Procedure

Procedure

From first email to delivered results, this is the process I follow with every client.

A hand-drawn historical map with annotations in Italian, showing fields, canals and roads.
  1. Before the research

    Send your request

    Email me your request together with all the information you have, in detail, about your Italian ancestors.

  2. Share a family tree or form

    If you have information on several individuals, send a family tree chart. If you are not comfortable with genealogy software, you can fill in a simple form and send a scan.

  3. Describe your aim

    Explain clearly what you hope to achieve. The goal shapes the plan, the estimate and where the research starts.

  4. I review your information

    I study what you have sent and identify the right places and records to search.

  5. Estimate and opinion

    I answer with my estimate and my opinion on the project.

  6. Agreement for on-site research

    For on-site research I prepare an agreement, signed by both of us.

  7. You accept the plan

    Once you are happy with the plan and estimate, you confirm.

  8. Deposit

    I ask for the deposit (retainer).

  9. During the research

    Research begins

    I carry out the research within the agreed budget.

  10. Regular updates

    I keep you constantly posted on how the research is progressing.

  11. Results

    Results ready

    Once the results are ready — or once we decide to stop the research — I ask for the balance.

  12. Balance

    You pay the remaining balance.

  13. Delivery

    I send the results to you, by email or through a shared Dropbox folder.

Start with step one

Send me what you know about your Italian ancestors and what you hope to discover.

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