When to Change Your Genealogy Research Plan (and What to Do Next)

I just finished filing my tax return. Not exactly what you expect to hear at the start of a genealogy post, right? But stay with me for a minute — it connects to family history research more than you might think.

If you’ve been reading for a while, you know my husband and I used to be over-the-road truck drivers. I handled the bookkeeping. Every month I organized receipts and gave them to the accountant at tax time. I kept doing it that way out of habit, until I realized that system belonged to a different season of my life.

So I reorganized everything by tax category instead — same goal, different approach.

And that got me thinking about genealogy research.

Gray as a truck driver and Gray doing genealogy research at her desk. Image made by ChatGPT
Image made with ChatGPT

Every research session should start with a goal and a plan. Think of it as a roadmap. Maybe you’re looking for a marriage record, confirming a birth year, or simply tracking an ancestor through census records. You decide what you want to prove and which records are most likely to answer the question.

That structure keeps you focused.

But sometimes what you find changes everything.

A single unexpected detail can shift the direction of the entire project. The question isn’t whether to adjust, it’s how to adjust without losing your original purpose.

That’s exactly what happened when I was researching my husband’s great-grandfather, James C. Lunt.

James’s Story

I had already identified James Cammett Lunt as a direct ancestor. He was born in Portland, Maine, in 1858. As usual, I started placing him in every census record he could appear in.

He is with his family in 1860 and 1870.

1870 U.S. census, Cumberland County, Maine, population schedule, Portland Post Office, page 71 (penned), 231A (stamped); dwelling 511, family 571, James C. Lunt in James R. Lunt household; digital image, “1870 United States Census,” Ancestry.com (www.ancestry.com: accessed 12 February 2026).

Next came the 1880 census. He’s a bookstore clerk, still living with his family on 14 June 1880.

Then Ancestry handed me a surprise.

Also on 14 June 1880, James C. Lunt appears in Laramie, Wyoming, working as a cattle herder. I asked my husband if he knew anything about this… and yes, he’d heard stories about one of his ancestors trying his hand at being a cowboy before settling down.

So, how can James be enumerated on the same day in two different states, over 2,000 miles apart?

After checking the census instructions to the enumerators ( United States Census Bureau website), the situation made more sense. The census recorded where a person lived on 1 June 1880, not where they were when the enumerator arrived at their door. James could have been in Portland on June 1st and in Wyoming by June 14. This also supposes that the enumerator in Laramie didn’t follow the instructions (and that happened, too).

James C. Lunt was a cattle herder working for Fielder M. Phillips in Laramie, Wyoming. And he probably didn’t go alone because another man from Maine, Frank B. Leach, was there, too. Perhaps Frank and James knew each other, as Frank was also a clerk in Portland before this adventure.

What Next?

My goal was to find James C. Lunt in every census record throughout his life. With this new, interesting story staring me in the face, do I abandon the goal and start a new one, or do I put this on my “future research” list and keep going? Not every distraction deserves attention, but this one did.

But this wasn’t a distraction, it was intentional. Census records will still be there tomorrow, but since I’m after the stories of our ancestors, this one is too juicy not to follow up on.

So I pivoted.

I made a new research plan centered on Fielder M. Phillips and the group of New England men working on that ranch. As genealogists, we are also interested in the friends/family, associates, and neighbors of our ancestors…their FAN Club. You can read more about that HERE. Who was Fielder M. Phillips, and why were there men from many different states working for him? How did they get there, and why did they go?

How Do You Know When To Change Direction?

This part is personal.

If I had been one census away from completing James’s timeline, I probably would have finished that goal first. But since I was at the beginning of his adult life, the Wyoming story mattered more than the checklist.

The real skill is learning to recognize the difference between a chance to expand your research and a bright, shiny object. Most surprises can be put on the backburner for a while. Both others are worth putting your original research plan aside and working on something new. Intentionally.

Finish processing what you found in your plan (that means writing it up, too) and make a conscious decision to change direction. You’re not abandoning your goal, you’re expanding it.

Finally

Changing how I organized receipts reminded me of something important…my original goal didn’t change, but the journey did. I just put it aside for a bit to deliberately follow something more interesting.

And honestly, that’s where we find some of the best stories.

Genealogy tip: Just because you found your ancestor in a census, it doesn’t mean they won’t show up in another one in the same year. Look for everything!

Genealogy is easier when you don’t have to figure it all out alone.

If you’d like help deciding what your next research step should be (or want reassurance that you’re on the right track) I’m happy to take a look and talk it through with you.

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22 Gifts A Genealogist Will Love

If the person you’re shopping for loves family history, they don’t need another mug or notebook. What they really want are tools, education, and answers. This list is packed with meaningful gifts for both hobbyists and professionals. Today’s blog is to get the juices flowing for that genealogist in all of us.

close up photo of gift boxes with greeting card for genealogist gifts

1. Evidence Explained by Elizabeth Shown Mills

The gold standard for citations. Not exciting to non-genealogists. Thrilling to us. Link

2. Mastering Genealogical Proof by Thomas W. Jones

Perfect for anyone ready to move beyond beginner research. Link

3. Family Tree Magazine Subscription

Still one of the best all-around genealogy magazines out there. Link

4. Ancestry Gift Membership

Records, trees, and DNA tools. A classic for a reason. Link

5. Newspapers.com Subscription

Obituaries. Social news. Local stories. This one changes research fast. Link

6. Fold3 Subscription

A must-have for anyone researching military ancestors. Link

7. MyHeritage Complete Plan

Great for international records and photo tools. Link

8. AncestryDNA Kit

Still the largest matching database for genetic genealogy. Link

9. MyHeritage DNA Kit

Excellent for European and international matches. Link

10. 23andMe Kit

A good blend of health and ancestry. Link

11. RootsMagic Software

Powerful desktop software that syncs with major websites. Link

12. Family Tree Maker Software

Perfect for tree builders who love working offline. Link

13. Legacy Family Tree Software

Strong reports and charts. Loved by many professionals. This is what I use. Link

14. Legacy Family Tree Webinars Annual Membership

This is basically continuing education for genealogists. Best bang for your genealogy buck. Link

15. RootsTech Online or In-Person Pass

One of the biggest genealogy events of the year. It’s free online, but an in-person pass will have a fee. Link

16. Association of Professional Genealogists Membership

An excellent gift for anyone serious about going pro. Link

17. A Two-Hour Consultation with a Professional Genealogist (Me)

A personalized research session can save you years of frustration. Link

18. A DNA Results Interpretation Session

Perfect for people who have tested and now feel totally stuck. Link

19. A Research Project Gift Certificate

Instead of guessing… let them choose the problem they want solved. Link

20. A Local or State Genealogical Society Membership

Get a membership where they live or, better yet, where their ancestors lived.

21. A Writing-Your-Family-History Course

For genealogists ready to turn research into real stories.

22. A Brick-Wall Research Package

One focused question. One professional deep dive. One very happy researcher. Link

Finally

Whatever you choose, the genealogist in your life will love your gift. Click below if you want to get started on a project or buy a gift certificate for someone you love.

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How To Join A Lineage Society

As a professional genealogist, I’m sometimes asked about joining a lineage society and what the process looks like. You may have heard of groups like the Mayflower Society or the DAR (Daughters of the American Revolution), but you’re not sure how to join or even if you qualify.

This post will help you understand what these societies are, why they matter, and how to know if you might join one.

Mayflower Lineage Society
The Mayflower

What Is a Lineage Society?

A lineage society is an organization you can join if you can prove you’re descended from a specific person or group. That might be a Revolutionary War patriot, a Mayflower passenger, a colonial settler, or someone who served in a particular period of history.

You don’t need to be an expert.
Your family tree doesn’t have to be perfect.
You don’t need noble or royal ancestors.

You just need a documented line from you back to the qualifying ancestor.

That’s it. One link at a time. It’s what we do every day in genealogy. Start with what you know, move back one generation at a time verifying the links as you go.


Why Would Someone Want to Join One?

There are more benefits than people think. Here are a few big ones:

1. Preserving Your Family History

Joining a society means you’ve proven your lineage. It’s a way to make sure future generations can see the work you’ve done and understand where they came from.

2. Research Help

Many societies have historians or local chapters that offer help. Some also have member-only databases, libraries, or publications that can provide new research clues.

3. Community

You’ll meet others who care about genealogy and history as much as you do. For many members, this becomes a place to share discoveries and learn together.

4. Leaving a Legacy

For some, it’s a way to honor ancestors who served, settled, or contributed to early American history. It’s a way of making their stories matter.


Lineagy Society Examples

There are hundreds across the country, but here are a few well-known examples:

Each society has its own requirements. Some focus on military service. Others focus on early settlement. Some are national, while others are for a single state or region.

You don’t need to know every rule before you begin. You just need to start with one possible ancestor.


What You Need to Apply

First, know that this can be a lengthy process. Each link represents a parent-child relationship. Your goal is to document every step from you back to the qualifying ancestor.

Here’s the basic procedure:

1. Identify the Ancestor

Did someone in your family tree live during a qualifying time period? Did they serve in a war? Were they an early settler? Even a family story can be a starting point.

2. Prove Each Parent-Child Link

This is the heart of your research. You must show how each generation connects to the next. This can be done through common records like:

  • Birth, marriage, and death certificates
  • Census records
  • Probate records
  • Land deeds
  • Church registers
  • Military records

For more, read my blog “Why It’s Important To Prove Parentage In Genealogy Research.”

3. Complete the Application

Most societies provide a form or worksheet that leads you step-by-step through the process.

4. Submit to the Registrar or Historian

They review your documentation and verify your line. If something is missing, they’ll usually let you know what to fix.


Common Challenges (And How to Handle Them)

Every application has problems. Here are a few typical ones:

1. Missing Vital Records

Not every birth or marriage was recorded. In those cases, societies often accept other records, such as baptism records, probate files, land deeds, or church registers.

2. Conflicting Information

Names and ages can vary from record to record. That doesn’t disqualify you. It just means you’ll need to show a consistent pattern across multiple sources.

3. Same-Name Individuals

Your “John Smith” might not be someone else’s “John Smith.” That’s where location, family composition, witnesses, neighbors, and occupation can help.

4. Handwriting or Spelling Issues

Early records weren’t standardized. Spelling differences were common. Societies understand this and are not looking for perfection.

The key is simple: document clearly and stay patient.


What If You’re Not Sure You Qualify?

You don’t need a fully built tree before exploring the idea. Here are a few ways to start:

  • Look at ancestors living in the 1600s, 1700s, or early 1800s.
  • Check for military service during major conflicts.
  • Review family stories about early settlers or migrations.
  • Ask relatives if they’ve heard of someone joining a society. You might be able to piggyback on their application.
  • Focus on one line at a time—don’t try to cover them all.

What to Do Next

Here’s a simple action plan if you’re thinking of joining a lineage society:

  1. Pick one ancestor who lived during a qualifying period.
  2. Write a research question based on them.
  3. Identify which records you already have.
  4. Make a short list of what you need.
  5. Decide whether you’d like guidance or want to try it yourself.

That’s all you need to get started.


Need Help with the Process?

If you think you might have a qualifying ancestor and you’re feeling unsure about where to begin, I can help:

  • Review your family line
  • Identify gaps in documentation
  • Recommend record sets
  • Build a proof summary
  • Guide you through the application steps

You don’t have to do this alone. Lineage society applications are simply another form of genealogy research, and they’re absolutely manageable when you take them one step at a time.


Finally

Joining a lineage society isn’t about status or competition. It’s about honoring those who came before us, preserving history, and making sure future generations know their heritage.

If you’re ready to go down this path, this could be the week you take the first step. Find your qualifying ancestor and look online to see which society you can join.

Genealogy tip: Take it slow and keep good notes. It’s easy to get confused, especially if you come from a long line of people with the same name.

I’m available to help if you want to do this yourself and need guidance or if you want me to do the work for you. Click below to get started.

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