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Professional Genealogy Guide

How to Price Genealogy Services

Pricing genealogy services starts with understanding how long quality work actually takes. The goal is not to be the cheapest researcher; it is to create a price structure that clients can understand and that allows the work to be done responsibly.

Start with a defined unit of work

Hourly work, fixed research blocks, milestone phases, and project quotes can all work when the scope and stopping point are clear.

Include invisible work

Research planning, note organization, citation creation, analysis, correspondence, DNA clustering, report writing, review, billing, and file management are still labor.

Separate third-party expenses

Records, archives, couriers, travel, testing, postage, and specialty services should be disclosed before they are incurred and handled according to the client agreement.

Use deposits or advance research blocks carefully

A deposit or prepaid block can reserve capacity and reduce collection risk, but the agreement should explain what happens to unused funds and when additional authorization is required.

Review profitability using real case data

Track estimated versus actual hours by service type. If a six-hour package consistently takes ten hours after reporting, the pricing model is giving you useful evidence that it needs to change.

Put professional genealogy into practice

Build research skill in ProofTrail Academy and organize real investigations in the ProofTrail workspace.