Your Question & Agreed Scope
The person or family being researched, the questions that matter to you, and the places and record types covered.
The Findings in Plain Language
What the research established, which leads need confirmation, and the questions that remain unanswered.
Family & Estate Connections
Relevant relationships and available estate records, with sources for each documented connection. A family tree is included when it helps explain the findings.
Money, Accounts & Benefit Leads
The agreed searches and the clues they produced, with clear limits on what each source covers. A possible match is kept separate from a confirmed connection.
Property History, When Relevant
Parcel references, recorded documents reviewed, and gaps or conflicts in the available history. Tax records are distinguished from deeds.
The Search Log
Where we looked, the names and variants searched, the date, the result, and any access restrictions. Unfinished checks are visible.
The Evidence Index
The source and record reference behind each finding, with access dates and an explanation of what that evidence supports.
Open Questions & Next Steps
Specific documents to obtain, leads to follow, and questions for the appropriate attorney, institution, insurer, or agency.