The Process

The Process

Begin Your Journey with Family Branch and Root

Many of our clients, like Heritage Seeker Helen, start their journey with curiosity, hoping to pass down a rich family history to their children. Yet, like Helen, they soon realize the intricacies of genealogical research can feel overwhelming. That’s where Family Branch and Root steps in. We take you from scattered records and fragmented stories to the life-changing moment of discovering the paradigm-shifting insights that reveal the strength and resilience of your ancestors.


Our Process:

  1. Initial Consultation:
    Your journey starts with a personalized, free 30-minute consultation, where we listen to your family history goals and challenges. From identifying your family’s origin stories to solving unanswered questions, we focus on understanding what matters most to you.
  2. Tailored Research Plan:
    We develop a customized research plan, utilizing the latest genealogical tools and databases to unearth family stories that bring your history to life.
  3. Uncovering Paradigm-Shifting Insights:
    Our expert genealogists go beyond surface-level discoveries. We look for deep insights, the stories that will change the way you see your family—and yourself. These aren’t just facts; they are revelations that connect the past to the present and future.
  4. Estate Administration and Probate Education:
    We recognize that genealogy and estate planning are often intertwined. Whether you're preparing to pass on your own legacy or managing the estate of a loved one, our team offers expert guidance. We simplify the complexities of estate administration and probate, offering educational resources and personalized support. Learn how to protect your family’s legacy, minimize conflict, and ensure that future generations can build upon the foundation of your family history with confidence. With our expertise, you’ll navigate the process smoothly and avoid unnecessary stress.
  5. Legacy Creation:
    Once we’ve gathered your family’s hidden gems, we help you craft a lasting family legacy. Whether it's creating a family tree, writing a family history book, or preparing for a family reunion, our team ensures your family’s stories are passed down to future generations.

Why Choose Family Branch and Root?


  1. Personalized Guidance for Every Step:
    Researching your ancestry can be an overwhelming task. We simplify the complexity with tailored services, guiding you through every step of the journey so you can focus on uncovering those pivotal moments in your family history.
  2. Paradigm-Shifting Discoveries:
    We don't just offer data—we provide insights. Our genealogists work to uncover paradigm-shifting stories that change your understanding of your lineage, giving you new perspectives on family strengths, traditions, and even personal values.
  3. Expertise You Can Trust:
    Self-guided research can lead to inaccuracies. At Family Branch and Root, our team of experienced genealogists uses verified sources and professional techniques to provide you with trustworthy, insightful results. You deserve more than just a family tree—you deserve an authentic family story.
  4. Emotional Fulfillment and Legacy Building:
    Our clients often speak about the emotional transformation they experience when learning about their ancestors. Discovering their tenacity and bravery can inspire a deeper connection to family and a stronger sense of self. Imagine passing that legacy down to your children and grandchildren, giving them a richer sense of their heritage and identity.
  5. Ease and Efficiency During the Probate Process:
    With our estate administration and probate support, you’ll experience reduced confusion, conflict, and overwhelm. By working with us, you ensure that both genealogical research and estate planning come together seamlessly, preserving your family’s legacy for generations to come.

Connect With Us

At Family Branch and Root, we provide a variety of services aimed at revealing generational patterns, promoting personal development, and preparing individuals for life's final earthly transition. Reach out to us today to arrange your complimentary 30-minute consultation.