How to start tracing your family tree: talk to relatives, gather documents, get organised

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Tracing your family tree is one of the most rewarding hobbies there is, and one of the easiest to get lost in. The people who make steady progress tend to follow the same pattern: start with themselves, work backwards one generation at a time, and write everything down with a note of where it came from. Here is how to begin.

Start with yourself and work backwards

It is tempting to jump straight to a famous-sounding ancestor or an old family legend. Resist it. Begin with what you can prove:
  1. Write down your own full name, date and place of birth, and the same for your parents.
  2. Add your grandparents, with dates and places of birth, marriage and death where known.
  3. Note any gaps or uncertainties honestly: "about 1932", "possibly Leeds".
Each generation you confirm gives you the names, dates and places you need to find the one before it.

Talk to relatives first, and soon

Older relatives are the most valuable source you have, and the one that cannot be recovered later. Contact them early.
  • Prepare questions: full names (including maiden names and nicknames), where people lived, what they did for work, religion, military service, migration and family stories.
  • Ask open questions: "What was your grandmother like?" often leads further than "When was she born?"
  • Bring photographs: old photos prompt memories and help identify people in unlabelled pictures.
  • Record the conversation if they agree, or take careful notes with the date.
  • Ask what documents they have: certificates, letters, a family Bible, old address books, funeral cards, school reports.
Treat family stories as clues rather than facts. A story that "we came over from Ireland after the famine" may be true, half true or about a different branch.

Gather documents at home

Look through boxes, drawers and lofts for anything with names, dates or places:
  • birth, marriage and death certificates
  • passports, naturalisation papers and identity cards
  • military records, medals and service books
  • wills, deeds and probate papers
  • letters, postcards and diaries
  • newspaper cuttings, such as announcements and obituaries
  • photographs, with anything written on the back
Photograph or scan items rather than taking originals away, and handle old paper gently.

Choose a way to organise

Decide early how you will store what you find, because a growing pile of loose notes quickly becomes unusable.
  • A family tree tool: desktop software, an online tree, or a simple spreadsheet. A spreadsheet works surprisingly well at the start.
  • One folder per family or couple: physical or digital, with copies of documents for that unit.
  • Consistent file names: for example, surname, first name, year, record type: "Smith_Mary_1891_census".
  • A research log: a list of what you searched, where and when, including searches that found nothing, so you do not repeat them.
Many people record names in a standard way: surnames in capitals, women under their birth surname, and dates written as day, month in words, then year, to avoid confusing different date formats.

Record your sources from day one

For every fact, write where it came from: "Aunt Joan, interview 3 May", "birth certificate, held by Dad", "1911 census". It feels like extra work now and saves enormous confusion later, when two sources disagree and you need to know which to trust.

Then move to public records

Once you have a solid outline of the most recent generations, you can start on records such as civil registration certificates, censuses, parish registers, newspapers and military records. What exists, and how you access it, depends on the country. There are separate guides here on census and certificate records and on avoiding common mistakes. Local libraries, record offices and family history societies are worth contacting; many run free help sessions and know their local records far better than any website.

Keep it manageable

  • Focus on one line at a time, such as your mother's father's family, rather than everyone at once.
  • Set a small goal for each session: "find Grandad's parents' marriage".
  • Share what you find with relatives. It often unlocks memories and documents you did not know existed.
What first got you interested in your family history, and where are you stuck? Share your questions and discoveries in the comments.

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