🌳 HERITAGE PACKAGE COLLECTION

Discover the People Behind the Names

Designed for clients seeking a deeper understanding of their family history through documentary research, historical context, and evidence-based genealogy.

Family tree growth — Multi-generational research — Preserving family history — Brick wall projects — Traditional genealogy 

Level 1 — ROOTS & RECORDS

Begin Building Your Family Story

Designed for clients looking to move beyond names and dates and begin understanding their family history.

Includes:

✔ Welcome & Project Setup
✔ Client Intake & Discovery Questionnaire
✔ Research Goals & Strategy Worksheet
✔ Up to 10 Research Hours
✔ Documentary Genealogy Research
✔ Historical Context Notes
✔ One Ancestral Line Focus

Deliverables:

✔ Research Summary Report
✔ Findings Summary
✔ Recommendations
✔ Digital Materials

Optional Add-Ons:

📚 Research Binder — $50
🌳 Family Chart — TBD

Investment:

$500

Best For:

  • beginning traditional genealogy 

  • one ancestral line 

  • building foundational research 

  • preserving known family information 

Level 2 — ROOTED IN HISTORY

Discover Connections Across Generations

Designed for clients seeking a more developed understanding of family relationships and historical context.

Includes:

Everything in ROOTS & RECORDS, plus:

✔ Up to 20 Research Hours
✔ Expanded Documentary Research
✔ Evidence Correlation
✔ Timeline Development
✔ Preliminary Family Reconstruction
✔ Historical Narrative Summary
✔ Midpoint Review Consultation
✔ One Ancestral Line Focus

Deliverables:

✔ Research Report
✔ Timeline
✔ Historical Context Summary
✔ Recommendations
✔ Digital Research Materials

Included:

📚 Research Binder

Optional Add-Ons:

📖 Hardback Family History Book — TBD
🌳 Family Chart — TBD

Investment:

$1,000

Best For:

  • multi-generational projects 

  • immigration stories 

  • locality studies 

  • deeper family reconstruction 

  • clients wanting something tangible 

Level 3 — LEGACY

Preserve Your Family Story for Future Generations

Designed for clients who want a more immersive and preservation-focused family history experience.

Includes:

Everything in ROOTED IN HISTORY, plus:

✔ Up to 40 Research Hours
✔ Expanded Family Reconstruction
✔ Historical Narrative Development
✔ Research Correlation
✔ Historical Timeline
✔ Legacy Planning Session
✔ Final Presentation Meeting
✔ Multiple Ancestral Line Focus

Deliverables:

✔ Comprehensive Research Report
✔ Historical Narrative
✔ Timeline
✔ Family Summary
✔ Recommendations

Included:

📚 Research Binder
🌳 Family Chart

Optional Add-On:

📖 Hardback Family History Book — TBD
✈️ Client Genealogy Trip / Heritage Travel Plan — TBD

Investment:

$2,000

Best For:

  • preserving family history 

  • multi-generation projects 

  • family gifts 

  • heritage projects 

  • clients seeking a lasting keepsake