girl named Amanda which she is to hold during her natural life.” The mention of an enslaved person in a will—along with any personal description of him or her—may be the only surviving document to mention that person by name.
Within another Smyth County will, recorded on February 20, 1835, a woman named Elizabeth Blessing left the following directive: “I will and desire that my negro woman Betty be free at my decease, and must see to her own support during her life, as I shall not make any provision for her out of any part of my estate.”
Information Found in Wills Varies
You can find just about anything in a will!
One organ, one compass, chain and plotting instruments, two chests, one hat rack, one music rack, one old United States map. These are some of the items found in the appraisement bill of the personal property belonging to the estate of Abijah Thomas, who lived in the well-known Octagon House in Marion, Virginia.
Here is a photo of that home, now in a dilapidated state, from a Wikipedia file image (click image for attribution.)
Also included in his personal property is a church bell. The story behind the bell is intriguing and illustrates the significance of the probate process.
Abijah Thomas utilized the bell at his foundry works in Marion, Virginia, to indicate shift changes. For decades, the oral history surrounding the bell indicated that he had donated it to the Wytheville Presbyterian Church before he died. The court documents reveal a different story.
Court document regarding the church bell
Since Abijah died intestate, the court appointed three men to appraise his personal property. During this process, the bell was valued at $75. It was sold on September 1, 1877, to the Presbyterian Church in the town of Wytheville, Virginia, as shown in the above list of items sold from his estate.
This document dispels the family myth surrounding the church bell. This is just one of many examples of the types of stories you find in probate records in courthouses all across the United States.
Genealogical Information May be Found in a Will or Probate Records
Wills and probate records can pass along unexpected genealogical wealth to you. You may find the following information in them: date of death (or approximate date of death), name of spouse, children, parents, siblings and their place of residence, adoption or guardianship of minor children, ancestor’s previous residence, occupation, land ownership, and household items.
Probate records also contain such interesting stories that they can even be read for entertainment!
Whenever I go on a research trip, I usually drag some poor, unsuspecting soul along with me. That person is usually my Mom. While she enjoys the scenery on our drive to different courthouses, she rarely enjoys the time spent at the courthouse.
Some of the research I do requires me to stay at the courthouse for several hours. That has posed a problem in the past since I haven’t known how to keep Mom occupied. But I have found the perfect solution. When we arrive at the courthouse, I find an old will book and let her start reading.
My mom enjoys reading the stories in these old—and sometimes tattered—books. One of her favorite stories came from a will in Henry County, Virginia. It is the will of Addie T. Thornton and reads as follows:
“I also give to my nephew Thomas T. Earles, fifty ($50) in cash to be deposited in some safe Banking Institution, on interest until he arrives at the age of twenty-one (21) years old and then the principal to be invested in a watch and I request that a monogram with both his and my name, one on inside and the other on outside of watch.”
Obviously, Addie Thornton cared deeply for her nephew, Thomas, and wanted to make sure he remembered her for the rest of his life.
Here’s part of Addie’s will, followed by a closeup image of the lines about the watch:
Stories like these are so much more meaningful than just a date of birth, marriage or death. Wills can help us know who these people were, how they lived and what was important to them during their sojourn here on earth. We can learn of their struggles and their successes. We can tell what their lives were like by reading through the lists of household items included in the inventories that are recorded.
And with stories like Addie’s bequest of the watch, we can also learn about ancestors’ personalities and how they expressed (or occasionally withheld) love for others through the final disposition of their belongings.
How a Will is Created
Before beginning probate record research, it is important to be familiar with the probate process and legal terminology associated with these records. It is estimated that, prior to 1900, about half of the population either left a will or was mentioned in one. Those who died having left a will are said to have died “testate.” Those who died without leaving a valid will died “intestate.”
A typical, legally-recognized will contains certain critical elements. It should be in written form and it must have signatures of the person leaving the will (“testator”) and witnesses, who attest to the validity of the document. A codicil is a document created by the testator to amend the will.
Once the testator dies, the will is presented to the judicial authority by a family member or executor/executrix (person appointed by the testator to see that his/her wishes are carried out), accompanied by a written application or petition for probate.
These petitions include names and addresses of the closest living relatives. The court then admits the will to probate and sets a hearing, providing an opportunity for interested parties to contest the will. The will is then recorded and the executor is given the authority to settle the estate. During this process, an inventory of the estate is made.
Some wills contain detailed information, regarding the testator’s final wishes. At times, these requests will shed light on relationships that might not otherwise be discovered. This was the case for a will on file at my local courthouse. Due to the nature of the requests made by the testator, I have changed the last name of the family to Smith. This wife was, obviously, upset with her husband and the circumstances of their marriage, providing clear details of her grievances for future generations.
“Since my husband has never made me a part of his family and has completely cut me out of ever living in Chihowie, Virginia [the husband’s hometown], or never provided me with a home or paid any of my bills and has broken all marriage contracts that we agreed to—I hereby decree that I be buried in Round Hill Cemetery at Marion, Virginia, where I own a lot—that my body or anything I own or possess will never be taken into Chilhowie or the Smith household.
My husband has never taken me into his own home, and furthermore stated, backed up by his nephew and his wife, whom he turned everything over to shortly after our marriage—that I would never own or live on a foot of the Smith ground, even though I have tried to build or buy or remodel a home in Chilhowie, Virginia, at my own expense.
“I give all books and material things pertaining to books to the Smyth County Library, Marion, Virginia, as I am sure that my family would not want anything to fall into the hands of anyone who has mistreated me.
“My husband has kept our marriage strictly on a time clock basis since his nephew and his wife moved back to Smyth County, and under their influence he comes at 6:30 or 7:00 p.m. (whichever is convenient to them) or later, and leaves promptly in the morning by 8:00 or 8:30 a.m., never calling during the day or show[ing] any sign of caring. He changed completely after they returned to Chilhowie to break up the marriage. Therefore, if I am still his wife, or otherwise, see that my wishes are carried out and that my remains and possessions remain in Marion.”
Where to Find Wills and Probate Records
The best place to search for a will is at the courthouse where your ancestor lived, if you can reasonably go there yourself.
Since the probate process is a function of state governments, the laws governing the maintenance of these records and their location will vary by state and should be researched before making a trip to the courthouse.
For example, in Virginia, probate records are maintained within the Circuit Courts and independent cities. In Massachusetts, probate records are found in county Probate Courts.
A useful resource for figuring out how U.S. probate records are organized state-by-state is free on the Ancestry.com wiki: Red Book: American State, County and Town Sources. Scroll down to click on the name of the state in question. Then go to the right side and click on the probate records link for that state to read about these records.
Once you have determined where the wills for your state/county are housed, the next step in the research process is to locate the Index for Wills. Even–perhaps especially–if you are unsure of the date of death for one of your ancestors, you may want to look through the index of wills (an example is shown here). Even when no specific death record exists, you may be surprised to find probate records that reveal the date of death, a list of heirs and more.
There will, most likely, be several index books, organized by year spans. These books serve as a compass, pointing you to any available probate records that may include your ancestors. The index is divided by devisor (the person making the will) and devisee (any person who is named in the will, as the recipient of property).
The research process will be incomplete if you do not conduct a search for your ancestors among the list of devisees. Even if you fail to find their names among the devisors, they could have inherited property from someone else.
Probate records include more than just the will of an individual. You may find letters of administration, lists of heirs, inventories, bills of appraisement, guardianships and other documents related to the settlement of an estate. In some counties, all these documents are found in the same collection. Other counties maintain these records in separate collections. It is important to understand the manner in which probate records are organized for your particular county.
The probate research process should not be rushed. Valuable records may be overlooked when time dictates the quality of your research. For this reason, it is important that you set aside ample time to comb through the probate records. If you find yourself confused about abbreviations or the location of records within the courthouse, there is usually someone in the records vault who would be happy to assist you. Never be afraid (or embarrassed) to ask for help.
Fortunately for many of us who can’t easily get to every ancestor’s courthouse, there are some wills available online on genealogy websites, including two of the genealogy giants, FamilySearch and Ancestry.com.
The free FamilySearch.org hosts millions of probate records from the U.S. and around the world (click here to browse their probate and court record collections). Many of these collections are marked “browse-only,” which means they are not yet searchable by name online. You just have to page through them. Click here for instructions on reading browse-only records on the site (it’s not that difficult—and did I mention they’re free?).
Additionally, libraries or genealogical societies in your ancestor’s hometown or county may have books with abstracts from local wills or other resources related to local probate record research.
General Index to Wills
Well Worth the Effort
Finding the will of one of your ancestors is an amazing experience. Walking into the vault of a courthouse sometimes feels like walking into a time machine. As you read through the pages that tell of people who lived so long ago, you feel like for even just a small moment that you have gone back in time. You are sitting with them and hearing their stories whispered through the aging and brittle pages that have been left behind. They are all there just waiting to tell their stories. So take the opportunity to go to the courthouse and “meet” your ancestors through the one of the last—and perhaps one of the most revealing—documents they may ever have written: their wills.
Researching Wills and Probate Records: Your Next Steps
Take your genealogy research to the next level by planning a trip to a courthouse to retrieve records like wills and probate records. These articles and podcast episodes will help you get ready:
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Margaret Linford is a professional genealogist who specializes in the Mid-South Region of United States research and has logged over 20,000 research hours. Born and raised in Virginia, she has enjoyed traveling the world, and now lives in her childhood hometown with her husband and children. She enjoys teaching her children about heritage, taking them along on research trips and serving as President of the Smyth County Genealogical Society.
