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A formal Letter of Agreement is executed between the genealogist and client. Client goals are included in the LOA. The written agreement eliminates any possible misunderstanding by both parties regarding the project details and financial arrangements.


We recommend all client projects with brick walls utilize DNA. If DNA is used in the project, an Informed Consent agreement must also be signed by the client.


Clients will need access to email as all correspondence and reporting are electronic. 


View a sample of our LOA.


A 20 hour minimum is required for most new projects. The retainer of $2600 is due in full prior to beginning a new traditional research or Genetic Genealogy project. A retainer of $4000 is due in full prior to beginning a Forensic Genealogy project. If the goal is met, question answered, or conclusion drawn prior to the 20 hours, unused money will be returned to the client. Most complex projects and projects with legal implications require more than 20 hours.

All additional expenses (such as certified copies of vital records, parking fees, overnight accommodations, etc.) are billed at cost when incurred, and the balance is due on receipt. Research stops until these additional expenses are paid. Non-payment of any research time and expenses incurred with THE CLIENT’S consent will entitle THE GENEALOGIST, without notice to THE CLIENT, to cease work on the project and use all remedies available, including legal, to recover payment. No work product will be provided to THE CLIENT until outstanding fees are paid in full.

Travel to and from repositories is billed hourly at the same rate as research. Clients are not charged for mileage. 

For Forensic Genealogical research clients, disinterested witness testimony fees and round-trip travel are billed at research rates. Expenses for these trips are additional and will be invoiced at costs. Clients are furnished receipts for all expenses.

Traditional & Genetic Genealogical 
Research & DNA Analysis




per hour + expenses

Forensic Genealogical Research with 
Legal Implications




per hour + expenses

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