FREE Genealogy Research Checklist!

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“Mind the Gap” in Your Family History Research with a Genealogy Research Checklist!

I’ll admit that even after 40 years of doing genealogy research, I can often forget about a record set, especially one that I don’t use very often. So I’ve developed a basic and somewhat comprehensive Genealogy Research Checklist that you can download for FREE using the links below.

  • Genealogy Research Checklist Microsoft Word format – CLICK HERE
  • Genealogy Research Checklist PDF format – CLICK HERE
  • Genealogy Research Checklist Microsoft Excel format – CLICK HERE

How to Use the Genealogy Research Checklist

  • There are three different formats available – Microsoft Word, PDF, and Microsoft Excel. Use the version that works best for you.
  • Feel free to customize the base checklist BEFORE you start using it as a template.
  • For the Excel version, consider adding additional worksheet tabs that track specific record sets. Example: one for New York State records, one for German records. Base the new worksheets on your genealogy research needs.
  • For the PDF version, download the checklist and use the latest version of Adobe Reader. Then click Fill & Sign and use the Checkbox function to mark the applicable record sets.
  • Use one checklist per ancestor you are researching; then sort by the Applicable column (for Word and Excel versions) to show the record sets to track.
  • Do not remove record sets – you never know when you might want to go back and do further research based on new information!

©2018, copyright Thomas MacEntee. All rights reserved.

About the Author

Thomas MacEntee
Genealogy educator and author Thomas MacEntee has been researching his family history for more than 40 years and is the creator of Abundant Genealogy, Genealogy Bargains, DNA Bargains, The Genealogy Do-Over and numerous other web-based genealogy and family history properties.

5 Comments on "FREE Genealogy Research Checklist!"

  1. I am going to start working on it tomorrow

  2. Jill Ellsworth Scott | 3 January 2018 at 7:22 pm |

    Thomas — thanks for sharing (again and again) You are the best. See you at RootsTech

    • Monta Lee Dakin | 7 January 2018 at 12:09 pm |

      THANKS FOR SHARING THIS CHECKLIST. VERY GENEROUS OF YOU TO DO THAT. I AM WRITING IN CAPS BECAUSE I NOW HAVE YOUR CHECKLIST WHICH MAKES ME HAPPY.

  3. Sheila Watts | 4 January 2018 at 1:14 am |

    Thanks for the informative webinar today on Legacy. Your checklist is a very comprehensive tool! I purchased the 500 Tips eBook too. More great info.
    Looking forward to hearing you speak at the Qalicum Beach Family History Society conference in April of this year on Vancouver Island.

  4. Debbie Ulczynski | 5 January 2018 at 9:55 pm |

    Thanks for sharing!

Comments are closed.