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Essential Family Tree Forms Library CD

75 Family Tree Templates, Charts, Worksheets and Checklists

By Editors of Family Tree Magazine

Format: CD

SKU# T4063

As you gather more and more genealogical information, organizing it all can become overwhelming. This CD has 75 type-and-save forms for keeping track of your finds, including a classic five-generation ancestor chart, family group sheet, census recording form and (my personal favorite) a research log.

- Diane Haddad, Family Tree MagazineEditor

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 75 type-and-save genealogy worksheets, family tree templates and research checklists!

Don't lose track of your family tree discoveries! Use the 75 genealogy worksheets, templates and checklists on this CD 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 Library CD is compatible with both Windows and Mac operating systems. All the forms on the disc are PDF files viewable with the free Adobe Reader software. Saving typed information within the forms requires Adobe Reader X or a newer version.

CD Contents

The Essential Family Tree Forms Library CD contains the following genealogy forms:

Basic Genealogy Forms and Family Tree Templates

  • Five-Generation Ancestor Chart
  • Family Group Sheet
  • Adoptive Family Tree
  • Stepfamily Tree
  • Source List

Person Worksheets

  • Ancestor Worksheet
  • Biographical Outline
  • Living Relative Worksheet
  • Military Service Record

Surname Worksheets

  • Family Name Form
  • Surname Variant Chart
  • Surname Worksheet

Online Research Helps

  • Ancestor Worksheet:  Online Searches
  • Online Search Tracker


  • Home Sources Checklist
  • Census Research Checklist
  • Military Records Checklist
  • Records Checklist
  • Relationship Chart
  • Source Documentation Cheat Sheet

US Census Extraction Forms

  • 1790
  • 1800 and 1810
  • 1820
  • 1830 and 1840
  • 1850
  • 1860
  • 1870
  • 1880
  • 1900
  • 1910
  • 1920
  • 1930
  • 1940

Immigrant Research Forms

  • Passenger-List Search 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

Records Worksheets

  • Birth Record Worksheet
  • Marriage Index
  • Death Record Worksheet
  • Cemetery Transcription Form
  • Land Records Worksheet
  • News Clipping Saver
  • Deed Index: Grantees
  • Deed Index: Grantors
  • Burned Courthouse Inventory

Research Logs

  • Research Journal
  • Research Calendar
  • Research Planner and Log
  • Family Correspondence Log
  • Table of Contents for Files
  • Note-Taking Form: Filing by Surname
  • Note-Taking Form: Filing by Couple or Family Group

Story and Tradition Forms

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

Photo and Heirloom Forms

  • Family Archive Inventory
  • Heirloom Inventory Form
  • Heirloom Recording Form
  • Heirloom Tracker
  • Family Home Information Sheet
  • Photo Inventory Form
  • Photo-Identification Worksheet
  • Photographic Record
  • Recipe Preserver
  • Recipe History Recorder

Research Trip Aids

  • Research Repository Worksheet
  • Research Trip Packing List
  • Research Trip Budget Worksheet
SKU T4063
Author/Speaker/Editor Editors of Family Tree Magazine
Format CD
ISBN 13 9781440339523

Retail: $19.99

Your price: $10.00

You save: $9.99 (50%)

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Customer Reviews

5 Item(s)

per page
Organization Review by Betty

Hopefully this will help me be better organized, with less.
I can see the benefits, especially when away from my own desk.

(Posted on 9/26/2014)

Form Collection Review by Judy

This collection has just about everything you would need to get & keep your research organized. Just make copies when you get to your research facility. The only other things you need is lots of file folders & time.

(Posted on 6/27/2014)

Great Product Review by Barbara

With this group of forms, you have just about everything you need and you can print them off and take with you when doing research. The info is on your pc and can be printed off when you arrive at your research point (it you're at a hotel, etc.) and you don't have to travel with a lot of paper. You can transcribe it into your software and file the paperwork when you get home. I find it is great when I do research at the Mormon Library in Salt Lake City. I can write up the info on the form from the microfilm noting the file info on the form. When I have them all from that tape, I can quickly go to the reader and print off the microfilmed document. Saves me a lot of time.

(Posted on 5/21/2014)

Excellent - So many Forms! Review by Robert B.

Contains all the forms that I can at this time anticipate ever needing. All are clear and easy to read.

(Posted on 5/18/2014)

rate as a 4 Review by John

The instructions for using this product are very unclear & almost non-existent. There should be an instruction sheet/booklet that tells you how to use this CD. Would not really recommend this cd to anyone.

(Posted on 5/16/2014)

5 Item(s)

per page