Essential Family Tree Forms

Family Tree Magazine




Product Description

You’ll Love This If…

  • You like using lists to stay organized
  • You need tools to help you track family facts, research requests and genealogy progress
  • You want the option to type in and save your genealogy forms

Contains over 115 type-and-save worksheets, templates and checklists!

Don’t lose track of your family tree discoveries! Use the genealogy worksheets, templates and checklists in this download to organize family facts and keep tabs on your genealogy progress.Each letter-size PDF form is enhanced so you can type directly in the file and save your work. Or simply print blank forms to fill in by hand. You’ll research more efficiently with this ultimate collection of genealogy forms at your fingertips!

System Requirements

The Essential Family Tree Forms is compatible with both Windows and Mac operating systems. All the forms in this download are PDF files viewable with the free Adobe Reader software. Saving typed information within the forms requires Adobe Reader X or a newer version.


The Essential Family Tree Forms contains the following genealogy forms:Basic Genealogy Forms

  • Five-Generation Ancestor Chart
  • Family Group Sheet
  • Relationship Chart
  • Ancestor Research Worksheet
  • Getting Started Checklist
  • Records Checklist
  • Surname Variant Chart
  • Surname Worksheet
  • Adoptive Family Tree
  • Stepfamily Tree
  • Source List
  • Source Documentation Guide

Online Research Helps

  • Account Login Tracker
  • Ancestor Worksheet: Online Searches
  • Online Search Tracker
  • Research Checklist for US Ancestors
  • Research Checklist for Canadian and UK Ancestors

Vital-Records Worksheets

  • Research Checklist: Birth Information
  • Birth Information Tracker
  • Birth Record Worksheet
  • Research Checklist: Death Information
  • Death Information Tracker
  • Death Record Worksheet
  • Research Checklist: Marriage and Divorce Information
  • Marriage Information Tracker
  • Marriage Index

Census Worksheets

  • US Census Questions at a Glance
  • Census Checklist
  • US Census Worksheet: Family Snapshot
  • 1790 Census Extraction Worksheet
  • 1800 and 1810 Census Extraction Worksheet
  • 1820 Census Extraction Worksheet
  • 1830 and 1840 Census Extraction Worksheet
  • 1850 Census Extraction Worksheet
  • 1860 Census Extraction Worksheet
  • 1870 Census Extraction Worksheet
  • 1880 Census Extraction Worksheet
  • 1900 Census Extraction Worksheet
  • 1910 Census Extraction Worksheet
  • 1920 Census Extraction Worksheet
  • 1930 Census Extraction Worksheet
  • 1940 Census Extraction Worksheet
  • 1841 UK Census Extraction Worksheet
  • 1851 UK Census Extraction Worksheet
  • 1861 UK Census Extraction Worksheet
  • 1871 UK Census Extraction Worksheet
  • 1881 UK Census Extraction Worksheet
  • 1891 UK Census Extraction Worksheet
  • 1901 UK Census Extraction Worksheet
  • 1911 UK Census Extraction Worksheet

Immigrant Research Forms

  • Immigration Information Tracker
  • Immigrant Ancestor Worksheet
  • Customs List 1821-1882
  • Customs List 1883-1897
  • Passenger List 1897-1903
  • Passenger List 1903-1907
  • Passenger List 1907-1913
  • Passenger List 1913-1917
  • Passenger List 1917-1942
  • Ancestral Village Worksheet
  • Naturalization Record Extraction Worksheet: Declaration of Intention
  • Naturalization Record Extraction Worksheet: Petition for Naturalization

Other Records Worksheets

  • Tombstone/Cemetery Transcription Form
  • Land Records Worksheet
  • Deed Index: Grantees
  • Deed Index: Grantors
  • Burned Courthouse Inventory
  • Tax Records Worksheet
  • Obituary Worksheet and Extraction Form
  • City Directories Worksheet
  • Home Sources Checklist
  • Military Records Checklist
  • Military Pension Records Worksheet
  • Military Draft Records Worksheet

Research Logs

  • Five-Step Research Plan Worksheet
  • Research Journal
  • Research Calendar
  • Research Log
  • Family Correspondence Log
  • Note-Taking Form: Filing by Surname
  • Note-Taking Form: Filing by Couple or Family Group

Story and Tradition Forms

  • Family Tradition Recorder
  • Oral History Interview Worksheet
  • Family Interview Sheet

Photo and Heirloom Forms

  • Family Archive Inventory
  • Heirloom Inventory Form
  • Heirloom Tracker
  • Photo Inventory Form
  • Photo-Identification Worksheet
  • Family Recipe Card
  • Photo-Management Software Comparison Worksheet
  • Cloud Storage Service Comparison Worksheet
  • Heirloom Photo Inventory and Digitizing Checklist
  • Heirloom Photo Inventory Form
  • Online Photo Service Comparison Worksheet
  • Archival Supplies Shopping Worksheet
  • Family Archive Sorting and Organizing Worksheet

Research Trip Aids

  • Research Repository Worksheet
  • Research Trip Packing List
  • Research Trip Budget Worksheet
  • Source Citation Worksheet
  • Genealogy Conference Planning Worksheet

File-Organizing Worksheets

  • Table of Contents for Files
  • File-Naming Template/Cheat Sheet
  • Genealogist’s Research Binder Cover Sheet
  • File Contents: Filing by Surname
  • File Contents: Filing by Couple/Family Group
  • Digital Assets Codicil
  • Genealogical Codicil

Research Analysis Worksheets

  • Ancestor Timeline
  • Biographical Outline
  • Parent Names Tracker
  • Cluster Research Worksheet
  • Brick Wall Worksheet
  • DNA Cousin Matches Worksheet #1
  • DNA Cousin Matches Worksheet #2
  • Living Relative Worksheet


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