Wherefore Art Thou, Oh Ancestor? – New Generation Tree Chart Suggests Where to Look in Your Matches’ Trees

Posted on August 2, 2025 by Roberta Estes

When you see a DNA match, do you wonder how far back in your trees your common ancestors live? How do you know where to search?

I’ve been working through my DNA match list person by person, reviewing the information and trees for each match, searching for common ancestors.

Whether you’re looking at individual matches, shared matches, clusters or triangulation groups, trees are essential for finding common ancestors.

My favorite vendor-provided tree is my MyHeritage tree. They’ve done a great job, so I’m using their tree for my examples today.

Here’s the question I’m trying to answer – based on how much DNA I share with someone, how far up that person’s tree, roughly, do I need to look for our most recent common ancestor? And, is there something else I can tell?

Tree Size Matters aka How Far Up the Tree Do I Need to Look?

So, if you click on your matches’ trees, how far up their tree do you need to look for a common ancestor? How many times will you need to click to expand their tree beyond the 4 (Ancestry) or 5 (MyHeritage) generations initially displayed, assuming your match has a tree that size? How far out, meaning how many generations do you need to hope and pray they have extended their tree?

Conversely, how many generations do YOU need to include for your tree to be useful for:

Other testers to find common ancestors with you
Theories of Family Relativity provided by MyHeritage, suggesting common ancestors with other testers
ThruLines at Ancestry
Family Matching (bucketing) at FamilyTreeDNA which assigns your matches either maternally or paternally. (Note – FamilyTreeDNA is transitioning their trees to the MyHeritage platform.)

If you’re thinking that the size of YOUR tree doesn’t matter, think again.

Not only can the vendors not help you effectively without a tree – genealogy is a collaborative sport. Other people NEED the generations in your tree to locate your common ancestors, just like you NEED to see as many generations in their tree as possible. The vendors NEED as complete a tree as you can provide to help you further.

DNA+Trees Bulldoze Brick Walls

But maybe the most important aspect is that you NEED trees to break through brick walls – especially in conjunction with DNA and tools like clustering that show you visual images of genetic commonality.

We all need to be team players when we have that option – meaning we know who are ancestors are. Our brick walls can be solved, and you can be a puzzle piece of solving brick walls for others too.

Some of my closest friends and cousins are a direct result of DNA matches and genealogy collaboration over the years. (You know who you are!) I’ve even discovered that several friends are cousins too – which I would never have happened without DNA and trees.

Guidelines for What’s Reasonable

What is a reasonable number of generations to peruse for common ancestors?

The answer is – it depends! (I’m sorry…)

Let’s sort through this.

Given that, on AVERAGE, inherited autosomal DNA from a particular ancestor is halved in each successive generation during recombination between the parents, we can calculate the expected average. However, in reality – DNA isn’t always halved. Sometimes segments are passed intact, divided but not in half, or not inherited at all. That’s why you may not match some third cousins, but match some 7^th cousins. Random recombination is, in fact, random.

Every segment has its own individual history.

That’s part of the reason we use triangulation, to confirm that a specific segment originated with a particular couple or ancestral line.

Here are a few rules of thumb, with links to articles that explain the various terms and concepts:

There are no known instances of second cousins or closer NOT matching.
Some (but not all) people find their common ancestor in the first 5 or 6 generations.
Many people have proven, triangulated matches to the 10^th generation, but those are more difficult to prove, often due to incomplete trees (brick walls) at that distance on either your side, your match’s side, or both. I have no brick walls at 5 generations, counting my parents as generation 1, but I have 6 female brick walls in the 6th generation.
If you’re lucky, you can spot your common ancestral surname on the first page of your match’s tree – and follow that line back. Note that there may be additional common ancestors, so view each of their lines to the end. The MyHeritage tree makes this super easy!
Pedigree collapse, where you, and/or the other person share multiple lines, known or unknown, is a complicating factor. Pedigree collapse often means you share more DNA than would be expected for a specific relationship.
Endogamy, which is pedigree collapse on steroids, is real and will cause many smaller matches.
Based on the number of distant versus close cousins you have, you will have MANY more smaller matches than larger ones.
And last, but not least, some matches, especially smaller ones, are identical by chance (IBC), not identical by descent (IBD).

All of that said, we can estimate the number of generations back in our matches’ trees where we might need to look for that common ancestor.

As I’ve been reviewing all of my matches, I realized that I can look at the match cM size and mentally size up just about where in their tree I will find our common ancestor. In essence, I’ve “bottled that” for you, here.

Using Trees Effectively

One of the reasons I love the MyHeritage tree is that as you need to click further back in trees beyond the generations initially displayed, which occurs often – the next generations open to the right, the earlier generations just shift left and they all remain visible.

I know that might not sound important, but it is – incredibly – especially when you’re evaluating several matches. Otherwise, it’s easy to lose track of where you are in someone’s tree. I have 9 generations open, above, and I can just keep going – with the more recent generations just shifting left.

But there’s more!

When viewing matches’ trees, I can also click on anyone in their tree, and a profile box opens to the left with additional information about that person, leaving the tree open so I don’t lose my place and have to click around to find it again. I can’t even begin to tell you how wonderful this is, and it’s unique to MyHeritage. You can tell the MyHeritage tree was designed by actual genealogists.

This feature is incredibly useful because many, if not most, of the common ancestors with your matches will be beyond the first page displayed.

Thank you, thank you, MyHeritage!!!

Estimating the Number of Generations by the Amount of Shared DNA

How far up the tree you’ll need to look can be estimated by the amount of DNA that you share with a particular match.

Vendors estimate the relationship of DNA matches by either the percentage of shared DNA or the number of shared centimorgans (cMs), but there’s no quick reference to show you, generationally, where to focus in you and your matches’ trees for your common ancestor.

That’s the handy reference Generation Tree Chart that I’ve created here.

In the article, Shared cM Project 2020 Analysis, Comparison and Handy Reference Charts, I compiled information from multiple sources into one chart detailing HOW MUCH DNA can be expected to be shared at various relationship levels. Shared cM Project information is also visualized at DNAPainter

What I need to know now, though, isn’t an estimate of how closely we are related, but how many generations back to look for our common ancestor in my and their trees.

As I’m clicking through my matches, the majority, by far, are smaller than larger. That makes sense, of course, because we have many more distant relatives than close relatives.

At FamilyTreeDNA, I have 8758 matches who are not immediate or close family.

Number of Matches	Relationship Range	cM Range
10	Half-1C and 1C1R	318-637 cM
4	2C and equivalent	159-318 cM
7	Between 2C-3C, such as half-2C	80-159 cM
79	3C and equivalent	40-80 cM
814	3C-4C and equivalent	20-40 cM
7548	4C and equivalent	9-20 cM
293	Below 4C and equivalent	7-9 cM

I know the people in the first two categories and some of the people in the third category, but the genetic/ancestral scavenger hunt begins there.

All Cousins Are Not Equivalent

You’re probably wondering about the word “equivalent.” Genetically, people of different relationships carry the same amount of expected DNA. We not only have 5^th cousins (5C), for example, we have:

Half-fifth-cousins
Fifth-cousins-once-removed (5C1R)
Fifth-cousins-twice-removed (5C2R)
And so forth

I wrote about determining cousin relationships, meaning halves and removed,here.

Genetically speaking, a 5C2R carries the same expected amount of shared DNA as a 6C, so they are functional equivalents. How do we resolve this and where do we look in our trees for our common ancestors?

I’m so glad you asked!

Where Do Various Cousin Levels Fall in My Tree?

We know that first cousins share grandparents, but as we get further back in our tree, it’s difficult to remember or calculate how many generations back a 6^th cousin is in our tree.

I’ve used my MyHeritage tree to display 1st through 10th cousins, labeled in red, and the generation number they represent, in black. So, my common ancestors with my second cousins are found 3 generations out in my tree.

Making things more challenging, however, is that unless we know the match already, we’re trying to figure out how closely the match is actually related to us based on their DNA. Not all cousins of any level share the same amount of DNA, so the best vendors can do is provide an estimate or relationship range.

To determine our actual relationship, we need to find our most recent common ancestor.

Where, approximately, in my tree would I look for each category of match, especially that huge group of 7548 people?

Good question!

The Generation Tree Chart is Born

I needed a quick reference for approximately how many generations back in time our common ancestors existed by how much DNA we share, so I know how far back in someone’s tree I need to look.

I’ve reorganized the data from my earlier articles and created a new resource.

The Generation Tree Chart

The Generation Tree Chart:

Is not meant to identify parents or close relatives.
Does not include parents or grandparents.
Counts your parents as generation 1. Some people count themselves as generation 1. If you’re discussing this table, keep in mind that you may be one generation “off” in your discussions with someone who counts differently.
This chart clusters the relationships according to color, based on how much DNA people of that relationship are expected to share. For example, a first-cousin-twice-removed (1C2R) shares the same expected amount of DNA with you as a second-cousin (2C).
All cousin relationships that are expected to share the same amount of DNA are in the same color band.
If you’re using this chart with Ancestry’s numbers, use the unweighted (pre-Timber) amount of DNA.

The colored bands correlate to shared DNA, but the shared ancestor isn’t necessarily the same generation back in time.

This is my “show your work” chart. You’ll notice a few things.

The “Avg % Shared” column is the amount of shared DNA expected based on a 50% division (recombination) in each generation, which almost never happens exactly.
The “Expected cM” column is the expected cM amount based a 50% division in each generation.
I’ve incorporated the DNAPainter mean, low and high range for each relationship.
The expected number of shared cMs, in the “Expected cM” column is almost always smaller than the “cM Mean” from DNAPainter. The mean is the midpoint reported in the Shared cM Project for all respondents of that relationship who reported their shared DNA – minus the outliers.

This fact that reported is often significantly higher than expected is particularly interesting. In the closer generations, it doesn’t really matter, but beginning about the 6^th blue band and the 7^th red band in the chart, the mean is often twice the expected amount.

Remember that DNAPainter numbers are based on the Shared cM Project which relies on user-reported relationships and their associated cM match amounts. You can view Blaine Bettinger’s paper about the most recent Shared cM Project version (2020) and his methodologies here.

My theory is that the more distantly people match, the less likely they are to report the relationship accurately. They may be reporting the relationship they believe to be accurate, life a full versus a half cousin, but that’s not actually the case. It’s also possible that there are multiple unknown relationships or pedigree collapse, or both.

Furthermore, from the red band to the end of the chart, the reported amounts are significantly higher than expected, which is probably a function, in part, of “all or nothing” segment transmission. In other words, if someone’s parent carries a 10 cM segment, you’re probably going to inherit all of it or none of it. If it’s actually divided to 5 and 5 cM, you’re not going to see it on any match list.

In my case, I have several 8 cM triangulated matches who descend from common Dodson ancestors whose descendants intermarried a couple of generations later. Therefore, these matches are, respectively, both my 6C2R and 7C3R from the same line (20 cM total match), two matches at 6C1R (66 cM and 19 cM), and one 6C (51 cM). These people also triangulate on multiple segments. Given the high amount of shared DNA for this relationship level, I suspect additional pedigree collapse someplace. At least one person also matches on an unrelated line that I never realized before doing this match-by-match analysis, which opens up new possibilities.

Next, the meat of this chart.

The “Generations Back in Tree” column shows where your common ancestor with someone in that cousin generation would be expected. For example, in the first three bands, all of the first cousin variants are found two generations back, and your grandparents are your common ancestors.

All of the 2C variants descend through great-grandparents, which are 3 generations back in your tree.

Plase note that you can easily find the amount of DNA that you share with a match in the “Expected cM” and “Mean” Columns, and look to the right to see the Generations Back in Tree.

For example, if I have a match where I share 20 cM of DNA, I’m going to be looking between the red band and the second white band. The generations back in tree range from 4-6, or the common ancestor could potentially be further back. In other words, if I’m lucky, I’ll spot common ancestors on the first tree page displayed, but I may well need to display additional generations.

The “Common Ancestors” column displays the common ancestor with anyone in that cousin generation. So, anyone in any variation of 3C shares great-great-grandparents with you.
“How Many” shows how many great-great-grandparents you have – 8.

Color Bands and Generations

Color bands represent the same amount of expected DNA, but the various relationships that are included in those bands represent at least two different “Generations Back in Tree.”

For example, looking at the green band, the half 1C3R will be found in the grandparents generation, or generation 2, the 2C2R and half 2C1R are in the great-grandparents, or generation 3, and the 3C is found in the great-great-grandparents, or generation 4.

Where I really needed this chart, though, was in the more distant generations. While we are clearly dealing with a range, if I see a match with 11 or 12 cM, our common ancestor is nearly always at least 6 generations out, and often more.

The Net-Net of This Exercise

The majority of my matches, 7548, fall into the red band of 9-20 cM, which should be the 4^th or 5^th generation, either great-great or GGG-grandparents, but in reality, common ancestors will often be found more distantly in matches’ trees.

Most of your matches will be 20 cM or below, meaning they are at least 4/5 generations distant, or further – which translates to NOT the first tree page displayed. This why using the MyHeritage tree is so convenient, because when you click to the next generations, they just open and it’s VERY easy to quickly click and expand every generation with no back-clicking needed. Tip – when viewing profile cards for their ancestors, be sure to note locations which are important hints too. You can also click to “research this person.”

If your match doesn’t have a tree developed to at least 5 generations, it’s unlikely that you will be able to find a common ancestor for someone with less than a 20 cM match. However, all is not lost because you may recognize a surname, and if you build out the tree for your match, you may find your common ancestor. I build out my matches’ trees often! (Yes, it’s painful and irritating, but just do it! After all, we’re genealogists. We got this.)

For people with smaller cM matches, you may be looking even further out. I have some solid triangulated matches with multiple people at 6 and 7 generations..

The further out in time, the more triangulated people you need to be confident that your common ancestor who contributed that segment is identified correctly. At that distance, most people will have dead end lines and brick walls, probably yourself included.

However, my research methodology has the potential to break through brick walls.

Brick Walls Breakers

When I’m working on match and triangulation clusters, not only am I looking for MY known ancestors, I’m also looking for common surnames, or more specifically, common ancestors between my matches trees.

In some cases, common ancestors only mean that I’m viewing first cousins to each other, but in other cases, those common ancestors between my matches, but not me, MAY POINT DIRECTLY TO A MISSING BRICK WALL ancestor of mine.

Another hint that this might be the case is when the shared cMs seem high relative to how far back your common identified ancestor is in your tree – which is the case with my Dodson cluster. There may be a second relationship obscured there, especially if they match each other more “normally” and it’s only my matches that are higher than expected with multiple people in this cluster.

Research Methodology

If you’re wondering how I approach this process, I use a spreadsheet organized by triangulation cluster because everyone in a triangulation cluster matches each other on a particular segment. This means that the triangulated segment comes from a common ancestor (or is idencal by chance.) Each match has it’s own row in the cluster on my spreadsheet.

This spreadsheet could also be organized by shared match or matrix cluster, but I prefer smaller triangulation clusters where everyone matches each other and me on the same segment – because it points to ONE shared souce of the DNA – meaning one ancestor or ancestral couple.

I downloaded my match list at FamilyTreeDNA where I can see which matches are assigned either maternally or paternally based on identified, linked relationships, and who matches on the same segments. I used that spreadsheet as the foundation of this spreadsheet, but I could also add people who match on that segment and triangulate from other vendors who provide matching segment information, such as MyHeritage.

Using my Dodson example group, this group of people above, on my father’s side, hence the blue color, also triangulates on other segments. Other clusters are significantly larger, with around 50 cluster members.

One person, JA, descends from Dodson cousins who intermarried, which is pedigree collapse, so they may carry more Dodson/Durham DNA than they would otherwise.

If someone has a small tree, I often use traditional genealogy resources to expand their tree if I recognize a surname.

I track my other ancestors’ surnames that I notice in their trees, which provides a clue for additional ancestors. Of course, common surnames sometimes aren’t useful. However, one match, JC, found in this group is a proven Crumley line cousin who has colonial Virginia ancestors, but no prior knowledge of a Dodson/Durham line – so this could be a HUGE hint for one of JC’s brick walls.

This example cluster from my mother’s side includes my mother, who I haven’t listed, and also RM, a known second cousin who I tested. Based on his known common ancestors with me, I know immediately that these segment matches all track to John David Miller and Margaret Elizabeth Lentz, or beyond. Sure enough DW has a tree where our common ancestor is David Miller, father of John David Miller, and TK is related to DW based on an obituary. So far, we know this segment originated with David Miller and his wife, Catherine Schaeffer, but we don’t know if the segment originated with the Miller or Schaeffer parent.

One additional cluster member shows a Cyrus Miller out of Pennsylvania and my initial attempt at extending their tree using WikiTree, MyHeritage and Ancestry to find a common ancestor was not fruitful, but a deep dive might well produce more, or the common ancestor could reach back into Europe.

As new people test and match, I can add them to the spreadsheet in the clusters where they fit.

Summary Generation Tree Chart

Here’s a summary version of the Generation Tree Chart for you to use, without the cM high and low ranges, and without the red boxes. This is the one I use the most.

Here’s the full chart, including the ranges, but with no red boxes.

The Bottom Line

To derive the most benefit, we all need to develop our trees as far as possible, and share with others. A rising tide lifts all ships!

It’s impossible to identify common ancestors without trees, which means it’s also impossible to use genetic genealogy to break through brick walls.

Please check your trees at the various vendors, if you have multiple trees, and at WikiTree, to be sure you’ve added your most distant known ancestor in each line.

Link your known relatives to their position in your tree at FamilyTreeDNA, which allows them to triangulate behind the scenes and assign (bucket) your matches either maternally or paternally on your match list.

What new information is waiting for you in your matches? Do you have brick walls that need to fall?

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Mitotree Q&A for Everyone

Posted on June 11, 2025 by Roberta Estes

I recently presented Mitotree Webinar – What It Is, How We Did It, and What Mitotree Means to You at Legacy Family Tree Webinars. It’s still free to view through June 13^th, and after that, it’s available in the webinar library with a subscription. The 31-page syllabus is also a subscription feature.

Thank you to all 1000+ of you who attended and everyone else who has since watched the webinar – or will now.

We had a limited amount of time for Q&A at the end, so Geoff, our host, was kind enough to send me the list of questions from the Chat, and I’m doing the Q&A here. But keep in mind, please, that I’m assuming when I answer that you’ve watched the webinar or are familiar with how the new Mitotree and tools work.

That said, I think this Q&A can help everyone who is interested in mitochondrial DNA. Your genealogy gift from your mother and her female lineage.

Just a quick reminder that the mitochondrial DNA test tracks your direct matrilineal line only, meaning your mother’s mother’s mother’s line on up your tree until you run out of mothers. Of course, our goal is always to break through that brick wall.

This is a wonderful opportunity, because, unlike autosomal DNA, mitochondrial DNA is not admixed with the DNA of the other parent, so it’s a straight line look back directly up your mother’s female line.

Aha Moment!

Geoff said at the end that he had an aha moment during the webinar. Both males and females have mitochondrial DNA inherited from their mother, so we think of testing our own – but forget to obtain the mitochondrial DNA of our father. Testing your father’s mitochondrial DNA means obtaining your paternal grandmother’s mitochondrial DNA, so test your father to learn about his mother’s maternal line.

And it’s Father’s Day shortly.

Q&A

I’ve combined and summarized similar questions to make this short and sweet. Well, as short and sweet as I can make anything!

Can I benefit from Discover even if I don’t have a full sequence test?

You can benefit from the free FamilyTreeDNA Discover tool with any haplogroup, even a partial haplogroup. Be sure to click the down arrow and select mtDNA before entering the haplogroup if you’re using the public version.

However, to gain the most advantage from your test results and Discover, and to receive your closest matches, you need the full sequence test, called the mtFull, which you can purchase here. If you took one of the lower-level “Plus” tests, years ago, click here to sign in and upgrade or check your account to see if you have the full sequence test.

What benefits do I receive if I click through to Discover from my account versus using the public version of Discover?

Click any image to enlarge

If you click through to Discover directly from your FamilyTreeDNA account, you will receive features and additional information that are not available in the free, public version of Discover.

You’ll receive additional Notable Connections and up to 30 Ancient Connections based on how many are available and relevant for you.

You’ll also be able to view the Match Time tree, showing your matches, their earliest known ancestors, and where they fit in your haplogroup and haplotype cluster. In this example, two EKAs hinted at a common lineage, which turned out to be accurate after I did some digging.

I think the Match Time Tree is indispensable – the best thing since sliced bread!

The Scientific Details report is also customized for you with your Haplotype Cluster and your private variants.

Will a child and their mother always have the same haplogroup?

Yes, but if one of them has a mutation that the other doesn’t, or a heteroplasmy, they may be in a different haplotype cluster.

Also, they both need to have taken the full sequence test. Otherwise, the one who did not take the full sequence test will only have a partial haplogroup until they upgrade.

We will talk more about edge cases in Q&A on down the list.

I took a mitochondrial DNA test at FamilyTreeDNA, but how can I tell if it was a full sequence test or the partial (HVR1/HVR2) test?

Great question. Sign in to your account.

In the Maternal Line Ancestry section, which is mitochondrial DNA, check to see if both the Plus and Full boxes are pink. If so, you have taken both and you’ll have a new Mitotree haplogroup and haplotype cluster.

If the “Full” box is grey, you can either click there or at the top where it says “Add Ons and Upgrades” to upgrade to the full sequence test.

Why is it called the Million Mito Project? What were you counting?

When we first launched the project, we hoped for a million full sequence samples to build the initial tree. After removing duplicates, such as parent/child, partial sequence samples such as HVR1/2, unreliable samples from PhyloTree, and including FamilyTreeDNA testers and academic samples, we had between one-third and half a million samples when we launched. The Mitotree and Discover are growing with new testers and groups of samples from archaeological studies, academic samples, and other publicly available resources, following quality analysis, of course.

Is there a way to confirm that I submitted an mtDNA to the Mito Tree project? I think I submitted my mom’s when you first started, but my husband recently tested, and I don’t remember if we opted him in at that time.

The science team at FamilyTreeDNA is using all of the full sequence tests in the construction of the Mitotree, so you don’t need to do anything special.

Do or can haplotype F numbers (haplotype clusters) ever become haplogroups?

The answer is maybe. (I know – I’m sorry!)

If you have private variants in addition to your haplotype cluster, then yes, those are haplogroup seeds.

This is my result and I have no additional private variants left to use.

If you don’t have any private variants, or mutations, left over, then no, you won’t receive a new haplogroup for this reason. However, if for some reason the haplogroup splits upstream, you might receive a new haplogroup in the future due to that split.

In addition to the webinar, I wrote about haplotype clusters in the article, Mitochondrial DNA: What is a Haplotype Cluster and How Do I Find and Use Mine?

How can mitochondrial DNA and the Mitotree be useful for breaking down genealogy in various parts of the world?

There are two aspects to mitochondrial DNA testing.

The first is to connect genealogically, if possible. To do that, you’ll be paying attention to your matches EKAs (earliest known ancestors), their trees, and their locations. You may well need to do some genealogy digging and build out some trees for others.

The second aspect is to learn more about that lineage before you can connect genealogically. Where did they come from? Do they share a haplogroup with any Ancient Connections, and what cultures do they share? Where did they come from most recently in the world, and where do the breadcrumbs back in time lead?

I wrote about this in the article, New Mitotree Haplogroups and How to Utilize Them for Genealogy.

Sometimes, DNA testing of any type is simply a waiting game until the right person tests and matches you. That’s one reason it bothers me so much to see people “not recommend” mitochondrial DNA testing. We all need more testers so we can have more matches.

When will Globetrekker™ for mtDNA be available?

I don’t know and neither does the team. The Mitotree is still being refined. For example, we are adding thousands of samples to the tree right now from multiple locations around the world. I probably wouldn’t expect Globetrekker™ until the tree is officially out of Beta, and no, I don’t know when that will happen either. It’s difficult to know when you’re going to be “finished” with something that has never been done before.

While it’s not Globetrekker™, you do have the Matches Map to work with, and the Migration Map in Discover, which also shows the locations of your Ancient Connections.

During the webinar, Roberta mentioned that her ancestor is German, but she discovered her ancestors were Scandinavian. Can you expand about the “event” that explained this unexpected discovery.

In my case, the church records for the tiny village where my ancestor lived in Germany begin right after the 30 Years’ War, which was incredibly destructive. Looking at Swedish troop movements in Germany, the army of Gustavus Adolphus of Sweden marched through the region with more than 18,000 soldiers. Women accompanied the baggage trains, providing essential, supportive roles and services to the soldiers and military campaign. I’ll never know positively, of course, but given that the majority of my full sequence matches are in Scandinavia, mostly Sweden, and not in Germany, it’s a reasonable hypothesis.

People often receive surprises in their results, and the history of the region plays a big role in the stories of our ancestors.

You don’t know what you don’t know, until you test and follow the paths ahd hints revealed.

Why do I have fewer matches in the HVR2 region than the HVR1 region?

Think of the mitochondria as a clock face.

The older (now obsolete) HVR1 test tested about 1000 locations, from about 11-noon and the HVR2/3 region tested another 1000 locations, from about noon-1 PM. The full sequence test tests the full 16,569 locations of the entire mitochondria.

Each level has its own match threshold. So, if you have one mutation at either the HVR1 or HVR2/3 level, combined, you are not considered a match. For example, you can match 10 people at the HVR1 level, and have a mutation in the HVR2 level that 4 people don’t share, so you’ll only match 6 people at the HVR2 level.

If you have one mutation in the HVR1 region, you won’t match anyone in either the HVR1 or HVR1/HVR2 regions.

At the full sequence level, you can have three mutation differences (GD 3) and still be considered a match.

So, the short answer is that you probably have a mutation that some of your matches at the HVR2 level don’t have.

In addition to matches on your Matches page, you will (probably) have haplogroup matches that aren’t on your match list, so check Discover for those.

I have HVR1/HVR2 matches, but none at the full sequence level. Why?

It’s possible that none of your matches have tested at that level.

You have no mutations in the HVR1/2 region, or you would not be a match. If your HVR1/2 matches have tested at the full sequence level, then you have more than 3 mutations difference in the coding region.

Why do I match people at the full sequence level but not HVR1/2?

The match threshold at the HVR1/2 level is 1, so if you have one mismatch, you’re not listed as a match. However, at the full sequence level, the GD (genetic distance) is 3 mismatches. This tells me you have a mismatch in the HVR1 region, which also precludes HVR2 matching, but less than 4 mutations total. Click on the little “i” button above each match level on the matches page.

Why don’t all of my matches show on the Match Time Tree?

Only full sequence matches can show on the Match Time Tree, because they are the only testers who can receive a full haplogroup.

How does a heteroplasmy interfere with mtDNA research?

Heteroplasmies, where someone carries two different nucleotides at the same location in different mitochondrial in their body, are both extremely fascinating and equally as frustrating.

Heteroplasmies can interfere with your matching because you might have a T nucleotide in a specific location, which matches the reference model, so no mutation – like 16362T. Your mother might have a C in that location, so T16362C, which is a mutation from T to C. Your aunt or sister might have both a T and a C, which means she is shown with letter Y, so 16362Y, which means she has more than 20% of both. All three of you probably have some of each, but it’s not “counted” as a heteroplasmy unless it’s over 20%.

The challenge is how to match these people with these different values accurately, and how heteroplasmies should “count” for matching.

I wrote about this in the article What is a Heteroplasmy and Why Do I Care?

Bottom line is this – if you are “by yourself” and have no matches, or you don’t match known relatives exactly, suspect a heteroplasmy. If you ask yourself, “What the heck is going on?” – rule out a heteroplasmy. Check out my article and this heteroplasmy article in the FamilyTreeDNA help center.

Someone asked about the X chromosome and may have been confusing it with mitochondrial DNA. The X chromosome is not the same as mitochondrial DNA.

The confusion stems from the fact that both are associated with inheritance from the maternal line. Everyone inherits their mitochondrial DNA from their mother. Men inherit their X chromosome ONLY from their mother, because their father gives them a Y chromosome, which makes them a male. Females inherit an X chromosome from both parents. And yes, there are medical exceptions, but those are unusual.

I wrote about this in the article, X Matching and Mitochondrial DNA is Not the Same Thing.

How do you determine the location of the last mutation? A tester and their aunt are from one country, and another man in the same haplogroup is from another country, but he has tested only the HVR1/HVR2 level.

There are really two answers here.

First, you can’t really compare your full sequence new Mitotree haplogroup with a partial haplogroup based on only the HVR1/2 test. Chances are very good that if he upgraded to a full sequence test, he would receive a more complete haplogroup, and one that might be near the tester’s haplogroup, but perhaps not the same.

For example, my full sequence haplogroup is J1c2f. I have matches with people who only tested at the HVR1/HVR2 level, but they can only be predicted to haplogroup J, with no subgroup, because they are missing about 14,000 locations that are included in the full sequence test.

Using the Discover Compare feature, comparing haplogroup J to J1c2f clearly shows that the mutations that define haplogroup J1c2f happened long after the mutation(s) that define haplogroup J.

You can use other Discover tools such as the Match Time Tree (if you click through from your account), the Time Tree, the Ancestral Path and the Classic Tree to see when the various haplogroups were born.

My mother took the full sequence test in 2016, so should I look for an upgrade now? She is deceased so can’t retest.

First, I’m sorry for your loss, but so glad you have her DNA tests.

The good news is that you ordered the full sequence right away, so you don’t need to worry about an upgrade failing later. In this case, there is no upgrade because the full sequence tests all 16,569 locations.

Additionally, had you needed an upgrade, or wanted to do a Family Finder test, for example, FamilyTreeDNA stores the DNA vials for future testing, so you could potentially run additional tests.

And lastly, since we’re talking mitochondrial DNA, which you inherit from your mother with no admixture from your father, your mtDNA should match hers exactly, so you could test in proxy for her, had she not already tested.

Has anything changed in Native American haplogroups?

Absolutely. About 75% of testers received a new haplogroup and that includes people with Native American matrilineal ancestors.

For example, my Native ancestor was haplogroup A2f1a, formed about 50 CE and is now A2f1a4-12092, formed about 1600 CE, so has moved 2 branches down the tree and about 1500 years closer. My ancestor was born about 1683. Her descendant has 58 full sequence matches, 22 in the same haplogroup, and 16 people in their haplotype cluster.

I’m so excited about this, because it helps provide clarity about her ancestors and where they were before she entered my genealogy by marrying a French settler.

Are mtDNA mutations the same or similar to autosomal SNPs?

A SNP is a single nucleotide polymorphism, which means a single variation in a specific location. So yes, a mutation is a change in a nucleotide at a genetic location in Y-DNA, autosomal DNA, or mitochondrial DNA.

Can we filter or sort our matches by haplotype on our match page?

Not yet. Generally, your closest matches appear at or near the top of your match list. Of course, you can use the Discover Match Time Tree and you can download your matches in a CSV file. (Instructions are further down in Q&A.)

Is there a way to make it more obvious that the EKA should be in their matrilineal line? There are so many men as EKAs!

So frustrating. The verbiage has been changed and maybe needs to be revised again, but of course, that doesn’t help with the people who have already entered males. We know males aren’t the source of mitochondrial DNA.

When I see males listed as an EKA, I send the match a pleasant note. I’m not sure they make the connection between what they entered and what is being displayed to their matches. If they have included or linked to a tree, I tell them who, in their tree, is their mtDNA EKA.

I’ve written about how to correctly add an Earliest Known Ancestor. I’ll update that article and publish again so that you can forward those instructions to people with no EKA, or male EKAs.

I love learning about my ancient connections. I have a new match due to the updates, who is from a neighboring area to my great-great-great-grandmother.

I love, love, LOVE Ancient Connections. They tell me who my ancestors were before I have any prayer of identifying them individually. Then I can read up on the culture from which they sprang.

I’ve also had two situations where Ancient Connections have been exceptionally useful.

One is an exact haplogroup match to my ancestor, and the burial was in a necropolis along the Roman road about 3-4 km outside the medieval “city” where my ancestor lived.

In a second case, there were two villages in different parts of the same country, hundreds of miles apart, and one burial from about 200 years before my ancestor lived was found about 10 km from one of those villages. While this isn’t conclusive, it’s certainly evidence.

What does the dashed line on the Time Tree mean?

Dashed lines on the time tree can mean two things.

The red dashed line, red arrow above, is the haplogroup formation date range and correlates to the dates at the top of Time Tree, not show in this screen shot. You can also read about those dates and how they are calculated on the Scientific Details tab in Discover.

The brown dashed lines, green arrow above, connect an ancient sample to its haplogroup, but the sample date is earlier than the estimated haplogroup.

At first this doesn’t make sense, until you realize that ancient samples are sometimes carbon dated, sometimes dated by proximity to something else, and sometimes dated based on the dates of the cemetery or cultural dig location.

Archaeological samples can also be contaminated, or have poor or low coverage. In other words, at this point in time, the samples are listed, but would need to be individually reviewed before shifting the haplogroup formation date. Haplogroup formation dates are based on present day testers.

A cousin and I have been mtDNA tested. What might be gained by testing our other six female cousins/10 or so male cousins?

Probably not much, so here’s how I would approach this.

I would test one cousin who descends from another daughter of the EKA, if possible. This helps to sift out if a haplogroup-defining mutation has occurred.

If you or that cousin has private variants left over after their haplotype cluster is formed, testing a second person from that line may well results in a new haplogroup formation for that branch.

I absolutely would ask every single one of those cousins to take an autosomal test, however, because you never know what tools the future will bring, and we want to leverage every single segment of DNA that our ancestors carried. Testing cousins in the only way to find those.

In the Mitotree, I am grouped in a haplogroup that, according to the Mitotree Match Time Tree, branched off only about 200 years ago and has four mtDNA testers in it, including me. In fact, my earliest known maternal line ancestor I found using pen-and-paper genealogy was indeed born around 230 years ago and is also the known maternal ancestor for one of these three testers – confirming the Mitotree grouping is correct. But the other two matches in this haplogroup are completely unknown to me. Unfortunately, they do not have a tree online, and they did not respond to several messages. Is there any way to find out more about them using the new Mitotree tools?

First of all, this is great news. Having said that, I share your frustration. However, you’re a genealogist. Think of yourself as a sleuth.

I’d start by emailing them, but in this case, you already have. Tell them what you know from your line and ask if their line is from the same area? End with a question for them to answer. Share tidbits from Discover – like Ancient Connections maybe. Something to peak their interest.

Next, put on your sleiuh hat. I’d google their name and email address, and check Facebook and other social media sites. I’d check to see if they match me, or any cousins who have tested, on an autosomal test. If they do match autosomally, use shared matching and the matrix tool. If they are an autosomal match, I’d also check other testing sites to see if they have a tree there.

One webinar attendee is haplogroup H1bb7a+151 and is frustrated because they only have eight matches and don’t understand how to leverage this.

Of course, without knowing more, I can’t speak to what they have and have not done, and I certainly understand their frustration. However, in mitochondrial and Y-DNA, you really don’t want thousands of matches. It’s not autosomal. You want close, good matches, and that’s what the Mitotree plus haplotype clusters provide.

Your personal goals also make a lot of difference.

For me, I wanted to verify what I think I know – and received a surprise. I also want to go further back if possible. Then, I want to know the culture my ancestors came from.

First, step through every single one of Discover’s 13 tools and READ EVERY PAGE – not skim. These are chapters in your free book about your ancestor.

Their haplogroup was formed about 1200, so all of those matches will be since that time. The Ancient Connections tell me it’s probably British, maybe Irish – but they will see more from their account than I can see on the public version of Discover.

The Time Tree shows me one haplotype cluster, which is where the tester’s closest matches will probably be, barring a mutation or heteroplasmy.

Looking at the matches, e-mail people, look for common locations in their trees, and see if any of them are also autosomal matches using the Advanced Matching tool.

Looking at the 10 success story examples I used, one man was able to connect 19 of his matches into three groups by doing their genealogy for them. This doesn’t work for everyone, but it will never work if we don’t make the attempt.

An attendee would like to search on the Earliest Known Ancestor’s (EKA’s) name field.

I would like that too. You can search on surnames, but that’s often not terribly useful for mitochondrial DNA. The Match Time Tree shows the EKA for all full sequence testers.

In the upper right hand corner of your Matches page, there’s an “Export CSV” file link. Click there to download in a spreadsheet format. The EKA is a column in that file, along with both the new Mitotree haplogroup and haplotype F number, and it’s very easy to do a sort or text search from there.

Several questions about why people have so many more autosomal matches than either Y-DNA or mitochondrial.

There are several considerations.

First, autosomal testing became very popular, often based on ethnicity. There are many times more autosomal testers than there are either Y or mitochondrial.

Second, if you look back just six generations, you have 64 lineages. Y-DNA and mtDNA tests one line each and you don’t have to figure out which line. It also reaches back much further in time because it’s not admixed, so nothing washes out or rolls off in each generation like with autosomal.

Third, the Y-DNA and mitochondrial DNA tests are very specific and granular.

More is not necessarily better. You’re looking for refinement – and mitochondrial is just one line. No confusion. Think how happy you’d be if your autosomal matches weren’t all jumbled together and could be placed into 64 neat little baskets. Think how much time we spend sorting them out by shared matches and other criteria. Both Y-DNA and mitochondrial is already sorted out.

I’ve broken through several brick walls with unrecombined Y-DNA and mitochondrial DNA that could never be touched with autosomal – especially older lines where autosomal DNA is either gone or negligible.

You mentioned a Facebook group where I can ask questions about mitochondrial DNA?

The mitochondrial DNA Facebook group is the FamilyTreeDNA mtDNA Group, here.

To the webinar attendee who came to see me more than 20 years ago at Farmington Hills, Michigan, at one of my first, if not the first, genetic genealogy presentation – thank you!

Thank you for attending then when I really had no idea if ANYONE would come to hear about this new DNA “thing” for genealogy. I remember how nervous I was. And thank you for sticking around, continuing to research, and saying hello now!

Closing Comment

Mitochondrial DNA testing is different than autosomal, of course. It’s often the key to those females’ lines with seemingly insurmountable brick walls.

I attempt to collect the mitochondrial DNA of every ancestor. I trace “up the tree” to find people to test who descend from those ancestors through all women to the current generation, which can be males.

To find testers, I shop:

Autosomal matches at FamilyTreeDNA
Projects at FamilyTreeDNA
WikiTree
FamilySearch
Ancestry DNA matches
Ancestry Thrulines
Ancestry trees
MyHeritage DNA matches, where ther are a lot more European testers
MyHeritage Theories of Family Relativity
MyHeritage Cousin Finder
Relatives at RootsTech during the month before and after RootsTech when it’s available
Facebook Genealogy and family groups that appear relevant

When I find an appropriately descended person, I ask if they have already taken either the Y-DNA or mitochondrial DNA test, whichever one I’m searching for at that moment. If yes, hurray and I ask if they will share at least their haplogroup. If they haven’t tested, I tell them I’m offering a testing scholarship.

I will gladly explain the results if they will share them with me. Collaboration is key and a rising tide lifts all ships.

My mantra in all of this is, “You don’t know what you don’t know, and if you don’t test, you’ll never know.” I’ve missed testing opportunities that I desperately wish I hadn’t, so test your DNA and find testers to represent your ancestors.

I hope you enjoyed the webinar. It’s not too late to watch.

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Discover’s Ancient Connections – How Are You Related?

Posted on May 8, 2025 by Roberta Estes

When FamilyTreeDNA released the new Mitotree, they also introduced their new mtDNA Discover tool, which is a series of 13 reports about each haplogroup, including one titled Ancient Connections.

Ancient Connections shows you ancient relatives from your direct matrilineal line through a mitochondrial DNA test or through a Y-DNA (preferably Big Y-700) test.

Ancient Connections help you connect the present to the past based on archaeological excavations around the world and DNA sequencing of remains. Ancient Connections links you through your DNA to ancient people, cultures, and civilizations that would be impossible to discover any other way. You don’t have to wonder if it’s accurate, or which line it came from, because you know based on the test you took. Discover’s Ancient Connections track the journey of your ancestors and relatives.

Ancient Connections can be very exciting – and it’s easy to get swept away on a wave of jubilation.

Are those people your ancestors, or relatives, or what? How do you know? How can you figure it out?

So let me just answer that question generally before we step through the examples, so you can unveil your own connections.

You are RELATED to both Ancient and Notable Connections. Notable Connections are famous or infamous people who have lived more recently, and their relatives have been tested to identify their haplogroups.
It’s VERY unlikely that Ancient Connections are your direct ancestors – but someone in the line that you share IS your ancestor.
Many factors enter into the equation of how you are related, such as the haplogroup(s), the timeframe, and the location.
The sheer number of people who were living at any specific time makes it very unlikely that any one person with that haplogroup actually was your direct ancestor. They are much more likely to be your distant cousin.

Factors such as whether you share the same haplogroup, similar locations, and the timeframe make a huge difference. Everyone’s situation is different with each Ancient Connection.

Ok, are you ready for some fun???

Let’s find out how to leverage these tools.

Ancient Connections

Ancient connections are fun and can also be quite useful for genealogy.

In this article, I’m going to use a mitochondrial DNA example because full sequence testers at FamilyTreeDNA just received their new Mitotree haplogroup. mtDNA Discover was released with Mitotree, so it’s new too. However, the evaluation process is exactly the same for Y-DNA.

Everyone’s results are unique, so your mileage absolutely WILL vary. What we are going to learn here is a step-by-step analytical process to make sure you’re hearing the message from your ancestors – and interpreting it correctly.

To learn about your new mitochondrial DNA haplogroup and haplotype, read the articles:

Radegonde Lambert

Let’s start with an Acadian woman by the name of Radegonde Lambert. She’s my ancestor, and I wrote about her years ago in the article, Radegonde Lambert (1621/1629-1686/1693), European, Not Native.

At the time, that article caused a bit of a kerfluffle, along with the article, Haplogroup X2b4 is European, Not Native American, because Radegonde’s X2b4 haplogroup had been interpreted by some to mean that her matrilineal ancestors were Native American.

That often happens when a genealogical line abruptly ends and hits a brick wall. What probably began with “I wonder if…”, eventually morphed into “she was Native,” when, in fact, she was not. In Radegonde’s case, it didn’t help any that her haplogroup was X2b4, and some branches of base haplogroup X2 are in fact Native, specifically X2a, However, all branches of X2 are NOT Native, and X2b, which includes X2b4, is not.

The Acadians were French people who established a colony in what is now Nova Scotia in the 1600s. They did sometimes intermarry with the Native people, so either Native or European heritage is always a possibility, and that is exactly why DNA testing is critically important. Let’s just say we’ve had more than one surprise.

I always reevaluate my own work when new data becomes available, so let’s look to see what’s happening with Radegonde Lambert now, with her new haplogroup and mtDNA Discover.

Sign on and Identify Your Haplogroup

You can follow along here, or sign on to your account at FamilyTreeDNA.

The first step is to take note of your new Mitotree haplogroup.

Your haplogroup badge is located near the bottom right of your page after signing in.

The tester who represents Radegonde Lambert has a Legacy Haplogroup of X2b4 and has been assigned a new Mitotree haplogroup of X2b4g.

Click Through to Discover

To view your personal Discover information, click on the Discover link on your dashboard.

You can simply enter a haplogroup in the free version of mtDNA Discover, but customers receive the same categories, but significantly more information if they sign in and click through.

You can follow along on the free version of Discover for haplogroups X2b4 here, and X2b4g here.

Clicking on either the Time Tree, or the Classic Tree shows that a LOT has changed with the Mitotree update.

Each tree has its purpose. Let’s look at the Classic Tree first.

The Classic Tree

I like the Classic Tree because it’s compact, detailed and concise, all in one. Radegonde Lambert’s new haplogroup, X2b4g is a subgroup of X2b4, so let’s start there.

Click on any image to enlarge

Under haplogroup X2b4, several countries are listed, including France. There are also 7 haplotype clusters, which tell you that those testers within the cluster all match each other exactly.

It’s worth noting that the little trowels (which I thought were shovels all along) indicate ancient samples obtained from archaeological digs. In the Discover tools, you’ll find them under Ancient Connections for that haplogroup. We will review those in a minute.

In Mitotree, haplogroup X2b4 has now branched several granular and more specific sub-haplogroups.

Radegonde Lambert’s new haplogroup falls below another new haplogroup, X2b4d’g, which means that haplogroup X2b4d’g is now the parent haplogroup of both haplogroups X2b4d and X2b4g. Both fall below X2b4d’g.

Haplogroup names that include an apostrophe mean it’s an umbrella group from which the two haplogroups descend – in this case, both X2b4d and X2b4g. Apostrophe haplogroups like X2b4d’g are sometimes referred to as Inner Haplogroups.

You can read more about how to understand your haplogroup name, here.

In this case, haplogroup X2b4d’g is defined by mutation G16145A, which is found in both haplogroups X2b4d and X2b4g. Both of those haplogroup have their own defining mutations in addition to G16145A, which caused two branches to form beneath X2b4d’g.

You can see that Radegonde Lambert’s haplogroup X2b4g is defined by mutation C16301T, but right now, that really doesn’t matter for what we’re trying to accomplish.

In descending order, for Radegonde, we have haplogroups:

X2b4
X2b4d’g
X2b4g

Your Match Page

Looking at the tester’s match page, Radegonde’s haplotype cluster number and information about the cluster are found below the haplogroup. You can view your cluster number on:

Your match page
The Match Time Tree beside your name and those of your matches in the same haplotype cluster
The Scientific Details – Variants page

I wrote about haplotype clusters, here.

Click on any image to enlarge

On your match page, which is where most people look first, you are in the same haplogroup and haplotype cluster with anyone whose circle is also checked and is blue. If the little circles are not checked and blue, you don’t share either that haplogroup, haplotype cluster, or haplogroup and haplotype cluster. If you share a haplotype cluster, you will always share the same haplogroup.

Haplotype clusters are important because cluster members match on exactly the same (but less stable) mutations IN ADDITION to haplogroup-defining (more stable) mutations.

However, you may also share an identifiable ancestor with people in different haplotype clusters. Mutations, and back mutations happen – and a lot more often at some mutation locations, which is why they are considered less stable. Normally, though, your own haplotype cluster will hold your closest genealogical matches.

In Discover, you can see that Radegonde’s haplotype cluster, F585777, displays three tester-supplied countries, plus two more. Click on the little plus to expand the countries.

What you’re viewing are the Earliest Known Ancestor (EKA) countries that testers have entered for their direct matrilineal ancestor.

Let’s hope they understood the instructions, and their genealogy information was accurate.

Notice that Canada and France are both probably quite accurate for Radegonde, based on the known history of the Acadians. There were only French and Native women living in Nova Scotia in the 1600s, so Radegonde had to be one or the other.

The US may be accurate for a different tester whose earliest known ancestor (EKA) may have been found in, say, Louisiana. Perhaps that person has hit a brick wall in the US, and that’s all they know.

The US Native American flag is probably attributable to the old “Native” rumor about Radegonde, and the tester didn’t find the Canadian First Nations flag in the “Country of Origin” dropdown list. Perhaps that person has since realized that Radegonde was not Native and never thought to change their EKA designation.

The little globe with “Unknown Origins” is displayed when the tester doesn’t select anything in the “Country of Origin.”

Unfortunately, this person, who knew when Radegonde Lambert lived, did not complete any additional information, and checked the “I don’t know this information” box. Either Canada, or France would have been accurate under the circumstances. If they had tracked Radegonde back to Canada and read about her history, they knew she lived in Canada, was Acadian, and therefore French if she was not Native. Providing location information helps other testers, whose information, in turn, helps you.

Please check your EKA, and if you have learned something new, PLEASE UPDATE YOUR INFORMATION by clicking on the down arrow by your user name in the upper right hand corner, then Account Settings, then Genealogy, then Earliest Known Ancestors.

Don’t hesitate to email your matches and ask them to do the same. You may discover that you have information to share as well. Collaboration is key.

Radegonde’s Discover Haplogroup

First, let’s take a look at Radegonde’s haplogroup, X2b4g, in Discover.

The Discover Haplogroup Story landing page for haplogroup X2b4g provides a good overview. Please READ this page for your own haplogroup, including the little information boxes.

The history of Radegonde’s haplogroup, X2b4g, is her history as well. It’s not just a distant concept, but the history of a woman who is the ancestor of everyone in that haplogroup, but long before surnames. Haplogroups are the only way to lift and peer behind the veil of time to see who our ancestors were, where they lived, and the cultures they were a part of.

We can see that Radegonde’s haplogroup, X2b4g, was born in a woman who lived about 300 CE, Common (or Current) Era, meaning roughly the year 300, which is 1700 years ago, or 1300 years before Radegonde lived.

This means that the tester shares a common ancestor with everyone, including any X2b4g remains, between now and the year 300 when haplogroup X2b4g was born.
This means that everyone who shares haplogroup X2b4g has the same common female ancestor, in whom the mutation that defines haplogroup X2b4g originated. That woman, the common ancestor of everyone in haplogroup X2b4g, lived about the year 300, or 1700 years ago.
Your common ancestor with any one individual in this haplogroup can have lived ANYTIME between very recently (like your Mom) and the date of your haplogroup formation.
Many people misinterpret the haplogroup formation date to mean that’s the date of the MRCA, or most recent common ancestor, of any two people. It’s not, the haplogroup formation date is the date when everyone, all people, in the haplogroup shared ONE ancestor.
The MRCA, or most recent common ancestor, is your closest ancestor in this line with any one person, and the TMRCA is the “time to most recent common ancestor.” It could be your mother, or if your matrilineal first cousin tested, your MRCA is your grandmother, and the TMRCA is when your grandmother was born – not hundreds or thousands of years ago.
Don’t discount mitochondrial DNA testing by thinking that your common ancestor with your matches (MRCA) won’t be found before the haplogroup birth date – the year 300 in Radegonde’s case. The TMRCA for all of Radegonde’s descendants is about 1621 when she was born.
The haplogroup birth date, 1700 years ago, is the common ancestor for EVERYONE in the haplogroup, taken together.
Mitochondrial DNA is useful for BOTH recent genealogy and also reveals more distant ancestors.
Looking back in time helps us understand where Radegonde’s ancestors lived, which cultures they were part of, and where.

There are two ways to achieve that: Radegonde’s upstream or parent haplogroups, and Ancient Connections.

Parent Haplogroups

X2b4g split from X2b4d’g, the parent haplogroup of BOTH X2b4d and X2b4g, around 3700 years ago, or about 1700 BCE (Before Common (or Current) Era).

Looking at either the Classic Tree, the Time Tree (above) or the Match Time Tree, you can see that haplogroup X2b4g has many testers, and none provide any locations other than France, Canada, the US, unknown, and one Native in the midst of a large haplotype cluster comprised of French and Canadian locations. Due to the size of the cluster, it’s only partially displayed in the screen capture above.

You can also see that sister haplogroup X2b4d split from X2b4d’g around the year 1000, and the ancestors of those two testers are reported in Norway.

Many, but not all of the X2b4g testers are descendants of Radegonde. Even if everyone is wrong and Radegonde is not French, that doesn’t explain the other matches, nor how X2b4g’s sister haplogroup is found in Norway.

Clearly, Radegonde isn’t Native, but there’s still more evidence to consider.

Let’s dig a little deeper using Radegonde’s Ancient Connections.

Ancient Connections

While ancestor and location information are user-provided, Ancient Connections are curated from scientifically published papers. There’s no question about where those remains were found.

When signed in to your account, if you’ve taken the mtFull Sequence test, clicking on the Ancient Connections tab in Discover shows a maximum of around 30 Ancient Connections. If you’re viewing the free version of Discover, or you’ve only tested at the HVR1 or HVR1+HVR2 levels, you’ll see two of your closer and one of your most distant Ancient Connections. It’s easy to upgrade to the mtFull.

In Discover, the first group of Ancient Connections are genetically closest to you in time, and the last connections will be your most distant. Some connections may be quite rare and are noted as such.

Please keep in mind that oldest, in this case, Denisova 8 and Sima de los Huesos, will never roll off your list. However, as new studies are released and the results are added to the tree, you may well receive new, closer matches. New results are being added with each Discover update.

It’s very exciting to see your Ancient Connections, but I need to say three things, loudly.

Do NOT jump to conclusions.
These remains are probably NOT YOUR ANCESTORS, but definitely ARE your distant cousins.
Ancient Connections ARE wonderful hints, especially when taken together with each other and additional information.

It’s VERY easy to misinterpret Ancient Connections because you’re excited. I’ve done exactly that. To keep the assumption monster from rearing its ugly head, I have to take a breath and ask myself a specific set of questions. I step through the logical analysis process that I’m sharing with you.

The first thing I always want to know is where the genetically closest set of remains was found, when, and what we know about them, so let’s start there. Keep in mind that the closest remains genetically may not be the most recent set of remains to have lived. For example, my own haplogroup will be the closest genetically, but that person may have lived 2000 years ago. An Ancient Connection in a more distant haplogroup may have lived only 1000 years ago. The closest person genetically is NOT the same as the person who lived the most recently.

Our tester, Radegonde’s descendant, has no Ancient Connections in haplogroup X2b4g or X2b4d’g, but does have two in haplogroup X2b4, so let’s start there.

Discover provides a substantial amount of information about each set of ancient remains. Click on the results you want to view, and the information appears below.

Radegonde’s first Ancient Connection is Carrowkeel 534. The graphic shows the tester, the Ancient Connection being viewed, and their shared ancestor’s haplogroup. In this case, the shared ancestor haplogroup of Carrowkeel 534 and the tester is X2b4, who lived about 5000 years ago.

It’s very easy to look at Carrowkeel 534, become smitten, and assume that this person was your ancestor.

By Shane Finan – Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=35098411

It’s especially easy if you WANT that person to be your ancestor. Carrowkeel 534 was buried in a passage tomb in County Sligo, Ireland. I’ve been there.

However, don’t let your emotions get involved – at least not yet.

This is the first example of the steps that determine that these remains are NOT YOUR ANCESTOR.

Carrowkeel 534 was a male, and we all know that males do not pass on their mitochondrial DNA. Well, that’s an inconvenient fact.😊
There are two sets of X2b4 remains in Ancient Connections. Carrowkeel 534 remains are about 4600-5000 years old, and your common ancestor with them lived about 5000 years ago. However, Radegonde was French and migration from Ireland to France is not typical.
The other set of X2b4 remains, Ladoga 16, lived more recently, between the years of 900 and 1200 (or 800-1100 years ago), but they are found in Russia.
Radegonde’s parent haplogroup, X2b4d’g was born about 3700 years ago, which excludes the Russian remains from being Radegonde’s direct ancestor.
Radegonde’s common ancestor with both these sets of remains lived about 5000 years ago, but these remains were not found even close to each other.

In fact, these remains, if walking, are about 3299 km (2049 miles) apart, including two major water crossings.

Given that Radegonde is probably French, finding her ancestor around 5000 years ago in an Irish passage tomb in County Sligo, or in a location east of St. Petersburg, is extremely unlikely.

What IS likely, though, is that X2b4d’g descendants of your common ancestor with both sets of remains, 5000 years ago, went in multiple directions, meaning:

Radegonde’s ancestor found their way to France and along the way incurred the mutations that define X2b4d’g and X2b4g by the year 1600 when she lived, or about four hundred years ago.
Another X2b4 descendant found their way to what is today Ireland between 4600 and 5000 years ago
A third X2b4 descendant found their way to Russia between 800-1100 years ago, and 5000 years ago

If any question remains about the genesis of Radegonde’s ancestors being Native, Ancient Connections disproves it – BUT – there’s still an opportunity for misunderstanding, which we’ll see in a few minutes.

Ancient Connections Analysis Chart

I’ve created an analysis chart, so that I can explain the findings in a logical way.

Legend:

Hap = Haplogroup
M=male
F=female
U=unknown

Please note that ancient samples are often degraded and can be missing important mutations. In other words, the tree placement may be less specific for ancient samples. Every ancient sample is reviewed by FamilyTreeDNA’s genetic anthropologist before it’s placed on the tree.

Ancient samples use carbon dating to determine ages. Sometimes, the carbon date and the calculated haplogroup age are slightly “off.” The haplogroup age is a scientific calculation based on a genetic clock and is not based on either genealogy or ancient burials. The haplogroup age may change as the tree matures and more branches are discovered.

I’m dividing this chart into sections because I want to analyze the findings between groups.

The first entry is the earliest known ancestor of the current lineage – Radegonde Lambert, who was born about 1621, or roughly 400 years ago. I’ve translated all of the years into “years ago” to avoid any confusion.

If you wish to do the same, with CE (Current or Common Era) dates, subtract the date from 2000. 300 CE= (2000-300) or1700 years ago. With BCE dates, add 2000 to the BCE number. 1000 BCE= (1000+2000) or 3000 years ago.

Connection Identity	Age Years Ago	Location & Cultural Group	Hap	Hap Age Years Ago	Shared Hap	Shared Hap Age Years Ago
Radegonde Lambert (F)	400	France or Canada -Acadian	X2b4g	1700	X2b4	5000
Carrowkeel 534 (M)	4600-5100	Sligo, Ireland – Neolithic Europe	X2b4	5000	X2b4	5000
Ladoga 16 (M)	800-1100	Ladoga, Russia Fed – Viking Russia	X2b4	5000	X2b4	5000

Age Years Ago – When the Ancient Connection lived
Hap Age Years Ago – When the haplogroup of the Ancient Connection (X2b4) originated, meaning was born
Shared Hap Age Years Ago – When the Shared Ancestor of everyone in the Shared Haplogroup originated (was born)

In this first section, the haplogroup of the Ancient Connections and the Shared Haplogroup is the same, but that won’t be the case in the following sections. Radegonde Lambert’s haplogroup is different than her shared haplogroup with the Ancient Connections.

Let’s assume we are starting from scratch with Radegonde.

The first question we wanted to answer is whether or not Radegonde is European, presumably French like the rest of the Acadians, or if she was Native. That’s easy and quick.

Native people crossed Beringia, arriving from Asia someplace between 12,000 and 25,000 years ago in multiple waves of migration that spread throughout both North and South America.

Therefore, given that the first two samples, Carrowkeel 534 and Ladoga 16, share haplogroup X2b4, an upstream haplogroup with Radegonde Lambert, and haplogroup X2b4 was formed around 5000 years ago, the answer is that Radegonde’s X2b4 ancestor, whoever that was, clearly lived in Europe, NOT the Americas.

According to Discover, Haplogroup X2b4:

Was formed about 5000 years ago
Has 16 descendant haplogroups
Has 29 unnamed lineages (haplotype clusters or individuals with no match)
Includes testers whose ancestors are from 23 countries

The Country Frequency map shows the distribution of X2b4, including all descendant haplogroups. Please note that the percentages given are for X2b4 as a percentage of ALL haplogroups found in each colored country. Don’t be misled by the relative physical size of the US and Canada as compared to Europe.

The table view shows the total number of self-identified locations of the ancestors of people in haplogroup X2b4 and all downstream haplogroups.

The Classic Tree that we looked at earlier provides a quick view of X2b4, each descendant haplogroup and haplotype cluster, and every country provided by the 331 X2b4 testers.

For the X2b4 Ancient Connections, we’ve already determined:

That Radegonde’s ancestors were not Native
Carrowkeel 534 is a male and cannot be Radegonde’s ancestor. It’s extremely likely that Carrowkeel 534’s mother is not Radegonda’s ancestor either, based on several factors, including location.
Based on dates of when Ladoga 16 lived, and because he’s a male, he cannot be the ancestor of Radegonde Lambert.

Radegonda’s haplogroup was formed long before Ladoga 16 lived. Each Ancient Connection has this comparative Time Tree if you scroll down below the text.

Both Carrowkeel and Ladoga share an ancestor with our tester, and Radegonde, about 5000 years ago.

Think about how many descendants the X2b4 ancestor probably had over the next hundreds to thousands of years.

We know one thing for sure, absolutely, positively – X2b4 testers and descendant haplogroups live in 32 countries. People migrate – and with them, their haplogroups.

What can we learn about the genealogy and history of Radegonde Lambert and her ancestors?

We find the same haplogroup in multiple populations or cultures, at different times and in multiple places. Country boundaries are political and fluid. What we are looking for are patterns, or sometimes, negative proof, which is often possible at the continental level.

X2b4, excluding downstream haplogroups, is found in the following locations:

Bulgaria
Canada (2)
Czech Republic
England (2)
Finland (2)
France (3)
Germany (4)
Portugal
Scotland (2)
Slovakia (2)
Sweden (2)
UK (2)
Unknown (11)
US (2)

Note that there are three people in France with haplogroup X2b4 but no more refined haplogroup.

Looking at X2b4’s downstream haplogroups with representation in France, we find:

X2b4a (none)
X2b4b (none)
X2b4b1 (1)
X2b4d’g (none)
X2b4d (none)
X2b4g (24) – many from Radegonde’s line
X2b4e and subgroups (none)
X2b4f (none)
X2b4j and subgroups (none)
X2b4k (none)
X2b4l (1)
X2b4m (none)
X2b4n and subgroups (none)
X2b4o (none)
X2b4p (none)
X2b4r (none)
X2b4+16311 (none)

I was hoping that there would be an Ancient Connection for X2b4, X2b4d’g, or X2b4g someplace in or even near France – because that makes logical sense if Radegonde is from France.

All I can say is “not yet,” but new ancient sites are being excavated and papers are being released all the time.

Ok, so moving back in time, let’s see what else we can determine from the next set of Ancient Connections. Haplogroup X2b1”64 was formed about 5050 years ago.

Connection Identity	Age Years Ago	Location & Cultural Group	Hap	Hap Age Years Ago	Shared Hap	Shared Hap Age Years Ago
Radegonde Lambert (F)	400	France or Canada	X2b4g	1700
Carrowkeel 534 (M)	5100-4600	Sligo, Ireland – Neolithic Europe	X2b4	5000	X2b4	5000
Ladoga 16 (M)	800-1100	Ladoga, Russia Fed – Viking Russia	X2b4	5000	X2b4	5000
Parknabinnia 186 (M)	5516-5359	Clare, Ireland – Neolithic Europe	X2b1”64	5516-5259	X2b1”64	Before 5050 years ago
Rössberga 2 (M)	5339-5025	Vastergotland, Sweden – Funnel Beaker	X2b1”64	5516-5259	X2b1”64	Before 5050
Rössberga 29 (M)	5366-5100	Vastergotland, Sweden – Funnel Beaker and Early Plague	X2b1”64	5516-5259	X2b1”64	Before 5050
Rössberga 38 (M)	5340-5022	Vastergotland, Sweden – Funnel Beaker	X2b1”64	5516-5259	X2b1”64	Before 5050
Monte Sirai 797263 (U)	2600-2400	Monte Sirai, Italy (Sardinia) – Phoenicians	X2b35a1	3350	X2b1”64	5050
Bogovej 361 (F)	1000-1100	Lengeland, Denmark – Viking Denmark	X2b1”64	5516-5259	X2b1”64	5050
Ladoga 410 (M)	800-1000	Leningrad Oblast, Russia – Viking Russia	X2b1”64	5516-5259	X2b1”64	5050

Our first group ended with haplogroup X2b4, and our second group consists of haplogroup X2b1”64, the parent haplogroup of X2b4. X2b1”64 is a significantly larger haplogroup with many downstream branches found throughout Europe, parts of western Asia, the Levant, India, and New Zealand (which probably reflects a colonial era settler). The Country Frequency Map and Table are found here.

X2b1”64 is just slightly older than X2b4, but it’s much more widespread, even though they were born about the same time. Keep in mind that haplogroup origination dates shift as the tree is developed.

These seven individuals who share X2b1”64 as their haplogroup could be related to each other individually, meaning their MRCA, anytime between when they lived and when their haplogroup was formed.
The entire group of individuals all share the same haplogroup, so they all descend from the one woman who formed X2b1”64 about 5050 years ago. She is the shared ancestor of everyone in the haplogroup.

One X2b4 and one X2b1”64 individual are found in the same archaeological site in Russia. Their common ancestor would have lived between the time they both lived, about 800 years ago, to about 5000 years ago. It’s also possible that one of the samples could be incomplete.

A second X2b1”64 Ancient Connection is found in the Court Tomb in County Clare, Ireland, not far from the Carrowkeel 534 X2b4 site.

However, Monte Sirai is fascinating, in part because it’s not found near any other site. Monte Sirai is found all the way across France, on an island in the Tyrrhenian Sea.

It may be located “across France” today, but we don’t know that the Phoenician Monte Sirai site is connected with the Irish sites. We can’t assume that the Irish individuals arrived as descendants of the Monte Sirai people, even though it would conveniently fit our narrative – crossing France. Of course, today’s path includes ferries, which didn’t exist then, so if that trip across France did happen, it could well have taken a completely different path. We simply don’t know and there are very few samples available.

Three Ancient Connections are found in the Rössberga site in Sweden and another in Denmark.

Adding all of the Ancient sites so far onto the map, it looks like we have two clusters, one in the northern latitudes, including Denmark, Sweden, and Russia, and one in Ireland with passage burials, plus one single Connection in Monte Sirai.

If I were to approximate a central location between all three, that might be someplace in Germany or maybe further east. But remember, this is 5000 years ago and our number of samples, as compared to the population living at the time is EXTREMELY LIMITED.

Let’s move on to the next group of Ancient Connections, who have different haplogroups but are all a subset of haplogroup X2.

Identity	Age Years Ago	Location & Cultural Group	Hap	Hap Age Years Ago	Shared Hap	Shared Hap Age Years Ago
Radegonde Lambert (F)	400	France or Canada	X2b4g	1700
Carrowkeel 534 (M)	5100-4600	Sligo, Ireland – Neolithic Europe	X2b4	5000	X2b4	5000
Ladoga 16 (M)	800-1100	Ladoga, Russia Fed – Viking Russia	X2b4	5000	X2b4	5000
Parknabinnia 186 (M)	5516-5359	Clare, Ireland – Neolithic Europe	X2b1”64	5516-5259	X2b1”64	Before 5050
Ross Rössberga 2 (M)	5339-5025	Vastergotland, Sweden – Funnel Beaker	X2b1”64	5516-5259	X2b1”64	Before 5050
Rössberga 29 (M)	5366-5100	Vastergotland, Sweden – Funnel Beaker and Early Plague	X2b1”64	5516-5259	X2b1”64	Before 5050
Rössberga 38 (M)	5340-5022	Vastergotland, Sweden – Funnel Beaker	X2b1”64	5516-5259	X2b1”64	Before 5050
Monte Sirai 797263 (U)	2600-2400	Monte Sirai, Italy (Sardinia) – Phoenicians	X2b35a1	3350	X2b1”64	5050
Bogovej 361 (F)	1000-1100	Lengeland, Denmark – Viking Denmark	X2b1”64	5516-5259	X2b1”64	5050
Ladoga 410 (M)	800-1000	Leningrad Oblast, Russia – Viking Russia	X2b1”64	5516-5259	X2b1”64	5050
Barcin 31 (M)	8236-8417	Derekoy, Turkey – Neolithic Anatolia Ceramic	X2m2’5’7^	9200	X2b”aq	13,000
Abasar 55 (M)	500-800	Abasár Bolt-tető, Abasar, Hungary – Medieval Hungary	X2m1e	5350	X2b”aq	13,000
Gerdrup 214	3779-3889	Gerdrup, Sealand, Denmark – Middle Bronze Age	X2c1	3400	X2+225	13,000
Sweden Skara 275	800-1100	Varnhem, Skara, Sweden – Viking Sweden	X2c1	3400	X2+225	13,000
Kopparsvik 225	950-1100	Gotland, Sweden – Viking Sweden	X2z	5650	X2+225	13,000
Sandomierz 494	900-1100	Sandomierz, Poland – Viking Poland	X2c2b	1650	X2+225	13,000
Kennewick man	8390-9250	Kennewick, Washington – Native American	X2a2’3’4^	10,450	X2	13,000
Roopkund 39	80-306	Roopkund Lake, Uttarakhand, India – Historical India	X2d	13,000	X2	13,000

The next several Ancient Connections have haplogroups that are a subgroup of haplogroup X2. These people lived sometime between 500 years ago in Hungary, and 8390-9250 years ago when Kennewick Man lived in the present-day state of Washington in the US. Kennewick Man merits his own discussion, so let’s set him aside briefly while we discuss the others.

The important information to be gleaned here isn’t when these people lived, but when Radegonde shared a common ancestor with each of them. The shared haplogroup with all of these individuals was born about 13,000 years ago.

Looking at the map again, and omitting both X2 samples, we can see that the descendants of that shared ancestor 13,000 years ago are found more widely dispersed.

Including these additional burials on our map, it looks like we have a rather large Swedish and Viking cluster, where several of the older burials occurred prior to the Viking culture. We have a Southeastern Europe cluster, our two Irish tomb burials, and our remaining single Monte Sirai Phoenician burial on the island of Sardinia.

Stepping back one more haplogroup to X2, which was born about the same time, we add a burial in India, and Kennewick Man.

The Migration Map

The Migration map in Discover provides two different features.

The first is the literal migration map for the various ancestral haplogroups as they migrated out of Africa, if in fact yours did, culminating in your base haplogroup. In this case, the base haplogroup is X2, which is shown with the little red circle placed by FamilyTreeDNA. I’ve added the red squares, text and arrows for emphasis.
The second feature is the mapped Ancient Connections, shown with little brown trowels. Clicking on each one opens a popup box.

After haplogroup X2 was formed, it split into haplogroups X2a and X2b.

The X2a group, Kennewick Man’s ancestors, made their way eastward, across eastern Russia to Beringia where they crossed into the Americas.

They either crossed Beringia, follow the Pacific coastline, or both, eventually making their way inland, probably along the Hood River, to where Kennewick Man was found some 2,800 years later on the banks of the Kennewick River.

The X2b group made their way westward, across western Europe to a location, probably France, where Radegonde Lamberts’ ancestors lived, and where Radegonde set sail for Nova Scotia.

After being separated for nearly 13,000 years, the descendants of the single woman who founded haplogroup X2 and lived someplace in central Asia around 13,000 years ago would find themselves on opposite coasts of the same continent.

So, no, Radegonde Lambert was not Native American, but her 600^th matrilineal cousin or so, Kennewick Man, absolutely was.

Radegonde Lambert and Kennewick Man

Here’s where confirmation bias can rear its ugly head. If you’re just scanning the Ancient Connections and see Kennewick Man, it would be easy to jump to conclusions, leap for joy, slap a stamp of “confirmed Native American” on Radegonde Lambert, and never look further. And if one were to do that, they would be wrong.

Let’s work through our evaluation process using Discover.

Radegonde Lambert and Kinnewick Man, an early Native American man whose remains were found Kennewick, Washington in 1996, are both members of the broader haplogroup X2. Kennewick Man lived between 8290 and 9350 years ago, and their shared ancestor lived about 13,000 years ago – in Asia, where mitochondrial haplogroup X2 originated. This is the perfect example of one descendant line of a haplogroup, X2 in this case, going in one direction and a second one traveling in the opposite direction.

Two small groups of people were probably pursuing better hunting grounds, but I can’t help but think of a tundra version of the Hatfields and McCoys and cousin spats.

“I’m going this way. There are better fish on that side of the lake, and I won’t have to put up with you.”

“Fine, I’m going that way. There are more bears and better hunting up there anyway.”

Their wives, who are sisters, “Wait, when will I ever see my sister again?”

One went east and one went west.

X2a became Native American and X2b became European.

Looking back at our information about Kennewick Man, his haplogroup was born significantly before he lived.

He was born about 8390-9250 years ago, so let’s say 8820 years ago, and his haplogroup was born 10,500 years ago, so about 1680 years before he lived. That means there were many generations of women who carried that haplogroup before Kennewick Man.

Let’s Compare

Discover has a compare feature.

I want to Compare Radegonde Lambert’s haplogroup with Kennewick Man’s haplogroup X2a2’3’4^.

The Compare tool uses the haplogroup you are viewing, and you enter a second haplogroup to compare with the first.

The ancestral path to the shared ancestor, meaning their shared haplogroup, is given for each haplogroup entered. That’s X2 in this case. Then, from the shared haplogroup back in time to Mitochondrial Eve.

I prefer to view this information in table format, so I created a chart and rounded the haplogroup ages above X2.

	Hap Age – Years Ago	Radegonde’s Line	Shared Ancestors and Haplogroups	Kennewick’s Line	Hap Age – Years Ago
	143,000		mt-Eve
	130,000		L1”7
	119,000		L2”7
	99,000		L2’3’4’6
	92,000		L3’4’6
	73,500		L3’4
	61,000		L3
	53,000		N
	53,000		N+8701
	25,000		X
	22,500		X1’2’3’7’8
	13,000		X2 – Asia
	13,000	X2+225		X2a	10,500
	12,900	X2b”aq		X2a2’3’4^	10,400	Kennewick Man born c 8800 years ago
	11,000	X2b
	5,500	X2b1”64
	5,000	X2b4
	1,900	X2b4d’g
Radegonde Lambert born c 1661 – 400 years ago	1,700	X2b4g

More Ancient Connections

Radegonde Lambert’s matrilineal descendants have an additional dozen Ancient Connections that are found in upstream haplogroup N-8701. Their shared ancestors with Radegonde reach back to 53,000 years ago in a world far different than the one we inhabit today. I’m not going to list or discuss them, except for one.

Identity	Age Years Ago	Location & Cultural Group	Hap	Hap Age Years Ago	Shared Hap	Shared Hap Age Years Ago
Radegonde Lambert (F)	400	France or Canada	X2b4g	1700
Carrowkeel 534 (M)	5100-4600	Sligo, Ireland – Neolithic Europe	X2b4	5000	X2b4	5000
Ladoga 16 (M)	800-1100	Ladoga, Russia Fed – Viking Russia	X2b4	5000	X2b4	5000
Parknabinnia 186 (M)	5516-5359	Clare, Ireland – Neolithic Europe	X2b1”64	5516-5259	X2b1”64	Before 5050
Rössberga 2 (M)	5339-5025	Vastergotland, Sweden – Funnel Beaker	X2b1”64	5516-5259	X2b1”64	Before 5050
Rössberga 29 (M)	5366-5100	Vastergotland, Sweden – Funnel Beaker and Early Plague	X2b1”64	5516-5259	X2b1”64	Before 5050
Rössberga 38 (M)	5340-5022	Vastergotland, Sweden – Funnel Beaker	X2b1”64	5516-5259	X2b1”64	Before 5050
Monte Sirai 797263 (U)	2600-2400	Monte Sirai, Italy (Sardinia) – Phoenicians	X2b35a1	3350	X2b1”64	5050
Bogovej 361 (F)	1000-1100	Lengeland, Denmark – Viking Denmark	X2b1”64	5516-5259	X2b1”64	5050
Ladoga 410 (M)	800-1000	Leningrad Oblast, Russia – Viking Russia	X2b1”64	5516-5259	X2b1”64	5050
Barcin 31 (M)	8236-8417	Derekoy, Turkey – Neolithic Anatolia Ceramic	X2m2’5’7^	9200	X2b”aq	13,000
Abasar 55 (M)	500-800	Abasár Bolt-tető, Abasar, Hungary – Medieval Hungary	X2m1e	5350	X2b”aq	13,000
Gerdrup 214	3779-3889	Gerdrup, Sealand, Denmark – Middle Bronze Age	X2c1	3400	X2+225	13,000
Kopparsvik 225	950-1100	Gotland, Sweden – Viking Sweden	X2z	5650	X2+225	13,000
Sandomierz 494	900-1100	Sandomierz, Poland – Viking Poland	X2c2b	1650	X2+225	13,000
Sweden Skara 275	800-1100	Varnhem, Skara, Sweden – Viking Sweden	X2c1	3400	X2+225	13,000
Kennewick man	8390-9250	Kennewick, Washington – Native American	X2a2’3’4^	10,450	X2	13,000
Roopkund 39	80-306	Roopkund Lake, Uttarakhand, India – Historical India	X2d	13,000	X2	13,000
Ranis 10	43,500-47,000	Ranis, Germany – LRJ Hunger Gatherer	N3’10	53,000	N+8701	53,000
Zlatý kůň woman	47,000	Czech Republic –	N+8701	53,000	N+8701	53,000

Zlatý kůň Woman

Zlatý kůň Woman lived some 43,000 years ago and her remains were discovered in the Czech Republic in 1950.

Believed to be the first anatomically modern human to be genetically sequenced, she carried about 3% Neanderthal DNA. Europeans, Asians and indigenous Americans carry Neanderthal DNA as well.

Unlike many early remains, Zlatý kůň Woman’s facial bones have been scanned and her face approximately reconstructed.

There’s something magical about viewing a likeness of a human that lived more than 40,000 years ago, and to whom I’m at least peripherally related.

Like all other Ancient Connections, it’s unlikely that I descend from Zlatý kůň Woman herself, but she is assuredly my very distant cousin.

What else do we know about Zlatý kůň Woman? Quoting from her Ancient Connection:

She lived during one of the coldest periods of the last ice age, surviving in harsh tundra conditions as part of a small hunter-gatherer group. She died as a young adult, though the cause of death remains unknown.

Her brain cavity was larger than that of modern humans in the comparative database, another trait showing Neanderthal affinity. While the exact colors of her features cannot be determined from available evidence, researchers created both a scientific grayscale model and a speculative version showing her with dark curly hair and brown eyes.

Zlatý kůň Woman may or may not have direct descendants today, but her haplogroup ancestors certainly do, and Radegonde Lambert is one of them, which means Radegonde’s matrilineal ancestors and descendants are too.

Ancient Connections for Genealogy

While Ancient Connections are fun, they are more than just amusing.

You are related through your direct matrilineal (mitochondrial) line to every one of your mtDNA Discover Ancient Connections. Everyone, males and females, can take a mitochondrial DNA test.

I find people to test for the mitochondrial DNA of each of my ancestral lines – like Radegonde Lambert, for example. I wrote about various methodologies to find your lineages, or people to test for them, in the article, Lineages Versus Ancestors – How to Find and Leverage Yours.

Radegonde’s mitochondrial DNA is the only key I have into her past, both recent and distant. It’s the only prayer I have of breaking through that brick wall, now or in the future.

Interpreted correctly, and with some luck, the closer Ancient Connections can provide genealogical insight into the origins of our ancestors. Not just one ancestor, but their entire lineage. While we will never know their names, we can learn about their cultural origins – whether they were Vikings, Phoenicians or perhaps early Irish buried in Passage Graves.

On a different line, an Ancient Connection burial with an exact haplogroup match was discovered beside the Roman road outside the European town where my ancestral line was believed to have been born.

Ancient Connections are one small glimpse into the pre-history of our genetic line. There are many pieces that are missing and will, in time, be filled in by ancient remains, Notable Connections, and present-day testers.

Check your matches and your Ancient Connections often. You never know when that magic piece of information you desperately need will appear.

What is waiting for you?

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DNA Purchases and Free Uploads

FamilyTreeDNA – Y, mitochondrial and autosomal DNA testing
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DNA for Native American Genealogy – by Roberta Estes, for those ordering the e-book from anyplace, or paperback within the United States
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The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA for those ordering the paperback from outside the US

Genealogy Books

Genealogical.com – Lots of wonderful genealogy research books
American Ancestors – Wonderful selection of genealogy books

Genealogy Research

Legacy Tree Genealogists – Professional genealogy research

RootsTech 2025 – The Year of Discover and the New Mitotree

Posted on March 15, 2025 by Roberta Estes

Last week, RootsTech was a whirlwind and full of discoveries – which, ironically, was the 2025 theme.

I always take you along with me and share the RootsTech experience, start to finish, so here’s my 2025 “feet on the ground” report.

I might, just might, have overcommitted myself. I taught the half-day DNA Academy, three more sessions, plus several other commitments such as book signings, get-togethers, and interviews.

One class, “DNA for Native American Genealogy,” was a live webinar from the floor of the expo hall. You can watch that here for free, if you’re interested.

Unfortunately, none of my other sessions were recorded, but I’ll see what other alternative options may be available to bring those to you.

Additionally, I did two book signings at the GenealogyBank booth, along with two other authors, Drew Smith and Sunny Morton. I’m sorry, I don’t have any pictures. I should have asked someone to take some.

There were long lines and books sold out. Still, you can order either of my books, The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA or DNA for Native American Genealogy, at Genealogical.com. Thank you to GenealogyBank for being so welcoming.

The book signing was particularly fun because people shared their success stories or their hopes of what they want to achieve. I met a couple of new cousins too! Even people waiting in line were helping each other with information about research resources.

I had created my “RootsTech plan” for sessions I wanted to attend, but I was only able to actually attend one of those. Several were happening at the same time as mine, or directly before or after. As a presenter, you arrive early to get set up and make sure everything is working correctly.

Then, after your session, attendees have questions and are interested in your topic, which is a good thing. So essentially, you can’t attend sessions either before or after your session either.

Before I share photos, I’d like to share something else.

It’s About the People

I have never attended RootsTech for the classes, although there are wonderful offerings – and I have enjoyed them immensely.

Having said that, for me, the best part of RootsTech is the people. People I know and love but never get to see – many of whom I met in-person at RootsTech initially. I get to meet my blog followers. I meet with or reconnect with friends and cousins from around the world. I am privileged to talk with people about their challenges and their victories – when they’ve broken through a brick wall using DNA that they could never have otherwise achieved. People collaborating and helping each other. It’s all beautiful.

The reason I started blogging in the first place, and the reason all 1750 articles are free, is because I wanted to help people do just that – confirm ancestors, find ancestors, and connect with their fsmily.

My cousins that I’ve met through genealogy are some of my closest friends and closest family members. Outliving everyone is a mixed blessing but it makes me extremely grateful for my various cousins since all of my siblings and close family, with the exception of the next generation, have transitioned to the land of the ancestors.

So, yea, for me, RootsTech is about connecting and reconnecting with the people.

That’s also why I never get anything done because I’m always talking with someone.

Additionally, this particular RootsTech was a celebration.

Mitotree Release

Just a few days before RootsTech, the Million Mito Team at FamilyTreeDNA released the brand new Mitotree, 5 years in the making, reconstructing the tree of humankind to reflect our combined heritage more accurately.

At RootsTech 2020, I was honored to announce the Million Mito Project, and the new Mitotree initiative was born.

At some point, I will write about the deep, personal significance of the Mitotree for me, but for now, suffice it to say that there is something profoundly moving about rewriting the tree of humankind and in doing so, giving a voice to our ancestors from long ago. Yes, I know many of them are thousands or even tens of thousands of years old, but had they not survived, we would not be here today. Now we can identify who they are and that they lived.

Million Mito Team, left to right, Goran Runfeldt, Dr. Paul Maier, me, Dr. Miguel Vilar, Bennett Greenspan, John Detsikas

Our amazing Dream Team has given life to our ancestors and said their names once again, even if their name is a mitochondrial DNA haplogroup. Four team members, Goran, Paul, me and Bennett were at RootsTech. Where else can you actually approach and speak with the actual scientists?

When I say RootsTech is about the people, I know that I am related to every single individual at RootsTech, it’s just a matter of how far back in time. So are you.

Just think about the significance of that for a minute.

Every. Single. Person.

The other end of the mitochondrial DNA spectrum is genealogy, of course, and the new Mitotree with it’s haplotype clusters brings mitochondrial DNA results into the genealogical timeframe. In future articles, I’ll be writing about each one of the new tools, what they mean, and how to use them.

Dr. Paul Maier, lead scientist doing most of the hard science behind Mitotree, had the much-deserved honor of introducing the Mitotree to genealogists at RootsTech.

I’m not sure the audience understood they were witnessing history unfold, but they clearly were. We needed a drum roll and some balloons!

This wasn’t like most vendor announcements of a new product or feature – this was a major scientific achievement that led to genealogical benefits.

In celebration, I asked my friend to make double helix zipper pulls so that I could give them to colleagues, friends and cousins that I ran into at RootsTech. It’s my way of celebrating and sharing the joy!

Five years is a very long time to work on a project. The Mitotree is a massive accomplishment. Every customer at FamilyTreeDNA who has taken the full sequence test received their new haplogroup either the week before or during RootsTech, AND, the second updated version of the tree was released too.

While this is truly wonderful, the true highlight is the testimonials – seeing how Mitotree is actually helping people break through their brick walls.

Here’s just one.

Breathless Testimonial

I’m going to try to convey this exactly as it happened.

A lady that I don’t know literally runs up to me in the hallway. This isn’t unusual. She was so excited that what she said was one long breathless sentence, which I’m going to try to reconstruct here, although I’m adding a bit of punctuation. I also can’t remember how many “greats” were attached to the “grandmother,” but you’ll get the idea.

Roberta, Roberta, I’m so excited – I just wanted to let you know – I found my ancestor using mitochondrial DNA. I got my new haplogroup and I had like 47 matches before but now they are clustered together so I could focus…and there were three matches in my cluster…and one of them had an EKA but the other didn’t…so I built out the EKA matches’ tree and guess what??? They were from the same place and then I found that her great-great-grandmother’s sister is my great-great-grandmother but she had her surname so now I have more generations too. OMG I ‘m so excited I could never have broken through this wall without mtDNA because I had no surname. This is THE MOST CONSEQUENTIAL DNA TEST I’VE EVER TAKEN, and I’ve taken them all. Thank you, thank you!

And with that she quickly hugged me and ran off to something she was obviously late for.

I never got to say one word, which was fine, but I stood there with tears in my eyes, thinking to myself, “This – this is what it’s all about.”

It doesn’t get better than this!

I want to hear your stories too. I just scaled my fourth brick wall last night using the new Mitotree and mtDNA Discover features.

RootsTech Week

RootsTech week started early for me – as in leaving the house at 3 AM Sunday. I fly on Sunday because the flights are cheaper and because the pre-conference meetings and events begin on Monday.

We took off into the dawn, jetting our way westward through the azure blue sky.

I have never gotten over the majesty and beauty of the Rocky Mountains.

And then, of course, the Great Salt Lake, for which Salt Lake City is named.

Looking at the Salt Palace across the street from the Marriott hotel. The silver building is the new Hyatt which is attached to the conference center behind the windmills which extends another very long block to the right, out of view. The mountain range is visible in the distance, and the beautiful sunset.

Speaking of the Marriott hotel, several people have asked if it was any better this year, and if I got trapped in the fire exit again, like last year.

No, I didn’t get stuck because I didn’t tempt fate again. It looked just the same though, so I’m presuming nothing has changed. Furthermore, there was no heat in my room, so they gave me a space heater and a pass to the concierge level – which they did not do last year.

That was kind of them, but food ran out, and there was only one poor server in the restaurant. I’m not even going to mention the nauseating thing that happened with my food. Let’s just say I’m not picky, but I will NEVER eat there again, and that makes it particularly difficult because there’s very little close by, especially when you’re exhausted.

I’m hoping that RootsTech will negotiate someplace different for speakers in the future. I’ve stayed in a lot of Marriotts and most of them are just fine. I have never had issues like this with any of them, let alone repeat issues year after year.

The good news is that we’re not there for the hotel, and the fun began on Monday.

Monday

My interviews began on Monday morning with “Mondays with Myrt” at the FamilySearch Library, which you can view here beginning about 16 minutes.

Mondays with Myrt is a RootsTech tradition and Myrt incorporates people present in person and tuning in virtually as well. Left to right, Kirsty Gray from England, John Tracy Cunningham, me and Myrt. Kirsty had a huge breakthrough that she shared with us just a few minutes after it happened.

I met John at the ECGGS Conference last October. He’s one of the few people I know whose 8 great-grandparents were born in the same county. I’m so jealous. Mine were either born in or first generation immigrants from four countries.

Sometimes the broadcast waiting area is just as much fun as the actual broadcast – in part because it’s the first day of RootsTech week and everyone is so excited to see their friends that they haven’t seen in forever. Call is a reunion!

Do Kirsty Gray and I look like we’re about to get into mischief?

Behind me is the first group of folks to be interviewed.

Pat Richley-Erickson, aka Myrt, Cheryl Hudson Passey, Laura Wilkinson Hedgecock, and Jenny Horner Hawran.

This is the livestream room at the FamilySearch Library. The waiting area for the next group is to the right, and the three presently being interviewed are sitting on the left beside Myrt.

For those who know Gordon, aka Mr. Myrt, he’s coordinating interviewees outside the livestream room. His job is herding cats and he’s the nicest cat-herder you’ll ever meet!

Pre-RootsTech Library Research

I love the FamilySearch Library. It feels like coming home to me.

So many passionate genealogists at every level – learning and searching. Lots of volunteer helpers available, too.

Normally, I create a research plan for the library, but I had been so utterly slammed between preparing my several RootsTech sessions and the Mitotree release that I hadn’t really been able to prepare anything.

I did, however, have a group of ancestors in mind that settled in the Oley Valley in Pennsylvania, so I decided to focus on the Berks County books.

I won’t bore you with the details, but among other things, I found confirmation that the Hoch surname is also the same as High and Hoy, which explains some very confusing Y-DNA results. So even though I didn’t get much productive time there, I did find something very useful in the land records.

I also ran into cousins and friends, of course, which is why I didn’t get more actual research done.

I knew Judy Nimer Muhn, at left, was going to be at RootsTech as a speaker, and I knew we connected through Acadian lines, but we never took the time to really piece together that puzzle.

My cousins, Mark and Manny were also coming for RootsTech, and to visit the library, for the first time. Mark, Manny and I visited Nova Scotia together in the summer of 2024, chasing our ancestors.

You know, fate is a funny thing.

We all descend from Acadian, Francois Savoie who was born about 1621 in France, but settled in Acadia, today’s Nova Scotia. Mark, Manny and I knew that we are cousins through Francois, but Judy and I did not. Mark, Manny and I ran into a local historian, Charlie Thibodeau, the Acadian Peasant, last year, outside of Port Royal. It just so happened that he was taking another couple to see the remains of the Savoie homestead deep in the salt marshes at BelleIsle.

We asked if we could join them, and Charlie was kind enough to include us. It was a long, brutally hot, tick-infested hike through the swamp, but oh so worth it!

We also found the well, located between three homesteads.

The year before, Judy had been in the same place in Nova Scotia, found the same man, Charlie, at the BelleIsle Hall Acadian Cultural Centre, and he had taken her to the remains of the same homestead.

And here we all four are in Utah.

What are the chances?

Needless to say, we had a LOT to talk about, and still do. Unfortunately, I wasn’t able to get to Judy’s talk, but Mark and Manny attended.

I ran into Katy Rowe-Schurwanz, the FamilyTreeDNA Product Manager at the library too, and look what she’s wearing – a mitochondrial DNA scarf. How cool is that!

The rest of Tuesday and most of Wednesday morning were spent trying to update my several presentations to reflect newly released information by various vendors and practicing the timing of the presentations. I had another interview, and more people were arriving.

I found time to visit Eva’s Bakery about 3 blocks from the Salt Palace. If you’re ever in Salt Lake City, Eva’s is a must! Lunch is wonderful, and so are their French pastries.

Wednesday is “tech prep” day at RootsTech, along with speaker instructions and then the Speaker Dinner.

Steve Rockwood, President and CEO of FamilySearch always delivers an inspirational message and this year did not disappoint.

If you’ve wondered about RootsTech conference stats, they provided this information. I can’t even imagine trying to coordinate all of this – and that’s not including the vendors, expo hall, technology in the presentation rooms, food, security and so much more.

Last year, in 2024, the final attendance numbers were more than 16,000 people in person and 4 million virtual attendees. I noticed a few days ago that there were more than half a million people participating in Relatives at RootsTech, which is still live until April 12^th.

On Wednesday evening, after the Speaker’s Dinner, vendors in the Expo Hall were putting the final touches on their booths and preparing for the thousands of excited genealogists who would descend Thursday morning.

Discover

This year’s RootsTech theme was “discover” and attendees were greeted with this display just inside the door.

Attendees listed their discoveries on Post-its and could either post them on the board or plastic boxes, or on the green tree.

I placed my discovery from the day before at the library on the Rootstech tree.

Some people place their wishes here, kind of like a technology wishing well.

I couldn’t help but think of the new Mitotree, now forever green and growing, so I posted a second discovery, “Mitotree.”

Thursday – Opening Day

For those who don’t know, the Salt Palace Convention Center is two lengthy blocks long, a block wide, and two or three stories high, depending on whether you are in the front or rear portion. In other words, it’s massive and you need a map!

The huge Expo Hall with vendors is located in the center on the first floor and vendors have aisle addresses. The show floor is always very busy, and this year was no exception. One of the things I love is that spontaneous conversations just spring up between people who often find commonalities – common ancestors, common locations, and more. People compliment each other and join others at tables. It’s like a big family gathering of sorts.

I always try to walk the entire Expo Hall, because I really enjoy seeing the vendors and their wares, but this year, I never actually had enough time to traverse all the aisles. I took several pictures as I was passing through and running into people, but not nearly enough. I know I missed a lot, but there just wasn’t enough time and I arrived at RootsTech already tired.

However, the energy of RootsTech is like no place else and just infects you.

It’s like you can’t drink from the genealogy firehose fast enough!

Let’s Take a Walk

Ok, come along on a walk with me.

Left to right, Lianne Kruger, a speaker, and Courtney, in the FamilyTreeDNA booth. I believe they said they are cousins.

Daniel Horowitz, genealogist extraordinaire, in the MyHeritage booth. More about MyHeritage’s announcements shortly.

Geoff Rasmussen in the Legacy Family Tree Webinars booth. For those who don’t know, there’s lots of good material at Legacy, and the freshly recorded webinars are always free for a week.

Several vendors offer booth talks, including MyHeritage. I love their photo tools and use their site in some capacity almost daily.

One of the RootsTech traditions is ribbons. Collect one, collect ‘em all. Liv’s ribbons almost reach the floor. I think she wins!

Selfies are also a RootsTech tradition. Me, here with Jonny Perl of DNAPainter fame. I owe Jonny an apology as he asked me if I had a minute, and I had to say no because I was on the way to one of my own classes. I never got back to his booth to view his new features. Sorry Jonny – don’t take it personally!

Jonny released a new Ancestral tree version titled Places, so take a look here at his blog. I need to go look at my ancestors Places.

You’ll find this new feature under Ancestral Trees, Places. These are my most recent 8 generations. Just think of all those brave souls who climbed on a ship and sailed for the unknown. Check this feature out and have fun.

In a booth talk, Dave Vance, Executive Vice-President and General Manager at FamilyTreeDNA is speaking about the three types of DNA, which are, of course, Y-DNA, mitochondrial and autosomal DNA – all useful for genealogy in different ways.

Dave is explaining how in-common-with matches, also known as shared matches, operate with the chromosome browser. You can use the chromosome browser, shared matches, the new Matrix Tool, and download your match segment information at FamilyTreeDNA, a combination of features not available at any other vendor.

WikiTree, a free a moderated one-world-tree is one of my favorite genealogy tools. One of their best features is that you find your ancestor, and in addition to lots of sources, their Y-DNA, mitochondrial DNA, and those who are related autosomally are listed. Here’s my grandfather, for example.

Several DNA connections are listed. The further back in my tree, the more DNA connections are found, becuase those ancestors have more descendants.

WikiTree volunteers were wandering around taking pictures of “WikiTreers” holding fun signs.

Paul Woodbury, a long time researcher with Legacy Tree Genealogists, who specializes in DNA. I don’t take private clients anymore, and regularly refer people to Legacy Tree.

Me with Janine Cloud taking our annual RootsTech selfie. Janine, the Group Projects Manager at FamilyTreeDNA and I co-administer one of those projects and accidentally discovered a few years ago that we are cousins too. How fun is this!!!

I wanted this shirt, but by the time I got back to the booth, it was too late. I’m going to order it online from Carlisle Creations, in case you want one too. This is so me.

Land records are critically important to genealogists. Rebecca Whitman’s class was about plotting land plats. What she’s holding is a surveyor’s chain. You’ve read about chain carriers? This is what they carried to measure land boundaries – literally metes and bounds. Some of my best discoveries have been thanks to land records.

The only session I actually got to attend was Gilad Japhet’s “What’s New and Exciting at MyHeritage.” For those who don’t know, Gilad is the founder and CEO of MyHeritage and it’s always great to hear about the new features straight from the top executive who is, himself, a seasoned genealogist. That’s why he started MyHeritage in the first place – 22 years ago in his living room.

Gilad had several wonderful announcements, but the one I’m most excited about is their new Cousin Finder. Cousin Finder finds and reveals cousins who are DNA candidates if they have not yet taken a DNA test.

I’ll be writing more about the MyHeritage announcements soon, but you can read their blog about Cousin Finder now, here, and their Roundup here about the rest of their announcements!

My Last Class – Reveal Your Maternal Ancestors & Their Stories

My last class at the end of the final day of RootsTech was “Reveal Your Maternal Ancestors & Their Stories – Solving Mitochondrial DNA Puzzles.”

Had I tried to coordinate this presentation with International Women’s Day, I could never have done it, but fate winked and here I was.

I’m often asked what it’s like from the presenters’ perspective. This is one of the smaller ballrooms. My earlier sessions were in larger rooms, maybe 3 times this size. I took this picture about 15 minutes before the session started as people were beginning to drift in.

The amazing RootsTech techs had me wired up to microphones and had verified that the audio and video equipment was working correctly, so now it was just waiting.

My cousin, John Payne, who co-administers the Speaks surname project with me, came by and took this great picture of the two of us. We’ve made huge inroads connecting the various Speake(s) lines in America, plus finally proving our home village in England, thanks to the Big Y-700 test, followed by church records. All is takes, sometimes, is that one critical match.

As I sat there, waiting to begin the mitochondrial DNA session, I couldn’t help but reflect upon all of the women who came before me and how fortunate I was to have been in the right place at the right time to be a member of the Million Mito team.

These are my direct matrilineal ancestors who give me, and my daughter, pictured at left, their mitochondrial DNA. I felt them with me as I sat there, waiting.

The woman at furthest right, Barbara Drechsel (1848-1930), immigrated to Indiana from Germany as a child with her parents in the 1850s. Before her came thousands of generations of women with no photos, of course, and no names before Barbara Freiberger, another eight generations earlier, born about 1621 in Germany.

Before that, which was before church and other records, prior to the 30 Years War, this lineage came from Scandinavia where some of my exact matches are still found today.

Before beginning, I said a positive affirmation and thanked my ancestors – so very honored to introduce them. I know they were proud of me, a member of the team that opened the door to the distant past. I wouldn’t be here if not for every one of their lives.

In this session, I would discuss, for the first time ever, the new Mitotree and my/our connection to all of humanity some 7000 generations ago, more or less.

The mutations we carry over those generations form an unbroken chain of breadcrumbs, connecting us to mitochondrial Eve who lived about 145,000 years ago. We revealed that breakthrough finding in the Haplogroup L7 paper, published in 2022.

I’m still in absolute awe that we have been able to both reach that far back in time AND, at the same time, make the newest haplogroups and haplotype clusters genealogically relevant. I will write more about that soon, but for now, I wrote about the Mitotree release here and you can find articles by Katy Rowe-Schurwanz here and here.

I’m very excited about my new mitochondrial DNA results for my ancestral lines that I track and have already made headway on several.

I’m not the only one.

Not only was I excited about my results, many other people have had breakthroughs too, including Mark Thompson, one of our genealogy AI experts who also spoke at RootsTech. I particularly love his AI generated image.

If you haven’t yet, check your mitochondrial DNA results.

It’s a Wrap

Another year done, another RootsTech under our belts. Hopefully everyone is over the “conference crud” by now and are busily applying their newfound knowledge.

You can view either live-cast sessions or RootsTech webinars, here.

I saw a meme posted sometime during the conference that coined the term “exhausterwhelmulated,” a combination of exhausted, overwhelmed and overstimulated at the same time.

I added exhilarated and elated to the mix and asked ChatGPT to draw me a picture of someone at a genealogy conference feeling those simultaneous emotions.

ChatGPT titled this request “Genealogy Conference Overload,” which made me laugh.

The first two attempts looked like the person had a headache, which I fully understood, so I asked ChatGPT to make the person look happy to be there.

This person, carrying a coffee like I often do, looks like they have just discovered the great irony that they have chased the wrong ancestor for some 20 years – with “laugh or I’ll cry” mania being their overwhelm “go to” in that minute.

This one made me laugh too!

Yes, indeed, I think every single one of us, especially at RootsTech, has experienced this exact adrenaline-fueled emotion.

We leave with a VERY long to-do list, exhausted but full of anticipation and buoyed by excitement. Filled with so much gratitude for our cousins and fellow genealogists, the speakers, vendors, DNA to solve thorny problems, new tools and records, FamilySearch who sponsors RootsTech itself and their amazing employees, plus the legions of the volunteers who make it all work.

Thank you! Thank you! Thank you!

_____________________________________________________________

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I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase your price but helps me keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

DNA Purchases and Free Uploads

FamilyTreeDNA – Y, mitochondrial and autosomal DNA testing
MyHeritage DNA – Autosomal DNA test
MyHeritage FREE DNA file upload – Upload your DNA file from other vendors free
AncestryDNA – Autosomal DNA test
AncestryDNA Plus Traits
23andMe Ancestry – Autosomal DNA only, no Health
23andMe Ancestry Plus Health

Genealogy Products and Services

MyHeritage Subscription with Free Trial
Legacy Family Tree Webinars – Genealogy and DNA classes, subscription-based, some free
Legacy Family Tree Software – Genealogy software for your computer
OldNews – Old Newspapers with links to save to MyHeritage trees
MyHeritage Omni comprehensive “everything included” subscription plan
Newspapers.com – Search newspapers for your ancestors
NewspaperArchive – Search different newspapers for your ancestors

My Books

DNA for Native American Genealogy – by Roberta Estes, for those ordering the e-book from anyplace, or paperback within the United States
DNA for Native American Genealogy – for those ordering the paperback outside the US
The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA – for those ordering the e-book from anyplace, or paperback within the United States
The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA for those ordering the paperback from outside the US

Genealogy Books

Genealogical.com – Lots of wonderful genealogy research books
American Ancestors – Wonderful selection of genealogy books

Genealogy Research

Legacy Tree Genealogists – Professional genealogy research

Mitotree is Born

Posted on February 25, 2025 by Roberta Estes

Mitotree is born and I can hardly contain my excitement.

The Million Mito R&D team members, along with many others at FamilyTreeDNA, are proud to introduce the new Mitotree and mtDNA Discover, which were brought to life thanks to one pivotal entrepreneurial figure, Bennett Greenspan, whose support and vision set the ball in motion and made Mitotree possible.

Left to right, the Million Mito science team is:

Goran Runfeldt, Head of R&D at FamilyTreeDNA
Dr. Paul Maier, Senior Population Geneticist at FamilyTreeDNA
Roberta Estes, DNAexplain, scientist, blogger, author, genetic genealogist, and Genographic Affiliate Researcher
Dr. Miguel Vilar, Genetic Anthropologist, Lead Scientist with the Genographic Project, and Professor at the University of Maryland
Bennett Greenspan, President Emeritus of FamilyTreeDNA, and avid genealogist
John Detsikas, Front End Developer who is responsible for the user interface for both Y-DNA Discover and now mtDNA Discover

The Million Mito Project Inception

The Million Mito Project was launched at RootsTech 2020 and encouraged people to test their mitochondrial DNA, both for their genealogy and to help build the database. More than a million samples were candidates, but only high-quality, full sequence results were used. In the process of building the tree, additional samples were incorporated from other public sources for tree construction.

Drum Roll – The Mitotree

A beta version of the Mitotree is being released today, and boy, is this a big deal.

Before we discuss the rest of what’s coming, I need to mention that the Mitotree is now evergreen, meaning that the tree will be updated periodically, as will mtDNA Discover. This lifetime value is included with the cost of your test, so there’s nothing more to purchase.

Haplogroups will change from time to time, as the tree does, so don’t fall in love with yours, and definitely, no tattoos😊

I’m going to be speaking in terms of “we,” meaning the Million Mito team who built the Mitotree and mtDNA Discover, plus an amazing team of FamilyTreeDNA folks who were absolutely essential in getting this out the door and to you.

The Mitotree is new from the ground up, and yes, haplogroup naming consistency with PhyloTree has been maintained where possible.

One of the unanticipated challenges we encountered was that the 2016 PhyloTree had to be recreated, essentially reverse engineered, to determine the rules they used regarding mutations for haplogroup creation. In other words, which mutations were valid and reliable, which weren’t, determining their relative importance, and so forth.

After the existing 2016 tree was recreated, the next hurdle to overcome was that none of the existing phylogenetic software used in academia would scale from 24,000 samples and 5500 subclades to more than a quarter million samples and 40,000 haplogroups, so that software had to be designed and written by R&D team members.

More information about this process will be forthcoming shortly, and a paper will be published with our methodology, but for right now, let’s look at the user experience and what’s being released now.

Here’s what’s coming today and over the next few days.

The beta Mitotree includes:

Over 40,000 branches
Over 250,000 mtFull Sequences from FTDNA
Over 10,000 third-party full sequences from GenBank, 1000 Genomes, etc.
Over 1000 Ancient Connections
Over 100 Notable Connections

More is on the way.

The new Mitotree is the tree provided in several formats within mtDNA Discover. You can view the public version of the tree, here, or sign on to your FamilyTreeDNA account and click through from your dashboard to see more.

Today’s Releases

The Mitotree doesn’t exist in a vacuum, so several updates and new features will be rolling out today.

mtDNA Discover, which includes the new Mitotree
New customer haplogroups for those who have taken mtFull sequence tests
New mtDNA matches page

New Haplogroups

New haplogroups have been calculated for FamilyTreeDNA customers who have taken the full sequence test. Those who have taken only the HVR1 or HVR1/HVR2 tests are encouraged to upgrade to the full sequence test.

Not everyone will receive a new Mitotree haplogroup that is different from their classic haplogroup, but most people will. Your original haplogroup is displayed with the classic tag, and the new Mitotree haplogroup with the beta tag.

If your classic and Mitotree haplogroups are the same, it means that either you have no more private variants (mutations) available to form a new haplogroup, or no one else from your lineage has tested yet.

New mtDNA Matches Page

If you click on your mtDNA matches, you’ll notice that the page has been redesigned to look and function like the other FamilyTreeDNA match pages.

If you click to view your matches, you’ll be able to view both the “old” classic haplogroup, and your matches’ new Mitotree haplogroup, plus a new haplotype if they have one. We will talk about haplotypes in a minute.

The people you match are the same as before, but matches may be recalculated in the future.

If you click through to the new mtDNA Discover from your dashboard, you’ll be able to view the public portion of mtDNA Discover, plus the additional customized information provided to FamilyTreeDNA mtFull sequence customers.

mtDNA Discover

If you have taken a full sequence test, sign on to your account to view your new haplogroup, then click on the new mtDNA Discover icon on your dashboard.

If you haven’t taken the mtFull sequence test, but the partial HVR1 or HVR2 versions, you can still view mtDNA Discover on your dashboard, but without the mtFull customization.

Customization that occurs exclusively for FamilyTreeDNA mtFull sequence customers includes:

Most detailed placement of your branch on Mitotree
Haplotype clusters
Additional Ancient Connections
Additional Notable Connections
The Match Time Tree
Globetrekker™ (coming soon)
The Group Time Tree (coming soon)

mtDNA Discover is similar to Y-DNA Discover.

You’ll be able to view a dozen new reports about your haplogroup in addition to the tools provided on your dashboard.

The new Mitotree can be viewed in several formats, each with its unique benefit.

Time Tree – a genetic tree that shows when each haplogroup was formed, plus a country flag for where present-day testers report as the location of their earliest known ancestor (EKA)
Classic Tree – a more traditional view of a phylogenetic tree, including the number of testers on each branch, the variants, or mutations that define the haplogroup, the era and approximate date of formation, and other details about the tree topology
Scientific Details Variants Tab – shows the variants that differ in each haplogroup as you reach back in time
Ancestral Path for the selected haplogroup – outlines your path back to early humans, including Denisovans.
Match Time Tree for you and your matches (must be signed in to your account and click on mtDNA Discover icon)
Group Time Tree (coming soon) for those who have joined projects

Match Time Tree

The Match Time Tree is extremely useful because it overlays your matches, plus their earliest known ancestors (EKA), on a genetic Time Tree, by haplogroup and haplotype, so you can see how you may be related, and when.

You can also see your matches that have now fallen into neighboring haplogroups, which suggests that they probably aren’t as genealogically close as people in your haplogroup. However, that’s not always the case, because mutations can occur at any time.

Haplotype Clusters

A haplotype cluster is a new concept introduced specifically for genealogists with the new Mitotree. Haplotypes are identified by numbered “F” groups. Three are shown, below.

There may be groups of people within a haplogroup that have exactly the same mutations, or genetic signature, and no additional mutations. Still, they may not form a new haplogroup. There could be several reasons for not forming a new haplogroup, including known SNP locations where mutations occur that are known to be unstable, such as location 315, which tends to accumulate random insertions and is ignored because of its known instability.

When multiple people share an exactly identical signature, meaning all of the same mutations, they are shown within a haplotype “F” cluster to provide additional specificity to the tree.

The haplotype has been designed to provide additional granularity to the tree and genealogically relevant information. The haplotype “Fxxxxxx” numbers are randomly generated and have no special meaning.

A word of caution here. While the haplotype sequences are identical, it is still possible that another tester from outside the cluster could be a closer relative. For example, they could have accumulated a fast mutating SNP in the last few generations, which would give them a different signature.

Someone who is actually genealogically close to you may be in a different haplotype, or no haplotype at all because no one matches them exactly. For example, if your aunt or sister has a heteroplasmy, they are a close relative and will be in your haplogroup, but won’t be in your haplotype cluster because of the heteroplasmy. So don’t ignore matches who aren’t in your haplotype.

In the above example, under haplogroup V71b, there is one group of three people of unknown origin, meaning they didn’t enter any location for their earliest known ancestor, plus haplotype F9712482 – all of whom are identical matches to each other, but don’t form a new haplogroup.

Beneath V71b is haplogroup V71b1 with nine people, plus two haplotype clusters. F1965416 consists of two people, and F8189900 consists of 16 people.

You can also see haplotype clusters bracketed on any of the Time Trees in mtDNA Discover as well.

More to Come

There’s more information to come in the next few days and weeks, and at RootsTech. I’ll be writing articles when I get back.

For now, take a look to see if you have a new haplogroup. The new haplogroup rollout is being staggered, and you should receive an email when yours has been posted. But there’s no need to wait. Go ahead, sign in and check now, check out mtDNA Discover, and have fun.

Guaranteed, you’ll learn something new, and you may discover the key to a new ancestor!

Resources

Here are additional resources about the new Mitotree, mtDNA Discover, and the associated updates:

Updated mtDNA Haplotree: 35,000 New Branches for Genealogy Research – FamilyTreeDNA’s announcement article
Accessing mtDNA Discover™
Using the mtDNA Discover™ Haplogroup Story Report
Using the mtDNA Discover™ Classic Tree
Understanding the mtDNA Haplotree

_____________________________________________________________

Share the Love!

You’re always welcome to forward articles or links to friends and share on social media.

If you haven’t already subscribed (it’s free,) you can receive an e-mail whenever I publish by clicking the “follow” button on the main blog page, here.

You Can Help Keep This Blog Free

I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase your price but helps me keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

DNA Purchases and Free Uploads

FamilyTreeDNA – Y, mitochondrial and autosomal DNA testing
MyHeritage DNA – Autosomal DNA test
MyHeritage FREE DNA file upload – Upload your DNA file from other vendors free
AncestryDNA – Autosomal DNA test
AncestryDNA Plus Traits
23andMe Ancestry – Autosomal DNA only, no Health
23andMe Ancestry Plus Health

Genealogy Products and Services

MyHeritage Subscription with Free Trial
Legacy Family Tree Webinars – Genealogy and DNA classes, subscription-based, some free
Legacy Family Tree Software – Genealogy software for your computer
OldNews – Old Newspapers with links to save to MyHeritage trees
MyHeritage Omni comprehensive “everything included” subscription plan
Newspapers.com – Search newspapers for your ancestors
NewspaperArchive – Search different newspapers for your ancestors

My Books

DNA for Native American Genealogy – by Roberta Estes, for those ordering the e-book from anyplace, or paperback within the United States
DNA for Native American Genealogy – for those ordering the paperback outside the US
The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA

Genealogy Books

Genealogical.com – Lots of wonderful genealogy research books
American Ancestors – Wonderful selection of genealogy books

Genealogy Research

Legacy Tree Genealogists – Professional genealogy research

FamilyTreeDNA’s New Matrix Shows How Your Matches Are Related to Each Other

Posted on February 12, 2025 by Roberta Estes

Click on any image to enlarge

FamilyTreeDNA’s new reworked Matrix includes relationships, in other words, how your matches are related to each other. But there’s more. It also includes the number of shared segments and the number of cMs shared between your matches.

You can then push those matches through to the chromosome browser to see exactly which segments overlap between you and your matches.

This is a game-changer!!

Why Are These Features Important?

For genealogists, knowing how your matches are related to each other, or not, is a HUGE clue about your common ancestor. Clusters of people who match each other are an important road sign directing you to a specific ancestor who contributed the same DNA segment or segments to all of you.

FamilyTreeDNA just released several VERY cool updates for their Matrix comparison tool. Plus, you get to select a group of 10 people to compare.

The purpose of the Matrix tool is to select Family Finder autosomal matches who are then displayed in a grid matrix for comparison, showing if and how those matches match each other.

Specifically:

Do your matches match each other?
What is their estimated relationship to each other?
How many segments of DNA do they share with each other?
How many cMs (centiMorgans) of DNA do they share with each other?

You can then push 7 matches through to the chromosome browser to see if they match on any of the same segments.

Automated Triangulation

If you are comparing bucketed (maternal or paternal) matches, or matches known to belong to the same side of your tree, the shared segments are automatically triangulated.

How cool is this?!!!

Keep in mind, though, that you may be related to someone through multiple ancestors, and they could be from both parent’s sides, so pay attention to the ancestral segment history.

Remember, every segment has its own unique history.

Let’s step through the new Matrix features and see how they work.

Select the Matrix

Navigate to the Matrix tool under “See More” under Autosomal DNA Results and Tools.

Under “Select Matches” you can select “All Matches” to choose from all of your matches, or you can select a grouping of matches to be displayed in the menu, below.

These groupings are shortcuts for you so you don’t have to pick everyone individually. You can also search for a name.

Click on the individuals you want to compare in the Matrix. The people you’ve selected from the group, at left, will appear in the box, at right. That’s who will be compared to each other.

Next, select which type of data will be compared.

I’m selecting “Close Relatives” for this example and “Relationship range.” First, I added my mother so I could see who matches with her.

Then I added the rest of the people I want to compare. In this case, I’ve added my closest matches, even though they are from both sides of my tree.

Relationship Range

I’ve selected “Relationship range,” which will show me how my matches estimated relationships to each other.

Based on the identity of these matches, and how they match each other, I can now determine their ancestral connection.

If I didn’t know who was related maternally and paternally, this grid would remove all doubt became I’m comparing to one of my parents.

If you don’t have a parent, adding close, known relatives on one or both sides will help immensely.

Be sure to make notes about what you’ve discovered on your matches page, and paint to DNAPainter if that’s how you’re tracking your segments to ancestors.

Number of Segments Shared

Now, I’ve selected “Number of segments shared” to compare the same group of people.

You can see the number of shared segments between Mom’s matches. Donald and Cheryl are full siblings.

The display shows how these people match Mom, and each other.

Melissa is Mom’s paternal second cousin. I was able to piece this together with the help of how she matches Mom and Mom’s known paternal first cousins, Cheryl and Donald.

Total cMs Shared

Next, I’m selecting “Total cMs shared” for comparison.

Looking at the number of shared cMs, even if I didn’t know that Donald and Cheryl were full siblings, I would now.

You can also push these through to the chromosome browser. I’ll illustrate in a minute.

Bucketed or Parental Side Matching

My favorite groupings for the new Matrix are the bucketed, meaning parental or maternal “side” matching.”

When your matches are already bucketed, thanks to having linked known matches to their profile card in your tree, the system does a lot of the “side” work for you behind the scenes.

When you select “Maternal, “Paternal” or “Paternal and Maternal” matches, the people who have been bucket to either side, or those related to you on both sides, are listed in the selection box.

I’m selecting 7 of my maternal bucketed matches because I’m going to push them through to the chromosome browser for additional evaluation. I’m not including my mother because I already know these people are related to both me and her, because they are bucketed maternally.

They’re compared in the various matrix configurations.

From the Shared cM comparison table, I can easily click to display matches in the chromosome browser.

If you’re comparing more than 7 people, you’ll need to reduce it to 7. I excluded my Mom because I already know she matches all of them.

Click on the Compare Chromosome Browser at the bottom for the 7 people selected.

I know that cousin Charles descends from Mom’s paternal Lentz line, and has no other connection, so I know that these other cousins who also match me on that same segment are also from Mom’s Lentz line.

I can also tell that the shared segments on chromosome 1 are from Mom’s maternal Lore line.

Shown here are the common ancestors in Mom’s pedigree chart. They are 4 and 5 generations back in time for me.

Look how easy that was!

I love this new Matrix tool.

Triangulation

Because three or more people, including me, match on the same segments, this means they also triangulate.

In the example above, we have two distinct triangulation groups. I’m only showing chromosomes 1-3 for illustration purposes, but there are also more triangulation groups on the other chromosomes. If I add other people, new triangulation groups will form!

Of course, these are my maternal bucketed matches, so I’m safe to reach that conclusion. If my father’s matches were also loaded here, I would have to check the matrix and see if these people also matched each other before I could determine that they triangulate.

Check Your Matches and Upload

Be sure to upload any tests to FamilyTreeDNA that you manage at other vendors, and encourage your cousins to upload too.

This combination of features is unique to FamilyTreeDNA. The more relatives you have available to match, especially when you already know the common ancestor, the better. Be sure to link your matches to their placard in your tree so that FamilyTreeDNA can do the bucketing for you.

Even if you don’t link people, you can still benefit greatly from the new matrix tool by just having your DNA available for matching. The matrix will help you sort out matches and identify who is related to whom, and how.

Take a look! What are you discovering?

_____________________________________________________________

Share the Love!

You’re always welcome to forward articles or links to friends and share on social media.

If you haven’t already subscribed (it’s free,) you can receive an e-mail whenever I publish by clicking the “follow” button on the main blog page, here.

You Can Help Keep This Blog Free

I receive a small contribution when you click on some of the links to vendors in my articles. This does NOT increase your price but helps me keep the lights on and this informational blog free for everyone. Please click on the links in the articles or to the vendors below if you are purchasing products or DNA testing.

Thank you so much.

DNA Purchases and Free Uploads

FamilyTreeDNA – Y, mitochondrial and autosomal DNA testing
MyHeritage DNA – Autosomal DNA test
MyHeritage FREE DNA file upload – Upload your DNA file from other vendors free
AncestryDNA – Autosomal DNA test
AncestryDNA Plus Traits
23andMe Ancestry – Autosomal DNA only, no Health
23andMe Ancestry Plus Health

Genealogy Products and Services

MyHeritage Subscription with Free Trial
Legacy Family Tree Webinars – Genealogy and DNA classes, subscription-based, some free
Legacy Family Tree Software – Genealogy software for your computer
OldNews – Old Newspapers with links to save to MyHeritage trees
MyHeritage Omni comprehensive “everything included” subscription plan
Newspapers.com – Search newspapers for your ancestors
NewspaperArchive – Search different newspapers for your ancestors

My Books

DNA for Native American Genealogy – by Roberta Estes, for those ordering the e-book from anyplace, or paperback within the United States
DNA for Native American Genealogy – for those ordering the paperback outside the US
The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA

Genealogy Books

Genealogical.com – Lots of wonderful genealogy research books
American Ancestors – Wonderful selection of genealogy books

Genealogy Research

Legacy Tree Genealogists – Professional genealogy research

Leave No Stone Unturned, No Ancestor Behind: 10 Easy Steps to Capture DNA Clues

Posted on December 22, 2024 by Roberta Estes

There’s a lot, a whole lot that DNA testing can tell you. Not just your own tests, but the genetic information carried by your relatives that you do not.

Recently, I’ve been reviewing my brick walls, which led me to realize there are several ancestors who are missing their mitochondrial DNA and/or Y-DNA results. I need these to learn more about my ancestors that can’t be revealed any other way – and to break down those pesky brick walls.

I’ve solved two mysteries recently, one thanks to a Big Y-700 test, and a second very unexpectedly thanks to mitochondrial DNA – both thanks to cousins who tested. These revelations were very encouraging, especially since there’s no way other than DNA for me to break through these brick walls. The mitochondrial test had been sitting there, waiting for what seemed like forever until just the right other person tested.

I am in the process of unlocking several brick-walled ancestors by providing testing scholarships to people who are appropriately descended from known ancestors in those lines.

Don’t leave information on the table. If I were to tell you there even MIGHT be a book available about your family, you’d overturn Heaven and Earth to find it – but you don’t need to do that. All you need to do is order DNA tests for cousins.

All cousins can provide useful autosomal DNA results, but you do need to find appropriate cousins for Y-DNA and mitochondrial DNA testing.

I’m sharing the steps for how I accomplish this! You’ll be amazed at what’s out there – and someone may already have tested!

Take Advantage of the Holidays

I’m sharing NOW because it’s the holidays and you’re likely to gather with people you don’t see any other time – and because the best sale of the year for both Y-DNA and mitochondrial DNA lasts from now through the end of the year.

These two factors combined mean strike while the iron is hot.

Prices for new tests and bundles are at an all-time low.

If you or your relatives have already taken a lower-level test, now is the time to upgrade to either the Big Y-700 or the mtFull Sequence test.

Step 1 – Test Yourself and Your Known Family

If you’re a male, order both the Big Y-700 test and mitochondrial DNA tests.

Be sure to click on “See More” for more useful tools.

When you receive your results, be sure to click on all of the tabs in your results, and do the same by clicking through to Discover from your account. Discover has 13 more goodies for you to help with your genealogy.

Both your personal page and Discover are essentially chapters of your own personal book about your DNA results. 25 very interesting chapters, to be precise, that are uniquely you.

I’ve written about understanding Y-DNA results here, and mitochondrial results here. My book, Complete Guide to FamilyTreeDNA, covers both along with Discover.

Discover provides robust information for Y-DNA haplogroups. If you’ve taken a Big Y-700 test, you’ll want to click through from your page to receive additional, personalized and more robust information than is available through the free public Discover tool. That said, the public version of Discover is an amazing tool for everyone.

After the new Mitotree is released for mitochondrial DNA, mitochondrial haplogroups will be available in Discover too.

I can’t even begin to stress how important these tools are – in particular the Time Tree, the Group Time Tree for members of group projects, and the Match Time Tree for your own matches.

Who Can Test For What?

Once you’ve tested yourself, you will want to take a look in your pedigree chart at branches further up your tree to see who can be tested to represent specific ancestors.

Let’s begin with my father’s side.

A mother contributes her mitochondrial DNA to all of her children, so your father carries the mitochondrial DNA of his mother.

If you’re a female, and your father is available to test, you’ll want to test BOTH his mitochondrial DNA and Y-DNA, because there’s no way for you to obtain that information from your own test. Females don’t have a Y chromosome, and men don’t pass on their mitochondrial DNA.

If you’re a male, you can test your own mitochondrial DNA and Y-DNA, but you’ll need to test your father’s mitochondrial DNA to obtain his mother’s. You might still want to test your father’s Y-DNA, however, because you may discover a personal family haplogroup. How cool is that??!! Your own tiny branch on the tree of mankind!

Your father’s mitochondrial DNA provides you with mitochondrial matches and haplogroup information for your paternal grandmother – in this case, Ollie Bolton.

If your father and his siblings can’t test, then all of the children of your paternal aunts carry your paternal grandmother’s mitochondrial DNA.

If they have no children or they can’t test, then the children of Ollie Bolton’s mother, Margaret Claxton/Clarkson all carry her mitochondrial DNA, and the children of Ollie’s sisters continue the line of descent through all daughters to the current generation.

The male children of Joseph “Dode” Bolton and Margaret Claxton carry his Y-DNA. Fortunately, that’s not one of our missing haplogroups.

Yes, you may have to climb up your tree and climb down various branches to find a testing candidate.

One of the reasons I’m using this example is because, while I have a high-level haplogroup for my grandmother, Ollie Bolton, we need a full sequence tester – and I’m offering a mitochondrial DNA testing scholarship for anyone descending from Margaret Claxton (or her direct female ancestors) through all females to the current generation, which can be male.

Ok, now let’s switch to the maternal side of your tree.

On the other side of your tree, your maternal grandfather or your mother’s brothers will provide the Y-DNA of your mother’s father’s line. Your mother’s uncles or their sons will provide your grandfather’s Y-DNA line, too. In this case, that’s John Whitney Ferverda, who carries the Y-DNA of his father, Hiram Bauke Ferverda/Ferwerda.

Your maternal grandfather or his siblings will provide the mitochondrial DNA of their mother, Evaline Louise Miller.

If they are deceased or can’t test, for mitochondrial DNA, look to the children of Evaline Miller’s daughters or their descendants through all females to the current generation, which can be male.

And yes, in case you’re wondering, I do need Evaline Miller’s mitochondrial line too and am offering a scholarship.

You might have noticed that I’ve been inching my way up my tree. All of my immediate relatives have passed over already, so I’m now looking for testers that I don’t know but who I’m related to.

If you’re seeing family members anytime soon, figure out if their Y-DNA, mitochondrial DNA, or autosomal DNA would be useful for your common genealogy. Take advantage of the opportunity.

Next, you’ll want to figure out which ancestors need haplogroups and locate appropriate cousins.

Step 2 – Identify Ancestors Who Need Haplogroups

Peruse your tree to determine which of your ancestors you need haplogroup information for. To make it easy, on my computer, but never in a public tree anyplace, I store the haplogroup of my ancestor as a “middle name” so I can easily see which ones I have and which ones I need. Sometimes, I have a high-level haplogroup and either need a new tester or someone to upgrade.

Sometimes, I have one tester from a line but need a second for confirmation.

In this example, I’m not missing confirmation on any Y-DNA haplogroups (although I am further upstream on different lines,) but I do need four different mitochondrial DNA lineages.

For easy reference, make a list of all of the lines you can’t confirm with two testers from different children of the same ancestor.

You just might get lucky and discover that someone has already tested!

Step 3 – Check FamilyTreeDNA Projects

Check FamilyTreeDNA Projects to see if someone has already tested to represent those ancestors on your list.

Click here for the Group Project Search. It’s located at the very bottom of the main FamilyTreeDNA page in the footer.

I’m going to use Estes as an example since I’m the volunteer administrator of that project and am very familiar with the lineages.

I’m searching for projects that include the surname Estes.

The projects displayed on the list are projects where the volunteer administrators listed Estes as a possible surname of interest. It doesn’t mean those projects will be of interest to everyone or every line with that surname, but evaluate each project listed.

You probably want the surname project, but if there’s not a surname project for your surname, try alternate spellings or consider checking other projects.

You can see at the bottom that 384 people of both sexes by the surname of Estes have tested at FamilyTreeDNA.

Now, let’s look at the Estes project. Note that not everyone with the Estes surname has joined the Estes project.

I’ve clicked on the “Estes” link which takes me to an additional information page where I can read a description and click to view the project.

For the Estes project, you do not have to join to view the results. Nor does your surname have to be Estes. All Estes descendants of any line are welcome. Everyone can benefit from the Advanced Matching within project feature to see who else you match within the project by selecting a wide range of individual and combined filters.

Click on the Project Website link shown in the search results.

If you’re searching for a male Estes ancestor, you’ll want to review the project’s Y-DNA Results and the Group Time Tree, for sure, and possibly the Map as well.

Let’s pretend I’m trying to determine if anyone has tested who descends from my ancestor, Abraham Estes, the founding Estes ancestor in Virginia who arrived in the mid-1600s.

In the Estes project, the volunteer administrator has divided the Estes male participants by sons of Abraham, the immigrant. Only three are shown here, but there are several.

Some of the participants have completed their Earliest Known Ancestor information, in the red box. Sometimes people don’t think to update these when they make breakthroughs.

If you descend from Abraham’s son, Sylvester, three men have taken the Big Y-700. That’s the test results you need.

If you descend from Abraham’s son, Abraham, no project participants have taken the Big-Y test to represent that line, although six people have tested, so that’s great news. Maybe you can offer an upgrade scholarship to one or some of those men.

In other words, to establish the haplogroup for that lineage, at least two men need to test or upgrade to the Big Y-700, preferably through two different sons of the common ancestor. A new, more defining haplogroup is often formed every two or three generations for Y-DNA.

Your genetic pedigree chart looks a lot like your genealogy pedigree chart.

Click any image to enlarge

The project Group Time Tree shows selected groups of men who have taken Big Y tests, along with their Earliest Known Ancestor, if they’ve provided the information. This is one of the reasons why the Big Y-700 is so critically important to genealogy. The time granularity is amazing and can answer the question of whether men by the same surname descend from the same common ancestor – and when.

If you’ve taken a Family Finder autosomal test at FamilyTreeDNA, or uploaded an autosomal file from another vendor, you may match one of these men or another male that descends from the Estes line if they, too, have taken an autosomal test.

This same process applies to mitochondrial DNA, but generally surname projects aren’t (as) relevant for mitochondrial DNA since the surname changes every generation. However, sometimes other projects, such as the Acadian AmerIndian Project are quite beneficial if you have Acadian ancestry, or a geographic or regional project like the French Heritage Project, or something like the American Indian Project.

Another great way to find testers is by utilizing your Family Finder test.

Step 4 – Family Finder at FamilyTreeDNA

The next step is to see if you match anyone with the surname you’re searching for by using your autosomal test results, so select your Family Finder Matches.

At FamilyTreeDNA you’ll want to search your matches by the surname you seek. This surname search lists any tester who has that surname, or anyone who has entered that surname in their surname list. Please note that this search does NOT read ancestors in your matches’ trees. You’ll still need to view trees.

Reviewing the 32 Estes Family Finder matches reveals several men, but one man with the Estes surname has already taken a Y-DNA 25-marker test, so he would be an excellent candidate to offer a Big Y-700 upgrade scholarship. If he’s not interested or doesn’t respond, there are several more men to contact.

Click on your match’s name to display the profile card, along with the Earliest Known Ancestors, both Y-DNA and mitochondrial DNA haplogroups if they have tested, and the assigned haplogroup based on their testing level.

Craft an email and offer a testing scholarship. This will help both of you. I’ll provide a sample email at the end of this article.

If you match a female with an Estes surname, her father, brother, uncle or cousin may either have already tested or be willing.

If you match someone who has a different surname, that means they have an Estes surname in their surname list and may know a potential tester. If your match has a tree, click to check.

I’ve found that matching through a company where you’ve both tested is the easiest way to encourage someone to take an additional test, but certainly, it’s not the only way.

Step 5 – WikiTree

WikiTree is a quick and easy way to see if anyone has taken a Y-DNA or mitochondrial DNA test that should reflect a particular ancestor’s Y-DNA or mitochondrial DNA.

I just googled “Moses Estes 1711-1787 WikiTree” and clicked to view.

Each ancestor includes both Y-DNA and mitochondrial DNA information, in addition to people who descend from that ancestor through only autosomal lines.

In this case, two men have provided their Y-DNA results that pertain to Moses Estes. They have tested at different levels, which is why they have different haplogroups. That doesn’t mean either is “wrong,” one is just more refined than the other. You can correlate their kit number with the Estes surname project. People often don’t update their haplogroup information at WikiTree when it’s updated at FamilyTreeDNA.

Please note that if the genealogy is wrong, either at WikiTree or individually, the haplogroup may not reflect the appropriate lineage for the ancestor. Check to be sure that there’s no conflict showing between two testers for the same ancestor. For example, the same ancestor clearly can’t have two different base haplogroups, like E and R. The Discover Compare tool can help you evaluate if two haplogroups are in the same part of the Y-DNA tree.

When possible, it’s always best to test a close family member to represent your lineage even if someone else has already tested.

Scan down the list of autosomal testers for that ancestor to see if there’s someone with the Estes surname.

WikiTree provides additional tools to find descendants.

Sign in to WikiTree. You’ll see the ID of the profile you’re viewing – in this case – Estes-167. Click the down arrow and select “Descendants.”

This view shows all descendants through five generations, but you can click on DNA Descendants to see only Y-DNA descendants, X-DNA, or mitochondrial DNA descendants for female ancestors.

You may find people who are living and have added themselves who you can contact to offer a DNA testing scholarship.

Step 6 – MyHeritage

At MyHeritage, you can also search your DNA matches by surname.

Click on “Review DNA Match” to view more detail, including locations. Look to see if you have a Theory of Family Relativity Match which suggests how you may be related. That’s golden!

There’s no Y-DNA information at MyHeritage, BUT, you can search by surname and view DNA matches that either carry that surname or have that surname in their tree as an ancestor.

I have a total of 75 “Estes” matches, and other than the kits that I manage, searching through my matches shows:

Two Estes men connected to the same small tree, but that’s OK, I’m a genealogist!

One Estes male match with a Theory of Family Relativity. My lucky day!

You can contact your match easily through the MyHeritage messaging system and offer a DNA testing scholarship at FamilyTreeDNA. You may also want to share your email address.

MyHeritage customers may not be familiar with Y-DNA or mitochondrial DNA testing, so you might want to share this article about the 4 Kinds of DNA for Genealogy.

MyHeritage testers can also upload their DNA file to FamilyTreeDNA for free to receive autosomal matches plus a complimentary mid-range Y-DNA haplogroup. This free haplogroup is not even close to the detailed resolution of a Big Y-700 test, but it’s something, and it may well be an enticing first step for people who are only familiar with autosomal testing.

Step 7 – At Ancestry

At Ancestry, select DNA Matches and then search by surname.

You can search by the surname of the tester, which is very useful, or by people who have Estes in their trees.

I started with the surname Estes, because it’s the most straightforward and I may find a perfect male candidate for Y-DNA. If someone’s “screen name” doesn’t show as Estes, they won’t appear in the results of this search. In other words, if your Ancestry screen name is “robertaestes” you won’t show in this search, but “Roberta Estes” will.

For mitochondrial DNA, you would want to search for the surname in your matches’ trees. Unfortunately, you cannot search for the specific ancestor in someone’s tree, at least not directly.

Of my 19 Estes surname matches, ten are males, and of them:

Three have unlinked trees
Three have very small linked trees, but I can work on extending those if need be
Three have public linked trees AND a common ancestor, which means ThruLines

I can review which ancestor we share by clicking on my match’s name

The Estes side of this man’s tree has only one person and is marked “private,” but Ancestry has suggested common ancestors based on other people’s trees. (Yes, I know trees are dicey, but bear with me.)

It’s also worth mentioning that you can be related through multiple lines. I share surnames from Acadian lines with this man, but that really doesn’t matter here because I’m only using autosomal matching to find an Estes male.

Click on “View Relationship” to see our common Estes ancestor’s ThruLine.

The ThruLine shows how Ancestry thinks we’re related on the Estes line.

I can also click on “View ThruLines” to see all Thrulines for John R. Estes, which shows four additional males, some of which did NOT appear in the Estes surname search, and some of which don’t appear further up the tree. In other words, check all Estes ThruLine ancestor generations.

Don’t rely solely on Ancestry’s surname search.

Go directly to your ThruLines on the DNA menu.

Ancestry only reaches back seven generations, which for me is Moses Estes and Luremia Combs. Moses has 95 matches, but he has been given some incorrect children. Again, for this purpose, it doesn’t matter. Within all ThruLine matches, I found three Estes males who all descend through John R. Estes. Check every generation.

However, Luremia Combs shows promise for mitochondrial DNA descendants. Unfortunately, only two of her daughters are represented in ThruLines, and both of their descendants descend through Luremia’s grandsons. That’s too bad, because I need Luremia’s mitochondrial DNA line.

It’s easy to message your Ancestry matches. You may want to mention that they can upload their DNA file to FamilyTreeDNA for free where they will receive more matches and males will receive a complimentary mid-level Y-DNA haplogroup.

Please note that, in general, ThruLines need to be evaluated very carefully and are prone to errors, especially if you accept Ancestry’s suggestions of ancestors instead of carefully building out your own tree. Regardless, you can still find Estes cousin matches in your match list and by using ThruLines to find people that do not show up in an “Estes” match search.

Step 8 – At 23andMe

At 23andMe, you can search for anyone who either has the Estes surname or has included that surname in their “Family surnames” list. Keep in mind that your matches at 23andMe are restricted to either 1500 if you don’t have a subscripition, or about 4500 if you do have a subscription.

On my match list, I have two males with the Estes surname.

23andMe provides a mid-level Y-DNA haplogroup. You can’t use this to confirm the lineage when comparing with FamilyTreeDNA, especially given that 23andMe provides no genealogy or user-provided tree, but it is a clue.

Both Estes men at 23andMe have Y-DNA haplogroup R-CTS241. You could use this in some cases to potentially eliminate these matches at 23andMe. For example, if men in your lineage in the Estes project are in haplogroup R and your 23andMe matches are showing as haplogroup E, or any other base haplogroup, their common ancestor is tens of thousands of years ago.

Comparing the 23andMe haplogroup, which in this case is about 4500 years old, to contemporary testers who have taken the Big Y-700, which reaches within a few generations, isn’t terribly useful. These matches are extremely useful to identify individuals to reach out to for further information and potentially offer a Y-DNA testing scholarship at FamilyTreeDNA.

Remember, this also applies to females who have included Estes in their family surnames, given that they may have Estes male relatives.

By clicking to view your match, you can see if they have provided Family Background information, including a link to a family tree someplace.

Sometimes, there’s great information here, and other times, nothing.

You can’t verify this lineage without genealogy information.

I suggest leaving a genealogy-focused message, including where they can see your tree in addition to your Estes connection. Also include your e-mail.

You may want to say that if they descend appropriately, you have a Y-DNA or mitochondrial DNA testing scholarship, or you may want to wait to see how they descend. You can also ask if they have already taken a Y-DNA or mitochondrial DNA test at FamilyTreeDNA.

Step 9 – FamilySearch and Relatives at RootsTech

We’re getting ready for RootsTech 2025 which takes place in March. In the month or so before the last two RootsTechs, FamilySearch provided an absolutely wonderful tool called “Relatives at RootsTech.”

I’ve written about this several times, but essentially, you can see, by ancestor, other people who are registered both in-person and virtually for RootsTech, and how they descend.

Here’s an example.

In both years, I’ve found several people who descended from common ancestors AND were very willing to take the relevant DNA test. That’s a huge win-win for everyone.

The best part is that because these people have freshly registered for RootsTech, the reply rate is almost 100%.

I’ll write about this as soon as RootsTech makes it available this year. Fingers crossed that they do!

Step 10 – Social Media

Social media wouldn’t be my first choice to find DNA testers, but I have found perfectly willing cousins this way. You may be less successful on Facebook or other social media platforms, but if you’re striking out elsewhere, there’s absolutely no downside to trying.

You can enter a surname and search on Facebook, but I prefer to do a Google search like “Estes genealogy on Facebook” or even just “Estes genealogy,” which will produce far more widespread information, some of which may be irrelevant.

That Facebook Google search provided the names of two groups. People join groups because they have an interest, and I’ve had good luck in Facebook genealogy groups.

A Search of “Estes” on Facebook itself, then selecting “people” provided a list of Estes Facebook users.

I’ve had far better luck by joining a group that is focused on Estes genealogy, or even a county genealogy group that includes Estes families, than individuals. People who join any Estes group or project likely have an interest in that surname.

If you have a common surname, or there’s a park named after your surname, like Estes Park, you’ll probably want to focus by using Google searches for Estes genealogy.

The Descendants of Abraham Estes Facebook group has 222 members, of whom at least 31 are males with the Estes surname. Facebook just might be an underestimated resource.

If there isn’t a genealogy-focused group for your surname, you might want to consider starting one and encouraging people to join.

It can’t hurt, and it just might help. Before you start reaching out to random people on Facebook, please do a privacy checkup – I wrote about how, here.

Sale Prices

Remember, the sale prices at FamilyTreeDNA for new tests and upgrades last through year-end.

In my experience, it’s best to test as soon as someone agrees. You never know what will happen otherwise. I’ve had people pass away before they could swab. And yes, we’ve done funeral home swabs, too.

There’s no one-size-fits-all, but here’s a rough draft contact letter.

Potential Contact Letter

You’ll want to include several critical pieces of information.

Essentially:

Introduce yourself
Say their full name on their test AND the testing company in the title of an email. I manage many tests and if I receive an email that says, “Hi, can you tell me how we match” without telling me which person they match, I can’t even begin to answer.
Explain your genealogy connection
State your purpose in writing
Explain how a specific test will help them too
Offer to answer questions

Be sure to modify this letter to reflect your own voice and circumstances. You don’t want this to read like a form letter.

Dear cousin (insert their full name here,)

It was so nice to find our DNA match at <company name> (or we share a common ancestor, or appropriate circumstance.) (If you are managing someone else’s kit, say the name of who they match and explain that you manage their DNA kit.)

I descend from (ancestor plus birth and death date) who lived in Halifax County, Virginia and was married to (spouse.) You can view my tree at (insert link that does not require a subscription for viewing unless you match them on that platform. I use MyHeritage because everyone can view their trees)

I would very much like to confirm that our line descends from Abraham Estes (or relevant information meaning your reason for wanting them to test.)

Given that my surname is x (or I’m a female), we need to test the Y-DNA of a male who is descended from (ancestor) through all males to the current generation. (Or mitochondrial DNA descended through females to the current generation which can be male.)

FamilyTreeDNA provides this testing and shows who you match on that specific line using the Y chromosome (mitochondrial DNA).

This testing may connect us with earlier ancestors. Genetics can be used to determine when we share common Estes ancestors with others who test, where we come from overseas, and when. Even if we match ancient DNA samples that may tell us where our ancestors lived before surnames. In other words, where did we come from?

(Include a nice paragraph, but not a book about your ancestral lineage here.)

I have a DNA testing scholarship for someone from this line and you are the perfect candidate. I would like to take advantage of the current sales. If you’re interested, I only need two things from you.

First, permission so that I can order (or upgrade) and pay for the test, and second, an address where to send the test (unless it’s an upgrade). (If it’s an upgrade at FamilyTreeDNA, they can use a stored sample or will sent them a new kit if there’s not enough DNA.)

If you have any questions, please let me know. I’m very excited that we may be able to learn more about our heritage.

Please email me at xxx or call me at xxx if you have questions.

Your name

I know one person who offers to review results over Zoom. Someone else stresses that the tester’s email is attached to their test and they are always in control of their results. Another person asks them to join a project they manage to assure that they can follow their matches over time.

Customize this communication in your own voice and to fit the circumstances of each match.

It’s just me, but since I’m ordering while the tests are on sale, unless the person uploads their DNA file from another vendor, I add on a Family Finder test too and explain why. You never know if they will match you or another cousin, and they may have that match that eventually breaks down the next brick wall. Shared matches are powerful evidence and it’s a lot easier to add that test on now than try to contact them again later.

You Don’t Know What You Don’t Know

Which ancestors do you need Y-DNA or mitochondrial DNA results for? Methodically check each line.

There’s so much to learn. Don’t leave information on the table by virtue of omission.

Leave no stone unturned!

You don’t know what you don’t know.

Who’s waiting out there for you?

____________________________________________________________

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DNA for Native American Genealogy – by Roberta Estes, for those ordering the e-book from anyplace, or paperback within the United States
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Genealogy Books

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Genealogy Research

Legacy Tree Genealogists – Professional genealogy research

Genealogy Proof Series – Creating Genealogy Proof Tables

Posted on November 11, 2024 by Roberta Estes

This is the fifth article in the Genealogy Proof Series.

For maximum advantage, I recommend reading these articles in publication order.

In earlier articles, we’ve detailed how to gather resources for specific locations, how and where to search for surnames and the process of extracting and recording information from those sources.

Now, it’s time to use that information and assemble it in a logical way to provide “proof” that the person by the name of “John Smith,” or whoever you’re seeking, is actually YOUR John Smith.

I use a technique that I call Genealogy Proof Tables. We will cover two types here. You’ll need the first one to complete the second one.

Genealogy Proof Tables

Genealogy proof tables have two purposes:

Individual Proof Tables – For an individual ancestor, to compile the various pieces of evidence to prove a connection to their parent or parents and their child or children.
Lineage Proof Table – Evidence for an entire lineage, proving connections between all of the individuals in the lineage, one by one in both directions. For a lineage proof table we prove a connection to the parent and also to the descendant that is your ancestor for each generation.

Please note that sometimes you actually wind up disproving a relationship, or realizing you need more information, but that’s equally as important. Nothing worse than wasting time by barking up the wrong tree.

A genealogy proof table is a working document that can be used to focus on each ancestor in every ancestral line. What’s included in a proof table varies by which records are available, the timeframe and circumstances.

You may want to prepare proof tables to help yourself focus and evaluate your data. Proof tables can be sent to someone who asks questions like:

How do you know that?
What is your proof?
What are your sources to identify John as the son of George?

People should be asking those questions, and researchers should be able to answer them. You need to answer them for yourself for your own ancestors, even if no one asks.

The answer to these questions may well be that you’re still working on “proof,” but you’ll at least want to have documented everything available to date. For me, doing these exercises helps me think about what’s still missing and looking for additional sources if I actually don’t have “proof.”

Generally, I create a proof table for a specific ancestor, which I then roll up into a comprehensive proof table for the line. This approach helps me identify which pieces of evidence are conclusive and which ones are not.

The purpose of a proof table is to compile and rank information about that ancestor’s connection to their parents, including negative evidence. It’s not meant to be “everything I know” about that ancestor, just the things that relate to proving that this ancestor is in FACT the child of his parent or parents.

What is Proof?

Isn’t this the question of the ages for genealogists? I wrote an article, Ancestors: What Constitutes Proof?, here. In that article, I’ve provided a list of what isn’t proof and some challenges you may face.

Aside from what I’ll term normal genealogy roadblocks to be overcome, there are other challenges as well.

For example, you can have a birth certificate, a death certificate, a will, and personal knowledge that a person lived with their parents – but that child could have been adopted, or the father might not have been the biological father.

In this case, paper proof, no matter how compelling, isn’t actual proof. It can prove the identity of the person, but alone, cannot prove a biological relationship connection.

Sometimes, DNA evidence outweighs everything else, but without DNA evidence, paper proof is the closest we can get. The BCG defines the Genealogical Proof Standard, here.

We need our evidence to be as conclusive as possible.

What does Conclusive Mean?

Conclusive evidence means that any other evidence cannot reliably contradict it, or it’s so strong that it overbears any other evidence. (Thank you Bar Prep Hero.)

In a nutshell, that’s your goal – and all evidence is not created equal.

Evidence is Weighted

Some evidence is better or more solid than other evidence.

Furthermore, sometimes one single piece of evidence isn’t conclusive, but multiple pieces of evidence, taken together, create a body of work and are considered a “preponderance of evidence.” Having said that, I often cringe when I hear that term because sometimes it means there really isn’t good evidence or not enough research has been done.

How good is good enough? You can only work with what’s available and what you have. Unfortunately, one cannot unburn the courthouse!

Sometimes, you’ll need to use DNA evidence. From my perspective, you ALWAYS need to utilize DNA evidence to confirm at least the closest generations.

By closest, I mean that second cousins or closer always match, and you can often reliably use autosomal DNA within, minimally, 5 or 6 generations, but circumstances vary.

Many times I have solid matches to descendants of ancestors 9 or 10 generations in the past, but as you can see in this graphic created by Dr. Paul Maier at FamilyTreeDNA, beginning at eight generations, you may not inherit any DNA from a particular ancestor. Of course, to match someone else, you both need to have inherited the same DNA segment(s) from that ancestor.

You can almost always use Y-DNA to establish relationships beyond what autosomal can confirm, but with both Y-DNA and mitochondrial DNA, you need someone who is appropriately descended from the ancestor in question, as illustrated in this three-generation chart. Sometimes, you need two people descended from that ancestor, preferably through different children, because their Y-DNA or mitochondrial DNA needs to match.

Every situation is different.

How Much Evidence is Enough?

It depends.

Enough for what?

Enough to prove that your parent is the child of their parents?
Enough to prove to yourself that you’re searching in the right ancestral line?
Enough to prove that this John Doe is the same John Doe that moved from Virginia to someplace else, or conversely, the John Doe in Missouri is the one who moved from Virginia?
Enough to quality for a lineage society?

Again, from my perspective, enough is not enough until you have looked at every piece of evidence that even MIGHT be relevant for that ancestor.

Essentially, all of this is a bit fluid, so let’s look at an example.

Individual Proof Table

Let’s begin with a proof table for one person.

I’m going to create a proof table to attempt to prove that my paternal grandfather, William George Estes, is the son of Lazarus Estes and Elizabeth Vannoy.

I’ll be using actual documents and information from my files.

If you want to read my 52 Ancestors articles about these people, you can find William George Estes, here, Lazarus Estes, here, and Elizabeth Vannoy, here. I’m not specifically trying to prove that my father, William Sterling Estes, is the son of William George Estes, but some documents cover both men – plus, there’s the possibility of same-name confusion, given that both of their first names are William. I swear, every generation in this family has both Johns and Williams.

To begin, there are a few mandatory categories on every chart. For example, I always use the census when it’s available. You should include these categories even if you don’t have evidence for them, because it reminds you if you’ve searched and the search came up with nothing.

Some categories would be expanded, such as Organizational Societies. For example, if there’s a separate History and Genealogy Society for that county, you would want to check both, as well as the local library and regional or state organizations.

You’ll notice that I’ve assigned a weight to each piece of evidence. Weighting is subjective. Aunt Margaret was the daughter of Wiliam George Estes, so she should know – but often, she didn’t provide any source, like a document or Bible, and she was a bit “eccentric.” In some circumstances, I might weigh what she provided as a 5, but in the first item, I only gave it a 4 because she provided other dates that I found to be erroneous. Memories do fail people.

Red items are direct, confirming evidence of the relationship and that the William George Estes, my grandfather, is the same William George Estes who is the son of Lazarus Estes. Names are spelled or misspelled the way they are in the original source.

William George Estes	Information	Source	Weight (1-5)	Comments
Birth	March 30, 1873	Aunt Margaret	4	Birth certificates not available in 1873
Father	Lazarus Estes
Mother	Elizabeth Vannoy
Identity of Parents	From letters and discussions 1980s, 1990s	Aunt Margaret, Aunt Minnie, children and grandchildren of William G. Estes	5	They knew their grandparents
1880 Census	Wm. G. Estis age 7, listed with parents Lazarus and Elisibeth Estis, and siblings, including sister Cornie	Claiborne County, TN Dist 8, page 107 on Ancestry	5	Family lives between William G.’s future wife’s uncles
1890 Census destroyed
Marriage	Ollie Bolton, Sept 26, 1892.	Claiborne County Marriage Index, page 382	5	No parents given
1900 census	William G. age 27, with wife, Ollie, and two children	Claiborne County, TN Dist 8, page 113	5	Lives next door to Lazarus and Elizabeth Estes and next to his sister Cornie and her husband
1910 census	Age 38, with Ollie and two children, Estle and Robert	Claiborne County, Civil Dist 4	5	Lives beside sister Cornie and her husband, three houses from Lazarus
Home Location – 1913	Family photos taken in 1913 and labeled “Fowler”	Provided by Margaret	5	Written on the back of the family pictures
Home Location	Fowler, Indiana Sept 1915	Newspaper article	5	Sons Wm. and Joe ran away and were returned to parents in Fowler
William G. Estes’s divorce from Ollie	Fowler, Indiana	Aunt Margaret	3	Ollie caught him cheating with her cousin Joyce Hatfield, who was visiting them in Indiana
Divorce from Ollie	Unknown, maybe 1916 or 1917			Inferred
Children William S. and Joe “run away” to their grandparents	1915/1916 Fowler, Indiana to Claiborne County, TN	Aunt Margaret’s letter, Uncle George, 1915 newspaper articles stated that they tried to run away but got caught	5	Margaret said that when William G. and Ollie divorced, neither wanted sons Wm. and Joe, 13 and 11, and the boys jumped trains to make their way back to their grandparents, Lazarus and Elizabeth
William George returned to Claiborne County	1916/1917 ish	Uncle George Estes, family historian	5	Lazarus was furious when William G. returned after cheating on Ollie and abandoning the boys and threw William G. out of Estes Holler
Move to Harlan County, KY	After being thrown out of Estes Holler when he and Ollie divorced	Uncle George, Aunt Margaret, Estel’s daughter	5	Settled in Harlan County, KY, just over the border from Claiborne Co., TN
Divorce from Ollie	Unknown, about 1916/1917ish	Fowler, Ind newspaper August 30, 1917	2	Ollie listed without Wm G and as visiting where she used to live
Marriage	Joyce Hatfield, unknown if or when/where married	Census, daughter Virginia’s birth Nov. 1918.	3	Inferred, no document found
~~Child Irene’s~~ Death*	August 1, 1916 – Irene Estes, mother Joyce Fury	Shawnee, Claiborne Co., TN		~~Informant of the death of daughter, Irenia.~~ *Please note that this has since been disproven. This William B. Estes who married Josie Fury is not our William G. Estes who married Joicie Hatfield.
Military/draft Registration – signed	Sept. 12, 1918, gives birthdate as March 30, 1873	Tazewell, Claiborne County, TN	5	Wife is listed Joisce Estes.
1920 census	Age 47, lives with Joise and daughter Virginia	Claiborne Civil District 4	5	Future third wife, Crosha Brewer, and her child are living with them as lodgers
Divorce Joice Hatfield	Unknown, approx 1921 or 1922		inferred	Based on Crosha’s children’s ages
Son William S. Estes’s marriage to Martha Dodder	Dec. 12, 1921	Calhoun County, MI	5	Parents are given as Ollie Estes and W. G. Estes
Wm G. Estes child with Croshia Brewer	Josephine born March 19, 1923	Springdale, Arkansas	5	Birth certificate, death certificate, census
William George Estes Marriage	Croshia Louise Brewer, Feb. 3, 1925, Wise County, VA	VA Marriage Registers, page 171	5	Parents given as Lazarus & Elizabeth Estes
1930 census	Cannot find the family
1940 census	Age 67, living with Crochie and their 2 daughters	Harlan Co., KY Lynch dist	5
1940s or 50s	Photo with “his sister Cornie” and also one with “Worth Epperson”	Claiborne County, TN	5	Photo is labeled and provided by Cornie’s family, who knew him
1950 census	76, lives with Crocie, daughter and boarder	Harlan County, KY	5	My mother visited William G. and Crocie with my father in the 1950s.
Cornie Estes Epperson’s 1958 death certificate	Born June 22, 1878 to Lazarus Estes and Betty Vannoy, age 79, died Feb. 18, 1958	Death Certificate	5	Correlates to census dates and other data indicating she is the daughter of Lazarus and sister of William G.
Cornie Epperson Obituary	Gives Will Estes, of Lynch, KY as her brother.	Newspaper clipping	4	Does not give her paents
William Sterling Estes obituary	Aug. 28, 1963, Star Press in Muncie, Indiana, page 3	Residence Dunkirk, IN	4	Lists surviving father as W. G. Estes, Cumberland, KY
William George Estes’s death	Nov 29, 1971, lived in Harlan Co., KY	Kentucky Death Index	5	Parents not given
Obituary	Parents not given, living children include Estil, Virginia, Margaret, and Minnie, their locations provided	Nov. 30, 1971, Middlesboro Tribune	4	His nephew, Cornie Estes Epperson’s son, Kermit Epperson is a pallbearer
Social Security Claims Index for William G.	Jan. 15, 1972 claim, birth 1873	Ancestry	5	SS # given, but no parents given
Social Security Claims Index for my father, William Sterling Estes	No claim filed
Will	No, rechecked film at FamilySearch 7-8-2024.
Legal	No, checked court index in Harlan County
Land Tax	No tax lists
Personal Tax	No tax lists
Deeds	Yes, 1915 deed from Lazarus to Cornie and Worth Epperson where they must pay his other heirs	Claiborne County deed book, in person	5	Cornie Estes Epperson to pay William Estes $120
William George Estes signed receipt and release	On July 22, 1957, Will signed on the edge of the above deed, releasing the claim on the deed and stating that the $120 had been paid.		5	Confirms his relationship to Lazarus Estes and Cornie Estes Epperson
Sibling Documents	Have not looked extensively beyond Cornie
Newspapers	Need to revisit when Claiborne County, TN newspapers are digitized
Organizational Searches such as Historical Societies	Have not looked recently, need to recheck local libraries
DNA	ThruLines to John Y. Estes, father of Lazarus Estes	Ancestry	5	Proven via 35 cousin connections to Lazarus’s parents through 3 of John’s siblings
DNA	Lazarus Estes ThruLines at Ancestry through Lazarus’s children	Ancestry	5	20 matches, 9 through William George, 7 through Cornie, 5 through Charlie Thomas Estes
DNA at FamilyTreeDNA	My autosomal matches to Buster Estes, Lazarus’s grandson	FamilyTreeDNA	5	Including 556 matches in common and many triangulated segments to descendants of Wm. G., Lazarus, John Y. Estes and upstream ancestors
Other	Relationship to wives and children	Letters from Aunt Margaret	3 or 4	Clearly states relationship of William G. and Lazarus
Other	Relationship to wives and children	Letters from William G. to my father	3 or 4	Clearly states relationship of William G. with his siblings and family members

Some types of information are notably unreliable. For example, obituaries may omit people or confuse relationships. William George Estes’s obituary omits his daughter and incorrectly notes her husband, his son-in-law, as William’s child.

Death certificates often give parents incorrectly, especially the mother’s birth surname.

The names of parents in both obituaries and on death certificates are often third-hand information provided by people who are at least two generations removed and are under significant stress at that time. My mother’s obituary was republished two times due to errors made AFTER I provided correct information.

We have several pieces of information that strongly suggest that the William George Estes who was born to Lazarus Estes and Elizabeth Vannoy is the same William George Estes that married Ollie Bolton, but there’s more.

We know for sure that William Estes, who married Croshie/Crosha Brewer, is the same person because his parents are given in the county marriage record book. This is first-hand information and judged to be more reliable because we can reasonably expect that William George knew who his parents were, or at least who they were supposed to be.

If we discount entirely the fact that my aunts personally knew Lazarus as their grandfather, and look only at the paper evidence, we just need to tie William George in his later life to the same William George in his earlier life.

Here’s a photo passed from William George’s daughters to me. Cornie Epperson’s grandchildren had this same photo showing William George Estes with his sister, Cornie Epperson.

Here’s another with Will Estes and Cornie’s husband, Worth Epperson.

Cornie’s children told many stories about their Uncle Will, who rode the bus from Harlan County to Claiborne County, as he didn’t drive. The legendary favorite story was about the time that Will had a bullet in his shirt pocket. It accidentally got mixed into his pipe tobacco, which he put into his pipe and was smoking on the bus.

Yes, the bullet blew up. No one was hurt, and miraculously, the driver didn’t crash. Nevertheless, Will was banished from riding the bus forever thereafter.

That story alone connects the William George Estes living in Lynch, in Harlan County, as the same person, as do his children from all three wives. So do letters from my aunt to family members discussing several people involved, and letters from Will himself in the early 1960s detailing some pretty spicy antics.

However, we’re looking for more than oral history. What other documents do we have?

The Smoking Deed

This deed serves, in essence, as the will of Lazarus Estes and his wife, both of whom conveyed this deed.

Thankfully, it identifies both Cornie and William as their heirs, along with several other children, although it never actually states that the people mentioned are their children. The census confirms that these people, Cornie and William George, along with Martha (Estes) Norris, Charlie Estes, and Lum (James Columbus) Estes mentioned, are their children.

If you’re still wondering if William George Estes is their son, notice the release of lien, stamped on the upper left-hand side of the page decades later, in 1957, with his signature.

This signature matches Will’s other handwriting on letters that he sent in the 1960s, in my possession, and on my father’s delayed birth certificate signed in 1952.

This document provides their relationship, the type of evidence submitted, and both of their addresses and signatures. Evidence doesn’t get much better than this.

For additional signature confirmation, William G. signed his 1918 draft registration in Claiborne County. In Harlan County, KY, in 1957, he signed the delayed birth certificate for his son, Estle, who was born in Springdale, Arkansas, in November of 1894.

When Evidence Isn’t Conclusive

Unfortunately, this situation happens often, especially with generations further back in time where less information is available. Let’s look at an example.

Genealogists tried for years, decades actually, to identify the parents of John R. Estes.

His son was named John Y. Estes.

No one knew what the R. stood for, nor what the Y. stood for. Truthfully, we still don’t, at least not for sure.

Here’s what was said:

John R. Estes’s mother was Mary Younger, who was married to George Estes. This claim was made because John R.’s son was named John Y. Estes, the Y. standing for “Younger.” That was the hypothesis, but it was stated as fact.
The middle initial R in John R. Estes stands for Regan or Reagan because his grandson, John Reagan Estes, son of John Y. Estes, was “named for his grandfather.” This was told to me by his grandchildren who were living in the early 1990s, as information they were told.

I fully understand why one would think those are possibilities or why conclusions might be drawn. They are clearly possibilities, but without additional evidence, that’s all they are. Eventually, that possibility begins to be passed along as a fact. Then, people don’t want to question what was passed down from “people who should know.”

So, let me play devil’s advocate here.

The Y in John Y. could stand for any number of things. For example, the surname Yancey is also found in Halifax County, Virginia. Y could have come from anyplace. At that point in time, we were searching for the parents of John R. Estes, so Mary Younger seemed to make sense.

Having said that, we now know that John Y. Estes’s grandmother WAS Mary Younger, BUT, that does NOT mean that the Y. stands for Younger, nor does it serve as any kind of concrete evidence.

Might it stand for Younger? Yes, of course. But the Y itself serves only as a potential hint.

Can you use it for evidence? Nope, not without more information. I’ve searched high and low, so if you find “Younger” in a reliable record for this man, by all means, let me know. While confirmation would be wonderful, we really don’t NEED to know like we do with Reagan.

John Reagan Estes (1871-1960), the son of John Y. Estes, could well have been named for his grandfather, John R. Estes (1787-1885). John was his father’s first name as well as his grandfather’s. That does NOT mean that that Reagan was John R. Estes’s middle name. We have no idea where Reagan comes from. If I had a letter from John Reagan’s mother or sister, for example, saying John Reagan was named for his grandpa Estes, who was also named John Reagan, that would be evidence because we have a contemporaneous source and know the information wasn’t assumed or constructed later to “fit” the question about John R. Estes’s middle name.

I have dug for years for any Reagan connection to the Estes line, or to the wives’ lines in upstream generations in Virginia, hoping to prove that Reagan genealogical connection. I have never found it, although that clearly doesn’t mean it’s not there. For all we know, Reagan could have been the name of the preacher or the doctor who delivered someone. It may or may not have anything to do with John R. Estes, and even if it does, Reagan may not be an ancestral surname.

So, if you’re taking yourself down the path of ascribing too much weight to information that may or may not be evidence – don’t. What you can do that’s beneficial is more research. If you think the Y or the R might be a hint, DIG!!! You just might find that evidence. If you haven’t utilized the new FamilySearch full-text AI search, by all means, do. These are the perfect types of situations to research using this amazing tool.

Treat everything as a hint, but it’s not evidence until it’s confirmed.

While we’ve since proven that, indeed, John R. Estes is the son of Mary Younger using other types of evidence, the middle initial R. and the middle name Reagan two generations later still is and may remain a mystery.

In the Weeds

At this point, you might be thinking that we are SO FAR DOWN IN THE WEEDS, and you’d be right, but the answers to our specific question are found here.

Our original goal was to prove that William George Estes was the son of Lazarus Estes and Elizabeth Vannoy.

The items bolded in red in the Individual Proof Table for William George Estes, above, individually and certainly cumulatively “prove” that relationship, as far as a paper trail can go.

The other information, especially taken together, supports that and, more importantly, does not dispute or provide contradictory or conflicting evidence about any of the other evidence. In other words, we have concensus.

Lineage Proof Table

The table below is designed to document the proof that the individual listed under the name column is, in fact, the child of the father and mother below. Other information from the Individual Proof Table that we completed above is omitted because it’s not needed in a Lineage Proof Table.

The Proof rows between the child and their parents are the proof, or the best evidence we have, that connects the child conclusively to the parent or parents. Sometimes that proof can arrive indirectly, such as a sibling’s obituary that lists your ancestor as their sibling – allowing you to connect the sibling who died and your ancestor both to their parents through the census or other documents.

Proof listed will vary and could be personal knowledge (someone you knew within your lifetime), a Bible, a will, a deed, an obituary, a church baptismal document, a pension application, census records, and more.

The best proof, of course, is multiple contemporaneous pieces of evidence.

Proof can also be negative proof. For example, if there was a will but this person was missing, that should be noted. However, that alone is NOT negative proof, as sometimes a child who had already received their inheritance was not mentioned. It does need to be listed because, when combined with other evidence, it may become very important. So is the wording of the will. For example, does it say “all my children,” but omit the person you’re searching for?

Proofs also must take into consideration things like individuals with the same name. In other words, we need to prove that THAT particular John was the son of THAT particular George.

There are times when one must dig deeply as well as far and wide, using siblings and the FAN (friends and neighbors) methodology to reveal a nugget or put enough information together from multiple sources to prove a relationship collectively. For example, I have found proof two generations downstream in Virginia chancery suits that detail the descendants of someone who died and left a will two or three generations earlier.

If this Lineage Proof Table was for my own use, I would utilize a spreadsheet, and I would provide links and more detailed information. For ease of use in this article, I’ve constructed a chart here.

The entire purpose of this lineage document is to unquestionably connect the generations. If these proofs are strong and unquestionable, the only piece of evidence that could upend all of them, together, is an unknown DNA event where a parent or parents are not the individuals reflected in the non-genetic proofs.

Name	Birth & Loc	Death & Loc	Father	Mother	DNA Confirmed
Me			William Sterling Estes	Separate lineage proof for mother’s line	Father confirmed via paternal half-sister’s children and cousins’ autosomal DNA matches..
Proof	My birth certificate, newspaper announcements
Proof	Father’s obituary
Proof	Social Security application after my father’s death
Proof	Personal knowledge, photos, and memories
Proof	DNA match at the expected level to my half-sister’s descendants and our upstream Estes relatives
William Sterling Estes	Oct. 1, 1902 or 3, Tazewell, TN	Aug. 27, 1963, Jay County, IN	William George Estes 1873-1971	Ollie Bolton 1874-1955	Autosomal DNA matches to multiple Estes cousins & half-sister’s children
Proof	Census and newspaper articles identifying my father as his parents’ child
Proof	My father’s marriage license, personal knowledge, and his delayed birth certificate
Proof	Death certificate and obituary
Proof	Aunts’ knowledge and family letters
William George Estes	March 30, 1873, Tazewell, TN	Nov. 29, 1971, Harlan Co., KY	Lazarus Estes 1845-1916/1918	Elizabeth Vannoy 1846-1918	Autosomal DNA triangulated to multiple descendants of both Lazarus Estes and Elizabeth Vannoy.
Proof	Deed to Worth and Cornie Epperson where Lazarus lists William George Estes as one of his heirs – Claiborne Co., Deed Book M2, page 371.
Proof	Various censuses showing parents and siblings, including sister Cornie Estes Epperson
Proof	Marriage license to Crocie Brewer lists his parents
Proof	Cousin George Estes knew these people and was at the funeral of Lazarus when he was a child, plus Aunt Margaret’s letters
Lazarus Estes	May 1845, Claiborne Co., TN	1916-1918, Claiborne Co., TN	John Y. Estes 1818-1895	Rutha Dodson 1820-1903	Y-DNA confirmed to haplogroup of Moses Estes, autosomal triangulated to descendants of Lazarus and Elizabeth and upstream ancestors through multiple matches.
Proof	1850 and 1860 census with his parents, 1870 census where he lives one house from parents with wife and children, 1880 census where his wife is still living a few houses from his parents, with their children, and John is found in Montague Co., TX
Proof	October 1865 deed where John Y. Estes deeds all his possessions to his eldest son, Lazarus. Claiborne Co., Deed book B1, page 37
John Y. Estes	December 29, 1818, Halifax Co., VA	Sept. 19, 1895, Montague Co., TX	John R. Estes 1785/88-1885	Nancy Ann Moore c 1785-1860/1870	Y-DNA confirmed through multiple sons. Autosomal triangulates to several descendants through multiple lines of other children.
Proof	Personal written knowledge of Claiborne County attorney, P. G. Fulkerson, published in the local newspaper who listed parents, wife, siblings, and children of John Y. Estes and wife and children of John R. Estes
Proof	John R. Estes signed as a witness for John Y. Estes in 1865 when he deeded goods to son Lazarus “for natural love and affection.” In 1850 census John R. Estes lives near sons Jechonias and John Y. Estes
Proof	John Y. Estes’s and John R. Estes’s death conveyed in letters between family in Claiborne County, TN, Texas, and Oklahoma
John R. Estes	1785-1788, Halifax Co., VA	May 1885, Claiborne Co., TN	George Estes 1763-1869	Mary Younger ~1775-1820/1830	Y-DNA confirmed through multiple lines. Autosomal confirmed triangulation of multiple lines of his children and his ancestors. Descendants’ DNA triangulates to that of Nancy Ann Moore’s ancestors.
Proof	Halifax County 1812 personal property tax list where John R. Estes is listed as the son of George Estes and lives next to him.
Proof	Halifax Co., VA chancery suit dealing with property of Moses Estes, father of George Estes, lists John R. and his wife’s name and location in Tennessee as Moses’s descendants.
Proof	War of 1812 pension application
George Estes	Feb. 3, 1763, Amelia Co., VA	July 1859, Halifax Co., VA	Moses Estes Jr. 1742-1813	Luremia Combs c1742-1820/1830	Y-DNA haplogroup descended from Moses Estes Sr. 1711-1787 and autosomal from his maternal and paternal lines, both.

I’ll stop here because you clearly understand the process. If I were applying for membership in a lineage society, I would simply continue this chart until I reached the individual in question. In this example, George Estes is a Revolutionary War soldier, so I could apply for DAR membership, assuming I meet their various criteria.

Another aid in documenting your ancestors is lineage organizations and their records, but keep in mind that their evidence, especially that submitted decades ago, may not be sufficient today.

DNA Confirmation

DNA can either confirm this relationship, even without a paper trail, or conversely, it can burn it all down.

The closer in time a DNA relationship is, the more likely you’ll be able to confirm it using autosomal DNA.

Sometimes, Y-DNA is a consideration, and it certainly would be in this circumstance, except that I’m not a male, and we don’t have a living Estes male descended directly from William George Estes (through all males) to test.

Mitochondrial DNA can’t be used in this circumstance either since William George Estes’s children have their mother’s mitochondrial DNA, not his.

For the purposes of today’s proof, I used the Family Finder autosomal DNA test.

Buster Estes, now deceased, grandson of Lazarus Estes through his son Charlie Tomas Estes, is my 1C1R, (first cousin once removed). He tested both his Y-DNA and took the autosomal Family Finder test for me many years ago.

Additionally, Cornie Epperson’s grandchild and great-grandchild, my second cousin and 2C1R, agreed to autosomal DNA testing for me as well. Cornie’s grandchild agreed to test their mitochondrial DNA, which descends from Elizabeth Vannoy – for which I remain immensely grateful.

All of these cousins match me, as well as each other, appropriately, as would be expected for their respective relationships to me and to each other.

Since then, additional descendants of Lazarus Estes and Elizabeth Vannoy have tested and match others at the appropriate, expected level.

I also match other descendants of Elizabeth Vannoy’s parents, as do my cousins, so I can literally walk both Estes and Vannoy segments back in time.

In this case, NOT matching close Estes relatives would conclusively prove that I’m NOT related to the more distant Estes family.

However, if I didn’t match, it’s also possible that my father would not have matched those people either. I don’t have a full sibling through my father, but I do have a half-sibling whose descendants I match appropriately for the expected relationship. That proves that I’m my father’s biological child.

My half-sister died before DNA testing. NOT matching my sister’s descendants would confirm that we were not sisters, meaning we did not share the same father. One or the other of us would probably match Estes descendants, such as our second cousins. Fortunately, we match each other and Estes descendants.

Unfortunately, my half-brother Dave did not match me, nor any Estes family members, providing that we did not share a biological father – a heartbreaking discovery. He’s still my brother though, just not biologically, and I loved him dearly. (For the record, I found Dave’s father and his family after his death.)

I can prove that my father descends from his father because I also match the descendants of my father’s paternal half-siblings, as expected.

I also match (and triangulate with) the descendants of my grandfather’s sibling, Cornie Epperson, as expected, which proves my connection back to Lazarus and, therefore, my father and grandfather’s connection to Lazarus, too.

By the time we reach John R. Estes, son of George Estes, we can also use Y-DNA. While I personally can’t test for the Estes Y-DNA, a descendant of John R. Estes has taken the Big Y-700 test, needed for this level of detail, and they match the unique mutation (R-ZS3700) that occurred between Abraham Estes and his son Moses Estes Sr., then descended through Moses Jr. to George to John R., then on to our tester, confirming this paternal lineage.

Furthermore, I and other descendants of Lazarus Estes autosomally match Y-DNA descendants of John R. Estes as would be expected of 3^rd or 4^th cousins.

Therefore, by proxy, using both Y-DNA and Family Finder, we are all confirmed to descend from this entire Estes lineage, to and including Lazarus Estes and his son, William George Estes, through my father to me.

Whew!!!

Summary

Yes, it was a long, detailed path to get here using both traditional genealogical research and DNA results, but we did, and that’s really all that matters. I probably provided more examples than I really needed to, but I’m trying to answer as many “what about this” questions as I can, in advance. The Proof Table methodology isn’t cast in concrete and is easy to replicate and adapt based on your situation and the records at hand.

My final word of caution would be to make sure you don’t discount or omit negative evidence inadvertently. I made that mistake when I was less experienced because I didn’t realize the importance of negative evidence.

I’ve seen situations where a resource was not recorded because there “was nothing there,” when the fact that “nothing was there” is in itself important negative evidence that needs to be weighed and considered.

That’s one reason why preparing a list of all the resources in a particular area is so important. When you discover new resources or they become available, be sure to record and check those resources. For example, if a tax list for a particular county or district is uncovered, record that resource, even if the person you’re seeking isn’t listed there. The next question to ask is why they would not be listed, which may lead you to seek out or perhaps reevaluate other information.

Future Topics

I have three more articles planned in this series and expect to publish the next one in the winter.

DNA as Proof – or Not
Leveling up
Writing it Up

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23andMe Trouble – Step-by-Step Instructions to Preserve Your Data and Matches

Posted on September 19, 2024 by Roberta Estes

I don’t know what the future holds for 23andMe, but the financial floodwaters are rising. I’ve been torn about whether I should risk alarming people, perhaps unnecessarily, by writing about this, and if so, exactly what to say.

I’ve decided that the responsible action is to share my concerns with you and suggest that you act proactively – just in case.

Contrary to linking within this article which is what I normally do, I’m placing a list of relevant articles about what’s happening at 23andMe at the end for your reference. There are quite a few. I’ve located reputable articles without paywalls. There are even more publications today.

What’s Going On?

If you’re following the saga of 23andMe, you’ll know that they have been in financial trouble for some time, worsened by their data breach in October 2023. Not only was customer information accessed and downloaded, but 23andMe reacted extremely slowly, which made the situation worse. Lawsuits followed. I’ve written about the deteriorating situation several times.

Their financial situation has continued its decline ever since.

Recent developments, including the inability of Anne Wojcicki to raise funding to take the company private again, the $30 million data breach settlement this week, a further drop in their stock price, and just yesterday, the resignation of the board of directors in its entirety (except for Wojcicki), makes their future increasingly uncertain if not outright bleak.

Concerns

I am very concerned about the future of 23andMe. Never having experienced anything like this in our industry, I have no prediction about exactly what will happen, or when. That’s unknowable. I do know that I’m quite worried as are other professionals in this field.

I am strongly considering deleting my 23andme accounts. My personal hesitation is that I author this blog and I can’t write about 23andMe if I don’t have an account there.

Were it not for that, I would strongly consider deleting my account after recording my matches and downloading my data. 23andMe has ceased to be useful for me and has increasingly become a liability.

Please do NOT panic and run over there and delete your account without thoughtful consideration and taking these preservation measures first. Truly, I will tell you if I think you need to act on something immediately, as I have in the past.

I am NOT specifically recommending deleting your account. Everyone’s circumstances and goals are different.

For example, if you’re an adoptee fishing in all the ponds, you may want to wait. If your focus is health, you’re probably not reading this article, but that might be justification for people to wait. Or, if you’re a genealogist who wants as many matches as possible, you may want to wait and see how things shake out.

Regardless, the following recommendations ARE for everyone. Being prepared is better than being surprised.

Recommendations

Whether you choose to delete your account at 23andMe in the near future, wait, or maybe never, I have the following recommendations, just in case.

Download your raw DNA data file.
Preserve your matches in some fashion.
Save your ethnicity segments file.

Here are step-by-step instructions for each item, plus several tips and hints.

Download Your Raw DNA File

Download your raw DNA file so that you can upload it elsewhere if you wish.

To download your raw DNA file, click on Resources, then “Browse Data.”

Select “Download” at the top of the next page where you will be prompted for your birth date.

You will then see a full page of “Important Warnings to Consider.”

Scroll to the bottom

Check the “I understand” box and then click on “Submit Request.”

You will receive an email when your file is ready to be downloaded.

If your email is not current, you will need to call or contact 23andMe support for assistance.

You can upload your 23andMe DNA file to MyHeritage, here, to GEDmatch, and to FamilyTreeDNA again soon. I’ve written instructions for uploading and downloading data to/from each vendor in the article DNA File Upload-Download and Transfer Instructions to and from DNA Testing Companies, here.

Preserve Your 23andMe Matches

Next, review and preserve your matches shown under DNA Relatives. You may want to use screenshots or create a spreadsheet, which is my recommendation. You’ll be able to retain and preserve a LOT more information using a spreadsheet, including how your matches are related to each other.

The good news, or bad news, depending on your perspective, is that unless you have paid for a subscription, you’ll only have 1500 matches to deal with. With a subscription, you’ll have up to about 5,000.

Match Information Spreadsheet

I suggest working with your closest matches first.

You’ll find your matches under “Ancestry,” then “DNA Relatives.” Matches are listed in the closest match order.

For each match you can view information, including:

Birth year and location
Your predicted relationship
If they are in the genetic tree that 23andMe has created for you
Their ancestors’ birthplaces, if they have provided that information.
Their family surnames
An important link to their family tree if they have provided that link
Their ethnicity which may be important if you share a common ethnicity that suggests or precludes lineages
High level Y-DNA and mitochondrial DNA haplogroups
Relatives in Common which are shared matches – and how much DNA your two matches share with each other
Any notes you’ve made

Other features previously available at 23andMe were discontinued after the breach.

If you downloaded your matches file before the October 2023 breach, you’re in luck because you can simply update that file with your new matches except for segment information. That’s what I’m doing. Your download file will be a CSV file styled “roberta_estes_relatives_download” where your name replaces mine.

If you didn’t download your matches before the breach, you can’t today, as that’s one of the features they removed after the breach.

Recording your matches’ information is the first step, but there’s an important second step too that will help you piece all of this information together.

Relatives in Common Relationship Grid

I strongly suggest creating a relationship grid detailing who matches whom for your shared matches. Yes, I know that’s a LOT of work, but it may well be worth it to wring every ounce out of your DNA matches. Plus, you can then keep it current as new matches arrive. Right now, I’ve set a goal for myself to complete 100 per day. That’s do able.

The “Relatives in Common” feature is extremely useful and facilitates constructing your tree and fitting your matches into their relative places in your tree. Relatives in Common tells you not only how much DNA you share with your matches but also their estimated relationship to each other and how much DNA they share.

To begin the process, you really only need to be able to identify “someone” and then chain people together based on shared matches and estimated relationships. I’ll show you.

To find Relatives in Common information and how much DNA they share with each other, click on a specific match, preferably one that you know, under DNA Relatives, then scroll down to “Find Relatives in Common.”

Here’s the list of matches shared between DH and me.

Here’s the beginning of the relationship spreadsheet I created.

This example shows the amount of DNA I share with my matches in the left column, then how much they share with each other. I’ve color-coded the results. Blue is my father’s paternal line. His mother’s line is not represented in these matches. Purple is my mother’s maternal line, and apricot is her paternal line.

DH is estimated by 23andMe to be my second cousin and shares 7.13% of my paternal DNA across 17 segments. DH also shares DNA with James, George, Daniel, RA, and Joyce.

You can see how much DNA any match shares with me, as well as with any other match, which I’ve entered into the chart.

Unfortunately, only one person, Patricia, has included a link to a tree, but our common ancestor was shown there. In two other cases, surnames provided information, as did previous communications. I can fit almost every one of these people into my tree, at least tentatively, using this information. Sometimes I match them at other vendors too, providing additional information.

If you used Genetic Affairs to cluster your 23andMe matches before the breach, you may already have at least part of your match and shared match information. I save everything to my computer, and I hope you did too.

I happen to know how two of these people are related to me, so I can begin my “shared tree” there, adding other people as I figure out their shared relationships. For example, if a match is my second cousin and also a second cousin to another match, chances are really good that we all share great-grandparents. Remember that 23andMe has taken a stab at genetic tree construction on their genetically created (now nearly unreadable) Family Tree, found under “Family and Friends.”

This tree may or may not help you.

Please note – if you wish to message any of your matches, you need to do that through the 23andMe internal platform, so don’t wait, do it now by clicking on your match, then “Message.”

Download Your Ethnicity Results and Segments

Download your ethnicity results and segment information so that you can use your segment location information to compare to matches from other companies that provide matching segment information.

Your ethnicity information is available under Ancestry, then Ancestry Composition, then Select Scientific Details.

Scroll all the way to the bottom – which is a LONG way.

Select the confidence level and then click on Download Raw Data.” I use 50%, but you can download each one if you want.

The resulting file holds the locations on your chromosomes of your various estimated ethnicities. You can upload that file to DNAPainter to correlate with your matches from any testing company, and with ancestors whose DNA you’ve identified.

I wrote about that, here, and have discussed how to “walk ethnicity segments back in time” using DNAPainter in several presentations. This technique is how I identified my Native American ancestor on my mother’s side, which was then confirmed by mitochondrial DNA testing on an appropriately descended individual.

Prognosis

If 23andMe remains viable, you’ll be ahead of the game. You’ll have preserved your information and may have identified some new matches and their ancestors.

However, if 23andMe doesn’t survive or is sold, you’ll have protected your investment and won’t be caught by surprise.

If you’re thinking about deleting your account, take the steps set forth above, first. The reason I’m providing this information now is so that, in case something happens, you have time to complete these tasks to protect your important information and matches.

If you choose to delete your 23andMe account, you’ll have preserved as much of your investment as possible. Remember, think before deleting because once you’ve deleted your account, you can’t undo it without testing again. This is especially important if you’re managing the DNA of someone who is now deceased. In that case, delete is irrecoverable.

Let’s just hope this all blows over, and you’ll have benefitted by finding new genealogy information.

Recent News Articles

https://www.cnbc.com/2024/07/31/23andme-ceo-anne-wojcicki-files-proposal-to-take-company-private-.html

https://investors.23andme.com/news-releases/news-release-details/23andme-special-committee-responds-ceos-take-private-proposal

https://www.reuters.com/technology/cybersecurity/23andme-settles-data-breach-lawsuit-30-million-2024-09-13/

https://www.cnbc.com/2024/09/17/23andme-independent-directors-resign-from-board-read-the-ceo-memo.html

https://www.washingtonpost.com/business/2024/09/18/23andme-board-turmoil-dna-test/

https://www.axios.com/2024/09/18/23andme-resignations-anne-wojcicki

https://investors.23andme.com/news-releases/news-release-details/independent-directors-23andme-resign-board

https://investors.23andme.com/node/9531/pdf

My Articles

https://dna-explained.com/2023/08/17/23andme-and-glaksosmithkline-partnership-ends-sparking-additional-layoffs/

https://dna-explained.com/2023/10/07/23andme-user-accounts-exposed-change-your-password-now/

https://dna-explained.com/2023/10/24/the-23andme-data-exposure-new-info-considerations-and-a-pause-strategy/

https://dna-explained.com/2023/10/29/23andme-dna-relatives-connections-event-history-report-and-other-security-tools/

https://dna-explained.com/2023/12/07/23andme-concludes-their-investigation-6-9-million-customers-data-exposed/

Six Ways to Figure Out How We’re Related

Posted on September 9, 2024 by Roberta Estes

In my latest Webinar, Six Ways to Figure Out How We’re Related, I discuss the various tools from Ancestry, FamilyTreeDNA, MyHeritage, and 23andMe – plus clusters from Genetic Affairs and the amazing DNAPainter.

This webinar lives in the Legacy Family Tree Webinar library, but as part of the “webtember” lineup, you can view it for free through the end of September.

It’s always exciting to discover a new match at one of the DNA testing companies, which, of course, begs the question of how you’re related.

So, what are the six ways to figure out how you’re related, and how do you use them?

Come along for a step-by-step guide!

Shared Matches

We begin with how each vendor handles shared matches, what that feature is called, where to find the information, and how to interpret what they are telling you.

23andMe goes a step further and creates a genetic tree, of sorts, although that functionality has changed since their breach last October.

Bucketing and Sides

Two vendors go a step further and provide unique tools to divide your matches maternally and paternally.

FamilyTreeDNA buckets your matches maternally and paternally (or both) based on matches you link to their profile cards in your tree. FamilyTreeDNA then uses your linked matches to triangulate with other matches and assign your matches accordingly, providing a maternal and paternal match list. Bucketing, also known as Family Matching, is one of my favorite tools.

Note that linking matches at FamilyTreeDNA requires that you have transferred your tree to MyHeritage. I wrote about that and provided instructions here and here, and produced a complimentary webinar, too.

Ancestry also divides your matches by parent, but they use a different technique based on their Sideview technology and either ethnicity or shared matches.

Surnames and Locations

Surnames and locations, either separately or together, provide HUGE hints!

MyHeritage provides a nice summary for each of your matches that includes ancestral surnames, a map of locations in common, and “Smart Matches” which shows you people in common in both of your trees. There are several ways to use these tools.

FamilyTreeDNA also provides a list of surnames. You can view either the surnames in common with a match, or all of their ancestral surnames, with locations if provided. The tester enters these surnames, and we review how to complete that step.

Ancestry also provides shared surnames, with clickable links to the number of people in your matches tree with that surname, plus common locations.

X-DNA

X-DNA is probably the most underutilized DNA matching tool. While each of the vendors actually test the X chromosome, only one, FamilyTreeDNA, provides X-matching. You can obtain X-matching results by uploading your DNA file to FamilyTreeDNA. I’ve provided upload/download instructions for all companies, here.

X-DNA has a very unique inheritance pattern because males only inherit an X chromosome from their mother which limits the number of potential common ancestors for any two testers. In other words, X-DNA matching does half your work for you!

Clustering Technology – AutoClusters, the Matrix and DNAPainter

In the past few years, match clustering has become a very useful tool. Clustering shows which of your matches match you and each other.

Genetic Affairs offers several flavors of these clusters, and both MyHeritage and GEDmatch have incorporated Genetic Affairs clusters into their product offerings.

If you haven’t used AutoClusters yet, by all means, try them out.

FamilyTreeDNA offers the Matrix, a slightly different version of clustering. You can select 10 people from your match list to see if they also match each other. Shared matches don’t automatically mean triangulation between you and those two people, or even that all three people descend from the same line. However, if the people are bucketed to your same side (parent) and they share common segments with you in the chromosome browser, they triangulate.

You’ll want to paint those matches to DNAPainter to determine which ancestor you share, especially if they haven’t provided a tree.

DNAPainter provides your chromosomes as the “canvas” upon which to paint your matches in order to correlate segments with ancestors and identify common ancestral lines with mystery matches.

Three vendors, FamilyTreeDNA, MyHeritage, and GEDmatch provide segment information with matches for you to paint. I illustrate how I walk segments back in time, identifying our most distant common ancestor possible.

Theories of Family Relativity and ThruLines

Both MyHeritage and Ancestry provide a combination of DNA matching and tree triangulation, where they search the trees of your DNA matches to find common ancestors with you – although their implementation is different.

MyHeritage’s Theories of Family Relativity provides varying theories about common ancestors for you and a specific match using both trees and historical documents. You can review the various pathways and confirm or reject theories. I love this tool.

Ancestry’s Thrulines functions a bit differently, showing you all of your matches that descend from a common ancestor in all your matches’ trees. Sometimes, the trees are incorrect, but Theories of Family Relativity and ThruLines should still be used as hints.

I showed how ThruLines helped me discover what happened to one of my ancestor’s grandchildren who was lost to the family at his mother’s death – and to all of us since. Not anymore.

Bonus – Y-DNA and Mitochondrial DNA at FamilyTreeDNA

Only FamilyTreeDNA offers both Y-DNA and Mitochondrial DNA testing and matching. All of the tools above pertain to autosomal DNA testing, which is named Family Finder at FamilyTreeDNA. Illustrated by the green arrow below, autosomal DNA testing measures and compares the DNA you inherited from each ancestral line, but that’s not the only game in town.

Y-DNA, in blue, for males, tracks the direct paternal line, which is the surname line in Western cultures. Mitochondrial DNA, in red, is passed from mothers to all of their children. Therefore, everyone can test, revealing matches and information about their mother’s direct matrilineal lineage.

Y-DNA testing includes the amazing Discover tool with a baker’s dozen different reports, including ancient DNA. Mitochondrial DNA will soon have its own MitoDiscover after the rollout of the new Mitotree.

Both tests include “Matches Maps” to help you determine how you are related to your matches, as well as where your ancestors came from before the advent of surnames.

The Advanced Matching feature allows you to select multiple tests to see if your matches match you on combined types of tests.

Tune In

Now that you know what we cover in the webinar, please tune in to see how to use these awesome tools. Be sure to fish in all four “ponds” plus GEDmatch, where you may find people who didn’t test at a company that provides a chromosome browser or matching segment information.

Tools provided by the DNA testing vendors facilitate multiple ways to determine how we match and which ancestor(s) we have in common.

You can watch the webinar, here.

Additionally, subscribers to Legacy Family Tree Webinars have access to the 25-page syllabus with even more information!

A Legacy Family Tree Webinar subscription normally costs $49.95 per year, but through the end of September, there’s a coupon code good for 20% off. Just click here, then enter webtember24 at the checkout.

Enjoy!

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DNA Purchases and Free Uploads

FamilyTreeDNA – Y, mitochondrial and autosomal DNA testing
MyHeritage DNA – Autosomal DNA test
MyHeritage FREE DNA file upload – Upload your DNA file from other vendors free
AncestryDNA – Autosomal DNA test
AncestryDNA Plus Traits
23andMe Ancestry – Autosomal DNA only, no Health
23andMe Ancestry Plus Health

Genealogy Products and Services

MyHeritage Subscription with Free Trial
Legacy Family Tree Webinars – Genealogy and DNA classes, subscription-based, some free
Legacy Family Tree Software – Genealogy software for your computer
OldNews – Old Newspapers with links to save to MyHeritage trees
Newspapers.com – Search newspapers for your ancestors
NewspaperArchive – Search different newspapers for your ancestors

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