Tag Archives: Autosomal DNA

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

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

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

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

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

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

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

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

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

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

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

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

DNA+Trees Bulldoze Brick Walls

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

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

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

Guidelines for What’s Reasonable

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

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

Let’s sort through this.

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

Every segment has its own individual history.

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

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

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

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

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

Using Trees Effectively

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

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

But there’s more!

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

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

Thank you, thank you, MyHeritage!!!

Estimating the Number of Generations by the Amount of Shared DNA

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

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

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

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

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

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

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

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

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

All Cousins Are Not Equivalent

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

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

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

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

I’m so glad you asked!

Where Do Various Cousin Levels Fall in My Tree?

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

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

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

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

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

Good question!

The Generation Tree Chart is Born

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

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

The Generation Tree Chart

The Generation Tree Chart:

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

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

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

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

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

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

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

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

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

Next, the meat of this chart.

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

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

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

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

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

Color Bands and Generations

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

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

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

The Net-Net of This Exercise

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

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

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

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

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

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

Brick Walls Breakers

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

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

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

Research Methodology

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

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

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

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

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

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

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

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

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

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

Summary Generation Tree Chart

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

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

The Bottom Line

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

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

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

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

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

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

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Click on any image to enlarge

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

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

This is a game-changer!!

Why Are These Features Important?

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

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

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

Specifically:

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

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

Automated Triangulation

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

How cool is this?!!!

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

Remember, every segment has its own unique history.

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

Select the Matrix

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

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

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

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

Next, select which type of data will be compared.

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

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

Relationship Range

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

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

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

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

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

Number of Segments Shared

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

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

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

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

Total cMs Shared

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

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

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

Bucketed or Parental Side Matching

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

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

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

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

They’re compared in the various matrix configurations.

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

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

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

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

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

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

Look how easy that was!

I love this new Matrix tool.

Triangulation

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

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

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

Check Your Matches and Upload

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

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

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

Take a look! What are you discovering?

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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.

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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.

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

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

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

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

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

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

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

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

Take Advantage of the Holidays

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

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

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

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

Step 1 – Test Yourself and Your Known Family

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

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

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

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

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

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

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

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

Who Can Test For What?

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

Let’s begin with my father’s side.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step 2 – Identify Ancestors Who Need Haplogroups

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

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

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

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

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

Step 3 – Check FamilyTreeDNA Projects

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click any image to enlarge

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

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

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

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

Step 4 – Family Finder at FamilyTreeDNA

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

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

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

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

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

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

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

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

Step 5 – WikiTree

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

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

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

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

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

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

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

WikiTree provides additional tools to find descendants.

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

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

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

Step 6 – MyHeritage

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

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

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

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

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

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

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

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

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

Step 7 – At Ancestry

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

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

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

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

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

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

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

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

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

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

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

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

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

Go directly to your ThruLines on the DNA menu.

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

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

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

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

Step 8 – At 23andMe

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

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

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

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

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

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

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

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

You can’t verify this lineage without genealogy information.

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

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

Step 9 – FamilySearch and Relatives at RootsTech

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

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

Here’s an example.

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

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

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

Step 10 – Social Media

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

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

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

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

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

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

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

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

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

Sale Prices

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

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

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

Potential Contact Letter

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

Essentially:

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

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

Dear cousin (insert their full name here,)

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

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

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

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

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

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

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

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

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

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

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

Your name

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

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

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

You Don’t Know What You Don’t Know

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

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

Leave no stone unturned!

You don’t know what you don’t know.

Who’s waiting out there for you?

____________________________________________________________

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Genealogy Proof Series – Creating Genealogy Proof Tables

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5

This is the fifth article in the Genealogy Proof Series.

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

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

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

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

Genealogy Proof Tables

Genealogy proof tables have two purposes:

  • Individual Proof Tables – For an individual ancestor, to compile the various pieces of evidence to prove a connection to their parent or parents and their child or children.
  • Lineage Proof Table – Evidence for an entire lineage, proving connections between all of the individuals in the lineage, one by one in both directions. For a lineage proof table we prove a connection to the parent and also to the descendant that is your ancestor for each generation.

Please note that sometimes you actually wind up disproving a relationship, or realizing you need more information, but that’s equally as important. Nothing worse than wasting time by barking up the wrong tree.

A genealogy proof table is a working document that can be used to focus on each ancestor in every ancestral line. What’s included in a proof table varies by which records are available, the timeframe and circumstances.

You may want to prepare proof tables to help yourself focus and evaluate your data. Proof tables can be sent to someone who asks questions like:

  • How do you know that?
  • What is your proof?
  • What are your sources to identify John as the son of George?

People should be asking those questions, and researchers should be able to answer them. You need to answer them for yourself for your own ancestors, even if no one asks.

The answer to these questions may well be that you’re still working on “proof,” but you’ll at least want to have documented everything available to date. For me, doing these exercises helps me think about what’s still missing and looking for additional sources if I actually don’t have “proof.”

Generally, I create a proof table for a specific ancestor, which I then roll up into a comprehensive proof table for the line. This approach helps me identify which pieces of evidence are conclusive and which ones are not.

The purpose of a proof table is to compile and rank information about that ancestor’s connection to their parents, including negative evidence. It’s not meant to be “everything I know” about that ancestor, just the things that relate to proving that this ancestor is in FACT the child of his parent or parents.

What is Proof?

Isn’t this the question of the ages for genealogists? I wrote an article, Ancestors: What Constitutes Proof?, here. In that article, I’ve provided a list of what isn’t proof and some challenges you may face.

Aside from what I’ll term normal genealogy roadblocks to be overcome, there are other challenges as well.

For example, you can have a birth certificate, a death certificate, a will, and personal knowledge that a person lived with their parents – but that child could have been adopted, or the father might not have been the biological father.

In this case, paper proof, no matter how compelling, isn’t actual proof. It can prove the identity of the person, but alone, cannot prove a biological relationship connection.

Sometimes, DNA evidence outweighs everything else, but without DNA evidence, paper proof is the closest we can get. The BCG defines the Genealogical Proof Standard, here.

We need our evidence to be as conclusive as possible.

What does Conclusive Mean?

Conclusive evidence means that any other evidence cannot reliably contradict it, or it’s so strong that it overbears any other evidence. (Thank you Bar Prep Hero.)

In a nutshell, that’s your goal – and all evidence is not created equal.

Evidence is Weighted

Some evidence is better or more solid than other evidence.

Furthermore, sometimes one single piece of evidence isn’t conclusive, but multiple pieces of evidence, taken together, create a body of work and are considered a “preponderance of evidence.” Having said that, I often cringe when I hear that term because sometimes it means there really isn’t good evidence or not enough research has been done.

How good is good enough? You can only work with what’s available and what you have. Unfortunately, one cannot unburn the courthouse!

Sometimes, you’ll need to use DNA evidence. From my perspective, you ALWAYS need to utilize DNA evidence to confirm at least the closest generations.

By closest, I mean that second cousins or closer always match, and you can often reliably use autosomal DNA within, minimally, 5 or 6 generations, but circumstances vary.

Many times I have solid matches to descendants of ancestors 9 or 10 generations in the past, but as you can see in this graphic created by Dr. Paul Maier at FamilyTreeDNA, beginning at eight generations, you may not inherit any DNA from a particular ancestor. Of course, to match someone else, you both need to have inherited the same DNA segment(s) from that ancestor.

You can almost always use Y-DNA to establish relationships beyond what autosomal can confirm, but with both Y-DNA and mitochondrial DNA, you need someone who is appropriately descended from the ancestor in question, as illustrated in this three-generation chart. Sometimes, you need two people descended from that ancestor, preferably through different children, because their Y-DNA or mitochondrial DNA needs to match.

Every situation is different.

How Much Evidence is Enough?

It depends.

Enough for what?

  • Enough to prove that your parent is the child of their parents?
  • Enough to prove to yourself that you’re searching in the right ancestral line?
  • Enough to prove that this John Doe is the same John Doe that moved from Virginia to someplace else, or conversely, the John Doe in Missouri is the one who moved from Virginia?
  • Enough to quality for a lineage society?

Again, from my perspective, enough is not enough until you have looked at every piece of evidence that even MIGHT be relevant for that ancestor.

Essentially, all of this is a bit fluid, so let’s look at an example.

Individual Proof Table

Let’s begin with a proof table for one person.

I’m going to create a proof table to attempt to prove that my paternal grandfather, William George Estes, is the son of Lazarus Estes and Elizabeth Vannoy.

I’ll be using actual documents and information from my files.

If you want to read my 52 Ancestors articles about these people, you can find William George Estes, here, Lazarus Estes, here, and Elizabeth Vannoy, here. I’m not specifically trying to prove that my father, William Sterling Estes, is the son of William George Estes, but some documents cover both men – plus, there’s the possibility of same-name confusion, given that both of their first names are William. I swear, every generation in this family has both Johns and Williams.

To begin, there are a few mandatory categories on every chart. For example, I always use the census when it’s available. You should include these categories even if you don’t have evidence for them, because it reminds you if you’ve searched and the search came up with nothing.

Some categories would be expanded, such as Organizational Societies. For example, if there’s a separate History and Genealogy Society for that county, you would want to check both, as well as the local library and regional or state organizations.

You’ll notice that I’ve assigned a weight to each piece of evidence. Weighting is subjective. Aunt Margaret was the daughter of Wiliam George Estes, so she should know – but often, she didn’t provide any source, like a document or Bible, and she was a bit “eccentric.” In some circumstances, I might weigh what she provided as a 5, but in the first item, I only gave it a 4 because she provided other dates that I found to be erroneous. Memories do fail people.

Red items are direct, confirming evidence of the relationship and that the William George Estes, my grandfather, is the same William George Estes who is the son of Lazarus Estes. Names are spelled or misspelled the way they are in the original source.

William George Estes Information Source Weight (1-5) Comments
Birth March 30, 1873 Aunt Margaret 4 Birth certificates not available in 1873
Father Lazarus Estes
Mother Elizabeth Vannoy
Identity of Parents From letters and discussions 1980s, 1990s Aunt Margaret, Aunt Minnie, children and grandchildren of William G. Estes 5 They knew their grandparents
1880 Census Wm. G. Estis age 7, listed with parents Lazarus and Elisibeth Estis, and siblings, including sister Cornie Claiborne County, TN Dist 8, page 107 on Ancestry 5 Family lives between William G.’s future wife’s uncles
1890 Census destroyed
Marriage Ollie Bolton, Sept 26, 1892. Claiborne County Marriage Index, page 382 5 No parents given
1900 census William G. age 27, with wife, Ollie, and two children Claiborne County, TN Dist 8, page 113 5 Lives next door to Lazarus and Elizabeth Estes and next to his sister Cornie and her husband
1910 census Age 38, with Ollie and two children, Estle and Robert Claiborne County, Civil Dist 4 5 Lives beside sister Cornie and her husband, three houses from Lazarus
Home Location – 1913 Family photos taken in 1913 and labeled “Fowler” Provided by Margaret 5 Written on the back of the family pictures
Home Location Fowler, Indiana Sept 1915 Newspaper article 5 Sons Wm. and Joe ran away and were returned to parents in Fowler
William G. Estes’s divorce from Ollie Fowler, Indiana Aunt Margaret 3 Ollie caught him cheating with her cousin Joyce Hatfield, who was visiting them in Indiana
Divorce from Ollie Unknown, maybe 1916 or 1917 Inferred
Children William S. and Joe “run away” to their grandparents 1915/1916 Fowler, Indiana to Claiborne County, TN Aunt Margaret’s letter, Uncle George, 1915 newspaper articles stated that they tried to run away but got caught 5 Margaret said that when William G. and Ollie divorced,  neither wanted sons Wm. and Joe, 13 and 11, and the boys jumped trains to make their way back to their grandparents, Lazarus and Elizabeth
William George returned to Claiborne County 1916/1917 ish Uncle George Estes, family historian 5 Lazarus was furious when William G. returned after cheating on Ollie and abandoning the boys and threw William G. out of Estes Holler
Move to Harlan County, KY After being thrown out of Estes Holler when he and Ollie divorced Uncle George, Aunt Margaret, Estel’s daughter 5 Settled in Harlan County, KY, just over the border from Claiborne Co., TN
Divorce from Ollie Unknown, about 1916/1917ish Fowler, Ind newspaper August 30, 1917 2 Ollie listed without Wm G and as visiting where she used to live
Marriage Joyce Hatfield, unknown if or when/where married Census, daughter Virginia’s birth Nov. 1918. 3 Inferred, no document found
Child Irene’s Death* August 1, 1916 – Irene Estes, mother Joyce Fury Shawnee, Claiborne Co., TN Informant of the death of daughter, Irenia.

*Please note that this has since been disproven. This William B. Estes who married Josie Fury is not our William G. Estes who married Joicie Hatfield.
Military/draft Registration – signed Sept. 12, 1918, gives birthdate as March 30, 1873 Tazewell, Claiborne County, TN 5 Wife is listed Joisce Estes.
1920 census Age 47, lives with Joise and daughter Virginia Claiborne Civil District 4 5 Future third wife, Crosha Brewer, and her child are living with them as lodgers
Divorce Joice Hatfield Unknown, approx 1921 or 1922 inferred Based on Crosha’s children’s ages
Son William S. Estes’s marriage to Martha Dodder Dec. 12, 1921 Calhoun County, MI 5 Parents are given as Ollie Estes and W. G. Estes
Wm G. Estes child with Croshia Brewer Josephine born March 19, 1923 Springdale, Arkansas 5 Birth certificate, death certificate, census
William George Estes Marriage Croshia Louise Brewer, Feb. 3, 1925, Wise County, VA VA Marriage Registers, page 171 5 Parents given as Lazarus & Elizabeth Estes
1930 census Cannot find the family
1940 census Age 67, living with Crochie and their 2 daughters Harlan Co., KY Lynch dist 5
1940s or 50s Photo with “his sister Cornie” and also one with “Worth Epperson” Claiborne County, TN 5 Photo is labeled and provided by Cornie’s family, who knew him
1950 census 76, lives with Crocie, daughter and boarder Harlan County, KY 5 My mother visited William G. and Crocie with my father in the 1950s.
Cornie Estes Epperson’s 1958 death certificate Born June 22, 1878 to Lazarus Estes and Betty Vannoy, age 79, died Feb. 18, 1958 Death Certificate 5 Correlates to census dates and other data indicating she is the daughter of Lazarus and sister of William G.
Cornie Epperson Obituary Gives Will Estes, of Lynch, KY as her brother. Newspaper clipping 4 Does not give her paents
William Sterling Estes obituary Aug. 28, 1963, Star Press in Muncie, Indiana, page 3 Residence Dunkirk, IN 4 Lists surviving father as W. G. Estes, Cumberland, KY
William George Estes’s death Nov 29, 1971, lived in Harlan Co., KY Kentucky Death Index 5 Parents not given
Obituary Parents not given, living children include Estil, Virginia, Margaret, and Minnie, their locations provided Nov. 30, 1971, Middlesboro Tribune 4 His nephew, Cornie Estes Epperson’s son, Kermit Epperson is a pallbearer
Social Security Claims Index for William G. Jan. 15, 1972 claim, birth 1873 Ancestry 5 SS # given, but no parents given
Social Security Claims Index for my father, William Sterling Estes No claim filed
Will No, rechecked film at FamilySearch 7-8-2024.
Legal No, checked court index in Harlan County
Land Tax No tax lists
Personal Tax No tax lists
Deeds Yes, 1915 deed from Lazarus to Cornie and Worth Epperson where they must pay his other heirs Claiborne County deed book, in person 5 Cornie Estes Epperson to pay William Estes $120
William George Estes signed receipt and release On July 22, 1957, Will signed on the edge of the above deed, releasing the claim on the deed and stating that the $120 had been paid. 5 Confirms his relationship to Lazarus Estes and Cornie Estes Epperson
Sibling Documents Have not looked extensively beyond Cornie
Newspapers Need to revisit when Claiborne County, TN newspapers are digitized
Organizational Searches such as Historical Societies Have not looked recently, need to recheck local libraries
DNA ThruLines to John Y. Estes, father of Lazarus Estes Ancestry 5 Proven via 35 cousin connections to Lazarus’s parents through 3 of John’s siblings
DNA Lazarus Estes ThruLines at Ancestry through Lazarus’s children Ancestry 5 20 matches, 9 through William George, 7 through Cornie, 5 through Charlie Thomas Estes
DNA at FamilyTreeDNA My autosomal matches to Buster Estes, Lazarus’s grandson FamilyTreeDNA 5 Including 556 matches in common and many triangulated segments to descendants of Wm. G., Lazarus, John Y. Estes and upstream ancestors
Other Relationship to wives and children Letters from Aunt Margaret 3 or 4 Clearly states relationship of William G. and Lazarus
Other Relationship to wives and children Letters from William G. to my father 3 or 4 Clearly states relationship of William G. with his siblings and family members

Some types of information are notably unreliable. For example, obituaries may omit people or confuse relationships. William George Estes’s obituary omits his daughter and incorrectly notes her husband, his son-in-law, as William’s child.

Death certificates often give parents incorrectly, especially the mother’s birth surname.

The names of parents in both obituaries and on death certificates are often third-hand information provided by people who are at least two generations removed and are under significant stress at that time. My mother’s obituary was republished two times due to errors made AFTER I provided correct information.

We have several pieces of information that strongly suggest that the William George Estes who was born to Lazarus Estes and Elizabeth Vannoy is the same William George Estes that married Ollie Bolton, but there’s more.

We know for sure that William Estes, who married Croshie/Crosha Brewer, is the same person because his parents are given in the county marriage record book. This is first-hand information and judged to be more reliable because we can reasonably expect that William George knew who his parents were, or at least who they were supposed to be.

If we discount entirely the fact that my aunts personally knew Lazarus as their grandfather, and look only at the paper evidence, we just need to tie William George in his later life to the same William George in his earlier life.

Here’s a photo passed from William George’s daughters to me. Cornie Epperson’s grandchildren had this same photo showing William George Estes with his sister, Cornie Epperson.

Here’s another with Will Estes and Cornie’s husband, Worth Epperson.

Cornie’s children told many stories about their Uncle Will, who rode the bus from Harlan County to Claiborne County, as he didn’t drive. The legendary favorite story was about the time that Will had a bullet in his shirt pocket. It accidentally got mixed into his pipe tobacco, which he put into his pipe and was smoking on the bus.

Yes, the bullet blew up. No one was hurt, and miraculously, the driver didn’t crash. Nevertheless, Will was banished from riding the bus forever thereafter.

That story alone connects the William George Estes living in Lynch, in Harlan County, as the same person, as do his children from all three wives. So do letters from my aunt to family members discussing several people involved, and letters from Will himself in the early 1960s detailing some pretty spicy antics.

However, we’re looking for more than oral history. What other documents do we have?

The Smoking Deed

This deed serves, in essence, as the will of Lazarus Estes and his wife, both of whom conveyed this deed.

Thankfully, it identifies both Cornie and William as their heirs, along with several other children, although it never actually states that the people mentioned are their children. The census confirms that these people, Cornie and William George, along with Martha (Estes) Norris, Charlie Estes, and Lum (James Columbus) Estes mentioned, are their children.

If you’re still wondering if William George Estes is their son, notice the release of lien, stamped on the upper left-hand side of the page decades later, in 1957, with his signature.

This signature matches Will’s other handwriting on letters that he sent in the 1960s, in my possession, and on my father’s delayed birth certificate signed in 1952.

This document provides their relationship, the type of evidence submitted, and both of their addresses and signatures. Evidence doesn’t get much better than this.

For additional signature confirmation, William G. signed his 1918 draft registration in Claiborne County. In Harlan County, KY, in 1957, he signed the delayed birth certificate for his son, Estle, who was born in Springdale, Arkansas, in November of 1894.

When Evidence Isn’t Conclusive

Unfortunately, this situation happens often, especially with generations further back in time where less information is available. Let’s look at an example.

Genealogists tried for years, decades actually, to identify the parents of John R. Estes.

His son was named John Y. Estes.

No one knew what the R. stood for, nor what the Y. stood for. Truthfully, we still don’t, at least not for sure.

Here’s what was said:

  • John R. Estes’s mother was Mary Younger, who was married to George Estes. This claim was made because John R.’s son was named John Y. Estes, the Y. standing for “Younger.” That was the hypothesis, but it was stated as fact.
  • The middle initial R in John R. Estes stands for Regan or Reagan because his grandson, John Reagan Estes, son of John Y. Estes, was “named for his grandfather.” This was told to me by his grandchildren who were living in the early 1990s, as information they were told.

I fully understand why one would think those are possibilities or why conclusions might be drawn. They are clearly possibilities, but without additional evidence, that’s all they are. Eventually, that possibility begins to be passed along as a fact. Then, people don’t want to question what was passed down from “people who should know.”

So, let me play devil’s advocate here.

The Y in John Y. could stand for any number of things. For example, the surname Yancey is also found in Halifax County, Virginia. Y could have come from anyplace. At that point in time, we were searching for the parents of John R. Estes, so Mary Younger seemed to make sense.

Having said that, we now know that John Y. Estes’s grandmother WAS Mary Younger, BUT, that does NOT mean that the Y. stands for Younger, nor does it serve as any kind of concrete evidence.

Might it stand for Younger? Yes, of course. But the Y itself serves only as a potential hint.

Can you use it for evidence? Nope, not without more information. I’ve searched high and low, so if you find “Younger” in a reliable record for this man, by all means, let me know. While confirmation would be wonderful, we really don’t NEED to know like we do with Reagan.

John Reagan Estes (1871-1960), the son of John Y. Estes, could well have been named for his grandfather, John R. Estes (1787-1885). John was his father’s first name as well as his grandfather’s. That does NOT mean that that Reagan was John R. Estes’s middle name. We have no idea where Reagan comes from. If I had a letter from John Reagan’s mother or sister, for example, saying John Reagan was named for his grandpa Estes, who was also named John Reagan, that would be evidence because we have a contemporaneous source and know the information wasn’t assumed or constructed later to “fit” the question about John R. Estes’s middle name.

I have dug for years for any Reagan connection to the Estes line, or to the wives’ lines in upstream generations in Virginia, hoping to prove that Reagan genealogical connection. I have never found it, although that clearly doesn’t mean it’s not there. For all we know, Reagan could have been the name of the preacher or the doctor who delivered someone. It may or may not have anything to do with John R. Estes, and even if it does, Reagan may not be an ancestral surname.

So, if you’re taking yourself down the path of ascribing too much weight to information that may or may not be evidence – don’t. What you can do that’s beneficial is more research. If you think the Y or the R might be a hint, DIG!!! You just might find that evidence. If you haven’t utilized the new FamilySearch full-text AI search, by all means, do. These are the perfect types of situations to research using this amazing tool.

Treat everything as a hint, but it’s not evidence until it’s confirmed.

While we’ve since proven that, indeed, John R. Estes is the son of Mary Younger using other types of evidence, the middle initial R. and the middle name Reagan two generations later still is and may remain a mystery.

In the Weeds

At this point, you might be thinking that we are SO FAR DOWN IN THE WEEDS, and you’d be right, but the answers to our specific question are found here.

Our original goal was to prove that William George Estes was the son of Lazarus Estes and Elizabeth Vannoy.

The items bolded in red in the Individual Proof Table for William George Estes, above, individually and certainly cumulatively “prove” that relationship, as far as a paper trail can go.

The other information, especially taken together, supports that and, more importantly, does not dispute or provide contradictory or conflicting evidence about any of the other evidence. In other words, we have concensus.

Lineage Proof Table

The table below is designed to document the proof that the individual listed under the name column is, in fact, the child of the father and mother below. Other information from the Individual Proof Table that we completed above is omitted because it’s not needed in a Lineage Proof Table.

The Proof rows between the child and their parents are the proof, or the best evidence we have, that connects the child conclusively to the parent or parents. Sometimes that proof can arrive indirectly, such as a sibling’s obituary that lists your ancestor as their sibling – allowing you to connect the sibling who died and your ancestor both to their parents through the census or other documents.

Proof listed will vary and could be personal knowledge (someone you knew within your lifetime), a Bible, a will, a deed, an obituary, a church baptismal document, a pension application, census records, and more.

The best proof, of course, is multiple contemporaneous pieces of evidence.

Proof can also be negative proof. For example, if there was a will but this person was missing, that should be noted. However, that alone is NOT negative proof, as sometimes a child who had already received their inheritance was not mentioned. It does need to be listed because, when combined with other evidence, it may become very important. So is the wording of the will. For example, does it say “all my children,” but omit the person you’re searching for?

Proofs also must take into consideration things like individuals with the same name. In other words, we need to prove that THAT particular John was the son of THAT particular George.

There are times when one must dig deeply as well as far and wide, using siblings and the FAN (friends and neighbors) methodology to reveal a nugget or put enough information together from multiple sources to prove a relationship collectively. For example, I have found proof two generations downstream in Virginia chancery suits that detail the descendants of someone who died and left a will two or three generations earlier.

If this Lineage Proof Table was for my own use, I would utilize a spreadsheet, and I would provide links and more detailed information. For ease of use in this article, I’ve constructed a chart here.

The entire purpose of this lineage document is to unquestionably connect the generations. If these proofs are strong and unquestionable, the only piece of evidence that could upend all of them, together, is an unknown DNA event where a parent or parents are not the individuals reflected in the non-genetic proofs.

Name Birth & Loc Death & Loc Father Mother DNA Confirmed
Me William Sterling Estes Separate lineage proof for mother’s line Father confirmed via paternal half-sister’s children and cousins’ autosomal DNA matches..
Proof My birth certificate, newspaper announcements
Proof Father’s obituary
Proof Social Security application after my father’s death
Proof Personal knowledge, photos, and memories
Proof DNA match at the expected level to my half-sister’s descendants and our upstream Estes relatives
William Sterling Estes Oct. 1, 1902 or 3, Tazewell, TN Aug. 27, 1963, Jay County, IN William George Estes 1873-1971 Ollie Bolton 1874-1955 Autosomal DNA matches to multiple Estes cousins & half-sister’s children
Proof Census and newspaper articles identifying my father as his parents’ child
Proof My father’s marriage license, personal knowledge, and his delayed birth certificate
Proof Death certificate and obituary
Proof Aunts’ knowledge and family letters
William George Estes March 30, 1873, Tazewell, TN Nov. 29, 1971, Harlan Co., KY Lazarus Estes 1845-1916/1918 Elizabeth Vannoy 1846-1918 Autosomal DNA triangulated to multiple descendants of both Lazarus Estes and Elizabeth Vannoy.
Proof Deed to Worth and Cornie Epperson where Lazarus lists William George Estes as one of his heirs – Claiborne Co., Deed Book M2, page 371.
Proof Various censuses showing parents and siblings, including sister Cornie Estes Epperson
Proof Marriage license to Crocie Brewer lists his parents
Proof Cousin George Estes knew these people and was at the funeral of Lazarus when he was a child, plus Aunt Margaret’s letters
Lazarus Estes May 1845, Claiborne Co., TN 1916-1918, Claiborne Co., TN John Y. Estes 1818-1895 Rutha Dodson 1820-1903 Y-DNA confirmed to haplogroup of Moses Estes, autosomal triangulated to descendants of Lazarus and Elizabeth and upstream ancestors through multiple matches.
Proof 1850 and 1860 census with his parents, 1870 census where he lives one house from parents with wife and children, 1880 census where his wife is still living a few houses from his parents, with their children, and John is found in Montague Co., TX
Proof October 1865 deed where John Y. Estes deeds all his possessions to his eldest son, Lazarus. Claiborne Co., Deed book B1, page 37
John Y. Estes December 29, 1818, Halifax Co., VA Sept. 19, 1895, Montague Co., TX John R. Estes 1785/88-1885 Nancy Ann Moore c 1785-1860/1870 Y-DNA confirmed through multiple sons. Autosomal triangulates to several descendants through multiple lines of other children.
Proof Personal written knowledge of Claiborne County attorney, P. G. Fulkerson, published in the local newspaper who listed parents, wife, siblings, and children of John Y. Estes and wife and children of John R. Estes
Proof John R. Estes signed as a witness for John Y. Estes in 1865 when he deeded goods to son Lazarus “for natural love and affection.” In 1850 census John R. Estes lives near sons Jechonias and John Y. Estes
Proof John Y. Estes’s and John R. Estes’s death conveyed in letters between family in Claiborne County, TN, Texas, and Oklahoma
John R. Estes 1785-1788, Halifax Co., VA May 1885, Claiborne Co., TN George Estes 1763-1869 Mary Younger  ~1775-1820/1830 Y-DNA confirmed through multiple lines. Autosomal confirmed triangulation of multiple lines of his children and his ancestors. Descendants’ DNA triangulates to that of Nancy Ann Moore’s ancestors.
Proof Halifax County 1812 personal property tax list where John R. Estes is listed as the son of George Estes and lives next to him.
Proof Halifax Co., VA chancery suit dealing with property of Moses Estes, father of George Estes, lists John R. and his wife’s name and location in Tennessee as Moses’s descendants.
Proof War of 1812 pension application
George Estes Feb. 3, 1763, Amelia Co., VA July 1859, Halifax Co., VA Moses Estes Jr. 1742-1813 Luremia Combs c1742-1820/1830 Y-DNA haplogroup descended from Moses Estes Sr. 1711-1787 and autosomal from his maternal and paternal lines, both.

I’ll stop here because you clearly understand the process. If I were applying for membership in a lineage society, I would simply continue this chart until I reached the individual in question. In this example, George Estes is a Revolutionary War soldier, so I could apply for DAR membership, assuming I meet their various criteria.

Another aid in documenting your ancestors is lineage organizations and their records, but keep in mind that their evidence, especially that submitted decades ago, may not be sufficient today.

DNA Confirmation

DNA can either confirm this relationship, even without a paper trail, or conversely, it can burn it all down.

The closer in time a DNA relationship is, the more likely you’ll be able to confirm it using autosomal DNA.

Sometimes, Y-DNA is a consideration, and it certainly would be in this circumstance, except that I’m not a male, and we don’t have a living Estes male descended directly from William George Estes (through all males) to test.

Mitochondrial DNA can’t be used in this circumstance either since William George Estes’s children have their mother’s mitochondrial DNA, not his.

For the purposes of today’s proof, I used the Family Finder autosomal DNA test.

Buster Estes, now deceased, grandson of Lazarus Estes through his son Charlie Tomas Estes, is my 1C1R, (first cousin once removed). He tested both his Y-DNA and took the autosomal  Family Finder test for me many years ago.

Additionally, Cornie Epperson’s grandchild and great-grandchild, my second cousin and 2C1R, agreed to autosomal DNA testing for me as well. Cornie’s grandchild agreed to test their mitochondrial DNA, which descends from Elizabeth Vannoy – for which I remain immensely grateful.

All of these cousins match me, as well as each other, appropriately, as would be expected for their respective relationships to me and to each other.

Since then, additional descendants of Lazarus Estes and Elizabeth Vannoy have tested and match others at the appropriate, expected level.

I also match other descendants of Elizabeth Vannoy’s parents, as do my cousins, so I can literally walk both Estes and Vannoy segments back in time.

In this case, NOT matching close Estes relatives would conclusively prove that I’m NOT related to the more distant Estes family.

However, if I didn’t match, it’s also possible that my father would not have matched those people either. I don’t have a full sibling through my father, but I do have a half-sibling whose descendants I match appropriately for the expected relationship. That proves that I’m my father’s biological child.

My half-sister died before DNA testing. NOT matching my sister’s descendants would confirm that we were not sisters, meaning we did not share the same father. One or the other of us would probably match Estes descendants, such as our second cousins. Fortunately, we match each other and Estes descendants.

Unfortunately, my half-brother Dave did not match me, nor any Estes family members, providing that we did not share a biological father – a heartbreaking discovery. He’s still my brother though, just not biologically, and I loved him dearly. (For the record, I found Dave’s father and his family after his death.)

I can prove that my father descends from his father because I also match the descendants of my father’s paternal half-siblings, as expected.

I also match (and triangulate with) the descendants of my grandfather’s sibling, Cornie Epperson, as expected, which proves my connection back to Lazarus and, therefore, my father and grandfather’s connection to Lazarus, too.

By the time we reach John R. Estes, son of George Estes, we can also use Y-DNA. While I personally can’t test for the Estes Y-DNA, a descendant of John R. Estes has taken the Big Y-700 test, needed for this level of detail, and they match the unique mutation (R-ZS3700) that occurred between Abraham Estes and his son Moses Estes Sr., then descended through Moses Jr. to George to John R., then on to our tester, confirming this paternal lineage.

Furthermore, I and other descendants of Lazarus Estes autosomally match Y-DNA descendants of John R. Estes as would be expected of 3rd or 4th cousins.

Therefore, by proxy, using both Y-DNA and Family Finder, we are all confirmed to descend from this entire Estes lineage, to and including Lazarus Estes and his son, William George Estes, through my father to me.

Whew!!!

Summary

Yes, it was a long, detailed path to get here using both traditional genealogical research and DNA results, but we did, and that’s really all that matters. I probably provided more examples than I really needed to, but I’m trying to answer as many “what about this” questions as I can, in advance. The Proof Table methodology isn’t cast in concrete and is easy to replicate and adapt based on your situation and the records at hand.

My final word of caution would be to make sure you don’t discount or omit negative evidence inadvertently. I made that mistake when I was less experienced because I didn’t realize the importance of negative evidence.

I’ve seen situations where a resource was not recorded because there “was nothing there,” when the fact that “nothing was there” is in itself important negative evidence that needs to be weighed and considered.

That’s one reason why preparing a list of all the resources in a particular area is so important. When you discover new resources or they become available, be sure to record and check those resources. For example, if a tax list for a particular county or district is uncovered, record that resource, even if the person you’re seeking isn’t listed there. The next question to ask is why they would not be listed, which may lead you to seek out or perhaps reevaluate other information.

Future Topics

I have three more articles planned in this series and expect to publish the next one in the winter.

  • DNA as Proof – or Not
  • Leveling up
  • Writing it Up

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FamilyTreeDNA Summer Sale Ends Soon

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Rarely does FamilyTreeDNA put all of their products on sale at the same time, but this Summer Sale is a notable exception.

Not only are all new tests on sale, but so are upgrades, including mitochondrial and Y-DNA STR to Big Y-700 upgrades. So, if you’ve tested at the Y-DNA 37, 67, or 111 marker level, this is the perfect opportunity to discover more.

Plus, there are GREAT prices on bundles of multiple tests. If you aren’t sure which tests are beneficial for what, the article, 4 Kinds of DNA for Genetic Genealogy will help you sort things out.

If you’ve been considering a test or an upgrade for yourself or another family member, now’s a great time. I asked permission to upgrade a cousin’s Y-DNA just this morning, and he gladly agreed. I added a Family Finder test, too, because knowing who else in our study group he matches will help determine how closely people are related.

This sale ends in 5 days, August 31st at 1:59 am CDT, so don’t miss this opportunity.

Just the Facts, Please

Here’s the non-marketing “just the facts” list of regular and sale prices for comparison.

Are you seeing someone over the upcoming holiday weekend that would be a good testing candidate? What brick walls might be broken down?

Single Products
Product Regular Price Sale Price
Family Finder $79 $49
Autosomal Transfer Unlock  $19 $10
Mitochondrial mtFull Sequence  $159 $129
Y-37 $119 $99
Y-111 $249 $209
Big Y-700 $449 $399
Bundles
Bundle Regular Price Sale Price
Family Finder + mtFull Sequence  $238 $169
Family Finder + Y-37 $198 $139
Family Finder + Y-111 $328 $249
Family Finder + Big Y-700 $528 $439
mtFull Sequence + Y-37 $278 $219
mtFull Sequence + Y-111 $408 $329
mtFull Sequence + Big Y-700 $608 $499
Family Finder + mtFull Sequence + Y-37 $357 $259
Family Finder + mtFull Sequence + Y-111 $487 $369
Family Finder + mtFull Sequence + Big Y-700 $687 $507
Upgrades
Upgrade Regular Price Sale Price
Y-12 to Y-37 $79 $59
Y-12 to Y-67 $149 $139
Y-12 to Y-111 $199 $159
Y-12 to Big Y-700 $399 $339
Y-25 to Y-37 $49 $39
Y-25 to Y-67 $119 $109
Y-25 to Y-111 $189 $139
Y-25 to Big Y-700 $389 $339
Y-37 to Y-67 $89 $69
Y-37 to Y-111 $139 $119
Y-37 to Big Y-700 $339 $299
Y-67 to Y-111 $89 $79
Y-67 to Big Y-700 $279 $229
Y-111 to Big Y-700 $239 $189
Big Y-500 to Big Y-700 $209 $189
Mitochondrial mtDNA to mtFull Sequence $119 $79
Mitochondrial mtDNA+ to mtFull Sequence $119 $79

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Holiday DNA Sales Are Here!!!

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I apologize for the brevity of this posting, but I came home from the FamilyTreeDNA Conference this past weekend with “conference crud.”

I’ll catch you up on that great conference later, but sales won’t wait, and the holiday sales have already begun. This is a great time to order. These prices are the lowest ever.

MyHeritage

The MyHeritage autosomal test is only $36, and shipping is free if you order two or more DNA tests. That’s a GREAT deal. Click here to order.

If you’ve already tested elsewhere, you can upload your raw DNA file from that vendor to MyHeritage, here. I’ve provided step-by-step instructions, here. After you’ve uploaded, be sure to purchase the $29 unlock for advanced autosomal features, including the MyHeritage chromosome browser and Theories of Family Relativity, which shows you how you connect with DNA matches who share the same ancestor in MyHeritage’s collection of 52 million trees.

If you’re new to MyHeritage, you can also purchase a data or records subscription here, including a free trial.

I use this combination of DNA, trees, and tools almost daily and love that MyHeritage sends me regular record matches from their billions of genealogy records.

FamilyTreeDNA

Every test is on sale at FamilyTreeDNA.

As you know, FamilyTreeDNA provides Y-DNA, mitochondrial, and autosomal testing through their Family Finder test. They also accept autosomal DNA file uploads from Ancestry and MyHeritage. You’ll find easy download and upload instructions for each vendor, here. The advanced feature unlock is on sale now for just $9!

You can order each test individually or bundle tests for a better price.

Note that the introductory Y-DNA 37-marker test is available for $99, and can later be upgraded to the Big-Y test. However, the Big Y-700 is on sale for $399 which is a great price. Y-DNA testing unlocks your paternal ancestor’s history revealed in FamilyTreeDNA‘s world-class Discover tools.

If you’ve already tested at FamilyTreeDNA and would like to add another test for yourself or upgrade, say to the Big-Y test, just click here, sign on, and click on the Add Ons and Upgrade button in the upper right-hand corner.

I hope I’m not spilling the beans, but all sale prices, including upgrades and autosomal transfer unlocks, are shown below:

Genealogy Goals

The holidays are coming! Take a look at what you need for your genealogy.

I decided a long time ago it’s absolutely fine to “gift myself” with purchases and upgrades for my cousins. Especially the Big Y-700 at FamilyTreeDNA and the mitochondrial DNA test, which is vastly underutilized. This helps my genealogy immensely, as well as theirs. Most people are happy to swab, especially if you’re doing the genealogy work.

My goal is to:

  • Have the autosomal DNA of each of my family members and cousins in both databases that provide chromosome browsers so that I can confirm ancestors at FamilyTreeDNA and MyHeritage.
  • Find male cousins to test for the Y-DNA, the surname lineage of each of my ancestral lines. Males who descend paternally from each male ancestor can usually be tracked by their surname.
  • Mitochondrial DNA for each of my ancestors. For mitochondrial DNA testing, we need testers descended through all females from each female ancestor, although males in the current generation can test. Everyone has their mother’s direct matrilineal line mitochondrial DNA.

To find testing candidates for your lineages, check projects at FamilyTreeDNA, autosomal matches at all vendors, your ancestors at WikiTree, ThruLines at Ancestry, even though ThruLines is still having issues, and Theories of Family Relativity at MyHeritage.

With DNAtests on sale right now, this is a great time to purchase tests at MyHeritage and FamilyTreeDNA.

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Which DNA Test Should I Buy? And Why?

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Which DNA test should I buy, and why?

I receive questions like this often. As a reminder, I don’t take private clients anymore, which means I don’t provide this type of individual consulting or advice. However, I’m doing the next best thing! In this article, I’m sharing the step-by-step process that I utilize to evaluate these questions so you can use the process too.

It’s important to know what questions to ask and how to evaluate each situation to arrive at the best answer for each person.

Here’s the question I received from someone I’ll call John. I’ve modified the wording slightly and changed the names for privacy.

I’m a male, and my mother was born in Charleston, SC. My maternal grandmother’s maiden name was Jones and a paternal surname was Davis. The family was supposed to have been Black, Dutch, Pennsylvania Dutch, and Scots-Irish…only once was I told I was 3/16 Indian, with Davis being 3/4 and Jones being full Indian.

Do I have enough reasonable information to buy a test, and which one?

Please note that it’s common for questions to arrive without all the information you need to provide a sound answer – so it’s up to you to ask those questions and obtain clarification.

Multiple Questions

There are actually multiple questions here, so let me parse this a bit.

  1. John never mentioned what his testing goal was.
  2. He also never exactly said how the paternal line of Davis was connected, so I’ve made an assumption. For educational purposes, it doesn’t matter because we’re going to walk through the evaluation process, which is the same regardless.
  3. John did not include a tree or a link to a tree, so I created a rudimentary tree to sort through this. I need the visuals and normally just sketch it out on paper quickly.
  4. Does John have enough information to purchase a test?
  5. If so, which test?

There is no “one size fits all” answer, so let’s discuss these one by one.

Easy Answers First

The answer to #4 is easy.

Anyone with any amount of information can purchase a DNA test. Adoptees do it all the time, and they have no prior information.

So, yes, John can purchase a test.

The more difficult question is which test, because that answer depends on John’s goals and whether he’s just looking for some quick information or really wants to delve into genealogy and learn. Neither approach is wrong.

Many people think they want a quick answer –  and then quickly figure out that they really want to know much more about their ancestors.

I wrote an article titled DNA Results – First Glances at Ethnicity and Matching for new testers, here.

Goals

Based on what John said, I’m going to presume his goals are probably:

  • To prove or disprove the family oral history of Black, Dutch, Pennsylvania Dutch (which is actually German,) Scots-Irish, and potentially Native American.
  • John didn’t mention actual genealogy, which would include DNA matches and trees, so we will count that as something John is interested in secondarily. However, he may need genealogy records to reach his primary goal.

If you’re thinking, “The process of answering this seemingly easy question is more complex than I thought,” you’d be right.

Ethnicity in General

It sounds like John is interested in ethnicity testing. Lots of people think that “the answer” will be found there – and sometimes they are right. Often not so much. It depends.

The great news is that John really doesn’t need any information at all to take an autosomal DNA test, and it doesn’t matter if the test-taker is male or female.

To calculate each tester’s ethnicity, every testing company compiles their own reference populations, and John will receive different results at each of the major companies. Each company updates their ethnicity results from time to time as well, and they will change.

Additionally, each company provides different tools for their customers.

The ethnicity results at different companies generally won’t match each other exactly, and sometimes the populations look quite different.

Normally, DNA from a specific ancestor can be found for at least 5 or 6 generations. Of course, that means their DNA, along with the DNA from all of your other ancestors is essentially combined in a communal genetic “pot” of your chromosomes, and the DNA testing company needs to sort it out and analyze your DNA for ethnicity.

DNA descended from ancestors, and their populations, further back in people’s trees may not be discerned at all using autosomal DNA tests.

A much more specific “ethnicity” can be obtained for both the Y-DNA line, which is a direct patrilineal line for men (blue arrow,) and the mitochondrial DNA line (pink arrows,) which is a direct matrilineal line for everyone, using those specific tests.

We will discuss both of those tests after we talk about the autosomal tests available from the four major genealogy DNA testing companies. All of these tools can and should be used together.

Let’s Start with Native American

Let’s evaluate the information that John provided.

John was told that he “was 3/16 Indian, with Davis being 3/4 and Jones being full Indian.”

We need to evaluate this part of his question slightly differently.

I discussed this in the article, Ancestral DNA Percentages – How Much of Them is in You?

First, we need to convert generations to 16ths.

You have two ancestors in your parent’s generation, four in your grandparents, and so forth. You have 16 great-great-grandparents. So, if John was 3/16th Native, then three of his great-great-grandparents would have been fully Native, or an equivalent percentage. In other words, six ancestors in that generation could have been half-Native. Based on what John said, they would have come from his mother’s side of the tree. John is fortunate to have that much information to work with.

He told us enough about his tree that we can evaluate the statement that he might be 3/16ths Native.

Here’s the tree I quickly assembled in a spreadsheet based on John’s information.

His father, at left, is not part of the equation based on the information John provided.

On his mother’s side, John said that Grandfather Davis is supposed to be three-quarters Native, which translates to 12/16ths. Please note that it would be extremely beneficial to find a Y-DNA tester from his Davis line, like one of his mother’s brothers, for example.

John said that his Grandmother Jones is supposed to be 100% Native, so 16/16ths.

Added together, those sum to 28/32, which reduces down to 14/16th or 7/8th for John’s mother.

John would have received half of his autosomal DNA from his mother and half from his non-Native father. That means that if John’s father is 100% non-Native, John would be half of 14/16ths or 7/16ths, so just shy of half Native.

Of course, we know that we don’t always receive exactly 50% of each of our ancestors’ DNA (except for our parents,) but we would expect to see something in the ballpark of 40-45% Native for John if his grandmother was 100% Native and his grandfather was 75%.

Using simple logic here, for John’s grandmother to be 100% Native, she would almost assuredly have been a registered tribal member, and the same if his grandfather was 75% Native. I would think that information would be readily available and well-known to the family – so I doubt that this percentage is accurate. It would be easy to check, though, on various census records during their lifetimes where they would likely have been recorded as “Indian.” They might have been in the special “Indian Census” taken and might be living on a reservation.

It should also be relatively easy to find their parents since all family members were listed every ten years in the US beginning with the 1850 census.

The simple answer is that if John’s grandparents had as much Native as reported, he would be more than 3/16th – so both of these factoids cannot simultaneously be accurate. But that does NOT mean neither is accurate.

John could be 7/8th or 40ish%, 3/16th or 18ish%, or some other percentage. Sometimes, where there is smoke, there is fire. And that seems to be the quandary John is seeking to resolve.

Would  Ethnicity/Population Tests Show This Much Native?

Any of the four major testing companies would show Native for someone whose percentage would be in the 40% or 18% ballpark.

The easiest ethnicities to tell apart from one another are continental-level populations. John also stated that he thinks he may also have Black ancestry, plus Dutch, Pennsylvania Dutch (German), and Scots-Irish. It’s certainly possible to verify that using genealogy, but what can DNA testing alone tell us?

How far back can we expect to find ethnicities descending from particular ancestors?

In this table, you can see at each generation how many ancestors you have in that generation, plus the percentage of DNA, on average, you would inherit from each ancestor.

All of the major DNA testing companies can potentially pick up small trace percentages, but they don’t always. Sometimes one company does, and another doesn’t. So, if John has one sixth-generation Native American ancestor, he would carry about 1.56% Native DNA, if any.

  • Sometimes a specific ethnicity is not found because, thanks to random recombination, you didn’t inherit any of that DNA from those ancestors. This is why testing your parents, grandparents, aunts, uncles, and siblings can be very important. They share your same ancestors and may have inherited DNA that you didn’t that’s very relevant to your search.
  • Sometimes it’s not found because the reference populations and algorithms at that testing company aren’t able to detect that population or identify it accurately, especially at trace levels. Every DNA testing company establishes their own reference populations and writes internal, proprietary ethnicity analysis algorithms.
  • Sometimes it’s not found because your ancestor wasn’t Native or from that specific population.
  • Sometimes it’s there, but your population is called something you don’t expect.

For example, you may find Scandinavian when your ancestor was from England or Ireland. The Vikings raided the British Isles, so while some small amount of Scandinavian is not what you expect, that doesn’t mean it‘s wrong. However, if all of your family is from England, it’s not reasonable to have entirely Scandinavian ethnicity results.

It’s also less likely as each generation passes by that the information about their origins gets handed down accurately to following generations. Most non-genealogists don’t know the names of their great-grandparents, let alone where their ancestors were from.

Using a 25-year average generation length, by the 4th generation, shown in the chart above, you have 16 ancestors who lived approximately 100 years before your parents were born, so someplace in the mid-1800s. It’s unlikely for oral history from that time to survive intact. It’s even less likely from a century years earlier, where in the 7th generation, you have 128 total ancestors.

The best way to validate the accuracy of your ethnicity estimates is by researching your genealogy. Of course, you need to take an ethnicity test, or two, in order to have results to validate.

Ethnicity has a lot more to offer than just percentages.

Best Autosomal Tests for Native Ethnicity

Based on my experience with people who have confirmed Native ancestry, the two best tests to detect Native American ethnicity, especially in smaller percentages, are both FamilyTreeDNA and 23andMe.

Click images to enlarge

In addition to percentages, both 23andMe and FamilyTreeDNA provide chromosome painting for ethnicity, along with segment information in download files. In other words, they literally paint your ethnicity results on your chromosomes.

They then provide you with a file with the “addresses” of those ethnicities on your chromosomes, which means you can figure out which ancestors contributed those ethnicity segments.

The person in the example above, a tester at FamilyTreeDNA, is highly admixed with ancestors from European regions, African regions and Native people from South America.

Trace amounts of Native American with a majority of European heritage would appear more like this.

You can use this information to paint your chromosome segments at DNAPainter, along with your matching segments to other testers where you can identify your common ancestors. This is why providing trees is critically important – DNA plus ancestor identification with our matches is how we confirm our ancestry.

This combination allows you to identify which Native (or another ethnicity) segments descended from which ancestors. I was able to determine which ancestor provided that pink Native American segment on chromosome 1 on my mother’s side.

I’ve provided instructions for painting ethnicity segments to identify their origins in specific ancestors, here.

Autosomal and Genealogy

You may have noticed that we’ve now drifted into the genealogy realm of autosomal DNA testing. Ethnicity is nice, but if you want to know who those segments came from, you’ll need:

  • Autosomal test matching to other people
  • To identify your common ancestor with as many matches as you can
  • To match at a company who provides you with segment information for each match
  • To work with DNAPainter, which is very easy

The great news is that you can do all of that using the autosomal tests you took for ethnicity, except at Ancestry who does not provide segment information.

Best Autosomal Test for Matching Other Testers

The best autosomal test for matching may be different for everyone. Let’s look at some of the differentiators and considerations.

If you’re basing a testing recommendation solely on database size, which will probably correlate to more matches, then the DNA testing vendors fall into this order:

If you’re basing that recommendation on the BEST, generally meaning the closest matches for you, there’s no way of knowing ahead of time. At each of the four DNA testing companies, I have very good matches who have not tested elsewhere. If I weren’t in all four databases, I would have missed many valuable matches.

If you’re basing that recommendation on which vendor began testing earliest, meaning they have many tests from people who are now deceased, so you won’t find their autosomal tests in other databases that don’t accept uploads, the recommended testing company order would be:

If you’re basing that recommendation on matches to people who live in other countries, the order would be:

Ancestry and 23andMe are very distant third/fourth because they did not sell widely outside the US initially and still don’t sell in as many countries as the others, meaning their testers’ geography is more limited. However, Ancestry is also prevalent in the UK.

If you’re basing that recommendation on segment information and advanced tools that allow you to triangulate and confirm your genetic link to specific ancestors, the order would be:

Ancestry does NOT provide any segment information.

If you’re basing that recommendation on unique tools provided by each vendor, every vendor has something very beneficial that the others don’t.

In other words, there’s really no clear-cut answer for which single autosomal DNA test to order. The real answer is to be sure you’re fishing in all the ponds. The fish are not the same. Unique people test at each of those companies daily who will never be found in the other databases.

Test at or upload your DNA to all four DNA testing companies, plus GEDmatch. Step-by-step instructions for downloading your raw data file and uploading it to the DNA testing companies who accept uploads can be found, here.

Test or Upload

Not all testing companies accept uploads of raw autosomal DNA data files from other companies. The good news is that some do, and it’s free to upload and receive matches.

Two major DNA testing companies DO NOT accept uploads from other companies. In other words, you have to test at that company:

Two testing companies DO accept uploads from the other three companies. Uploads and matching are free, and advanced features can be unlocked very cost effectively.

  • FamilyTreeDNA – free matching and $19 unlock for advanced features
  • MyHeritage – free matching and $29 unlock.for advanced features

I recommend testing at both 23andMe and Ancestry and uploading one of those files to both FamilyTreeDNA and MyHeritage, then purchasing the respective unlocks.

GEDmatch

GEDmatch is a third-party matching site, not a DNA testing company. Consider uploading to GEDmatch because you may find matches from Ancestry who have uploaded to GEDmatch, giving you access to matching segment information.

Other Types of DNA

John provided additional information that may prove to be VERY useful. Both Y-DNA and mitochondrial DNA can be tested as well and may prove to be more useful than autosomal to positively identify the origins of those two specific lines.

Let’s assume that John takes an autosomal test and discovers that indeed, the 3/16th Native estimate was close. 3/16th equates to about 18% Native which would mean that three of his 16 great-great-grandparents were Native.

John told us that his Grandmother Jones was supposed to be 100% Native.

At the great-great-grandparent level, John has 16 ancestors, so eight on his mother’s side, four from maternal grandmother Jones and four from his maternal grandfather Davis.

John carries the mitochondrial DNA of his mother (red boxes and arrows,) and her mother, through a direct line of females back in time. John also carries the Y-DNA of his father (dark blue box, at left above, and blue arrows below.)

Unlike autosomal DNA which is admixed in every generation, mitochondrial DNA (red arrows) is inherited from that direct matrilineal line ONLY and never combines with the DNA of the father. Mothers give their mitochondrial DNA to both sexes of their children, but men never contribute their mitochondrial DNA to offspring. Everyone has their mother’s mitochondrial DNA.

Because it never recombines with DNA from the father, so is never “watered down,” we can “see” much further back in time, even though we can’t yet identify those ancestors.

However, more importantly, in this situation, John can test his own mitochondrial DNA that he inherited from his mother, who inherited it from her mother, to view her direct matrilineal line.

John’s mitochondrial DNA haplogroup that will be assigned during testing tells us unquestionably whether or not his direct matrilineal ancestor was Native on her mother’s line, or not. If not, it may well tell us where that specific line originated.

You can view the countries around the world where Y-DNA haplogroups are found, here, and mitochondrial haplogroups, here.

If John’s mitochondrial DNA haplogroup is Native, that confirms that one specific line is Native. If he can find other testers in his various lines to test either their Y-DNA or mitochondrial DNA, John can determine if other ancestors were Native too. If not, those tests will reveal the origins of that line, separate from the rest of his genealogical lines.

Although John didn’t mention his father’s line, if he takes a Y-DNA test, especially at the Big Y-700 level, that will also reveal the origins of his direct paternal line. Y-DNA doesn’t combine with the other parent’s DNA either, so it reaches far back in time too.

Y-DNA and mitochondrial DNA tests are laser-focused on one line each, and only one line. You don’t have to try to sort it out of the ethnicity “pot,” wondering which ancestor was or was not Native.

My Recommendation

When putting together a testing strategy, I recommend taking advantage of free uploads and inexpensive unlocks when possible.

  • To confirm Native American ancestry via ethnicity testing, I recommend testing at 23andMe and uploading to FamilyTreeDNA, then purchasing the $19 unlock. The free upload and $19 unlock are less expensive than testing there directly.
  • For matching, I recommend testing at Ancestry and uploading to MyHeritage, then unlocking the MyHeritage advanced features for $29, which is less expensive than retesting. Ancestry does not provide segment information, but MyHeritage (and the others) do.

At this point, John will have taken two DNA tests, but is now in all four databases, plus GEDmatch if he uploads there.

  • For genealogy research on John’s lines to determine whether or not his mother’s lines were Native, I recommend an Ancestry and a MyHeritage records subscription, plus using WikiTree, which is free.
  • To determine if John’s mother’s direct matrilineal female line was Native, I recommend that John order the mitochondrial DNA test at FamilyTreeDNA.
  • When ordering multiple tests, or uploading at FamilyTreeDNA, be sure to upload/order all of one person’s tests on the same DNA kit so that those results can be used in combination with each other.

Both males and females can take autosomal and mitochondrial DNA tests.

  • To discover what he doesn’t know about his direct paternal, meaning John’s surname line – I recommend the Big Y-700 test at FamilyTreeDNA.

Only males can take a Y-DNA test, so women would need to ask their father, brother, or paternal uncle, for example, to test their direct paternal line.

  • If John can find a male Davis from his mother’s line, I recommend that he purchase the Big Y-700 test at FamilyTreeDNA for that person, or check to see if someone from his Davis line may have already tested by viewing the Davis DNA Project. Like with mitochondrial DNA, the Y-DNA haplogroup will tell John the origins of his direct Davis male ancestor – plus matching of course. He will be able to determine if they were Native, and if not, discover the origins of the Davis line.
  • For assigning segments to ancestors and triangulating to confirm descent from a common ancestor, I recommend 23andMe, MyHeritage, FamilyTreeDNA and GEDmatch, paired with DNAPainter as a tool.

Shopping and Research List

Here are the tests and links recommended above:

More Than He Asked

I realize this answer is way more than John expected or even knew to ask. That’s because there is often no “one” or “one best” answer. There are many ways to approach the question after the goal is defined, and the first “answer” received may be a bit out of context.

For example, let’s say John has 2% Native ancestry and took a test at a vendor who didn’t detect it. John would believe he had none. But a different vendor might find that 2%. If it’s on his mother’s direct matrilineal line, mitochondrial DNA testing will confirm, or refute Native, beyond any doubt, regardless of autosomal ethnicity results – but only for that specific ancestral line.

Autosomal DNA can suggest Native across all your DNA, but Y-DNA and mitochondrial DNA confirm it for each individual ancestor.

Even when autosomal testing does NOT show Native American, or African, for example, it’s certainly possible that it’s just too far back in time or has not been passed down during random recombination, but either Y-DNA or mitochondrial DNA will unquestionably confirm (or refute) the ancestry in question if the right person is tested.

This is exactly why I attempt to find a cousin who descends appropriately from every ancestor and provide testing scholarships. It’s important to obtain Y-DNA and mitochondrial DNA information for each ancestor.

Which Test Should I Order?

What steps will help you decide which test or tests to take?

  1. Define your testing goal.
  2. Determine if your Y-DNA or mitochondrial DNA will help answer the question.
  3. Determine if you need to find ancestors another generation or two back in time to get the most benefit from DNA testing. In our example, if John discovered that both of his grandparents were enrolled tribal members, that’s huge, and the tribe might have additional information about his family.
  4. Subscribe to Ancestry and MyHeritage records collections as appropriate to perform genealogical research. Additional information not only provides context for your family, it also provides you with the ability to confirm or better understand your ethnicity results.
  5. Extend your tree so that you can obtain the best results from the three vendors who support trees; Ancestry, FamilyTreeDNA, and MyHeritage. All three use trees combined with DNA tests to provide you with additional information.
  6. Order 23andMe and Ancestry autosomal DNA tests.
  7. Either test at or upload one of those tests to MyHeritage, FamilyTreeDNA, and GEDmatch.
  8. If a male, order the Big Y-700 DNA test. Or, find a male from your ancestral line who has taken or will take that test. I always offer a testing scholarship and, of course, share the exciting results!
  9. Order a mitochondrial DNA test for yourself and for appropriately descended family members to represent other ancestors. Remember that your father (and his siblings) all carry your paternal grandmother’s mitochondrial DNA. That’s often a good place to start after testing your own DNA.
  10. If your parents or grandparents are alive, or aunts and uncles, test their autosomal DNA too. They are (at least) one generation closer to your ancestors than you are and will carry more of your ancestors’ DNA.
  11. Your siblings will carry some of your ancestors’ DNA that you do not, so test them too if both of your parents aren’t available for testing.

Enjoy!!!

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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 the price you pay but helps me to 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

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Genealogy Books

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