Frequently Asked Question

For the purpose of this process, genealogy research services is the process of examining historical records to gather information about a person’s ancestors, tracing their lineage by using documents like birth certificates, marriage records, census data, and other vital records to establish family relationships and build a family tree, to map out a person’s ancestral history

Family legacy is the accomplishments, beliefs, actions and guidance that family members have demonstrated in their lives. These are elements of a family legacy that are the guideposts for current and future generations. It is not only about archiving achievements, but an opportunity to also describe moments that revealed character and what is important.

A written family legacy document clearly communicates the family’s accomplishments, beliefs, actions, and guidance that family members have demonstrated in their lives.

The written family legacy document not only archives achievements, it also provides an opportunity to describe moments that revealed character and what is important. An effective document will make the family vision clear to future generations.

Some of the benefits of creating a family legacy document are; transfer of family values; strategize for long term gain; reveal a family’s character; and, makes a family’s vision clear.

It is recommended the family legacy document be updated every 3-5 years.

All information provided by family members is strictly confidential and will be used exclusively for the purpose of creating a family legacy document.

The non-disclosure agreement is a legal document used to protect the owner’s proprietary information/materials.

The family (client) owns all information they created independently. The family also has complete control of their family legacy document.

All information is strictly confidential and will be used exclusively for the purpose of creating a family legacy document. The information developed independently by the family, to include the family legacy document, is the exclusive property of the family (client).

Yes. It is necessary to complete all steps of the process to create a legacy document.