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The Ins and Outs of Probate
Research Retreat

Event Location Address

Research at Family History Library / Classroom & Lodging at Crystal Inn Hotel
230 W. 500 S.
Salt Lake City , Utah 84101

Click Here to view the Research at Family History Library / Classroom & Lodging at Crystal Inn Hotel website.

Event Date/Time

March 16, 2015 08:00 AM   -   March 21, 2015 06:30 PM

Description and Highlights

This retreat will focus on fundamental sources and strategies used by expert and professional researchers to successfully document and accurately prove American genealogies with an emphasis on the probate process and associated documents.

Probate is a process that proves the will of a deceased person is valid. Probate records include wills, estate inventories, letters of administration, and other documents relating to the administration and settlement of a deceased person's estate. At this Retreat you will learn how the probate can reveal information on property, identity and relationships of heirs and how the probate outlines legal actions to prove wills and settle estates.

Listen to what are attendees are saying:

Although I have been working on my family history since 1972, I learned that I have really only been skimming through the records and I have the "Cliff Notes" version. I plan to start over with myself as described today to verify resources and otherwise make sure I have a correct and truthful genealogy. This Retreat was wonderful! I could have gone on for at least 3 more days! I learned there are so many resources I have been completely unaware of! I loved finding out from you the order we should do our research in. Who knew research could be efficient! Thank you so very much--  ... Peggy Harper

Despite being called a "Retreat," this was an intense mentoring experience and among the top educational opportunities that I have had as a genealogist. By noon Monday, I had gotten my money’s worth! It has saved me months—if not years—of independent study. To hear leaders in the field talk about best practices and then apply them the same day at the Family History Library--with real-time guidance from the same experts--is unparalleled. I highly recommend that all of you who are intermediate or advanced genealogists check out their offerings.   ... Denise Picard Lindgren

What a great retreat! Thank you for putting this together. It was a marvelous experience. One of the greatest strengths is the availability of the professionals as well as the diversity of same. Keep up the good work!   ... C Dorsey

I had the opportunity to go to the week-long Family History Expo's Salt Lake Retreat this past week. It was the most awesome experience! There was one-on-one help with the top genealogy researchers at the LDS Family History Library; for a genealogist, it was a dream come true. Holly and the researchers are so knowlegeable and have so much information, and they can answer any question about where to look to break down your brick wall. It was amazing what they know and the help and advice they gave was priceless. It is one retreat that is truly worthwhile for all levels of genealogists.   ... G. Johnson

Research Professionals

James L. Tanner Is a retired attorney and business owner with over 33 years of experience in genealogical research. James was an intelligence officer during the Vietnam War, has a BA Degree in Spanish, a Masters Degree in Linguistics from the University of Utah, and a JD Degree in Law from Arizona State University.

He has nearly 40 years experience as a trial attorney in Arizona with experience in both real estate and probate law among other areas of the law. His expertise is in high demand, he taught classes at the Mesa FamilySearch Library for 10 years. He is currently teaching from nine to eleven hours a week at the BYU FamilySearch Library and training all Missionaries on the floor. He is the author of The Guide to FamilySearch Online.

James is an avid Blogger and his genealogy blog, Genealogy's Star is one of the top genealogy blogs in the US. He has been a presenter at a number of Expos and Conferences. He is the former owner of a retail computer business and Apple Macintosh software company.

Holly T. Hansen President and founder of Family History Expos, Inc., has been instrumental in helping thousands understand the principles, strategies, and sources they can use to trace their roots in today's ever-changing technological environment.

She is the mastermind behind more than 50 Family History Expos, held across the United States, and numerous Retreats at the Family History Library in Salt Lake City, Utah, and repositories in diverse cities. She is dedicated to helping individuals and families, one-on-one, with their personal research needs. Currently, she is involved in creating podcasts, webinars, and video presentations to help people move forward in their family history endeavors.

Holly’s titles include author, lecturer, editor and publisher. She has produced more than 100 unique syllabus and class handout books for Family History Expos attendees. Hansen is a former editor of Everton's Genealogical Helper magazine, and editor of the 10th and 11th editions of The Handybook for Genealogists, with more than one million copies sold. She has also authored The Directory of North American Railroads, Trekking for Ancestors, co-authored a series of 16 family history interview books entitled Celebrating and Capturing the Memories and 20 in-depth Research Guides for many aspects of family history research.

Holly and her husband, Chris P. Hansen, have been married for 38 years and are the parents of five remarkable children. Holly received an Honors BA in History from Weber State University and continues to dedicate time to education on a daily basis.

Marlo E. Schuldt President of LifeStory Productions, Inc., an Orem, Utah-based company that develops family history software and provides assistance to individuals desiring to gather, prepare, print, and share family history. With BS and MS degrees from Brigham Young University, he recently patented the Heritage Collector Software. Father of five; grandfather of eight.

Arlene H. Eakle, Ph.D. President and founder of The Genealogical Institute, Inc., Dr. Eakle is a professional genealogist with more than 30 years' experience in research, consulting, lecturing, and writing. She has addressed more than 600 conferences, expos, seminars, and retreats.

Dr. Eakle is an expert in tracing families from New York, Southern U.S., British Isles, Switzerland, and parts of Germany. She claims a 96% success rate.

Dr. Eakle writes more than six blogs—Genealogy Evidence (since 2006), Kentucky, Scots-Irish, New York, Tennessee, Virginia and The Kingdoms: England, Ireland, Scotland, Wales, and the Isles of the Sea. The focus of The Kingdoms blog is on the time period before America was settled, up to 1750.

The Genealogy Library Center, Inc., a non-profit genealogy library established by Arlene and her husband Alma Eakle, will be open to the public: With more than 100 manuscript collections, including a 6 ½ ton collection of English research materials; the Holly T. Hansen United States Book Collection (especially Virginia and Kentucky marriage records); and the Conner-Bishop Book Collection of more than 70,000 volumes.

Something you may not know about Dr. Eakle: She was an ethnic surname consultant to the US Bureau of the Census and the National Archives for the 1990 Federal Census.

Other Experts and Assistants on Staff for this Retreat

Kimberly A. Savage Director at Family History Expos. Kim graduated from Weber State University in Health Information Management of Records & Information Systems and Technology. She has more than 25-years research experience and instructs genealogy classes in fun, creative ways encouraging others with their family history.

Billy Dubois Edgington BA in History from University of California Irvine, after two years at San Jose State, and three years at Antioch College, Ohio. Over 40 years experience in historical and genealogical research. Currently Billy provides a research and lookup service using the Family History Library in Salt Lake City, Utah. She also does contract research for ProGen at Billy is the co-author of Vital Information from the Guion Miller Roll and author of African-Cherokee Connections. Past contributor to Everton's Genealogical Helper.

Ruth Ellen Maness, AG 35+ years experience in Germanic & Scandinavian records, former Senior Consultant at the FamilySearch Family History Library; Co-author, German and Scandinavian Research Guide; German Research Guide: Sources Strategies, & Methodology; Scandinavian Research Guide: Sources and Strategies; Locating Ancestors in the Old Country: A Research Guide; and Passport to Paradise: The Copenhagen "Mormon" Passenger Lists, Legacy of Sacrifice. She is frequently a lecturer at the National Genealogical Society annual conferences, Federation of Genealogical Societies annual conferences, Brigham Young University Genealogy Conferences and many other regional & local conferences; Maness is the former Instructor/Track Coordinator at the Salt Lake Institute. Maness is the author for, Scandinavia – Questions & Answers in Everton’s Genealogical Helper magazine. Maness spends at least 6 weeks each year doing field research in Scandinavia, Europe, Germany, and Poland. She also has done field trips in England, South Africa, and Eastern/Southern/Mid-Western United States of America.

Maps & Menus

Event Lodging

Event Agenda

- Click on a class title to read the class description
- Click on a speaker name to read their bio
- All classes are based on local time
- Agenda is subject to change without notice



The Ins and Outs of Probate
Research Retreat Agenda

Monday, March 16, 2015

7:30 am Check-in & Pick Up Registration Packets
8:00 am Session One Includes:
11:30 am Research with Professionals at the Family History Library from 11:30 am to 5 pm
5:30 pm Session Two Includes:
6:30 pm Break for Dinner or Stay and Ask Questions


The Ins and Outs of Probate
Research Retreat Agenda

Tuesday, March 17, 2015

8:00 am Session Three Includes:
10:30 am Research with Professionals at the Family History Library from 10:30 am to 5 pm
5:30 pm Session Four Includes:
6:30 pm Break for Dinner or Research on your own Library Closes at 9 pm


The Ins and Outs of Probate
Research Retreat Agenda

Wednesday, March 18, 2015

8:00 am Session Five Includes:
11:30 am Research with Professionals at the Family History Library from 11:30 am to 5 pm
5:30 pm Session Six Includes:
6:30 pm Break for Dinner or Research on your own Library Closes at 9 pm


The Ins and Outs of Probate
Research Retreat Agenda

Thursday, March 19, 2015

8:00 am Session Seven Includes:
11:30 am Research with Professionals at the Family History Library from 11:30 am to 5 pm
5:30 pm Session Eight Includes:
6:30 pm Break for Dinner or Research on your own Library Closes at 9 pm


The Ins and Outs of Probate
Research Retreat Agenda

Friday, March 20, 2015

8:00 am Session Nine Includes:
11:30 am Research with Professionals at the Family History Library from 11:30 am to 5 pm
5:30 pm Session Ten Includes:
6:30 pm Retreat Officially Ends! Thank You to Everyone!


The Ins and Outs of Probate
Research Retreat Agenda

Saturday, March 21, 2015

8:00 am Take advantage of your time in SLC. Saturday, plan to research on your own using your new research skills.

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Event Contact

For more information contact:
FHE Office

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