SUMMARY SHEET: Client: ___________________________________ Date:

After assembling your information and indicating the family units in which you are interested, what are your long-range goals for your genealogical research?

With your long-term goals in mind, what are your more immediate goals? List specific research tasks you want us to tackle at this time.

Name and address of others who may be researching these lines:

Client: ______________________________________________________ Date:

Research this person or couple:

Please attach a pedigree chart/family group sheet for each family line you wish us to research. Note below as much information as you have, including sources when you know them.

As far as you know, was anyone shown on the attached chart/list:

• In the military? Who: __________________________ Which war or time period?

Branch of service: _______________________ Unit

Source:

• An immigrant? Who: __________________________ From:

When: _____________ Port of Entry Naturalized?

When? ______________ Where:

Source:

In the space below please provide any information you can about this person or family. For example: Was affiliated with a fraternal, professional or political group or a profession requiring licensing, for example, Masonic Lodge, AFL-CIO, Grange, physician, lawyer, minister, teacher; Held local, county or state office such as sheriff, school board member, tax assessor, county clerk; Had special skills/talents/trade, for example, musician, auctioneer, miller, surveyor, newspaper publisher; Had noticeable physical characteristics such as blindness, loss of limb.

Name:

What:

Source:

When: ___________________________ Where:

Name:

What:

When: ___________________________ Where:

Source:

Name:

What:

Source:

When: ___________________________ Where: