Books and Resources to Start Strong
Building a genealogy research business requires both technical knowledge and business acumen. These books will help you develop research skills, understand record systems, and establish a sustainable business model.
The Genealogist’s Research Guide by Kory L. Meyerink
This is the standard reference for genealogy researchers. It covers methodology, record types, and search strategies across US and international records. You’ll return to this book constantly as you develop client research plans and encounter new record types.
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Evidence Explained: Citing History Sources from Artifacts to Cyberspace by Elizabeth Shown Mills
This comprehensive guide teaches proper citation methods for genealogical sources. Your clients expect professional documentation, and this book is the industry standard. Proper citations build credibility and protect you from errors that could mislead clients about their ancestry.
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The Genealogy Starter Pack by Diane Haddad
Designed specifically for people beginning genealogy research, this book walks through basic processes and introduces major record types. It’s helpful for understanding how to explain research steps to clients who are new to genealogy and don’t understand archival records or research methodology.
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Start & Run a Profitable Home-Based Business by Edna Sheedy
While not genealogy-specific, this book covers essential business topics like pricing, client management, and legal structure. Genealogy research skills don’t automatically translate to business success, so this resource helps you handle the operational side of your practice.
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Equipment You Need
Your equipment list is modest compared to many home businesses. Focus on a reliable computer, internet connection, and tools for organizing and sharing client information securely. Most successful genealogy researchers invest under $2,000 to launch and operate for the first year.
Computer and Workspace
- Desktop or laptop computer: You need a reliable machine with at least 8GB RAM and an SSD. Genealogy work involves managing large files, scanning documents, and organizing databases. Avoid very cheap laptops that struggle with multitasking.
- External hard drive: Essential for backing up client files and research. Genealogy data is irreplaceable; losing a client’s family tree or scanned documents damages your reputation and potentially violates client agreements.
- Ergonomic desk and chair: You’ll spend hours at your computer. A poor setup causes back and neck strain that reduces your productivity and makes the work uncomfortable.
- Monitor: A second monitor improves efficiency when cross-referencing documents, comparing databases, and managing multiple research windows simultaneously.
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Internet and Communication
- High-speed internet: Not equipment to buy, but a requirement. You need stable, fast internet for accessing subscription databases, downloading records, and communicating with clients. Budget $60–100 monthly.
- Video conferencing setup: A webcam and microphone allow remote client meetings. Many clients prefer video consultations to discuss findings and next steps.
Document Management
- Scanner: A good flatbed scanner lets you digitize family documents clients provide. Multi-page scanning capability saves time. Home scanners cost $200–500 and work well for a small business.
- Document management software: Tools like Evernote or OneNote help organize research notes, images, and findings. Some genealogists use specialized software like Family Tree Maker or Legacy, which also serve as database tools.
- Cloud storage: Use services like Google Drive, Dropbox, or OneDrive ($10–20 monthly) for secure client file backup and access from multiple devices.
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Genealogy Software and Databases
- Family tree software: Programs like Family Tree Maker, Legacy, or Ancestry.com’s built-in tools help you build and manage family trees. Most cost $60–150 per year.
- Ancestry.com membership: The largest genealogy database in North America. A World Membership ($20–30 monthly) is essential. You need this to serve clients effectively.
- FamilySearch.org access: Free but requires understanding its interface and records. Absolutely worth learning.
- Specialty databases: Depending on your focus, you may need subscriptions to regional databases, newspaper archives, or immigration records. Budget $50–100 monthly initially.
What to Buy First vs Later
Start lean. Your business grows as you gain clients and understand what you actually need. Avoid purchasing expensive tools before you confirm clients will pay for them.
- First (Month 1): Reliable computer, external backup drive, high-speed internet, Ancestry.com World Membership, FamilySearch training. Total: roughly $1,000–1,500.
- First 3 months: Family tree software ($60–150), basic document management, webcam and microphone for video calls. Establish your workspace with a decent desk and chair.
- After 6 months: A scanner once you have clients who send physical documents. Specialized database subscriptions based on the research requests you actually receive.
- Year 2 and beyond: Advanced tools, additional database subscriptions, possibly software for managing multiple client projects simultaneously.
New vs Used Equipment
For genealogy research, you can save money on some items but should buy others new. The key is reliability and longevity. A hard drive failure or computer crash doesn’t just cost money—it can destroy client trust.
Buy new: External hard drives and backup drives (reliability is critical), internal SSDs, internet service, and software subscriptions. Used drives are risky with irreplaceable client data. Buy used or refurbished: Computers (if from reputable sellers like Amazon Renewed or manufacturer refurbished programs), monitors, desks, and office furniture. A refurbished laptop or desktop from a major manufacturer typically includes a warranty and works perfectly for genealogy work. Scanners can be purchased used if they’re from established brands like Canon or HP and have been tested. Rent or subscribe instead of buying: Database access and specialty software. Subscriptions are more cost-effective than buying licenses, especially when you’re starting and don’t know which tools you’ll use long-term.
Where to Buy
- Amazon: Wide selection of computers, external drives, scanners, webcams, and office furniture with reliable shipping and returns.
- Best Buy: Good for computers and electronics. Often have sales and warranty options.
- Local office supply stores: Furniture, desk accessories, and some electronics. You can test comfort before buying.
- Manufacturer refurbished programs: Dell, HP, Lenovo, and Apple all sell refurbished equipment directly at significant discounts with warranties.
- Facebook Marketplace, Craigslist, or local classifieds: Used furniture and office equipment. Test items in person before buying.
- Ancestry.com, FamilySearch, and specialty genealogy sites: Purchase database subscriptions directly.
- eBay: Used and refurbished electronics, including scanners and external drives—but buy only from highly rated sellers.
- Library systems and genealogy societies: Some libraries offer free or discounted access to premium databases if you have a library card. Genealogy societies sometimes provide member discounts on software and subscriptions.