Resources / Title & underwriting teams
Better questions.
Clearer research.
Practical guides to commissioning and reviewing genealogy due diligence. Start with the report, prepare the file, and plan the next handoff.
An inside look / Fictional sample
Follow a finding
back to its source.
See how a possible omitted family branch, conflicting dates, and open questions can be presented for professional review.
All people, records, dates, and findings are invented. This is an illustration, not a completed investigation.
Diligence ReportSample Property A / Martha Ellis01 A possible omitted family branch02 A date conflict to investigate03 Questions for the next review
Practical guidance
Prepare for the engagement.
What should a genealogy due diligence report include?
A useful report connects the family history to the questions holding up your file. It should make the findings, their supporting evidence, and the remaining uncertainty easy to review.
4 minute readRead guide Intake checklist02What should a title agency provide to begin heir research?
Start with the question your team needs answered and the information already in the file. A complete family history is not a prerequisite for discussing research scope.
4 minute readRead guide Planning guide03What affects the cost and turnaround of heir research?
Predictability starts with a defined assignment. The question, available evidence, and access to records shape both the work required and the time needed to deliver a useful report.
4 minute readRead guideStart a conversation
Bring a focused question.
Describe your research needs and requested date. We’ll discuss scope, fees, and expected turnaround before work begins.