Tag Archives: Wills

Will Your Family History Research Die With You?

What plans have you made to preserve for your family history research after your death? That’s a question I posed nearly two years ago. Dealing with life from cradle to grave and beyond, you’d think this would be something family historians, more than most groups, were on top of.

Wrong.  Almost half of those who responded said they had no plan in place. Reasons for this varied, including no-one in the family was interested; the researcher had no close relatives; or even simply a case that they had never given it a thought. Surprisingly, this latter response didn’t apply only to those new to family history. I guess we don’t like to think of a time when we’re not here!

What will become of my research is something I’ve considered ever since. Not least because I was one of the ‘no plan’ cohort. I guess I hoped it would all be OK. But, thinking about it, it isn’t fair to let my relatives and executors sort it out. In addition to their grief, they will have enough practical arrangements to deal with. And under those circumstances, there is a possibility it all may be thrown away as the easy option. So, I need to take responsibility and make things easier for them. It’s up to me to decide what I want to happen to my research…including if I’m happy for it to be destroyed.

The bottom line is I don’t want it to end up in the bin after I’m gone. And I expect many other family historians, one-name and one-place ‘studiers’ feel the same about their work. That means making plans now.

For some, the emotional and personal aspect of family history research means the ideal solution is to bequeath it to an immediate family member…assuming there is someone eager and able to take it on. Although conversely, does this ultimately rob them of the pleasure of research? That’s another dilemma.

In the case of a one-name study, there may be someone else willing to continue researching that name.

But beyond that, there are other alternatives. In this piece I’ve put forward some of these wider options.

Three key points from the outset.

  1. You need to check that the individual(s) and organisation(s) who you intend leaving your research to are happy to receive it. They simply might not have the space or resources to house it. If it’s an organisation, it may not be suitable for them. And, particularly if it is an organisation, it’s only fair to make sure your donation is going to be in a format acceptable to them. All this requires planning. Which leads on to the second point.
  2. If possible, do make sure you have properly organised and labelled your research. That’s one of the reasons for including in my 2020 New Year’s Resolutions the commitment to review all my research and ensure full source citations are included. Then I need to make sure it’s stored in an organised, logical manner. That means it’s far easier for it to be passed on, and those looking at it in later years can fully understand the sources used, any gaps with them, and the arguments underpinning the conclusions. And finally;
  3. Whatever you decide, do formalise it by including it in your will. In addition, do make sure several people know this is your wish. You don’t want it ending up in the skip before the will has been executed.

So what are the wider options?

Many family history societies have library sections which take donations. Some will have established formal donation policies. It’s worth making contact to see if your research is something they would be interested in, especially if it fits with the area they cover. 

Check out local history societies too. Again they may have a library section to accommodate research, or even an active website where they can share information about local families.

It may be worth contacting your local Council’s library department, particularly if there is a main local studies library, or if the various branch libraries specialise in local history themes. It is worth bearing in mind, though, the funding pressures facing libraries. Many have downsized or closed in recent years, with reference sections being particularly squeezed. 

Depending on the type of documents you have, would a local archive be interested?

Nationally, organisations such as the Society of Genealogists (SoG) take donations. Their collections policy states they welcome “original work and papers of genealogists and family historians as well as material primarily of genealogical interest which other archives are not interested in.” More details about donating to the SoG are here.

If you have a one-name study check out the Guild of One-Name Studies, and their page which explains more about preserving your study, including an example will codicil. 

Ultimately, it may be that your research covers a number of distinct areas, and is best split between multiple organisations. But, if so, even more reason for you to do the planning now. 

There are other things to consider when bequeathing your research, particularly to an organisation or repository. These include asking yourself if they are likely to be around long-term to ensure your work is preserved. With so many organisations struggling due to cut-backs or falling membership numbers, their future viability is a genuine factor. If so, can you include provisions for that eventuality? For example, will your donation be classed as a permanent gift, or is a loan possible?  If your aim is to ensure your research is made available to others after your death, will the recipient be able to deliver that level of accessibility? And would you want access to be free? Also, because there is a financial cost to the organisation in cataloguing, storing, conserving and making available your research, do consider making an accompanying monetary bequest.

Finally, there are some practical steps you can take to share and disseminate your work in your lifetime. These include blogging, creating a website, having a family history FaceBook Page, uploading a public version of your family tree (e.g. via Ancestry or GenesReunited), sharing information with relevant one-place or one-name studies, or even writing a family history book and distributing copies to relatives. But some of these may lead to whole new topics…not least around preserving your digital legacy! 

Hopefully this has given you some ideas. As for me, I’m leaving everything to an interested family member. I’ve also got my blog which includes some family history tales. And in 2014 I wrote and distributed my paternal family history book (which now needs updating). Which reminds me, I must do one for my mum’s side – something I’d overlooked until writing this post. Family history is never done!