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

Click on any image to enlarge

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

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

This is a game-changer!!

Why Are These Features Important?

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

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

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

Specifically:

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

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

Automated Triangulation

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

How cool is this?!!!

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

Remember, every segment has its own unique history.

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

Select the Matrix

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

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

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

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

Next, select which type of data will be compared.

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

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

Relationship Range

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

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

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

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

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

Number of Segments Shared

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

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

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

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

Total cMs Shared

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

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

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

Bucketed or Parental Side Matching

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

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

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

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

They’re compared in the various matrix configurations.

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

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

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

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

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

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

Look how easy that was!

I love this new Matrix tool.

Triangulation

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

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

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

Check Your Matches and Upload

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

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

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

Take a look! What are you discovering?

_____________________________________________________________

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

2024 Retrospective – Plus New Color Version of Complete Guide to FamilyTreeDNA

I hope 2024 was a great year for you.

2024 was an amazing year that included the release of my new book, Complete Guide to FamilyTreeDNA, and two genealogy-focused trips. I was also able to use Y-DNA to extend multiple paternal lines and break down a mitochondrial brick wall. It hardly gets better than this, but I have a focus list for 2025 already – and I hope you do, too.

But before we move on to 2025, let’s take a look at what was popular in 2024. Did you miss anything? Now is a great time to review, and I’ve assembled a list of this year’s top ten articles for you.

2024 in Review

Each year, I look back at my blog’s end-of-year statistics to see which articles were the most popular. I published 75 articles in 2024, which is an article about every four and a half days.

The Top 10 List isn’t just compiled from this year’s new articles, but the top 10 articles read this year from all 1738 articles that I’ve published over the past 12.5 years. I’ve noted the publication year by the article name.

Four of this year’s top 10 also fall in the all-time top 10. Of course, articles that have been published longer have more time to accrue views.

Article 2024 All Time
Concepts – Calculating Ethnicity Percentages (2017) 1 2
442 Ancient Viking Skeletons Hold DNA Surprised – Does Your Y or Mitochondrial DNA Match? (2020) 2
Ancestral DNA Percentages – How Much of Them is in You? (2017) 3 5
Proving Native American Ancestry Using DNA (2012) 4 1
23andMe Trouble – Step-by-Step Instructions to Preserve Your Data and Matches (2024) 5
DNA Inherited from Grandparents and Great-Grandparents (2020) 6
Ancestry’s ThruLines and Shared Matches Now Require a Subscription (2024) 7
Native American Mitochondrial Haplogroups (2013) 8 10
FamilyTreeDNA Tree Integration with MyHeritage – Step-by-Step Instructions (2024) 9
Y-DNA: Step-by-Step Analysis (2020) 10

Consistently, Native American DNA, ethnicity, and inheritance prove to be overwhelmingly popular topics. This probably explains the success of my book, DNA for Native American Genealogy. It’s timeless, and there are always new people searching! Thank you to everyone who has purchased it.

Of course, articles about this year’s announcements in the genetic genealogy world are always popular. The articles that didn’t make the Top 10 List but are in the 11-20 category include articles from RootsTech, two more Native American articles,  determining full or half-siblings, pedigree collapse, the Washington family burial article, plus one about my Acadian ancestors and their DNA.

Thank you to everyone who subscribes, reads, and comments. Please share this article or site link with another genealogist who you think might benefit. As you know, it’s easy to subscribe and completely free.

You can also search for keywords in articles throughout the year to answer questions when you see them on social media or elsewhere. It’s easy and educational to post or send an article link.

Complete Guide to FamilyTreeDNA – Now Available in Color

Are you ready for a good laugh?

As I was reviewing these articles, I thought to myself, “where’s the announcement of the new color version of my book, “The Complete Guide to FamilyTreeDNA”?

I literally forgot to publish that article. How could I?? I mean…seriously. (My excuse is that I was traveling, plus conferences and back-to-back hurricanes.)

So, here’s the (slightly late) mini-announcement.

Initially, in May, The Complete Guide to FamilyTreeDNA was released in a full-color e-pub version, which is available from the publisher here. You can take a look at the table of contents here.

That was followed shortly by the release of the black and white print version, available in the US from the publisher, here, and worldwide from your country’s Amazon. Selling outside the US through Amazon removes the issues of expensive international shipping, VAT tax, and customs, which significantly increases the cost of the book and delays its delivery.

The decision was made to publish initially in black and white due to printing costs, but lots of people requested a color book.

For those who have already purchased the black-and-white version, the publisher has provided a free downloadable PDF with 26 of the most critical pages in color. We really had no idea that people would be eager to purchase a color version, but that has proven to be the case, and we didn’t want earlier purchasers to be disappointed.

Drum Roll

You spoke, and we listened.

In the fall, we released a full-color print-on-demand version of The Complete Guide to FamilyTreeDNA. Again, in the US, the book is available from the publisher, here, and at Amazon elsewhere.

This book truly is comprehensive and includes both DNA education, along with how to use the FamilyTreeDNA tools, many of which are unique in the industry. For example, no other vendor offers either Y-DNA or mitochondrial DNA testing and matching.

You don’t know what you don’t know, and I encourage you to find out!

Thank You!

Thank you so much for your ongoing support. Twelve years strong, going on 13.

Be thinking about what you’d like to see in 2025, because I’m going to be asking you tomorrow!

_____________________________________________________________

Sign Up Now – It’s Free!

If you appreciate this article, subscribe to DNAeXplain for free, to automatically receive new articles by e-mail each week.

Here’s the link. Just look for the black “follow” button on the right-hand side on your computer screen below the black title bar, enter your e-mail address, and you’re good to go!

In case you were wondering, I never have nor ever will share or use your e-mail outside of the intended purpose.

_____________________________________________________________

Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Just Walking Each Other Home

I wasn’t going to write a Christmas or holiday article this year, but here we are. I couldn’t NOT write this, although, trust me, I tried.

This one is quite different, however. It’s about making a difference and, well…meet my new family.

The holidays are difficult for many people for a variety of reasons. Layers upon layers of loss and grief of all different descriptions.

Sometimes, as we lose people in our lives and there aren’t any in the “next generation” to fill new seats at the table. Then, there are none left.

Sometimes, we have recently lost a dear pet. Often, we’re closer to our pets than other humans, and their death is devastating. Our fur-family loves us unconditionally.

Sometimes, family is far away, or drifts away, or worse.

Sometimes, a run of bad luck, bad choices, or poor health leaves people in dire straights.

Sometimes, it’s the dark, cold, and grey of unrelenting winter – or maybe all of the above.

So, in a moment of insanity about 10 days ago, I decided to stop by a local Medicare/Medicaid facility to see if they had someone who needed something. Something as in something physical, such as clothes, or a visitor.

In particular, I had a hand-made cover to donate, with a few more in reserve.

I spoke with the aids a week ago Sunday, and they were talking about three people who didn’t have enough clothes. One woman only had one change. That’s all she owned.

I returned on Monday to speak with the administrator about how best to proceed.

This is a small facility with about 45 residents. It’s clean but rather threadbare. There’s no urine smell, which is always a good sign, and also no bleach smell or other “coverup” scents. The staff is very nice, welcoming, and caring.

The residents all appear to be clean and they don’t smell. It’s both an assisted living and memory care facility, but I’ve come to learn that even the people on the assisted living side are very close to needing the memory care side.

Why am I telling you this?

Because, as difficult as this is for me, there’s a huge blessing here for others. They really need us. Plus, it’s my holiday story for you.

Maybe I should subtitle this: The 10 Days of Holiday Insanity, because we’ve visited every day, and every day has held surprises of one sort or another.

I’ve disguised names. They have all given permission to take and publish their pictures, but all things considered, I’m not sure they have the agency to understand that, so all photos are disguised, too.

I discovered that they like to have their pictures taken with whatever they received and then be shown the photo. I always ask them to smile and tell them how wonderful they look – and they light right up. And everyone of them likes the photo when I show them. They also like to look at photos on my phone.

I’m borrowing liberally from my Facebook page where I’ve written about this adventure day by day. I’ll pause here to thank others. I never asked for donations of anything, but many of my friends reached out with offers and goods. Thank you to those who have helped and contributed in any way, including moral support. This hasn’t been exactly easy for me.

To be VERY clear, I’m NOT asking you for anything except to perhaps look around your community to see where you can make a difference.

Meet my three adopted family members this holiday season.

Steve

Steve has no family, at all. Translated, that means he has the barest necessities.

He’s a veteran, and after he got out of the service, he was a metal fabricator, a “tin man,” as he puts it.

He likes cars and trucks. But mostly, he likes snacks. Not healthy snacks like the facility provides, but the kind of bad-for-you snacks that all of us like.

He doesn’t feel well often, so we sometimes just have to leave his gift by the side of his bed in the gift bag and talk to him for a few minutes.

The other thing he likes to do is sit outside on the patio, so we got him a blue denim shirt, some sweatpants, a couple of t-shirts, and a patriotic throw for his bed.

Plus snacks, lots of snacks.

Ellen

Ellen is such a lovely lady. She knows that she’s forgetting things, and it worries her. She asked for puzzle books so that she can keep her mind sharp.

She doesn’t remember me from day to day unless I give her memory queues.

For example, one afternoon, she was sitting in the activity room, and outside, a fox wandered through the backyard. The building backs up against the woods.

Ellen was up and out the door like a shot. Past the patio like a sprinter. Immediately, the staff was off to retrieve her – but Ellen was thrilled to see that fox and quickly rounded the building.

Now, every day when I visit, I ask if she remembers the fox, and every day, you can see the light bulb come on, and she says she thought she was dreaming. She does sleep a lot. She’s always thrilled to know the fox was real.

Ellen has received several pieces of clothing, a throw for her bed for napping, which she does liberally, plus puzzle books.

Her favorite thing, though, is to visit and look at pictures on my phone. We look at dogs and cats and quilts and my daughter and whatever else she wants to look at. Sometimes, she tells me stories.

I just love Ellen. She’s a beautiful soul, concerned for all animals and people, and just lovely.

Bear

Bear, bless his heart.

Bear is someplace in his 80s, although he doesn’t remember how old he is. I can’t help but think about my ancestors who didn’t either.

Bear was a Navy Seal and then a farmer. He loves Harley Davidson motorcycles and thinks he still owns one or some. I don’t know that he ever did, but that doesn’t matter. He does in his mind and it makes him happy.

I’ve confirmed his military service, plus I’ve seen his literal physical scars.

His picture from when he graduated from boot camp is on his dresser. He served in Vietnam and was shot 6 times in his knees and once in the back.

You may recall that I lost my brother to the long-term effects of being shot down in Vietnam. I told him my brother served and was shot down. He asked if Dave lived. I teared up. He hugged me. We both cried. He told me that he was sorry.

I went to the local Harley dealer hoping to score some free Harley gear for Bear, but that didn’t work. A helpful employee showed me the closeout clothing rack, though, and gave me a 25% discount – plus, my friends began to donate.

We went back that same day with a Harley cap for Bear and the next day with a Harley t-shirt. He showed me his boot from when he was a little boy and told me that he was one of 10 children. How hard his mother had it raising them on the farm.

People love it when you ask them about their lives and show interest in their stories.

He’s incredibly proud of his military service.

The next day, I found him a flag and Constitution shirt. He had trouble reading it, so I read it aloud to him as he cried.

OMG!

I cried too.

We hugged each other.

God bless this man.

He does have moments of clarity. I saw him smile with a glint of recognition when he first saw me and cheerily said, “Hello.”

I’ve gone every day, but yesterday…well…Bear was having a rough day.

He told me his mother died, and they wouldn’t let him leave to go to her funeral.

He had her picture on his table and was truly distressed.

I gave him a hug and distracted him with his gifts.

We gave him a patriotic throw for his bed, which he loved, and two Harley wall decorations. His room is so very bare. He wanted to find his Harley hat, so we did and put it on him.

Then he told me about his mother again and that her funeral is today.

I have way too much experience with this from prior family members, so I told him the funeral is over now. I told him I thought he went on his Harley. I asked him if he didn’t remember the funeral, and he said he did. I could tell he felt better.

Whew!

Then he told me he was going to be in a parade. Told me he was getting ready to go out to eat before the parade.

I asked him where, and we had a nice conversation about who-knows-what.

Another resident came in and tried to flirt with him. That was so cute. She asked if I was his wife, and I had to explain to both of them that I’m married to someone else.

He said, “but you’re my family, right, because you come to see me.” I told him that I had adopted him and yes, I’m family.

My heart just aches.

Then he asked if I wanted to go for a ride on his Harley with him. I told him I had to go back to work, so we’d have to do that some other time, and he was fine with that. I told him I’d be back tomorrow, which made him happy.

I know he won’t remember 10 minutes later, but he’s happy right now and he’s happy for a little bit every day that I show up.

He wants to visit with Jim again. He told Jim earlier in the week that he has a good handshake. He’s so happy when anyone comes to visit. You can see all the residents look hopefully when someone walks by.

Bear asked if he could kiss my cheek goodbye. I gave him a hug, too, and a kiss on the cheek.

I was walking out the door to his room when he turned in his wheelchair, looked at me, smiled, and said, “Love you,” just like my brother Dave used to do. That was the last thing Dave ever said to me. I smiled and said, “Love you,” and quickly escaped down the hallway past the lady who is always screaming and the people who wander aimlessly all day, tears streaming down my face for their loneliness.

I am not good at this. I would much rather die than be abandoned and confused.

I hope someday someone is kind enough to tell me that I attended my mother’s funeral, and listen to my stories about a cowboy boot. Or maybe my stories will be about my ancestors.

The Shelter

I didn’t mean to go to the shelter. Truly, I didn’t.

On Friday, the administrator of the assisted living home where our three adopted people live declined 8 or 9 personal-size quilts or lap robes, whatever you would call them. She said they already have “so many blankets.” Needless to say, I was stunned. They were for the residents, not the “facility.” However, we had little choice except to take them back home.

Then, CASA wasn’t taking donations either. Seriously??? I began to question if people really do like the quilts I make them, or if they are just being nice. Now I see how quilts wind up at Goodwill.

A third place said they like soft, plushy blankets, not cotton. WHATEVER.

On the way home, I was really struggling with where to donate those small quilts where they would actually be appreciated. It was depressing. I already struggle with the holidays, and this didn’t help at all.

Then, two things happened. First, I got a notice on my phone that the local warming shelter would be open tonight for homeless people who sleep on the ground in various places. Just so you know, this includes children.

These people are in dire need. Some from their own poor choices, some from mental illness, some from whatever. It doesn’t matter. Many here got flooded out in two back-to-back hurricanes. One woman lives in her car. Once you’re in that situation, it’s extremely difficult to get out of it.

This clicked with what my friend had posted that morning about having lost her son several years ago today.

I immediately knew what we needed to do.

We went home and gathered more things. Warm felt booties and socks, plus another blanket. When the church that offers their building as the warming center opened for donations at 5:30, we were waiting.

They were grateful. So very grateful.

They said the people would love that their little quilt came in a gift bag. I wondered how long it had been since they had a gift, as such.

When we left, their clients were waiting patiently in line for a warm place, a hot meal, often the only hot meal since they were last there, and some shred of dignity. Many of the donations are things like underwear and socks. They can also safely shower there. There is no homeless shelter in this county.

The entire warming center is volunteer staffed and solely run on donations from the community, including food.

They said they accommodate from 20-35 people per night when it drops below 39 degrees, and so far this season, they have helped 88 people. Many people are repeat clients. Yes, they call them clients.

I couldn’t help but think how this was actually fulfilling Christ’s mission. How he said to care for the least of us. He didn’t say except for those most in need or the ones with very serious problems, or the ones that are inconvenient or can’t remember your name. If I recall, he said something about not being judgmental, too.

So, we remembered and honored my friend’s son today with our contributions. I knew that they would be going into the woods tomorrow when the shelter closed after breakfast, but they would at least be in the possession of someone who truly needs them.

Then Jim and I got Chinese on the way home, and my fortune was truly eerie.

This is your fortune, too, and really, the fortune for all of humanity.

So I ask you…

Look around.

Who needs their hand held, a hug, or some time?

Maybe a hot meal or some snacks.

A helping hand of some type.

Just someone to listen.

Who needs walking home?

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

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

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

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

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

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

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

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

Take Advantage of the Holidays

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

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

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

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

Step 1 – Test Yourself and Your Known Family

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

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

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

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

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

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

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

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

Who Can Test For What?

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

Let’s begin with my father’s side.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Step 2 – Identify Ancestors Who Need Haplogroups

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

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

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

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

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

Step 3 – Check FamilyTreeDNA Projects

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Click any image to enlarge

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

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

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

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

Step 4 – Family Finder at FamilyTreeDNA

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

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

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

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

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

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

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

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

Step 5 – WikiTree

WikiTree is a quick and easy way to see if anyone has taken 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?

____________________________________________________________

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Genealogy Proof Series – Creating Genealogy Proof Tables

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

______________________________________________________________

Sign Up Now – It’s Free!

If you appreciate this article, subscribe to DNAeXplain for free, to automatically receive new articles by e-mail each week.

Here’s the link. Just look for the black “follow” button on the right-hand side on your computer screen below the black title bar, enter your e-mail address, and you’re good to go!

In case you were wondering, I never have nor ever will share or use your e-mail outside of the intended purpose.

_____________________________________________________________

Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

East Coast Genetic Genealogy Conference, October 4-6, Virtual or In-Person

I hope you’ll join us for the East Coast Genetic Genealogy Conference at the Maritime Conference Center in Linthicum Heights, Maryland, just a shuttle ride from the Baltimore airport.

I just love conferences that specialize in genetic genealogy. The East Coast Genetic Genealogy Conference does precisely that, featuring 25 experts with a wide variety of expertise.

Take a look at the lineup, here and the sessions, here.

I can hardly wait!!!

You can register here to attend either virtually or in person, but hurry because the early bird discount is only in effect until September 15th.

My Presentations

I’m honored to present two sessions with Janine Cloud.

For those who don’t know, Janine is a registered member of the Cherokee Tribe and we both love talking about researching Native American heritage using DNA.

Janine manages the group projects for FamilyTreeDNA, so she is uniquely qualified to explain how they work and how you can make them work better for you.

One of the very cool new tools is the Group Time Tree. We’ll explain how to use the tree as a group administrator’s tool in addition to being a fantastic problem-solver for genealogists.

DNA Academy

Several years ago, a small group of genetic genealogists discussed creating a DNA Academy where experts offer advanced topics. Mags Gaulden will share more about that fateful discussion.

The manifestation of our dream will take place for the third time at the ECCGC on October 5th, from 6-8, virtually or in person, with five guest speakers.

Book Signing

Genealogical.com will have a booth at ECCGCs and will be selling both of my books, in addition to others.

I don’t have the book signing schedule yet, but it will be displayed in the booth.

Please come by and say hello.

Hope to see you at ECCGCs!

_____________________________________________________________

Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Y-DNA Highways of History: Fleshing Out Your Ancestors Using Discover Case Studies – Webinar Free for 7 Days!!

I’m so very pleased to announce with Legacy Family Tree Webinars, that we are offering a special midsummer surprise webinar – and it’s FREE through August 1st, here.

Thank you, Legacy Family Tree Webinars, for making this webinar free!

We are using FamilyTreeDNA’s free Discover tool to reveal our ancestors’ past and their path through history.

This webinar features fun ”how-to” case studies. Who doesn’t love a good story – especially ones that you can put to use in your own genealogy right away?

We begin with an overview.

  • What are reasonable testing goals for Y-DNA?
  • Why do we want to take Y-DNA tests anyway?
  • What can we discover when we test, and when we encourage our cousins to test?
  • Where and how do we find those cousins?

If you ladies are thinking, I WISH I had a Y chromosome to test, cheer up, because one of the topics I cover is how to find relevant family members, even distant members, who can test for your male ancestral lines.

History Revealed

Genealogists always want every piece of available information. Y-DNA testing does just that and reaches beyond the barrier of surnames. In fact, it reaches beyond the possibility of genealogical research with only one test.

There’s so much to learn.

Who were my ancestors, and where did they come from? How are they related to other people, including ancient burials and notable people who lived more recently?

I’m sharing several case studies from my own genealogy. Come join me on my journey.

  • I discovered that my ancestor is related to a burial along the old Roman Road in France. He lived there before the Romans arrived. What does that mean to me today, and how can I find out?
  • I’ll also share with you how I solved an adoption case within a generation with JUST Y-DNA, and then how I used autosomal DNA matches to augment and refine that information.
  • In another case, we learned something VERY interesting and quite unexpected, revealing either a secret or information that was never passed to contemporary family researchers. Y-DNA testing is the only way this would EVER have been revealed.
  • Another ancestor appears to have been a retired Roman soldier in England. How did I figure this out? I’ll show you.
  • My Jewish friend famously said “My ancestors are in my soul. I can’t get them out of my mind.” Can you relate? The Big Y-700 test proved that his ancestors settled in Spain and exactly when they migrated to Eastern Europe using a very unconventional approach that you can utilize too.
  • Another tester discovered that he and a famous lineage match. You’ll probably recognize this historical person and you might even be related yourself. Their ancestors are found in the baptismal records of the same church in England, but their common ancestor reaches back to the people buried beneath the Saxon tombstones outside.

How did we discover all of this???

Big Y-700 testing at FamilyTreeDNA, combined with the Discover tool, sprinkled from time to time with some old-fashioned genealogy.

Once you engage in Y-DNA testing, you’ll have fascinating success stories of your own to share too.

Collect the Full Set

There’s so much to be learned about our ancestors.

I “collect” Y-DNA haplogroups from testers in each of my ancestral lines to reveal their history that has been obscured by time – and to assure my recent genealogy is accurate.

Every one of these haplogroups on my family tree, such as R-ZS3700, looks like just letters and numbers, but they aren’t. They are the keys that easily unlock that ancestor’s paternal family story, previously hidden behind history’s misty curtains. Now, they’ve been revealed! You can do exactly the same thing!

All you need to do is enter your Y-DNA haplogroup into Discover or just click through directly from your results page at FamilyTreeDNA.

Which ancestors are waiting for you?

Please enjoy this webinar. Don’t forget it’s only free for a week, so check it out now.

There’s More

Take a look at the other webinars I’ve recorded for Legacy Family Tree Webinars. (Hint – there are more coming very soon!!)

You can always access this and any of more than 2200 webinars in the library by subscribing to Legacy Family Tree Webinars, here.

_____________________________________________________________

Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Great News – Both e-Pub and Print Version of “The Complete Guide to FamilyTreeDNA” Now Available Worldwide  

  • Anyone, anyplace, can order the full-color, searchable, e-pub version of The Complete Guide to FamilyTreeDNA – Y-DNA, Mitochondrial, Autosomal and X-DNA from the publisher, Genealogical.com, here.
  • Customers within the US can order the black and white print book from the publisher, here.
  • Customers outside the US can order the print book from their country’s Amazon website. The publisher does not ship print books outside the US due to customs, shipping costs, and associated delays. They arranged to have the book printed by an international printer so that it can be shipped directly to Amazon for order fulfillment without international customers incurring additional expenses and delays. If you ordered the book previously from Amazon and a long delivery time was projected, that should be resolved now and your book should be arriving soon.

Comprehensive

This book is truly comprehensive and includes:

  • 247 pages
  • More than 267 images
  • 288 footnotes
  • 12 charts
  • 68 tips
  • Plus, an 18-page glossary

To view the table of contents, click here. To order, click here.

Thank you, everyone, for your patience and your support.

_____________________________________________________________

Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Complete Guide to FamilyTreeDNA Released in Hardcopy

Just what many of you have been waiting for! The hardcopy print version of the Complete Guide to FamilyTreeDNA has just been released.

As shown in the table of contents below, The Complete Guide to FamilyTreeDNA contains lots of logically organized information! It includes basic education about genetic genealogy and how it works, instructions on using the FamilyTreeDNA tests and tools, plus an extensive glossary.

Enjoy!

_____________________________________________________________

Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research

Genealogy Proof Series: Gathering Location Resources

This is the first article in the Genealogy Proof Series.

Most genealogists, even if they don’t realize they are genealogists yet, begin by creating a small tree of their known ancestors. Most people know who their grandparents are, and by asking a few questions, can probably complete another generation or two.

If your parents were born in 1950, your grandparents would have been born about 1920, and your great-grandparents may have been born around 1890. You probably have concrete facts about your parents. Their birthdates, birth location, marriage location, and so forth. They probably have the same information about their parents. However, with each generation reaching back in time, the information becomes less precise and less reliable. Memories fail people, and the information they were provided may not have been accurate in the first place.

For example, my mother told me what she knew about her maternal grandfather, which wasn’t much. He died when my grandmother was 20, several years before my mother was born.

As the information becomes thinner, the need for additional information and confirmation of facts becomes crucial. Furthermore, when utilizing new resources, you may discover information not previously known about close generations. One of the best resources for that is old newspapers.

Our ancestors are more than birth and death dates. I like to piece their life together, complete with historical events, both national and local, and how they influenced and affected their lives.

This first article explains how I gather and utilize location resources for each ancestor.

Before we start, let’s talk for a minute about where we are going and how this series will be organized.

The Genealogy Proof Series Roadmap

It’s difficult to put the steps in a specific order because often, I get very distracted and go right down a rabbit hole.

In other words, I’ll be working on gathering resources for a specific county, but then I find a listing for what I think is my ancestor, and before you know it, I’m off on the chase. I really, really try NOT to do that because it’s actually very distracting to the process as a whole.

It’s also difficult for me to select an order to write these articles. For example, do I write about Leveling Up, determining what you need for each ancestor, first or last?

I’ve chosen to write about that topic last because I want to step through how to gather and use the resources before we get distracted by what you need to do with individuals in your tree. It’s way too easy to go after that bright, shiny object:)

Gathering and Organizing Location Resources: This article is about how to find location resources for the area where your ancestor(s) lived. I suggest starting at the beginning, meaning your closest ancestors. You know where your parents and grandparents lived, so start there.

If you think there’s nothing there that matters because you know everything about your family – I guarantee you surprises are waiting. They may surprise you, touch your heart, or even shock you, and they are just waiting to be discovered. But before you can logically extract everything to do with your family and surname, you need a comprehensive list of what is available for your county and region.

You’ll also need to keep a record of what you looked for in that county, and when, because you may very well need to go back and access those records again in the future.

Recording Your Data: After you have a list of what’s available for your specific counties, in the next article, we’re going to talk about extracting information and recording it in a spreadsheet. If you don’t like spreadsheets, you can do the same thing in a table. But it’s critical that you record it someplace.

You’ll also index and transcribe it as you go so you can reasonably retrieve it. This is why I utilize spreadsheets – they are made for filtering and sorting.

Surname Searching: You’ve found location resources, but where do you find surname resources? For example, what about books written about the Estes surname, or internet resources? Some will be in books or webpages about the location, but certainly not everything.

How do you find additional resources?

Proof Table: Now that you HAVE data about all the people in a region or regions where your ancestors lived, how do you prove that the Moses Estes or George Estes in Halifax County, Virginia is YOUR Moses or George Estes? What about men with the same name? What if there is no definitive proof in ONE document?

We will discuss the Genealogy Proof Standard and create a proof table for every single generation because you need proof for every single generation.

Including DNA.

(If you’re beginning to think you might dislike me by the time this series is finished – I fully understand. If it helps any, some days I’m tired and mad at myself.)

DNA: How and when can you use DNA as part of your proof argument? What about the different types of DNA? When are they useful? Are they conclusive? How do they bolster or refute other evidence?

Can you resolve conflicts between DNA and a paper trail, and if so, how?

Leveling Up: Leveling up is a methodology of determining where you are in the process of evaluating EVERY PIECE OF EVIDENCE available about each ancestor.

You don’t know what you don’t know.

For those of us who have been working on genealogy for a long time, it’s easy not to think about using new resources when they become available. For example, the 1940 and 1950 census, new full-text AI from FamilySearch, and new newspaper resources like OldNews.

What do you need to do yet for each ancestor to bring them to current?

Writing It Up: Now that you HAVE this information assembled, what will you do with it? I fervently hope you’re going to write or record it for posterity. I’ve chosen the 52 Ancestors series that I’ve been writing weekly for several years, but there are other ways, too. Genealogy is about resurrecting and honoring the lives of our ancestors. The more factual information you can saturate the airwaves and internet with, the less “bad information” can take hold. Genealogy is a team sport.

Gathering and Organizing Location Resources

This article is focused on gathering and organizing resources for where your ancestor lived, NOT on retrieving the records in those resources for your ancestor and their surname. The next article will cover retrieving and recording the data using a consistent methodology.

If you’ve followed my blog for some time, you’ll know that I’m a spreadsheet person, but I also use MSWord documents to organize and utilize resources from time to time, especially if the text is long. I have one Word document for every ancestor.

I’m going to use a chart as an example, understanding that you will create your own resource-tracking tool that you’re most comfortable with.

The first consideration is that you probably have at least three ancestors in any specific location. By that, I mean at least two parents and one child. You may have significantly more ancestors and family members from that location.

Conversely, those same ancestors may have moved from location to location – even state to state or cross-country, so you may have multiple locations for the same ancestor(s).

In my family, I have clusters of ancestors in the same county. For example, my early Estes line, along with their wives’ lines including Combs, Younger and Moore, resided in Halifax County, Virginia for about 4 generations or more than 50 years. The first generation, Moses Estes (1711-1787) who moved to Halifax County by 1771 came from someplace else, and the last generation, John R. Estes (1787-1885), moved to Claiborne County, TN about 1820, not long after his marriage.

I searched Halifax County records for at least four surnames and multiple generations.

This means I needed to compile the various resources for Halifax County across a significant amount of time.

Resources for Resources

There are multiple places to find available resources for a specific county and state.

We will use these to complete our own research list by county. In the next article, we’ll be checking each one of these resources for surnames.

FamilySearch Wiki

The first thing I do when beginning to compile resources is check the FamilySearch wiki.

Googling “Halifax County, Virginia FamilySearch wiki” brings up a lovely compilation of resources.

You’ll find general information by category, followed by very specific information and multiple resources for each category.

Click on any image to enlarge

Also note that the county website link is given, along with the county formation history further down the page. Don’t neglect to check each county’s individual resources and parent county, if relevant.

If you’ve checked the wiki, or any resource list before, check back often because things change.

I enter each of the resources into a spreadsheet for that county. This is NOT the same thing as making a list of information discovered for an individual ancestor or surname. We’ll get to that later.

Don’t limit yourself to just the years that you know your ancestor was living in that county because records pertaining to that family may exist before your ancestor arrived and long after they left. Other family members may have preceded them, while lawsuits, deeds, and other records may refer to them decades after they left or died.

Here’s the beginning of a list for Halifax County,

Resource State County Link Year Range Surnames Findings
Virginia Bible Records Virginia Halifax http://usgwarchives.net/va/halifax.htm Estes, Younger, Combs, Moore One was donated by the Tune family.
Halifax Biographies Virginia Halifax http://usgwarchives.net/va/halifax.htm Estes, Younger, Combs, Moore
1782 tax list Virginia Halifax http://usgwarchives.net/va/halifax.htm, http://files.usgwarchives.net/va/halifax/census/1782/1782tax.txt 1782 Estes, Younger, Combs, Moore 5 Estes, 1 Combs, 2 Younger 6 Moore
Slave Draft for Defense of Richmond Virginia Halifax http://usgwarchives.net/va/halifax.htm

http://files.usgwarchives.net/va/halifax/court/1862slavedraft.txt

1862 Estes, Younger, Combs, Moore 2 Younger, 2 Moore

I enter the county and state in two fields, so it’s sortable. If I’m checking multiple counties using the same resource, I enter the resource twice, one for each county and the surnames in that county that I searched for.

For example, this link for Virginia Bible records takes you to a link for Halifax County Bible records on the USGenWeb site. I listed the surnames I checked for. I also noted the Tune donation because I know from prior research that the Tune home is on the old Marcus Younger land and the families intermarried. When you search any county for another surname, be sure to add it to the list so you don’t have to wonder later if you checked for that surname.

For county histories and biographies, check to see if they are available digitally. In the next article, you’ll want to search for and record all instances of your surname, even if it’s NOT your ancestor, because of the FAN club, Friends and Neighbors (thank you ,Elizabeth Shown Mills). Those people may or will help you identify which ancestors are yours. Not to mention fleshing out their lives.

Tax lists are often used to replace or supplement the census. You should be able to determine if the lists are recorded in procession order or alphabetical order. Clearly, procession order is much more relevant because it shows who lives nearby or are neighbors. This may help you identify specific individuals, especially when there are multiple people with the same name. In the case of John Estes in Halifax County, Virginia, the tax list placed “my” John by his father, George, which was a huge clue. Eventually, on a tax list that was stuffed in the back of a deed book in the Clerk’s Office, I found another tax list with the note, “S. G.” by my John’s name, and another note on the “other” John that lived in the north end of the county. “S.G.” meant son of George, as that designation had been used and spelled out for other people elsewhere in the same tax list. I’ve never been so grateful to the taxman in my life!

The Slave Draft for the Defense of Richmond is a fascinating document transcribed by a volunteer from the court minute book.

From Minute Book 20 page 169 Halifax County, Va

At a Court Held for Halifax County on Monday the 4th day of April 1862. Present Beverly Sydnor, Howell Chastain, John M. Craddock, William Moorewell, James Kent, Henry C. Logan, James Richardson, E. A. Coleman, Archer A. Farmer

The court in consideration of the Draft from the Governor of the Commonwealth for laborers on the Public Defense near Richmond do order and direct that the Sheriff of this County do proceed for ___ to require the following named persons to deliver to him the said Sheriff at News Ferry Depot, Boston Depot, Clover Depot and as may be convenient to the parties on ___ the day of ___ at such see hours as he may designate the Slaves between the ages of eighteen and fifty five years directed to be furnished by each person in the said following list and proceed with them to the City of Richmond and deliver them to the Agent of the Confederate Government and take receipt for the Slaves furnished by each person.

Then, by district, the name of the owner, and the number of enslaved persons sent.

This information may provide insight into who enslaved others at that time, which may provide insight into families that were slaveholders historically. Additionally, it may provide important hints and clues for African American researchers who seek their family and may have adopted the surname of their former enslaver after the war.

Also, please note that these records may not be entirely accurate. For example, there’s a list of ministers who performed marriages, and my Rev. William Moore is not listed, but I actually have the list of his marriages, returns made in his own handwriting obtained in the courthouse in Halifax County.

If you remember, I found my way to GenWeb through the FamilySearch Wiki. When I finish listing the GenWeb resources, I need to return to the FamilySearch wiki to list any further resources.

You may find lists of out-of-print books for land and property records and other record types. I sometimes find out-of-print books for sale at www.bookfinder.com.

If you own the book, note that it’s in your own library.

To locate books, check the WorldCat entry, but also check both the FamilySearch Catalog by county, the Fort Wayne Public Library and other book resources as well.

Surnames

While the goal of this exercise is to document and record location resources, if you stumble across surname resources, certainly don’t ignore them and think you’ll find them later – you might not.

I suggest starting either a second spreadsheet, or new tab on this spreadsheet for each surname.

I maintain a separate spreadsheet for each location and one for each surname or group of surnames on the same migration path. For example, my Combs, Estes, Moore, and Younger families are migrating from the Virginia Colony into the new frontiers, so I track them together from Amelia and Prince Edward Counties, where they are first found through Halifax County.

Ok, back to searching for our county resources.

FamilySearch Catalog

To search the FamilySearch Catalog by county, sign in and then click on Search, Catalog, and Place.

I was given the choice of British Colonial America or the United States. I’ll check both to be sure I have all available resources.

Selecting “Land and Property,” one of the items displayed is the Antrim Parish Vestry book. By clicking on that entry, you can see that it’s available in the FamilySearch Library in Salt Lake City. Maybe it’s available elsewhere too. I’ll check in a bit.

I build research lists from these resources routinely.

The entry for deed books shows that some are available online only at either the FamilySearch Library or a Family History Center (camera with key), which may be located near you. Other images are available online with no location requirement, indicated by the camera without a key, just by clicking.

These may or may not be indexed, and an index may be available elsewhere or by using the new FamilySearch Labs AI full text transcription tool. AI is not available for all records yet.

FamilySearch Labs

Next, try FamilySearch labs for additional assistance. I wrote about this new AI full text transcription tool, here.

You’ll see two features which may help you.

Using the “Find Help with AI Search” feature, type in what you’re searching for. I find the Full Text Search” to be much more helpful.

Click on “Go to Experiment.”

Typing “Halifax County, VA” into the search box returns resources from unexpected places. For example, county histories from elsewhere that reference Halifax County, or a Divorce degree, or a deed book from another county.

These are unexpected gold mines that you’d never find otherwise.

Note that this search is literally an exact match, so Halifax County, VA, is NOT the same as Halifax County, Virginia.

However, adding a surname to the location narrows the results substantially.

While normal deed and other books are indexed by the grantor and grantee, the FamilySearch full text search reveals EVERY instance of that name, including when referenced in another document. This feature is an absolute game-changer!

I can hardly wait to revisit my earlier work to see what’s new, but that’s part of the Level Up process.

It’s important to note that FamilySearch is adding new types of records to the AI collection almost daily, so check back often. Not everything uses the full-text transcription feature today, and while it’s quite accurate, it’s not 100%, so read carefully for yourself.

FamilySearch Book Search

You can also search for books by location or surname.

Allen County Public Library

The Allen County Public Library in Fort Wayne, Indiana is one of the largest genealogy libraries in the US. You can search their site for locations, keywords, or surnames, here.

While these resources are generally not available online at this library, they alert you that they exist, and you may be able to find them elsewhere.

The one HUGE exception is the one-of-a-kind PERSI index.

PERSI

The PERSI, or Periodical Source Index is maintained by the Allen County Public Library as well, here.

You can search by location.

Click on a category that displays the results.

At the bottom of each page, you can open a form to request a copy of the article.

Ancestry.com Card Catalog

At Ancestry.com, you can search their Card Catalog by title or location.

Be sure to try different spellings and abbreviations, like VA for Virginia, or remove the word county, etc.

The results display a list of records for Halifax County in their collection.

You can click on the link to this book to search by surname or keyword.

These local histories are wonderful tools for fleshing out your ancestor’s stories because they tell us what was happening in their community during different time periods that would have affected and influenced their lives.

For example, in one of these histories, I discovered that one of the Revolutionary War generals and his troops marched right down the road in front of my ancestor’s home. It’s no wonder that he “contributed” brandy, food, and fodder for their horses.

Newspaper Sites

At Newspapers.com, you can see which papers were available and when.

You can also add a surname or first and last name.

Unless there’s a story about someone’s ancestors, there’s no point in looking for people who lived there in the 1700s and early 1800s. These are the publication dates, so an earlier ancestor could have been included in a 25 or 50-year history column in the local paper.

This same technique works with other genealogy Newspaper sites, too, including MyHeritage with a subscription and separately, their new OldNews site which contains newspapers not included in the MyHeritage subscription.

Also check out the Library of Congress digitized newspaper collection, here.

Newspaper Archive is available with an NGS membership, here.

Fulton County (not limited to Fulton County) and GenealogyBank are two additional newspaper resources.

MyHeritage

At MyHeritage, you can search by location or Newspapers as well.

MyHeritage has one book about Halifax County.

By clicking on the book, you can add additional search criteria.

Estes is mentioned 16 times in this book.

Library of Congress

Don’t forget about the Library of Congress, which has its own Historical Newspapers section, here.

You can also search by county or surname in the search box at the top. The images are all copyright-free.

State Archives

Don’t forget about your state archives.

Most have wonderful search capabilities and specific collections.

For example, the Library of Virginia has been indexing individual county chancery records dating back to the county’s formation. Chancery suits are where you find all the juicy stuff because people are asking for remediation and explaining why.

The index is here, and you can search by a combination of county and surname.

There are 59 records in Halifax County fitting this description, mentioning Estes in any capacity, reaching back as far as 1795.

Don’t neglect later cases because many times later cases tend to be lawsuits filed about much earlier estates and property divisions. They also tend to provide relationships in their narrative.

You’ll also notice that often, the plaintiff and defendant aren’t Estes, but they are clearly mentioned somewhere in that case, perhaps in a deposition.

Clicking on “View Details” displays the entire case file.

The resources at each state library are different and vast, so take a look and check back for new offerings and features.

Google is Your Friend

Google can turn up amazing resources, but it can also lead to some unsafe sites, so be careful and don’t just click without thinking.

Google “Halifax County Virginia genealogy society.” You’ll receive eight results that may have databases, members, or donated materials, but these resources may not be complete. For example, I wrote and donated a Moore genealogy to the local museum, which doubled as a genealogy society, and that “book” isn’t listed anywhere in any resource list.

You’ll often find multiple groups focused on the county of interest. These groups will likely have dedicated and interested volunteers and other researchers.

RootsWeb

Ancestry shut down the RootsWeb mailing lists, but they are still out there even though you can no longer add information.

If you Google “Halifax County, Virginia Rootsweb,” you’ll be shown several pages and entries, some of which may or may not be useful to you.

One link provides a list of the 1860 slaveholders compared to the 1870 African Americans on the census. This could be extremely useful!

Google Books

Another underutilized tool is Google books, found here.

Some of these resources you’ll not find elsewhere.

Also, check out the other Google features, such as Images, Maps, and more, which may lead you to other resources.

I love old maps where sometimes you’ll find old stream names, landmarks, or even settlers’ homes with their name.

Project Gutenberg

Project Gutenberg is an initiative found at the Internet Archive to digitize out-of-copyright books for public consumption.

You can read more here.

Genealogical.com and American Ancestors

Don’t forget about book publishers that specialize in genealogy books like Genealogical.com and American Ancestors. Both are searchable, offer both hardcopy and e-books, and American Ancestors sells used books too.

Facebook

Last but not least, Facebook has many groups, including county-focused genealogy groups.

Sign in to Facebook and then use the Facebook search for the county you want.

Some groups maintain a list of resources.

Be sure to check both “Files” and “Features,” then use the Facebook search function to search for your surname(s) or other relevant locations or keywords in the Discussions.

In Summary

As you step through this process, it’s easiest if you include links to the various sites so that you can extract names in the next step. Links make it easy to return in the future and quickly review to see if anything has been added.

Even if you don’t find anything relevant at the site, be sure to NOTE THAT. That way, you never have to wonder and replow that same infertile ground. For example, if you determine that none of your four surnames are in a book written in 1937, they will never be in that book. If you don’t record that you looked, you’ll be left to wonder a few years from now and you’ll find yourself looking again.

However, a new book about that county might be written in the future, so it’s important to continue to look for new resources.

It’s also important to know that you searched for Estes, Moore, Younger, and Combs in Halifax County because you might, someday in the future, need to search for a new surname, like Hart. This way, you know what you did and did not search for in the past.

Why might you need to search for a new surname? Brick walls fall. Sometimes, the FAN Club turns out to be an important key to unlocking relationships that may extend back in time to earlier locations. People did not live or move in a vacuum.

I’ve made every one of these mistakes and nothing makes me unhappier than having to look something up, AGAIN, because I failed to record what I did.

The same advice holds for hard-copy books in research libraries. If nothing else, I take a picture of the front or inside cover and the index so I know what to record and that nothing was found. I wish I had done that from the beginning. Live and learn.

The biggest lie I’ve ever told myself is, “Of course I’ll remember that!”

Your Turn

It’s your turn now. Happy hunting!

Our next articles in this series will discuss how to record data from these resources so that it is both useful and findable again.

_____________________________________________________________

Follow DNAexplain on Facebook, here.

Share the Love!

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

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

You Can Help Keep This Blog Free

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

Thank you so much.

DNA Purchases and Free Uploads

Genealogy Products and Services

My Books

Genealogy Books

Genealogy Research