08/04/2026
Less than two hours until this month's Pro Talk which means there's still time to register! Genealogists spend their careers uncovering the past, but what about protecting the present for the future? With baby boomers downsizing and families facing the question of what to do with records, heirlooms, and decades of research, genealogists are uniquely positioned to guide clients through “legacy planning.” This session explores how professionals can add this service to their practice without venturing into financial or legal territory. Learn how to help clients identify what is worth preserving, organize family papers and digital files, prepare research for archival donation or inheritance, and craft meaningful narratives that endure. Attendees will gain practical strategies for packaging legacy planning as a service, from heirloom inventories to final family history books. By becoming trusted partners in preservation, genealogists ensure that the stories, artifacts, and research entrusted to them will outlast a single lifetime.
This webinar will be live at 6:00 pm MDT (8:00 EDT, 5:00 PDT) today on August 4th. Register for free at https://ugagenealogy.zoom.us/webinar/register/WN_c56zh07bRDGD_NuJtKZVqw #/registration UGA members can also watch the recording afterward at ugagenealogy.org
Lori Samuelson is a professional genealogist, author, and lecturer specializing in Midwest research and sensitive genealogical finds. She publishes the weekly blog “Genealogy At Heart” and presents nationally and internationally, blending oral history and overlooked sources with traditional research to produce client-ready narratives.