Michel Richard dit Sansoucy (c1630 – 1686/1689), Carefree Acadian – 52 Ancestors #465

Michel Richard was born about 1630, according to the Acadian census. We know he was born in France, because the first French settlers had not arrived in Acadia by 1630.

What we don’t know is where, or the identity of his parents.

Bona Arsenault, in his 1978 edition of HISTOIRE ET GENEALOGIE DES ACADIENS; 1625-1810, quoted on WikiTree and by Karen Theriot Reader, states that:

Michel Richard dit Sansoucy, born in 1639, originally from the Saintonge [an old province in the west part of France, now largely Charente-Inferieure. Its capital was Saintes]. Michel arrived in Acadia with the expedition of Emmanuel Le Borgne and de Guilbault in 1652 or 1651; he was with sieur de Saint-Mas, representative of Le Borgne. (Footnote cites Bona Arsenault’s own Histoire des Acadiens; and Louis Richard, in the Memoires de la Société Généalogique Canadienne-Francoise, vol. VI, no 1 (Jan 1954).)

Unfortunately, no sources were provided, and we know that the 1639 birth year is incorrect. No evidence has surfaced to confirm this location information, so for now, it remains unproven. As more parish records are transcribed and translated, Michel’s family information may come to light, although Richard is not an uncommon surname in France.

Sansoucy

Michel’s dit name or nickname is interesting. Sansoucy, means carefree, or without cares. It does not seem to be a place name, so it would either be a military nickname or indicative of Michel’s personality.

I like to think of him in this light!

A Brother by the Same Name

Michel probably had a younger brother, by the same name, who also settled in Port Royal, marrying Francoise Boudrot about 1663, and having two children with her before passing away, probably about 1667. Francoise remarried to Etienne Robichaud about 1668.

Francoise’s two children by Richard, Madeleine Richard Robichaud, born about 1664, and Charles Richard dit Cadet Robichaud, born about 1667, were known by the surname of their step-father, Etienne Robichaud. However, Charles used the dit name of “Cadet” signifying “the younger” and Y-DNA testing of several descendants has confirmed that indeed, he is genetically descended from the Richard line, not the Robichaud line.

These Big Y-700 tests from the French Heritage DNA Project show that the Richard and Robichaud men from these genealogy lines descend from the same genetic lineage. The common haplogroup, R-FT137222, formed about 1637, with a range that extends in both directions.

Cadet would indicate that both Richard brothers had the same name – a situation not unheard of and found in other Acadian families too, especially if they are half-siblings. We find this same situation occurring in “our” Michel Richard “dit Sansoucy” line, with two sons being named Alexandre. The older Alexander Richard was born about 1668 to Madeleine (Madelaine) Blanchard, and the younger Alexandre Richard was born about 1686 to second wife, Jeanne Babin.

I think the phrase, “It’s complicated,” could sum up the Richard family.

Port Royal

In the 1671 census, Michel is enumerated with Abraham Dugas on one side, and Charles Melanson on the other. Those two men lived directly across the river from each other.

Here, I’m standing on or near the Melanson land, looking across the Riviere du Port Royal at the Dugas land, at left, which is just west of the fort.

Michel Richard was listed as a 41-year-old laborer, or ploughman, wife Madeleine Blanchard, 28, along with seven children, Rene, 14, Pierre, 10, Catherine, 8, Martin, 6, Alexandre, 3, and twins, Anne and Magdeleine, 5 weeks. They have 15 cattle, 14 sheep, and are farming 14 arpents of land.

Twins, especially twins who both lived, are rare.

The census suggests Michel’s birth in 1630, Madeleine’s in 1643, and their marriage about 1656, so after the initial fall of Acadia in 1654.

Taken together, this tells us that Michel Richard was in Acadia prior to the fall and would have been a witness to and participant in those events.

The 1654 Fall of Acadia

In 1654, Michel would have been about 24 years old. He probably arrived in Acadia as a laborer, craftsman, or perhaps even a soldier. If he arrived with his parents or other family members, other than “Cadet” Richard, there was no trace of them by 1671.

Tensions had been escalating in the North Atlantic between the French, English, and Dutch colonies as extensions of their home countries.

In the summer of 1654, Oliver Cromwell in England was outfitting the English colonists in Boston with ships and soldiers to attack the Dutch in New Netherlands, today’s New York.

By the time they were prepared to attack, Major Robert Sedgwick was informed that the war had been settled, and peace was at hand. The trouble was that Sedgwick was prepared for battle, and had been authorized to take other territories belonging to the French after attacking New Netherlands, if time permitted. Given that he could no longer attack New Netherlands, that’s all the encouragement he needed.

He set out to capture all three Acadian forts: Saint John, Port Royal (now Annapolis Royal, NS), and Pentagouet (now Castine, Maine).

On July 14th, after Fort Saint John surrendered, Sedgwick crossed the Baie Française, now the Bay of Fundy, and attacked Port Royal, which was under the control of Emmanuel Le Borgne. Le Borgne had been at Saint John the day before attacking rival Charles La Tour when Sedgwick arrived there. Le Borgne quickly retreated to Port Royal, which gave him a day to prepare for Sedgwick’s arrival. It wasn’t much time, but better than nothing.

Le Borgne’s men lay in wait and ambushed Sedgwick, killing one and wounding six more. The more experienced professional English soldiers quickly returned fire, ambushed the ambushers, giving them no time to reload, and killed five men. We don’t know if those five men were French soldiers or Acadians.

The French soldiers and Acadians retreated into the fort, where the English laid siege to Port Royal. Knowing that the combined forces of about 200 men in Port Royal stood no chance against the 750 English and colonial soldiers, they surrendered on August 8th.

Le Borgne obtained generous surrender terms, meaning that the Acadians were to remain unharmed, keep their homes and belongings, be allowed to continue to worshiping as Catholics, and the French soldiers were to be transported back to France. Nevertheless, the English captured 113 men, more than 23 cannons, 500 weapons, and more than 50 barrels of gunpowder. In violation of the agreement, the Sedgwick had the Acadians’ livestock slaughtered.

It’s unclear whether all 113 captives were French soldiers, or a mixture of soldiers and Acadians. It’s unlikely that Michel was a French soldier, or he would have been sent back to France at this time, so he must have arrived in a different capacity.

Le Borgne’s own ship had been captured too, laden with a valuable cargo of alcohol. The surrender terms allowed him to keep the ship, AND his alcohol. He, as a French administrator, returned to France, but his sons were allowed to remain in Acadian, and he was allowed to keep his property. These suspiciously generous terms for Le Borgne personally fueled accusations of treason. The fact that Le Borgne had somehow escaped on July 13th from Saint John when the English were attacking, instead of fighting to defend Fort Saint John, furthered those accusations.

Regardless, Acadia was now under English control and would remain so until it was returned to the French in 1667 under the Treaty of Ryswick. In 1670, the transfer was completed, and was followed by the 1671 Acadian census, which provides us with a glimpse of what happened in Acadia between 1654 and 1670.

The next census in Acadia took place seven years later, in 1678.

The 1678 Census

The 1678 census was much less specific than the earlier one. We have the name of the head of household, the wife, the number of children by sex, and how much livestock they owned.

Michel Richard’s neighbors, in order, are shown as:

  • Jean Labat and Renee Gautrot – Labat was a military engineer who was sent to oversee the reconstruction of the fort. He lived in Port Royal, on the waterfront.
  • Rene Landry and Perrine Bourg
  • E(tienne) Pellerin and Jeanne Savoye – the Pellerin family lived in Port Royal and eventually owned Hogg Island.
  • Francois Brossard and Catherine Richard – Michel Richard’s newly married daughter.
  • Michel Richard and Madeleine Blanchard (their names only)
  • Germain Doucet and Marie Landry – lived in Port Royal
  • Michel Richard (no wife’s name, but the balance of his family and livestock are listed). Four boys, five girls, living on 10 arpents of land with 21 cattle.
  • Michael Boudrot at the brook – Michael Boudrot was the neighbor of Abraham Dugas.

This strongly suggests that the couple lived in Port Royal, and not yet upriver.

Additionally, there’s a very interesting note that indicates that Michel had three separate plots of land:

  • Sans Soucy, 29, 1 arpent of high land, bordering at one end of the river, part the other end on the North wood on one side Anthoine Hebert, Denis Godet.
  • 6 arpents at Port Royal, Lyon Rampat? Bordering on Germain then on the meadow and the petite Riviere then on Renee Landry
  • 3 arpents at gros Cap on Claude Terriot, Barnabe Martin at the road then at the river, 260 frontage

What types of information can we extract from this?

  • Michel’s age is not 29, which would place his birth in 1649, an impossibility given his first child’s birth in 1657. He would have been 48 or maybe 49, not 29. Perhaps this was misread or misrecorded.
  • Anthoine Hebert lives upriver beside Daniel LeBlanc at BelleIsle and so does the Godet (Gaudet) family, on the North side of the river.
  • Gros cap, “large cape,” may be the town of Port Royal itself, or the point of land where it sits, given that the Chemin du Cap is the road leading to the south out of Port Royal.
  • Renee Landry lives beside Jean Labat in Port Royal.
  • Germain Doucet lives on the other side of Michel Richard in the 1678 census in Port Royal.
  • We know, based on Nicole Barrieau’s thesis, that Michel Richard’s land was not among that expropriated in 1705 in Port Royal when the new fort was built, so his land was either further east along the waterfront, on the south side of the main road, along the Cape Path, or had already been settled in another way by 1705.

In 1671 and through 1678, based on the neighbors in the census, and the 1678 census notes, we can determine that Michel lived someplace along the waterfront in Port Royal for most of his life. This makes sense, given that we know that he was in Acadia before it fell in 1654.

Acadians in Gray, authored by Steven Cormier, states, in part, that:

First came Michel Richard dit Sansoucy, a young soldier born in the Saintonge region of France in c1630. He appeared at Port-Royal in the early 1650s in the entourage of Emmanuel Le Borgne. When his term of service ended, he remained in the colony, took up farming, obtained two grants of land from Le Borgne “at some ten to fifteen miles from the fort” on the upper Rivière au Dauphin, now the Annapolis River.

I very much wish Mr. Cormier had provided sources for this information.

Researcher Paul LeBlanc, prior to his death, believed that Michel’s dit name was derived from the location of Saintonge, although a male from Saintonge would be known as a “Saintongese.”

One of the pieces of land referenced by Cormier may be the land where Michel Richard’s son, the younger Alexandre Richard, eventually lived, near Bridgetown. Alexandre married Marie Levron about 1711, whose parents lived directly across the River from Port Royal.

Port Royal in 1686

What was Port Royal like in 1686?

We are fortunate that Labat drew a map in 1686 to encourage investment and settlement in Port Royal.

The church and cemetery are shown in this drawing.

The church is shown with the number #2, and above the church, the cemetery is annotated with #4.

The fort where Michel Richard would have served, assuming he did arrive as a soldier with Le Bourg, is shown in ruins, labeled #3, on the water, by the boats.

If Michel lived upriver in 1686, instead of in Port Royal, they lived in the BelleIsle area where 1500 arpents of prime marshland was awarded by a succession of stakeholders over the years.

Madeleine Blanchard Dies

Based on the 1686 census, Madeleine Blanchard died between 1678 and 1683 when Michel Richard remarried to Jeanne Babin. Jeanne was 15 at the time, so born about 1667, and Michel was 52.

In 1667, Michel had 10 living children, ranging in age from 20 down to 3. He needed a wife, even if his new wife was younger than his four eldest children.

In the 1686 census, we find Michel Richard, age 56, Jeanne Babin, 18, with children: Martin, 19, Alexandre, 17, Marie, 12, Cecile, 10, Marguerite, 7, and Michel, 2. Five other children are married. Marguerite was the last child born to Madeleine Blanchard, and Michel, age 2, is Michel’s first child with Jeanne Babin.

In addition to the blended family, they have two guns, 16 cattle, 30 sheep, and eight hogs on 12 arpents of land.

Based on the neighbors, it appears that Michel is probably living upriver by 1686, but that’s anything but certain. The census taker may not have been recording in the order that people lived. He may also have been paddling back and forth across the river.

The 1693 Census

By the 1693 census, Jeanne Babin has remarried to Laurent Doucet, and they have a three-year-old child, suggesting that they married about 1689.

We know that Michel Richard and Jeanne’s second child, Alexandre Richard, was born about 1686, which places Michel’s death sometime between 1686 and 1689.

Michel’s Funeral

Michel died before the Catholic church, which stood beside the fort in Port Royal, was burned in 1690 during another attack by the English.

His funeral would have been held in the church with the priest saying mass. His coffin would have been carried outside, where he was laid to rest in the cemetery in the churchyard, surrounded by his family and fellow Acadians.

Lost beneath the ramparts of the reconstructed fort today, when Michel was buried, a simple little church and adjacent cemetery behind the ramparts served the Acadian population and the French soldiers, all of whom were Catholic.

Michel was laid to rest within view of the garrison where he may have served, and assuredly defended in 1654. All that’s left of his grave today is mist and memories.

Belle-Ile-en-Mer

After the Expulsion of the Acadians in 1755, a decade later, in 1765, a group of 78 refugee Acadian families made their way to the French Island of Belle-Île-en-Mer where each family gave depositions about the origins of their ancestors.

The French were trying to determine how to help settle the refugees and whether they were actually French descendants. Clearly, they were. The French King settled the Acadian families in four regions on the island, providing them with housing and livestock.

The resulting depositions provide a plethora of information about the earliest Acadian ancestors. Of course, a few generations removed, not everything was perfectly accurate.

According to Stephen A. White, Genealogist,Centre d’études acadiennes January 17, 2005:

In four separate depositions, Michel Richard is mentioned by his Sansoucy dit name. He married Madeleine Blanchard at Port Royal, according to Pierre Doucet, the husband of Michel’s great-granddaughter Marie-Blanche Richard. (Doc. inéd., Vol. III, pp. 53-54).

Pierre mistakenly called his wife’s great-grandmother Anne, instead of Madeleine, but the 1671 census shows her true given name (see DGFA-1, pp. 1373-1374).

Three other depositions confirm the French origin of Michel Richard dit Sansoucy, although two of these attribute the given names of René to him and Marie to his wife, one from his great-grandson Pierre Richard (Doc. inéd., Vol. II, p. 191) and the other from Joseph LeBlanc dit Le Maigre, on behalf of his son Joseph, whose wife Angélique Daigre was another great-grandchild of the ancestor (ibid., p. 178).

The last deposition, from Pierre Trahan, whose father-in-law’s first wife was Michel Richard’s daughter, provides no given name for the ancestor and does not mention his spouse at all (ibid., Vol. III, p. 111).

Michel Richard’s Land in Acadia

Alexander Richard, the youngest son of Michel Richard, lived on land upriver, near present-day Bridgetown in 1710, according to the Labat map. This is probably the land granted to his father, Michel, assuming that Steven Cormier is right about Michel being granted land about 15 miles, or so, upriver. It fits that description exactly.

Michel Richard had two sons named Alexandre, the older one by Madeleine Blanchard, and the younger one by Jeanne Babin.

For a long time, I mistakenly assumed that the Alexandre Richard who lived on this land was Michel’s eldest son, Alexandre (c1668-1709), not his youngest, born about 1686. His eldest died in 1709, so it clearly cannot be him living on that land in 1710.

On this reconstructed Acadian map from MapAnnapolis, Alexandre Richard is shown living near present-day Bridgetown. The Gaudet, Petitpas, and Bastarche familes also owned land nearby, settling near Bridgetown and intermarrying.

There’s another possibility to be considered, too.

Based on the 1671 census location of Antoine Babin, this could have been his land before his grandson, the younger Alexandre Richard, farmed it. Antoine died about 1687, leaving 11 children. It’s a stretch to think that his middle daughter, Jeanne, inherited his land, then passed it to her son nearly a quarter century later.

The proximity of the Richard and Babin land to each other is probably more a function of the fact that Michel Richard and Antoine Babin were both granted land, probably by Le Borgne, anout the same time, and may have selected it together. After all, Michel Richard married Antoine’s daughter not long before both men died. Antoine and Michel were about the same age.

Alexandre Richard would have inherited the land from someone. His mother, Jeanne Babin, would have held it after Michel’s death. Her older son, Michel Richard Jr., settled in Beaubassin, so it makes perfect sense for this land to descend to Jeanne Babin, then on to Alexandre, her other son by Michel Richard Sr.. Michel Sr. and Jeanne Babin only had two children.

Perhaps Alexandre’s father, Michel Richard Sr., died before he was able to develop the land, but he was trying to leave something to one of his sons. Maybe specifically the youngest son, whom he knew he would never be able to raise. Michel was 56 when Alexandre was born. For all we know, Michel may have been ill and it’s possible that he died even before Alexandre’s birth.

Of course, the land needed to be dyked and drained for at least three years before it could be farmed, but that could wait until Alexandre was old enough.

I like to think of Michel walking here, selecting the land, imagining his grandchildren playing in the sunshine decades in the future.

This map may be slightly skewed. I used the 1710 original map and landmarks to attempt to locate Alexander’s property more precisely in preparation for a 2024 visit, so let’s see what we have.

Of course, it doesn’t help that some of the geography has been changed in the intervening three centuries. Roads have been laid, rivers have flooded, changing their courses, and, of course, those original maps weren’t 100% accurate.

It was easy to match up both the east bend in the river and the Bridgetown bend, although the Bridgetown bend has changed a bit. I should probably have turned one of these maps upsidedown.

Alexander Richard’s property was probably someplace near or between the two red stars.

Unfortunately, the view from the Harvest Highway and also from 201 is very obscured by trees.

Perhaps the best view of both sides is from the bridge itself.

This is looking south, but keeping in mind that the Acadians specialized in farming reclaimed marshland. The view looking north probably overlooks Alexandre’s fields.

Click to enlarge any image

You can see the river running beneath the bridge on the highway, where that first car is located, just before the sign. The fields between this bridge and the river would have been Alexandre’s.

Alexandre, and possibly Michel before him, would have worked these fields, as seen from the bridge over the Annapolis River.

The fields visible on both the left and right sides of the bridge, on the south side of the river, would probably have been his.

The location of the house and barn today, above the fields, is probably near the same place as it was then.

On the northeast side of the intersection of 101 and 201, there’s a small dirt road that serves one farm and also provides utility road access.

I drove up this road until I reached a fence with a warning sign, and the road began to deteriorate substantially.

This well-manicured field is still farmed.

I can see Alexandre tending the crops and farm animals, remembering his father fondly.

The father he never knew, who died when he was just a toddler.

The father who provided for him, even from the other side of death.

I returned to Highway 201, the road along the south side of the river, and turned towards the east bend.

Based on the river bends and the distance between easily identified landmarks, the Richard land may have been as far east as the red arrow.

These fields are hundreds of years old – drained by Alexander Richard and his neighbors and possibly begun by Michel.

Acadian men worked together on these tasks. Everyone helped everyone.

This model shows Acadian farmland. It takes at least three years after a salt marsh is dyked for the salt to wash out so it can be cultivated, and the dykes must be maintained to keep the fields salt-free.

Notice the stream, which is one of the cornerstone anchor landmarks I used to align this Google map with the 1710 map when searching for Alexandre’s land.

Michel Richard’s Legacy

I drove by, looking towards the river over the reclaimed marshland, thinking about Michel.

Did he ever dream that his descendant would return to find him, some three and a half centuries later? WikiTree, which doesn’t include all of his descendants, shows nearly 200,000. That’s ten times the size of the entire county where Annapolis Royal is located today, half the size of the Halifax, Nova Scotia, metropolitan region and one quarter of the population of all of Nova Scotia. That’s incredible for a humble Acadian farmer.

Everyone wants to leave a legacy. Sansoucy, carefree, is what pops into my mind when I soak in this sun-drenched summertime landscape, picturing Michel walking here.

Indeed, perhaps Michel Richard’s legacy of land enabled his son, Alexandre, to be Sansoucy too.

Perhaps a little of his Sansoucy has been passed down to all of us.

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Ancestry’s ThruLines Has a New Pedigree View

Update: Ancestry obsoleted this new feature on December 5, 2025.

Ancestry recently updated ThruLines and introduced a new pedigree view.

I’m not sure that everyone has the new view yet, so here’s what to expect.

If you do have the new feature, let’s take a look, because there’s new functionality you may not have discovered.

When I signed in and clicked on ThruLines on the DNA tab, the first thing I saw certainly looked different. Needless to say, I was surprised because I wasn’t expecting anything new.

Click on any image to enlarge

This doesn’t look anything like what we’re used to, but Ancestry provides navigation buttons.

One person mentioned that the new view was so small they couldn’t really see clearly, but by rolling your mouse button up or clicking on the little “+” button in the upper right-hand corner, it’s easy to enlarge.

That said, on this and especially on subsequent screens, I would very much like for there to be less white space at the top, or have a “full screen” option.

You can navigate up your tree by clicking on the little up arrows above the ancestors in the top row.

The Tile Display is Still There

But perhaps more importantly for people who prefer the previous display, it’s actually right there.

Click on the little tile button to switch from the pedigree to the traditional tile view.

It’s easy to toggle back and forth.

Take a look at the new ThruLines layout. If you don’t like it, select the tiled version

Why Do I Like the Pedigree View?

I like the pedigree view because it lets me easily see how people connect with each other. While I’m intimately familiar with the more recent generations, I don’t like the more distant ancestors all being smooshed together in the tile view.

In the pedigree view, I can see how many of my matches descend from each ancestor in the tree format.

Clicking on that number opens the dropdown showing the matches and how they descend from that ancestor.

In these expanded tree views, we really do need a full-screen option. It is challenging to see the entire sequence of descent.

My focus right now is on determining if anyone that I match carries the mitochondrial DNA of my paternal grandmother. On other ancestral lines, I have both the Y-DNA and mtDNA from generations back in time, but not my grandmother. I’m hoping to remedy that.

This layout makes it easy to see that there are many potential candidates for generations upstream. If I find the right person, descended from that ancestor through all females to the current generation, which can be male, I’ll be offering them a DNA testing scholarship for a mitochondrial DNA test at FamilyTreeDNA.

Suggestions for Improving the View

Perhaps Ancestry will provide the option of selecting a default view, so we can select our favorite – tile or pedigree – plus a full-screen option for pedigree view.

Another alternative would be for the pedigree view to be horizontal and extend left to right instead of top to bottom, the same as Ancestry’s traditional trees.

Truthfully, I really like the pedigree format and functionality of the new ThruLines pedigree view, but I greatly prefer the layout of this traditional tree. It’s much easier to see and is expandable without running off the top or bottom of the screen. Maybe Ancestry could combine the best features of both.

Update: A sharp-eyed reader caught that the “Evaluate” feature is now gone, which used to allow you to evaluate other people’s trees that suggested the ThruLines connection. This is really important, and I hope that Ancestry restores it. Genealogists must evaluate everything and weigh the evidence when determining if a connection is accurate.

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The Mystery of the Blue Fugates and Smiths: A Study in Blue Genes and Pedigree Collapse

The story of the Blue Fugates, an Appalachian family, is quite interesting, from a genetic perspective, a genealogical perspective, and a genetic genealogy perspective.

Who Are the Blue Fugates?

Martin Fugate, supposedly an orphan from France, and his bride, Elizabeth Smith, who had married by 1840, have long been attributed as the progenitors of the Blue Fugate Family of Troublesome Creek, in and around Perry County, Kentucky.

Their descendants were known as “The Blue Fugates” and also “The Blue People of Kentucky” because some of their children and descendants carried a recessive autosomal genetic trait, Methemoglobinemia.

Methemoglobinemia causes the skin to appear blue due to an oxygen deficiency in the red blood cells. Some people only exhibit this characteristic, or even just blue tinges in their fingernails and lips, when they are cold or agitated, such as when infants cry. Yet others are very, very blue.

Inheritance

In order for someone to exhibit the autosomal recessive trait of blueness due to Methemoglobinemia, they must inherit a copy of the gene from BOTH PARENTS. That’s why this trait is so rare.

  • If the parents have only one copy each, they are carriers and will not have the condition themselves.
  • If one parent carries either one or two copies, and the other parent does NOT carry a copy, their offspring CANNOT carry two copies of the mutation and will not be blue.
  • If both parents carry a copy, and both parents pass their copy on to their offspring, the offspring will probably exhibit some level of blueness – from just a tinge when they are cold, ill or or upset, to very, very blue.

I’m not a physician, so I’m not delving into the medical specifics of Methemoglobinemia, but suffice it to say that levels of 10-20% of methemoglobin in the blood produce blue skin, higher levels can produce more severe medical conditions, and levels beneath that may not be visually detectible.

What’s important for the genealogy aspect of this story is that both parents must carry a copy AND pass their copy on for the condition to express in their offspring.

We’ve learned a lot since the 1800s when this was first observed in various members of the Fugate family in Perry County, KY, and since the 1960s when this phenomenon was first studied in the Fugate family and their descendants. To be clear, there are also references to the blue Combs and blue Ritchies in and around Perry County – but the common factor is that they have ancestors that descend from the Fugate family AND the Smith family ancestors, both.

During my research, I’ve proven some of what was initially accepted as fact was incorrect – and I’d like to correct the record. Bonus points too, because it’s just such a great genealogy story!

My Interest

I’ve been inordinately interested in the Fugate family for a long time – but not because of their famous blueness.

The Fugate family has been found for more than 225 years alongside my Cook, Claxton, Campbell, and Dobkins families. First, in Russell County, VA, where Josiah Fugate was granted land along Sword’s Creek in 1801 that adjoined Harry Smith, Richard Smith, and others, including my brick-wall ancestor, Joel Cook. Keep in mind that we have never discovered the birth surname of Joel’s wife or Joel’s parents.

Joel’s daughter, Sarah, married James Claxton about 1799 or 1800 in Russell County, and in February of 1802, James Claxton and Zachariah Fugate, among others, were ordered to view and lay out a new road. They were clearly neighbors, living on the same road, and knew each other well. We don’t know who James’ parents were either.

The Fugates first lived adjacent to the Cook, Riley, Stephens, and Claxton families on Mockason Creek in Russell County, then later migrated with the same group of families to Claiborne County where they lived along the Powell River near the Lee County, VA line, and are very closely associated with the Dobkins and Campbell lines.

Sometime between 1802 and 1805, several Russell County families moved 110 miles down the mountain range and settled together on the Powell River in Claiborne County, TN.  About the same time, others from the same cluster moved to what would eventually become Perry County, KY.

In 1805, the Fugates were ordered as road hands on the north side of Wallen’s Ridge in Claiborne County, the part that would become Hancock County in the 1840s, along with James Claxton and several Smiths.

In 1808, James Claxton witnessed a deed to Henley Fugate and John Riley.

The unsubstantiated family rumor, repeated as fact but with no source, has always been that William Fugate married the sister of my John Campbell. If that were true, tracking the Fugates would help me track my Campbells – yet another brick wall. Hence, my early interest in the Fugate family. Until now, I’ve never solved any part of that puzzle.

In 1827, in Claiborne County, Henry Cook, road overseer, is assigned John Riley, Henly Fugate, William Fugate, Fairwick Claxton (son of James who had died in 1815), and others. These families continued to be allied, living close to each other.

In 1842, William Fugate (1799-1855), born to William Fugate and Sarah Jane Stephens in Russell County, is involved in the estate of John Campbell, born about 1772, who had died in 1838. John Campbell was the husband of Jane “Jenny” Dobkins, daughter of Jacob Dobkins (1751-1835).

William Fugate of Claiborne County signed a deposition in 1851 saying he came to Claiborne County, TN, in 1826. Claiborne County is rugged terrain, located on the south side of the Cumberland Gap, where Virginia, Tennessee, and Kentucky intersect.

In 1853, both William Fugate and Jehiel Fugate are neck-deep in lawsuits surrounding the estate of Jacob Dobkins, who died in 1835, lived on Powell River, and whose daughters married John Campbell and his brother George Campbell

I recently discovered that this William Fugate was born about 1799 in Russell County, VA, and according to his son’s death certificate, William’s wife was Nancy Riley, which makes a lot of sense, given the proximity of these families. I must admit, I’m glad to solve this, but I’m also disappointed that he wasn’t married to John Campbell’s sister.

So, why does any of this matter in the Blue Fugate story?

In part, because I knew decades ago that Martin Fugate, of the Kentucky Blue Fugates, was not an orphan from France who had somehow made his way to the eastern shores of Maryland, then to Perry County, KY by 1820 when he supposedly received a land grant. That land grant date doesn’t square with Martin’s birth year of 1820 either, nor his marriage about 1840, both of which are substantiated by the census.

You can see from the information gleaned from Russell County that the Fugate family was there well before 1800. In fact, a Martin Fugate is shown on the 1789 tax list and other Fugates were there earlier, as early as 1771, according to extracted Russell County records in the book “The Fugate Family of Russell County, Virginia” by David Faris. The Fugate descendants continued to press on westward from there. Fugate, unlike Smith, Cook, and even Campbell, is not a common surname.

“Orphan” stories are often early ways that people said “I don’t know”, without saying, “I don’t know where he came from”, so they speculated and said “maybe he was an orphan.” Then that speculation was eventually passed on as fact.

That might have been happening in Perry County in the 1960s, but in Claiborne County in the 1980s, family members were telling me, “Martin waren’t no orphan,” and would roll their eyes and sigh with great exasperation. You could tell this was far from the first time they had had to combat that story. To be clear, the Fugate family lived down along Little Sycamore Creek with my Estes, Campbell and other ancestral families. In the 1980s, I was finding the oldest people possible and talking to them.

Some records in Russell County, where the Fugates of Perry County, KY, and the Fugates of Claiborne County, TN, originated, did and do exist, so could have been researched in the 1960s, but you would have had to know where to look. No one back then knew that the Perry County Fugates originated in Russell County, so they wouldn’t have known to look there. Research wasn’t easy. If they had known to look in Russell County, they would have had to travel there in person to review records. Early records exist in Perry County, too, but in the 1960s, not even the census was available, and people simply didn’t remember back to the early to mid-1800s.

Truthfully, no one would ever have doubted those early stories that had been handed down. They were revered, in all families, and treated as gospel. Those stories were the only connection they had to their ancestors – and the generations inbetween who passed them on. Nope, no one was going to question what Grandpa or Uncle Joe said.

So, in the 1960s, when the Blue Fugates in Perry and adjacent Breathitt County, KY were first studied by Dr. Cawein and his nurse, Ruth Pendergrass, they gathered oral family history and constructed a family pedigree from that information. They documented who was blue from first-hand eye-witness accounts – which would only have stretched back into the late 1800s, best case.

It probably never occurred to anyone to validate or verify earlier information that was provided. Plus, it would have been considered rude. After all, they weren’t genealogists, and they were trying to solve a medical mystery. The information they collected did not conflict with what was known about the disease and how it was transmitted, so they had no reason to doubt its historical accuracy.

The Mystery of the Blue Fugates?

The Blue Fugates were a family renowned for their blue skin – at least some of them had blue skin. That’s part of what makes this story so interesting.

Originally, it was believed that only one progenitor couple was involved, Martin Fugate and his wife, Elizabeth Smith, but now we know there were two. Maybe I should say “at least two.”

Martin Fugate and his bride, Elizabeth Smith, whose first known child was born in 1841, according to the 1850 census, are progenitors of the Blue Fugate Family of Troublesome Creek, but they aren’t the only progenitors.

Martin was not shown in the Perry County, KY 1840 census, but two Zachariah Fugates are present, 8 Fugate families are found in neighboring Breathitt County, more than a dozen in Russell County and surrounding counties in Virginia, and four, including two William Fugates, in Claiborne County, TN. The younger of the two lived next door to John Dobkins, son of deceased Jacob Dobkins.

Martin Fugate (c1820-1899) of Perry County and his second cousin, Zachariah Fugate (1816-1864), who each married a Smith sister, are both progenitors of the Blue Fugates through their common ancestor, their great-grandfather, Martin Fugate, who was born in 1725 and died in 1803 in Russell County, VA.

Obviously, if Martin (c1820-1899) had a Fugate second cousin who also lived in Perry County, Martin wasn’t an orphan. That knowledge is due to more recently available information, like census and other data – and that’s part of what I want to correct.

In 1948, Luke Combs, from Perry County, KY, took his sick wife to the hospital, but Luke’s blueness caused the medical staff to focus on him instead, thinking he was experiencing a medical emergency. He wasn’t. His skin was just blue. In 1974, Dr Charles H. Behlen II said, ‘Luke was just as blue as Lake Louise on a cool summer day.’ The Blue Fugates were “discovered” by the rest of the world, thanks to Luke, but they were nothing new to local people, many of whom did not welcome the notoriety.

In the 1960s, hematologist Madison Cawein III, with the assistance of Ruth Pendergrass, studied 189 members of the extended Fugate family, treated their symptoms, and published his findings. He included a pedigree chart, but not everyone was keen on cooperating with Dr. Cawein’s research project.

The Fugate family history collected for the study was based on two things:

  • Personal knowledge of who respondents knew was blue
  • Remembered oral history beyond the reach of personal knowledge.

That remembered oral history reported that Martin Fugate and Elizabeth Smith’s youngest son, Zachariah Fugate (born in 1871), married his mother’s (older) sister, Mary Smith, (born about 1820), and had a family. I’ve added the dates and information in parentheses, or they would have immediately known that marriage was impossible. Or, more directly, even if they married when Zachariah was 14, Mary would have been 70 years old, and they were certainly not going to produce offspring. This is the second piece of information I want to correct. That marriage never happened, although people were accurate that:

  • Martin Fugate and his wife, Elizabeth Smith, did have a son named Zachariah Fugate
  • One Zachariah Fugate did marry Mary Smith, sister of Elizabeth Smith

It’s just that they were two different Zachariah Fugates, born 75 years apart. Same name confusion strikes again.

I constructed this census table of Martin Fugate with Elizabeth Smith, and Zachariah Fugate with Mary Smith. They lived next door to each other in Perry County – and it seemed that every family reused the same “honoring” names for their children – and had been doing such for generations.

In the 1960s, when the information was being compiled for Dr. Cawein, the census and other documents that genealogists rely on today were not readily available.

Furthermore, genetically, for the mystery Dr. Cawein was attempting to solve, it didn’t really matter, because it was still a Smith female marrying a Fugate male. I know that it made no difference today, but he wouldn’t have known that then. To track down the source of the blueness, he needed to identify who was blue and as much about their ancestors as possible.

The Zachariah Fugate (1816-1864) who married Elizabeth Smith’s sister, Mary Smith, was Martin Fugate’s second cousin by the same name, Zachariah. Both Martin (c1820-1899) and his second cousin, Zachariah (c1816-1864), married to Smith sisters, had blue children, which helps cement the fact that the responsible genes were passed down through BOTH the Fugate and Smith lines, and weren’t just random mutations or caused by environmental or other factors.

Proof

In case you’re wondering exactly how I confirmed that Martin and Zachariah did indeed marry Elizabeth and Mary Smith – their children’s birth and death records confirmed it. These records correlate with the census.

Unlike most states, Kentucky has some pre-1900 birth and death records.

Wilson Fugate’s birth in February, 1855 was recorded, naming both of his parents, Martin Fugate and Elizabeth Smith.

Martin Fugate and Elizabeth Smith’s son, Henley or Hendley, died in 1920, and his death certificate gave the names of both parents. Betty is a nickname for Elizabeth.

On the same page with Wilson Fugate’s birth, we find a birth for Zachariah Fugate and Mary Smith, too.

Hannah Fugate was born in December 1855.

Zachariah Fugate and Mary Smith’s son, Zachariah died in 1921, and his death certificate gives his parents as Zach Fugate and Polly Smith, a nickname for Mary.

There are more death records for children of both sets of parents.

Both couples, Martin Fugate and Elizabeth Smith, and Zachariah Fugate and Mary Smith, are progenitors of the Blue Fugate family.

Of Martin’s 10 known children, 4 were noticeably “blue” and lived long, healthy lives. At least two of Zachariah’s children were blue as well.

Some people reported that Martin, himself, had deep blue skin. If so, then both of his parents would have carried that genetic mutation and passed it to him.

Unfortunately, color photography didn’t exist when Martin (c1820-1899), lived, so we don’t know for sure. For Martin’s children to exhibit blue skin, they would have had to inherit a copy of the gene from both parents, so we know that Martin’s wife, Elizabeth, also inherited the mutation from one of her parents. Ditto for Zachariah Fugate and Mary Smith. The chances of two families who both carry such a rare mutation meeting AND having two of their family members marry are infinitesimally small.

Dr. Cawein’s Paper

In 1964, Dr. Cawein published his findings, but only with a pedigree chart with no names. What was included was an explanation about how remote and deep the hills and hollows were, and that out-migration was almost impossible, explaining the propensity to marry cousins.

Legend:

  • Measured – Found to have elevated methemoglobin
  • Measured – Found to have decreased methemoglobin
  • Not measured – Reported to be “blue”
  • Measured – Found to be normal

Cawein further stated that data was collected by interviewing family members who personally knew the individual in question and could say if they were actually blue.

Cawein erroneously reported that “Martin Fugate was an orphan born about 1800, landed in Maryland, obtained a land grant in Perry County, KY in 1820, and married a local gal. From 1820 to about 1930, the population consisted of small, isolated groups living in creek valleys and intermarriage was quite common.” Bless his heart.

Later, geneticist Ricky Lewis wrote about the Blue Fugates, sharing, among other things, the provenance of that “blue” family photo that circulates on the internet, revealing that it is a composite that was assembled and colorized back in 1982. She also erroneously stated that, “after extensive inbreeding in the isolated community—their son married his aunt, for example—a large pedigree of “blue people” of both sexes arose.” Bless her heart too.

Dr. Lewis is incorrect that their son married his aunt – but she’s right that intermarriage between the families is responsible for the blue descendants. In colonial America, and elsewhere, cousin marriages were fairly common – everyplace. You married who you saw and knew. You saw your family and neighbors, who were generally your extended family. No left-handed apology needed.

Pedigree collapse, sharing the same ancestors in multiple places in your tree, is quite common in genealogy, as is endogamy among isolated populations.

Today, things have changed somewhat. People move into and out of an area. The younger generation moves away a lot more and has for the past 100+ years. Most people know their first cousins, but you could easily meet a second or third cousin and never know you were related.

While early stories reported that Martin Fugate (c1820-1899) was an orphan from France, mysteriously appearing in Kentucky around 1820, later genealogical evidence as well as genetic research proves that Martin Fugate was actually born about 1820, in Russell County, VA and his ancestors, over several generations, had followed the typical migration path across Virginia into Kentucky.

We’ve also proven that Martin’s son, Zachariah (born 1871) was not the Zachariah who married Elizabeth Smith’s sister, Mary, who was 50 years old when Zachariah was born.

What else do we know about these families?

The Back Story

Compared to the Smith story, the Fugate story was “easy.”

Don’t laugh, but I spent several days compiling information and charting this in a way I could see and understand in one view.

I hesitate to share this, but I’m going to because it’s how I think. I also put together a very basic Fugate tree at Ancestry, here. Many children and siblings are missing. I was just trying to get this straight in my mind.

Click to enlarge any image

This spreadsheet is color-coded:

  • The text of each lineage has a specific color. For example, Fugates are blue.
  • Some people (or couples) are found in multiple descendants’ lines and are duplicated in the tree. Duplicated people also have a cell background color. For example, Mahala Richey (Ritchey, Ritchie) is highlighted yellow. James and Alexander Richey have green text and apricot background because they are duplicated.
  • The generation of parents who had blue children is marked with black boxes and the label “Blue Kids.”
  • Only the blue kids for this discussion are listed below those couples.
  • The bluest person was Luna Fugate (1886-1964).
  • While Luna’s husband, John Stacey, also descended from the Smith/Combs line, only one of their children expressed the blue trait. That child’s lips turned blue when they cried. John and Luna were actually related in three ways. Yes, my head hurts.
  • The last known “blue” person was Luna Fugate’s great-grandchild, whose name I’ve obfuscated.

Ok, let’s start with the blue Fugates on our spreadsheet. You’ll probably want to follow along on the chart.

Martin Fugate (1725-1803) and wife Sarah, had several children, but only two, the ones whose grandchildren married Smith sisters are known to have had blue children.

On our chart, you can see that Martin (1725-1803) is blue, and so is Son 1, William Fugate and Sarah Stephens, along with Son 2, Benjamin Fugate and Hannah Devers. Both William and Benjamin are mentioned in Martin’s estate in 1803 in Russell County, VA.

Two generations later, Martin Fugate (c1820-1899) and Elizabeth Smith had four blue children, and Zachariah Fugate (c1816-1864) and Mary Smith had at least two blue children. Furthermore, Zachariah Fugate’s sister, Hannah (1811-1877), married James Monroe Richie.

The Richey’s are green, and you can see them on both the left and right of the chart. Hannah’s husband descended from the same Richey line that Elizabeth Smith did. It was no surprise when their child, Mahala Ritchie (1854-1922), married Levi Fugate, to whom she was related three ways, they became the parents of a blue child. Their daughter, Luna Fugate, was known as “the Bluest of the Blue Fugates.”

Mahala Ritchie (1854-1922) could have inherited her blue gene (or genes) from either her mother Hannah Fugate, or her father, James Monroe Ritchie, or both. We don’t know if Hannah was blue or not.

We do know that Mahala married Levi Fugate, her third cousin through the Fugate line, and her third and fourth cousin also through the Richie and Grigsby lines, respectively. This is the perfect example of pedigree collapse.

You can see the purple Grigsby lines in the center and to the right of the pedigree chart too, with Benjamin Grigsby, highlighted in blue, being common to both lineages.

Zachariah Fugate (1816-1864) and Mary Smith had at least two blue sons, but I am not tracking them further. Suffice it to say that Blue John married Letha Smith, his first cousin, the granddaughter of Richard Smith and Nancy Elitia Combs. Lorenzo, “Blue Anze”, married a Fugate cousin, so it’s no surprise that Zachariah and Mary were also progenitor couples of the Blue Fugates.

Martin’s son, Levi Fugate, married Mahala Ritchie, mentioned above, and had Luna Fugate who would have been personally known to Dr. Cawein. Luna, pictured above, at left, was known as the bluest of the Blue Fugates.

Luna married John Stacey who some thought wasn’t related to Luna, so it was confusing why they had one child that was slightly blue. However, John turns out to be Luna’s second cousin, third cousin once removed and first cousin once removed through three different lines. His great-grandparents were Richard Smith and Nancy Combes. Since one of their children had a slight blue tinge, John, while not visibly blue himself, clearly carried the blue gene.

Where Did the Blue Gene Come From?

The parents of Elizabeth Smith and Mary Smith were Richard Smith and Nancy (Eletia) Combs. His Smith ancestors include both the Richeys and Caldwells.

James Richey (1724-1888) married Margaret Caldwell (1729-1802) and his father, Alexander Richey (1690-1749) married Jeanne Caldwell (1689-1785). While the Caldwell females weren’t closely related, Jeanne was the daughter of Joseph Alexander Caldwell (1657-1730) and Jane McGhie, and Margaret Caldwell (1729-1802) was the great-granddaughter of that couple. The Caldwells are shown in magenta, with both Richey/Caldwell couples shown as duplicates. The Richey are highlighted in apricot, and the Caldwell’s with a light grey background. It was difficult to show how these lines connect, so that’s at the very top of the pedigree chart.

When just viewing the Smith-Combs line, it’s easier to view in the Ancestry pedigree.

The Smith, Richey, Combs, Grigsby, and Caldwell lines are all repeated in different locations in the trees, such as with Hannah Fugate’s husband. These repeated ancestors make it almost impossible for us to determine where in the Smith ancestral tree that blue gene originated.

We don’t know which of these ancestral lines actually contributed the blue gene.

Can We Figure Out Where the Blue Gene Came From?

How could we potentially unravel this mystery?

We know for sure that the blue gene in the Fugate side actually descends from Martin Fugate who was born in 1725, or his wife, Sarah, whose surname is unknown, because their two great-grandchildren, Martin (c1820-1899) and Zachariah (1816-1864) who both married Smith sisters had blue children. For those two intervening generations between Martin Fugate (1725-1803) and those two great-grandsons, that blue gene was quietly being passed along, just waiting for a blue Fugate gene carrier to meet another blue gene carrier. They found them in the Smith sisters.

None of Martin (1725-1803) and Sarah’s other children were known to have had any blue children or descendants. So either they didn’t carry the blue gene, or they didn’t marry someone else who did – that we know of.

We can’t tell on the Smith side if the blue gene descends from the Smith, Richey, Grigsby or Caldwell ancestors, or maybe even an unknown ancestor.

How can we narrow this down?

If a Fugate in another geographic location married someone from one of these lineages, say Grigsby, for example, and they had blue offspring, and neither of them shared any of the other lineages, then we could narrow the blue gene in the Smith line to the Grigsby ancestor.

Unfortunately, in Perry and surrounding counties in Kentucky, that would be almost impossible due to intermarriage and pedigree collapse. Even if you “think you know” that there’s no connection through a third line, given the deep history and close proximity of the families, the possibility of unknown ancestry or an unexpected parent is always a possibility.

Discover

While the blue gene is not connected to either Y-DNA or mitochondrial DNA, we do have the Fugate’s Y-DNA haplogroup and the Smith sisters’ mitochondrial DNA.

Y-DNA

The Big Y-700 haplogroup for the Martin Fugate (c1820-1899) line is R-FTA50432, which you can see, here..

You can see the Blue Fugate Family by clicking on Notable Connections.

If you’re a male Fugate descendant who descends from anyone other than Martin Fugate (c1820-c1899), and you take a Big Y test, you may well discover a new haplogroup upstream of Martin (c1820-1899) that represents your common Fugate ancestor.

If you descend from Martin, you may find youself in either of the two haplogroups shown for Martin’s descendants, or you could split the line to form a new haplogroup.

We don’t have the mitochondrial DNA of Martin Fugate (c1820-1899), which would be the mitochondrial DNA of his mother, Nancy Noble. We also don’t have the the mtDNA of Mary (Polly) Wells, the mother of Zachariah Fugate (c1816-1864). If you descend from either of these women in a direct matrilineal line, through all women, please take a mitochondrial DNA test and reach out. FamilyTreeDNA will add it as a Notable Connection.

We do, however, have the mitochondrial DNA of Elizabeth and Mary Smith

Mitochondrial DNA of Elizabeth and Mary Smith

The mitochondrial DNA of both Elizabeth and Mary Smith follows their mother’s line – Nancy Combs through Nancy (Eletia?) Grigsby. Nancy’s mother is unknown, other than the possible first name of Margaret.

Nancy Grigsby’s descendant is haplogroup K1a61a1, which you can see here.

The Blue Fugates show under Notable Connections.

The Smith sisters’ haplogroup, K1a61a1, tells us immediately that their ancestor is European, eliminating other possibilities.

The time tree on Discover is quite interesting

Haplogroup K1a61a1 was formed about the year 1400. Descendants of this haplogroup are found in the UK, Scotland, England, several unknown locations, and one person who selected Native American, which is clearly in error. Haplogroup K is not Native American.

By focusing on the haplotype clusters, identified by the F numbers in the elongated ovals, our tester may be able to identify the mother of Nancy Grigsby, or upstream lineages that they can work back downstream to find someone who married Thomas Grigsby.

This story is far from over. In fact, a new chapter may just be beginning.

If you’re a Fugate, or a Fugate descendant, there’s still lots to learn, even if autosomal DNA is “challenging,” to say the least, thanks to pedigree collapse. Testing known females lineages can help us sort which lines are which, and reveal their hidden stories.

Other resources if you want to read more about the Fugates: The Blue People of Troublesome Creek, Fugates of Kentucky: Skin Bluer than Lake Louise, Those Old Kentucky Blues: An Interrupted Case Study, and Finding the Famous Paintings of the Blue People of Kentucky.

_____________________________________________________________

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

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

DNA for Native American Genealogy Webinar & Companion Book

For those who couldn’t attend RootsTech 2025, you’re in luck, because my session, DNA for Native American Genealogy, was recorded as a webinar.

RootsTech tried something new this year, and some webinars were recorded live on the actual show floor. Seating for approximately 50 people was available, but unfortunately, these sessions weren’t included in the session schedule, so no one was aware that they could attend them live.

I’m very grateful to RootsTech for making the recording widely available – and for free.

The webinar includes 10 different techniques and tools available for testers to find and confirm (or sometimes refute) Native American ancestors.

I discuss ethnicity and why it may or may not be helpful, and how to morph your ethnicity results into a tool to identify which ancestors were Native. You may have Native ancestry, even if your ethnicity results don’t reveal that. Learn how to guage that possibility and what to do next.

Y-DNA and mitochondrial DNA, yours and other peoples, can confirm or refute Native heritage in each individual ancestral line.

After we discuss each of these techniques and how to use them, we talk about creating a DNA testing plan, and various ways to find autosomal, Y-DNA, and mitochondrial DNA test candidates – or identify people who have already tested.

You can watch this webinar for free on YouTube, here.

Companion Book

I’ve also written a companion book, DNA for Native American Genealogy, which is available here for buyers inside the US, and purchasers outside the US can order at Amazon, here.

Enjoy both the webinar and the book!

_____________________________________________________________

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

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

New “Share” Features at FamilyTreeDNA Blur Match Information and Make Sharing Easy

Have you ever wished you didn’t have to blur or otherwise redact each name and other sensitive information in order to share your DNA match results? Or maybe you’d like to share fun Discover pages? Well, you got your wish!

FamilyTreeDNA has introduced a new “Share” feature in two locations. The first Share feature is available in your personal account after signing in, and two additional features can be found in Discover.

  1. “Share Mode” on your personal page obfuscates the names and photos of your matches.
  2. “Share Mode” in Discover obfuscates the names and photos of your matches on your Match Time Tree.
  3. “Share Page” in Discover shares publicly available pages to social media or provides a sharing link for you.

These are extremely easy to use and help immensely, allowing you to share screenshots on social media and with family without revealing the names of your matches.

I’ll show you, step-by-step, how to use all three.

“Share Mode” in Your Personal Account

When you want to enable Share Mode, you just toggle it on.

Sign in to your account at FamilyTreeDNA.

Select Account Settings beneath your name in the upper right-hand corner.

Under Privacy and Sharing, toggle Share Mode to “ON.” Default is “OFF.”

Sharing turns itself back off each time you sign out, so you’ll need to do this each time you sign on and want to share.

To see the results, let’s take a look at my match page. Sharing works the same way for Y-DNA matching, mitochondrial or Family Finder.

Not only does Share obfuscate your matches’ names, it also blurs their picture, and your information as well, at upper right.

This is wonderful for presenters!

Using “Share Mode” in Discover

On your dashboard, for either Y-DNA or mitochondrial DNA, select “Discover Haplogroup Reports” in the appropriate section.

Discover has two ways to share.

You can share your Match Time Tree, or other pages – using different tools.

Only one Discover page, the Match Time Tree, contains potentially sensitive match information. There’s a “Share Mode” for the Match Time Tree that blurs private information.

However, you may want to share your other Discover reports on social media. “Share Page” provides a quick and easy way to share any publicly available page.

Let’s look at both of those options.

Discover “Share Page”

Every page in Discover, except for the Match Time Tree and Globetrekker, has a “Share Page” icon at the top.

You can share any Discover page on social media (except as noted below), whether you’ve clicked through to Discover from your dashboard, or you’re using the public version of Discover.

In this case, I clicked on “Share Page” to share my Haplogroup Story page to Facebook. On your social media platform of choice, or by sharing the link, your friends can click through to see the page you’ve shared – minus your name and photo.

Please note that there are four Discover pages that either do not share or will display reduced information when using “Share Page,” as follows:

  • Globetrekker is an amazing animated video of your ancestors’ trek across the planet which is reserved for FamilyTreeDNA clients who purchase the Big-Y test or the mtFull, full sequence mitochondrial DNA test. Globetrekker does not use the “Share Page” feature, and is not yet released for mtDNA Discover.
  • Ancient Connections uses the “Share Page” feature, but only publicly displays a few ancient DNA haplogroup matches. Several more are reserved for testers who have taken either the Big-Y or mitochondrial DNA full sequence test, and click through from their dashboard. In a kit I just checked, two or three displayed when shared publicly, but the tester had more than 20 when clicking through his dashboard.
  • Notable Connections uses the “Share Page” feature and functions like Ancient Connections.
  • The Match Time Tree does not use the “Share Page” feature, which populates to social media, but there is a “Share Mode” option which blurs your matches’ sensitive information, similar to your personal page. After blurring, you can take screen shots to share.

Discover Share Mode for the Match Time Tree

The Match Time Tree on Discover is an extension of matching – meaning that your matches are placed on the Time Tree with names of tester-provided Earliest Known Ancestors (EKA) and their country of origin listed.

To view your Match Time Tree, click through to Discover from your FamilyTreeDNA dashboard, then select “Match Time Tree.”

You need to enable “Share Mode” within Discover, even if you had it enabled on your personal page. Toggle “Share Mode” to ON at the top of your Match Time Tree page.

Enabling “Share Mode” obfuscates the names and photos of people on your match list, who now appear on your Discover Time Tree in their proper place. You’re there too!

To share this page publicly, you’ll need to take a screenshot – so please don’t forget to enable “Share Mode” within Discover before doing this.

Benefits of Sharing

The best thing we can do for DNA testing, speaking broadly, is to encourage additional testers who are excited about what they can discover.

Sharing our pages and discoveries on social media is a great way to generate excitement.

Who do you know that might be excited to discover that they share an ancestor with Leo Tolstoy or maybe “Wild Bill” Hickock, even if it’s hundreds of years ago?

How about discovering that an Ancient Connection is a Viking man who was buried in Shestovista, Ukraine about a thousand years ago, and you two shared an ancestor about 1900 years ago? Might that provide a clue about your genealogy? What was the life of your ancestor like?

Or, maybe your friends and relatives would be excited to view the path their ancestors took, marching across the map, until their ancestor arrives on the globe where their haplogroup is most recently anchored?

Trying to get Uncle John or Aunt Mary to test? What kind of information would they think is cool?

A scientist I know especially loves the Ancient Connections that extend far beyond the reach of surnames.

One of my ancestral lines has an ancient DNA match just 9 kilometers from the town where they are rumored to have originated in France. Along the ancient Roman road. How else would I have EVER made this discovery?

The more people that test, the larger the matching pool – and the better for all genealogists.

Thank you to FamilyTreeDNA for introducing “Share Mode,” which makes sharing matches with other researchers effortless, and for “Share Page” within Discover, which makes sharing publicly a breeze!

Who can you share and collaborate with?

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Welcome to the New FamilyTreeDNA® mtDNA Group

If you are a member of the Mitochondrial DNA for Genealogy Facebook group that I started when we launched the Million Mito Project, you may have noticed something new.

Not only does the group have a new name, FamilyTreeDNA® mtDNA Group, and an updated map, but it’s also now the official FamilyTreeDNA mitochondrial DNA group. A company-sponsored group provides one official, moderated, social media platform for mitochondrial DNA discussions and ongoing education.

I’m very pleased to “bequeath” this group to FamilyTreeDNA. It’s the perfect time, too, with the Mitotree release and full sequence testers receiving new haplogroups, along with the mtDNA Discover reports. Have you checked your new haplogroup – and mtDNA Discover?

I’m still an administrator, but I have been joined by several talented people from FamilyTreeDNA, including Million Mito Team members. We’ve assembled the best group possible to educate and answer questions.

You probably know that FamilyTreeDNA has an official Big-Y DNA group as well, here, where people can engage in conversation and education about Big-Y testing and results and how to use them for genealogy. This is the companion mitochondrial DNA group.

This FamilyTreeDNA® mtDNA Group is a private group, but anyone is welcome to join – whether you’ve already tested or are just thinking about it. It’s the “go to” place to learn about mitochondrial DNA.

Everyone can test their own mitochondrial DNA, so take a test, come on over, and join the fun, here.

See you soon!

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RootsTech 2025 – The Year of Discover and the New Mitotree

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 12th.

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

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Lineages Versus Ancestors – How to Find and Leverage Yours

Today, we’ll explore how a single direct test can uncover insights into an entire ancestral lineage, shifting our focus from individual ancestors to the broader concept of lineages.

When we work with either Y-DNA or mitochondrial DNA, we’re using a type of DNA that is specific to one ancestral line – or lineage. However, it’s not limited to just one ancestor. In fact, it applies to many.

Autosomal DNA, on the other hand, can be and is inherited from multiple ancestral lines. Of course, autosomal DNA is a bit like a jigsaw puzzle because YOU have to figure out WHICH line is the source of your match to someone.

You don’t have to do that with Y-DNA and mitochondrial DNA, plus, there’s a LOT more information available about both of those types of DNA.

Inheritance – How Parts of Your Ancestors Descend to You

I’ve put together a chart to explain the difference in the amount of autosomal DNA that you inherit from your ancestors versus the amount of either Y-DNA or mitochondrial DNA (mtDNA) that you inherit from specific lineages of ancestors.

Generation Autosomal Ancestors % DNA # Ancestors Y (males) & mtDNA Ancestors – %
7 GGGG-grandparents 1.5625 64 1 – 100%
6 GGG-grandparents 3.125 32 1 – 100%
5 GG-grandparents 6.25 16 1 – 100%
4 Great-grandparents 12.5 8 1 – 100%
3 Grandparents 25 4 1 – 100%
2 Parents 50 2 1 – 100%
1 You 100 1 – 100%

If you look at the amount of autosomal DNA inherited from each ancestor back seven generations, with you as the first generation, you’ll see that, on average, each of your GGGG-grandparents contributes 1.5625% of their DNA to you. In some cases, you might receive none at all, and in other cases, you might receive more – thanks to the uncertainty of recombination in each generation which I explained, here.

That’s not the case, though, for either Y-DNA (for males) or mitochondrial DNA for everyone. You always inherit 100% of the mitochondrial DNA carried by the entire lineage of your direct maternal line ancestors. Males always inherit 100% of the Y chromosome of their direct paternal line ancestors. Neither type of DNA is divided, recombined, or washed out over the generations. With the exception of an occasional mutation, the Y-DNA or mitochondrial DNA that your most distant ancestor in that line inherited is exactly what you receive.

Everyone can test their mitochondrial DNA, and males can take the Y-DNA test. Women give their mitochondrial DNA to both sexes of their children, but only females pass it on.

While you can only test for your own direct lines, you can test other people for their lineages which are also your ancestors.

Test Family Members

By testing family members who descend appropriately, you can obtain that same information for any ancestor.

For example, your father can test his mitochondrial DNA to receive the mitochondrial DNA information for his mother’s direct matrilineal line, or lineage. If you’re a female, having your father test both his Y-DNA and mitochondrial DNA provides you with valuable information about two ancestral lines that you can’t obtain from your own DNA.

Your mother’s brothers (or paternal uncles) can test their Y-DNA for your mother’s father’s line, and so forth.

Y-DNA is always the direct patrilineal line for males, and mitochondrial DNA is always the direct matrilineal line for everyone, so males can provide the DNA for both types of DNA for their ancestors. Men carry both types of DNA, the Y-DNA of their father and the mitochondrial DNA of their mother.

Lineages

The great news is that once you obtain that information by locating an appropriate tester, it’s conclusive in the sense that you typically don’t need to find someone else in that line to test – especially if they match someone else who descends from an ancestor in that same line. I say typically because, especially with Y-DNA, you may well want to test multiple men in different generations to track mutations that identify twigs and even leaves on their haplotree branch.

Essentially, both Y-DNA and mitochondrial DNA represent entire lineages, not just individual ancestors.

Once you obtain that information, you can:

  • Identify ancestors further back in time
  • Confirm lineages
  • Disprove lineages
  • Learn when your common ancestors with other testers lived
  • Learn where your ancestors and their ancestors lived
  • Discover which ancient and notable people you’re related to
  • Utilize match maps
  • And more

Click on any image to enlarge

There’s an entire world of information just waiting to be revealed – beyond matching for both Y-DNA and mitochondrial DNA and the half dozen great tools provided on your dashboard at FamilyTreeDNA.

The free Discover tool (currently for Y-DNA but very soon for mitochondrial too) provides a dozen extra reports. Between your dashboard reports and the Discover reports, there are about 20 chapters to your lineage story waiting for you.

There’s even a customized Discover experience for Big Y-DNA testers and full sequence mitochondrial DNA testers.

If you take the Big Y-700 test or the full sequence mitochondrial DNA test, your Discover experience includes:

  • Globetrekker
  • More Ancient Connections
  • More Notable Connections
  • The Match Time Tree
  • If you join projects, the Project Time Tree

For my Estes research, the Match Time Tree and Project Time Trees have been critically important.

Time Trees provide a genetic structure for how you and your matches are related over time. In the Match Time Tree above, you can see how my cousin is related to his matches, and when important branching of the tree that defines lineages occurred. The earliest known ancestors (EKA), provided by testers, are shown as well. This branching information correlated within 25 years of the births of the ancestors whose DNA split those branches.

For example, the mutation, R-ZS3700 was formed when Moses Estes was born in 1711 and was then passed to his descendants. If you test as a member of haplogroup R-ZS3700, we know you descend from Moses Estes. Some of his descendants have downstream haplogroups too, such as R-BY154184.

The Group Time Tree shows the same type of things but for members within Group Projects.

It’s truly exciting what lineage tests can reveal and how they can demolish brick walls.

Finding Testers

After you’ve exhausted your supply of close family members, then known aunts, uncles and cousins, how do you find testers to represent your lineages?

Most of us don’t know our third or fourth cousins, but they may carry that golden DNA that represents that entire lineage.

I’ve written about using both Relatives at RootsTech and WikiTree to find people who descend appropriately from the line you seek, but you’ll be most productive if you get organized first.

Let’s begin with organizing your lineages. Since this type of DNA is passed through that entire line of ancestors, you want to have those ancestors gathered together so it’s easy to find someone who has descended from any of those ancestors in that lineage appropriately.

For Y-DNA, that means each direct male line, and for mitochondrial DNA, that means every matrilineal line.

Lineage Spreadsheet

In my Ancestor Birthday Spreadsheet, where I track pertinent information about each of my ancestors individually, one row per ancestor, I created a lineage sheet for mitochondrial DNA and another one for Y-DNA. If you don’t want to create a spreadsheet, you can always make a chart or list.

It’s easier to recognize Y-DNA testing candidates because the surname (generally or often) doesn’t change.

Surnames generally do change in each generation in mitochondrial lineages.

Everyone can test their own mitochondrial DNA, so let me start with the tester (me) as an example. If I test my mitochondrial DNA, the results automatically apply to my ancestors in my direct matrilineal line – or lineage.

So, one test represents a dozen of my direct-line maternal ancestors. Your test represents however many ancestors you have on your direct matrilineal lineage.

Beginning with my mother, I’ve been able to track my matrilineal line beyond the six generations shown in my desktop genealogy software.

For purposes of clarity, while only six generations are displayed here, the entire lineage continues with Anna Elisabetha Mehlheimer on the next page. That line includes each female, mother-to-mother, as far back as I can go, consisting of all 12 generations.

I’ve entered all of those ancestors into their generational position in the first row on the Lineage Spreadsheet that begins with me.

Click any image to enlarge

The entire spreadsheet looks like these first few rows. I don’t expect you to read the small print. I just want you to get the idea so that you can follow the process.

The entire mitochondrial lineage of each “first of line” ancestor is shown in the “Upstream” generation columns at right. In other words, the person closest to current in the lineage is listed by last and first name (me), and all of their mitochondrial lineage ancestors are shown to their right.

My mother, Barbara Jean Ferverda is shown in the column “Upstream 1”, because she is one generation upstream from me, or the ancestor listed at far left. “Upstream 2” is her mother, Edith Barbara Lore, and so forth.

The haplogroup, once discovered, applies to ALL of those people – the entire lineage. Those ancestors don’t need to be shown on the spreadsheet again because you’ve checked them off the list when you find someone to represent all of them. Of course, in this case, that person is me.

My mitochondrial DNA represents 12 known generations, and countless unknown ones, some of which may yet be discovered. But there are other lineages that I need to discover that I can’t personally test for.

Identifying Lineages That You Need

I created this fan chart in my genealogy software and placed a red star for each pink mitochondrial DNA line that I need – beginning with the “first of line” ancestor. For example, Ollie Bolton is my “first of line” ancestor whose mitochondrial DNA represents all of her direct-line matrilineal ancestors.

Of course, each generation back in time provides more ancestors whose DNA we need – including each male who carries the mitochondrial DNA of his mother.

By the way, if I only have a partial haplogroup from either an autosomal test that provides base haplogroups, or a predicted haplogroup from an older HVR1 or HVR1/2 test, I leave them in the “need” category. In other words, I’m still seeking a full-sequence tester.

I started with each female in my tree and created their lineage backward in my spreadsheet.

More Distant Ancestors in Your Tree

My genealogy software shows a maximum of 6 generations on one page.

When I reached the point in my tree where I needed to go to the “next page,” other lineages began there. I began losing my place, so I color-coded the lineages in my spreadsheet so I could identify them at a glance. Additionally, the red-colored text indicates that the line begins with a female, and the black text means that the line “bookmark” begins with that man’s mother. Remember, every man had a mother whose mitochondrial DNA we need as part of that family’s story.

The “bookmark” ancestor is the person where I was when I advanced to the next “page” in my genealogy software, so I don’t lose my place.

You can see that Johanna Fredericka Ruhle is the bookmark ancestor for Maria Margaretha Krafft. Johanna Ruhle’s direct line is listed in the Upstream columns for her, and Maria Margaretha Krafft’s direct line is listed in the upstream columns for her. Please note that Maria Margaretha Krafft is NOT in the direct matrilineal line for Johanna Ruhle, but a different lineage that I need.

In my desktop genealogy software, Johanna Fredericka Ruhle is the last person in her line on page one. She’s the bookmark that leads to the next page, so I need to begin with her on page 2.

Now Johanna is the first person on the next page, with her pedigree chart showing. You can see that Johanna’s OWN mitochondrial lineage continues through Margaretha Kurtz (red arrow), but this page also includes 11 NEW mitochondrial lineages that begin with a female in each line.

Maria Margaretha Krafft’s lineage is labeled as #11 here.

If your bookmark or “page turn” individual is a male, then he goes in your bookmark field so you can figure out how to get that lineage in the first place. Bookmarks are kind of like breadcrumbs.

You don’t need to worry about “page 2” and more distant if you are just beginning.

However, this process will encourage you to check each end-of-line individual. As you search, you’ll know that when you find descendants of any one of these people, their mitochondrial DNA test will represent all of the ancestors in that entire lineage.

Find One, Get the Entire Dozen! BOG12

BOGO might be an American saying, and it means Buy One Get One, so essentially two for the price of one. In my case, it was buy one test, get information for 12 ancestors, or BOG12.

So, find one tester/haplogroup and get that information for the entire lineage! In my case, I got 12 for the price of one.

In Johanna Fredericka Ruhle’s case, she is the grandmother of Evaline Miller, my mother’s grandmother. Evaline Miller’s line includes 8 generations, so when I found someone who carried Evaline’s mitochondrial DNA, it applied to all 8 generations of her direct matrilineal ancestors – BOG8. The great news is that it doesn’t have to come from a descendant of Evaline herself, it can come from a direct female descendant of, say, Margaret Elisabeth Lentz, or her mother, Johanna Fredericka Ruhle – or more distant in the tree.

More distant ancestors may have more descendants that carry their Y-DNA or mitochondrial DNA.

You can see that in my desktop software (and only there,) I’ve added Evaline’s mitochondrial haplogroup as a middle name. I don’t ever do this in a public tree because it confuses the search algorithm. Besides that, haplogroup names evolve and change over time as the phylogenetic trees become more specific.

Follow That Line

For purposes of this exercise, let’s use one of my lineages to see if I can find someone who descends appropriately from either that ancestor, through all females to the current generation, or from any of her matrilineal ancestors upstream.

Let’s use Curtis Benjamin Lore’s mother as an example. His mother was Rachel Levina Hill, so that lineage begins with her since only females pass mitochondrial DNA to their offspring.

I’m going to search for someone who carries the mitochondrial DNA of Rachel.

Rachel is the fourth generation back from me, and according to my lineage spreadsheet, there are a total of 11 generations from me to the last person in her direct mitochondrial lineage.

  • Rachel Levina Hill – (born 1815 Addison Co., VT, died after 1870 Warren Co., PA, married Antoine “Anthony” Lore)
  • Abigail “Nabby” Hall – (born 1792 Mansfield City, Tolland Co., CT, died 1874 Waukegan, Lake Co., IL, married Joseph Hill)
  • Dorcas Richardson – (born 1769 Willington, Tolland Co., CT, died c 1840 Addison Co., VT, married Gershom Hall)
  • Dorcas Eldredge – (born 1739 Mansfield City, Tolland Co., CT, died 1772 Willington, Tolland Co., CT, married James Richardson)
  • Abigail Smith – (born 1718 Massachusetts, died 1793 Willington, Tolland Co., CT, married Jesse Eldredge)
  • Abigail Freeman – (born 1693 Eastham, Barnstable Co., MA, died 1737 Wellfleet, Barnstable Co., MA, married Samuel Smith)
  • Mary Howland – (born 1665 Dartmouth, RI, died 1743 Eastham, Barnstable Co., MA, married Nathaniel Freeman)
  • Abigail (surname unknown) – (born about 1635, married October 1656 to Zoeth Howland)

In order to obtain Rachel Levina Hill’s mitochondrial DNA, I need to find someone who descends from either her or her matrilineal lineage ancestors through all females to the current generation, which can be male. Women give their mitochondrial DNA to both sexes of their children, but only females pass it on.

In order to be “safe,” meaning less likelihood of a genealogical error, I prefer to find two descendants through different children who match each other. However, to begin, I’m always happy to locate any one descendant. They may match someone from this line who has already tested.

This is a good place to insert a cautionary note about the accuracy of other people’s genealogy. Always verify as best you can that the person you’re relying on for a critical test actually descends appropriately from the ancestor whose DNA you seek.

Autosomal Match List

When searching for testers, I always check my own autosomal match list first to be sure someone with that surname or who descends from that ancestor isn’t already lurking there. That includes both ThruLines at Ancestry and Theories of Family Relativity at MyHeritage.

It’s not always easy to tell because, at most vendors, you can’t search for (mitochondrial or other) matches by ancestor.

However, I enter the various surnames, beginning with the closest first, to see if maybe the right person is already there. The further back in time, the less likely you’ll have an autosomal match from any ancestor.

After you view one of your matches’ trees and determine that they are NOT an appropriate tester for what you seek, be sure to make a note on that match so you don’t check over and over again. You can make notes at every vendor on your matches.

FamilyTreeDNA Projects

If you’re searching for a particular surname, especially a Y-DNA lineage, checking the surname Group Projects at FamilyTreeDNA is always a wonderful first step to see if someone has already tested.

You can check group projects for surnames here.

Unfortunately, due to generational surname changes, surname projects often aren’t relevant to mitochondrial DNA lineages, although there are some lineage projects. If your ancestor is connected to a particular group of people, like the Acadians, for example, you can search or browse that group. The Acadian project and some others have both mitochondrial DNA and Y-DNA pages.

The Group Project search results will show any project where the administrators have entered that surname as potentially of interest to that specific project, so always check that resource.

WikiTree

Next, I go to WikiTree. If someone enters their mitochondrial DNA information, WikiTree propagates it through the tree to the appropriate descendants and ancestors. I love this feature.

Let’s see what we find for Rachel Levina Hill.

Look here!!!

Tim Prince has entered his mitochondrial DNA haplogroup, which was automatically associated with Rachel. It’s my lucky day. She is haplogroup H2a2a1e.

I can click through to Tim and view his tree.

Sure enough, Tim’s ancestor is Bathshua Smith, the sister to my Abigail Smith, four generations upstream from Rachel Levina Hill.

How cool is this?!!!

If no one is listed for Rachel’s mitochondrial DNA, I can click on the Descendants link on any ancestor, then click on DNA Descendants.

Next, click on which type of DNA you’re looking for.

At this point, I’d suggest contacting the profile owner or checking your autosomal matches for people with these surnames—in this case, Wickwire or Chain. You can also view the entire descendants list, which I’ve truncated here for brevity.

Relatives at RootsTech

While you can check WikiTree anytime, you can only access Relatives at RootsTech for a short time, typically about a month before and after RootsTech  – which means right now. Signing up for free virtual attendance works just fine as your key to accessing Relatives at RootsTech.

I wrote about Relatives at RootsTech here. Once you’re set up, you can access your list of cousins attending RootsTech by:

  • Location
  • Ancestor
  • Family Line

By selecting “Ancestor,” I can see who is attending that descends from Rachel Hill, according to the FamilySearch tree. Scanning further down the list, I see her mother, Abigail “Nabby” Hall. Two people descend from Rachel, while 3 descend from Abigail.

By clicking on “Relationship,” you can see how you and that person are related. In this case, what I’m really interested in is how they descend from Rachel Lavina Hill.

Rachel contributed her mitochondrial DNA to her son, William, but he didn’t pass it on, so that mitochondrial DNA line stops right there. If it hadn’t stopped there, it would have stopped a few generations later with another male – Gladys’s son.

Any male in the line is a blocker for mitochondrial DNA, unless it’s a current generation tester who descends from all females.

Sometimes, when the line is interrupted by a male in the last couple of generations, it’s worth reaching out to that cousin to see if they know of anyone who descends appropriately. Ask if the last female in the line has daughters or sons who are still living and might be willing to test – or if their daughters had children and so forth.

Each Relatives at RootsTech selection shows a maximum of 300 people, but you can choose the applicable grandparent’s family line to see 300 people in that line. You’ll need to click through each person to see how they descend, but that’s fine because you have 300 opportunities for success!!

Check back, too, because more people register up to and even during RootsTech.

Create Those Lineage Spreadsheets

Now, we’re back to why creating those lineage spreadsheets is essential. I don’t know about you, but I can’t remember exactly how family members descend from each other beyond 3 or 4 generations.

I actually need a tester from my paternal grandmother’s line, so I’m focusing on that line for this next example.

When I look at the list of who is related to me through my paternal grandmother’s line, I want that spreadsheet readily available, so I know precisely which lineages I need to find cousins to test for both Y-DNA and mitochondrial DNA.

I have a partial haplogroup for Ollie Bolton based on a very old HVR1 test. There is no DNA left to upgrade, and the tester is deceased, so I need to find someone else.

I’ve made a list of all of the women in that lineage. Unfortunately, it’s pretty short.

  1. Ollie Florence Bolton – (1874 born Hancock Co., TN, died 1955 in Chicago, married William George Estes)
  2. Margaret N. Claxton or Clarkson – (1851-1920 Hancock Co., TN, married Joseph Bolton)
  3. Elizabeth “Bettie Ann” Speaks – (1832 Lee County Va, died 1907 Hancock Co., TN, married Samuel Claxton/Clarkson)
  4. Ann McKee – (1804/5 Washington Co., VA, died 1840/1850 Lee Co., VA, married Charles Speak)
  5. Elizabeth (surname unknown) – (born about 1768, died 1839 Washington Co., VA, married Andrew McKee)

I’m brick-walled, so if I can obtain Ollie’s mitochondrial DNA, through matching, I may be able to identify Elizabeth, Ollie’s great-great-grandmother. This line is one of my most frustrating, and mitochondrial DNA testing and matching hold a lot of promise for giving Elizabeth a surname and parents.

I’ve already checked my matches and WikiTree, so I’m going to see if any of the “Family Line” Relatives at RootsTech descend through all females.

I have 300 opportunities to find a tester.

As more people sign up, the most distant cousins will roll off the list, so start at the bottom.

Cross your fingers for me!

DNA Testing Scholarships

If I find someone, the first thing I’ll ask is if they have taken any kind of DNA test. If so, where? Then, I’ll ask if they have taken a mitochondrial DNA test at FamilyTreeDNA and explain why that’s important and what it can potentially do for us.

If yes, I’m golden because the next question will be about their haplogroup, and I’ll invite them to join a project that I manage so I can view the results.

If the answer is no, but they’ve tested their autosomal DNA elsewhere, I’ll invite them to upload for free and join the project. You can also establish a private family project for this purpose, if you wish.

I tell them I have a DNA testing scholarship for someone who carries that DNA lineage. I explain that with the scholarship, the test is entirely free, including postage, and that they’re in complete control of their kit and results. All I ask is some level of access.

I always explain the results when they arrive. I’ve never had anyone object to this arrangement, and often we research collaboratively. I’ve met wonderful cousins this way.

Get Started!

Whose Y-DNA or mitochondrial DNA do you need to find?

Make your lineage spreadsheet or chart, and take this opportunity to find a testing candidate and learn more about your ancestors! Not just one at a time, but entire lineages.

They are waiting for you!

_____________________________________________________________

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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

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Welcome to 2025! – Opportunities and New Genetic Genealogy Articles

It’s a new year with new opportunities. Lots of ancestors to find and others to confirm.

For me, the best part is actually learning about my ancestors’ lives. If you’re a subscriber, I’m sure you’ve already noticed that.

These adventures and misadventures are what inspire my blog articles. What works well, what doesn’t and how to use multiple tools to unveil more about our ancestors.

That’s what motivates me. I hope it motivates you, too.

New Articles in the Works

I’d like to share some of the articles and educational events I have planned for 2025, then ask what topics you’d like to see.

Articles on the drawing board include:

  • MyHeritage DNA File Download Instructions Update
  • Mitotree – when released
  • Mitochondrial Discover – when released
  • Genealogy Proof Series – The series continues with autosomal, Y-DNA, and mitochondrial DNA proof.
  • The Forest of the Trees – Lots of different kinds of trees for both Y and mitochondrial DNA at FamilyTreeDNA. How to use them, for what, and when. This will probably be written as a series.
  • New features and developments from vendors as they occur
  • Acadian Ancestors – I hope to complete my Acadian 52 Ancestors articles. For those who don’t know, “52 Ancestors” is a challenge to write about one ancestor each week for a year. You can sign up with Amy Johnson Crow here to learn more and receive weekly prompts. It’s fun and allows you to focus on one ancestor at a time, and the history that occurred in their lifetime.

Other Learning Opportunities

In addition to those articles, I’ll be at RootsTech in person presenting:

  • DNA Academy – the 2025 version, soup to nuts
  • DNA for Native American Genealogy
  • Reveal Your Maternal Ancestors and Their Stories Using Mitochondrial DNA
  • Guide to FamilyTreeDNA – Using Y-DNA, Mitochondrial DNA, Autosomal, X-DNA and Associated Tools

I’ll also participate in other educational events with Legacy Family Tree Webinars, WikiTree, the North Carolina Genealogy Society, and FamilyTreeDNA. I’ll provide more information about them later.

Finding Information

Remember, you can always use a keyword search on this blog to find any topic I’ve written about previously.

Also, Google’s AI has apparently trained itself using my blog articles, as have a couple of other AI tools. I know this because my blog comes up as a resource when I google questions. You can try that, too.

Your Turn – What Do You Want?

There are always new topics, new features, or different ways to explain things.

  • What would you like to see covered in 2025?
  • Are there any hot genetic genealogy topics that you’d love to learn more about?

Please make your suggestions in a comment on this article.

Here’s wishing you a wonderful 2025 with lots of ancestor discoveries.

_____________________________________________________________

Follow DNAexplain on Facebook, here.

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

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

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

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 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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