Using Wills and Probate Records in Genealogy Research

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.)

Octagon12 8 07

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

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:

Addie Thornton's will

Addie Thornton's will

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.

Smyth County, VA courthouse records

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.

For example:

  • Subscription website Ancestry.com has made it a priority to curate an enormous collection of wills and probate records from all 50 states. At last count, this collection has more than 170 million records—and they keep adding to it.
  • 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 probate records genealogy 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:

Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!

Margaret Linford
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.

Family History Episode 29 – Immigration and Naturalization Records for Family History, Part 1

Family History: Genealogy Made Easy Podcast
with Lisa Louise Cooke
Republished April 29, 2014

family history genealogy made easy podcast

with Lisa Louise Cooke

https://lisalouisecooke.com/familyhistorypodcast/audio/fh29.mp3

 Download the Show Notes for this Episode

Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-09. So many people have asked about it, I’m bringing it back in weekly segments.

Episode 29: Immigration and Naturalization Records for Family History, Part 1

In this podcast episode, one of my favorite experts talks about one of my favorite topics: immigration and naturalization records. Stephen Danko, PhD is a genealogy lecturer and a very popular blogger. In this episode he’s helping U.S. genealogists cross the pond through the use of immigration and naturalization records. He’ll talk to us about the challenges we’ll face in locating these records—and some documents you may not even know existed: certificates of arrival.

In the next episode, we’ll continue our conversation with a discussion of Departure Passenger Lists. Departure information from European ports is often available on microfilm at the Family History Library, on Ancestry.com or other websites. Some of the passenger steamship lines themselves kept departure lists, like the White Star Line or the Red Star Line, and these are on microfilm.

Here are my favorite tips from the episode:

Once you find an ancestral hometown, use Stephen Morse’s advanced search tools (see below) to look for others who arrived from the same place. This can help you identify other relatives, friends and others who part of a group or chain migration.

Usually we start with the most recent records and work backward. But when we look for immigration and naturalization records, look FIRST for immigration papers. THEN look for naturalization papers they may have filed later. You know they arrived—but not every immigrant naturalized, and their naturalization papers may have been filed in multiple places and may not be indexed.

Beginning in 1926, applicants for naturalization who arrived in 1906 or later had to be issued a certificate of arrival. These certificates were issued after their names were confirmed by the government on the original passenger lists. Between 1926 and 1943, information about certificates of arrival was noted on the original passenger lists.

The certificate of arrival information helps you in two ways:

  • The date tells you about when they applied for naturalization
  • The first part of the certificate number is the naturalization district (Northeast, Midwest, West coast, etc), to help you narrow down where to look.

Anything that helps you narrow down a search for naturalization records helps!

Updates and Links

About 70 million immigration and naturalization records have been indexed in recent years through an enormous community indexing project led by FamilySearch. Check out their site (below) to see what records are searchable now.

Ancestry.com

Ellis Island.org

FamilySearch.org Immigration and Naturalization Online Resources

One-Step Webpages by Stephen P. Morse (Ellis Island Search Tool)

Timeline of U.S. Immigration Laws

South Africa Genealogy Records & More Online

Featured this week are new and updated records for South Africa. The all-free site FamilySearch has two new and one updated collection for South Africa including death and probate records and passenger lists. Ancestry.com also has an updated collection of church records going back to the 17th century. Also new at Ancestry.com are four genealogy records collections for Essex, England.

new genealogy records for South Africa

Featured: South Africa Genealogy Records

If you have ancestors that lived in South Africa, you may already be familiar with some of the challenges of researching them. And if you’re new to genealogy or to your ancestors that lived in South Africa, you might be in for a surprise when it comes to records: census records aren’t available! They are routinely destroyed after being abstracted and thus not available to the public.

So where’s the best place to start looking? Most genealogy experts will tell you to start with death notices. A death notice is different than a death certificate, in that it’s not an official document. Rather, it is a document provided by next of kin, friends, or associates of the deceased. Information provided may not be 100% accurate or reliable, but it can often provide really helpful details and a glimpse into the person’s life.

FamilySearch as a new collection of South Africa, Orange Free State, Probate Records from the Master of the Supreme Court, 1832-1989. There are over 300,000 records in this set, and the most useful records in the collection are the death notices, which give detailed information. The probate records usually have multiple pages and are included in a probate file, which is identified by a probate number.

south african genealogy record

When a person died, the nearest relative or other connection should have completed a death notice and sent it to the Master of the High Court within 14 days of the death. These records might tell you the deceased’s name, birthdate and place, marriage status, parents’ names, the names of their children, information about property and wills left, and more.
There is an updated collection of actual death certificates at FamilySearch, which is the Transvaal, Civil Death, 1869-1954 collection. “Death certificates are arranged chronologically and alphabetically by place and include full name, parent’s name if under the age of ten, mother’s residence, age, sex, birthplace, marital status, occupation, whether pensioner or pensioner’s dependent, place and date of death, residence, place of burial, cause and duration of death, and background of informant. For the years 1899-1902, records are arranged separately by internment camp and district where death occurred.”
If you’re an Ancestry.com subscriber, you can also check out the recently updated collection of Dutch Reformed Church Registers, 1660-1970. This collection contains records from various locations which were part of historic Cape Colony, including Namibia, Cape of Good Hope province and Transvaal province. Record coverage will vary depending on location. It is also available at FamilySearch.

Essex, England

Ancestry.com has four new collections of genealogy records for Essex, England. These BMD records date back as far as the 16th century and may hold important details about the lives of your ancestors living in Essex.

Church of England Births and Baptisms, 1813-1918: “Children were usually baptised within a few days or weeks of birth. The records generally include when the baptism took place and in what parish, child’s Christian name, parents’ given names and the family surname, residence, father’s occupation, and who performed the ceremony. Sometimes you’ll find additional details such as date of birth. Early records may contain less detail.”

Church of England Marriages, 1754-1935: “Couples were usually married in the bride’s parish. Marriage records typically include the bride and groom’s names, residence, date and location of the marriage, names of witnesses, condition (bachelor, spinster, widow, or widower) and the name of the officiant. Some records may also include the father’s name and occupation.”

Church of England Deaths and Burials, 1813-1994: “Burials took place within a few days of death. Records generally list the name of the deceased, residence, burial date, and age at death.”

Church of England Baptisms, Marriages and Burials, 1538-1812: “This collection contains images of Church of England parish registers of baptisms and burials during the years 1538–1812, and marriages during the years 1538-1754 from Essex, England.”

Get more new and updated records every week!

Each week we round up the new and updated genealogy records collections for you in a helpful article so you can jump right into researching! Our free weekly email newsletter always has the latest records round up article, as well as other featured articles on genealogy methodology, inspiration, tips and tricks, and more. Plus the newsletter also lets you know where there is a new episode of The Genealogy Gems Podcast, new videos, and updates on news and events. And best of all it’s free! Sign up today to get our email newsletter once a week in your inbox.

Lisa Louise Cooke Author

About the Author: Lisa Louise Cooke is the producer and host of the Genealogy Gems Podcast, an online genealogy audio show and app. She is the author of the books The Genealogist’s Google ToolboxMobile GenealogyHow to Find Your Family History in Newspapers, and the Google Earth for Genealogy video series. She is an international keynote speaker and the Vice President of the Genealogical Speakers Guild.

Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems

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