Watch Now - Legacy Family Tree: an Overview AND Beyond the Basics classes now available

See Legacy Family Tree in action! This weekend I had the opportunity to present two Legacy-specific classes to The Society for German Genealogy in Eastern Europe at their conference in Calgary, Alberta, Canada. With their permission, we have published the recordings of the classes at So if you are new to Legacy, or want some additional tips and tricks, check out these classes:

  • Legacy Family Tree - an Overview (52 minutes)
  • Legacy Family Tree - Beyond the Basics (42 minutes)

We published the classes on our brand-new "Legacy Videos" page here.

Legacy Tip - how to create a Relationship Chart

Legacy Family Tree's Relationship Chart shows how two people are related. In the chart below, Legacy displays how my 4th great-grandfather and I are related. (Click on image to enlarge.)


Follow these steps to create this chart.

  1. Go to Tools > Calculators > Relationship.
  2. Using the "Select Left Person" and "Select Right Person" buttons, select the two individuals.
  3. Click the "Print" button, select your options, and click Preview or Print.


Legacy Tip - how to create a report of marriages in a specific location

I received this question from Donna this morning. Instead of answering her privately, I thought I would respond here because I think it is a question all of us can benefit from. She asked,

"How do you get a report for finding how many couples in a certain county marry?" 

My guess is she has found a new or a new-to-her collection of marriage records, and wants to search her Legacy Family Tree file for any couples that married in that county. Perhaps she already has the dates and places, but now wants to back those up with documentation from the actual records.

Below I will demonstrate how to create a list of all individuals who married in Washington County, Tennessee from my personal family file.

1. On the My Toolbar tab, click on the Search button.

2. On the Detailed Search tab enter the criteria below.

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3. Click on the Create List button.

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Legacy displays the list of 34 individuals who married in Washington County, Tennessee. Click the Print button to create a custom report.

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For more on Searching in Legacy, watch our recent Virtual User's Group meeting here.

New! Legacy Family Tree Videos

Are you new to Legacy Family Tree? Thinking about using it? A long-time user? Our brand new Legacy Videos page has something for everyone - all in one place. Get oriented, get tips, or just have fun in these video categories:

  • New to Legacy? Thinking about Using Legacy?
  • What's New in Legacy Family Tree?
  • Legacy and FamilySearch
  • Legacy Quick Tips
  • Virtual Legacy User Group Meetings
  • Legacy-specific webinars

Visit to watch.

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Legacy Family Tree - Virtual User's Group Meeting webinar recording now online

LogowhiteThe recording of today's Legacy Family Tree Virtual User's Group meeting is now available to view at for free. We learned about dates, searching, and tagging. A few comments from our viewers:

  • My wife & I didn't really appreciate or understand tags before this seminar, but this has opened up a whole new set of tools for us. Thank you so much for this in-depth, practical hands-on demonstration. Masterfully done!
  • Fabulous!!! The information on tagging really helped me understand both how and why to use it.
  • Geoff, you convinced me. I have been avoiding searching and tagging but as of today, I will be using it. Thank you so much for these webinars on using Legacy.
  • It looks like before I get too far along I had better switch to Legacy. I sure like all you can do with it. You are making a believer out of me.

View the Recording at

If you could not make it to the live event or just want to watch it again, the 1 hour 35 minute recording of "Legacy Family Tree - Virtual User's Group Meeting" is now available to view in our webinar archives for free. Visit to watch. The 13 pages of supplemental syllabus materials are also available to download/print/save.

CoverartLegacy Family Tree - Unlocked! $19.95 (printed) or $14.95 (PDF)

These standards apply to all genealogical research, whether shared privately or published. They also apply to personal research for clients, courts, and other employers. The standards address documentation; research planning and execution, including reasoning from evidence; compiling research results; genealogical education; and ongoing development of genealogical knowledge and skills.

Click here for more information or to purchase.

Special Discount Coupon

The special discount coupon of legacyweb2 that was announced during the webinar is valid for 10% off anything at both and through Tuesday, July 15, 2014.

Webinar Memberships/Subscriptions

Webinar Members get:

  • On-demand access to the entire webinar archives (now 256 hours of genealogy education)
  • On-demand access to the instructor handouts (now 694 pages)
  • 5% off all products at (must be logged in at checkout, and yes, you can also use the 10% off webinar coupon above for a total of 15% off)
  • Access to all future recordings for the duration of their membership
  • Chance for a members-only door prize during each live webinar

Introductory pricing:

  • Annual membership: $49.95/year (that's about the cost of 5 webinar CDs)
  • Monthly membership: $9.95/month

Click here to subscribe.

Register for our upcoming webinars (free)

  • When Freedom Came - Documenting the Family's Freedom Story by Angela Walton-Raji. July 16.
  • Researching Your Illinois Ancestors by Thomas MacEntee. July 23.
  • Debunking Misleading Records by Tom Jones. August 2.
  • Researching Your Tennessee Ancestors by J. Mark Lowe. August 6.
  • Research Recharge - Turning Old Clues into New Leads by Lisa Alzo. August 8.
  • Find A Grave - The World's Largest Cemetery Database by Russ Worthington. August 20.
  • Researching Your Italian Ancestors by Ruth Merriman. August 27.
  • Researching Your Jewish Ancestors by Jennifer Alford. September 3.
  • Legacy Family Tree - Virtual User's Group Meeting by Legacy Family Tree Panel. September 5.
  • Success with Manuscript Sources by Barbara Renick. September 10.
  • A Library at Your Fingertips - the Internet Archive by Maureen Taylor. September 24.
  • The Fair Court: Records of Chancery Courts by Judy Russell. October 1.
  • Overcoming Destroyed or Missing Records by Karen Clifford. October 3.
  • Welcome to FamilySearch Indexing! by Devin Ashby. October 8.
  • Researching Your War of 1812 Ancestor by Thomas MacEntee. October 15.
  • Tracking Migration Using the Draper Manuscripts by Mary Hill. October 22.
  • Legacy Family Tree - Virtual User's Group Meeting by Legacy Family Tree Panel. November 14.
  • Using Evernote for Genealogy by Lisa Louise Cooke. November 19.
  • Family History for Kids by Devin Ashby. December 3.
  • Look Ma, No Hands! Using Dragon Naturally Speaking for Your Genealogy by Ivan Baugh. December 5.
  • Researching Your North Carolina Ancestors by J. Mark Lowe. December 10.
  • Bagging a Live One - Connecting with Cousins You Never Knew You Had by Mary Kircher Roddy. December 17.

Click here to register. Or click here register for multiple webinars at the same time.

Print the 2014 webinar brochure here.

See you online!

Legacy Tip - how to create an "age" report

Cheryl, from our Legacy Family Tree user group mailing list asked,

"Is there a way to get a LIST of current ages of everyone in the database w/o having to print one report at a time?"

There are a couple of different ways. The first will give you an alphabetical list of everyone in your file and show their "age at death". If this is what you want, follow these steps.

  1. Click on the Name List button in the My Toolbar ribbon.
  2. Click the Print button.
  3. Click the Customize button, then chose one of the field names you can do without for this report, and click on its button with the three dots.
  4. Click on the Age At Death entry and click Select. Then click Close.
  5. Make sure that the "Age" field has a checkmark next to it. On the Options tab, change the report's title if you want.
  6. Click Preview or Print. Here is what this report looks like from the sample file. Notice the Age column on the right:

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If you want a list of ages of living family members, use the Calendar List. It is organized by birthday. Follow these steps:

  1. Go to Reports > Other Reports > Calendar List.
  2. Select your desired options (like to only include Living individuals, and to include the Current Year Age).
  3. Click Preview or Print.

Good luck!

Legacy Tip - How to add a child with an unknown gender

Nancy asked a great question on our Legacy mailing list today:

"Is it possible to add a child without indicating gender? I know this couple had a child but that is all I know right now. I would like to add the child to the database but it looks like I must choose male or female."

Yes! It is easiest to add the child with the unknown gender from the Family View's list of children. Click where it says "Click to Add a Child" and select the "Add a New Child (unknown gender)" option. Click on the image below for a larger picture.

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In the Child's Information screen, as shown below, the unknown gender will be indicated by the question mark.

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Hope that answers your question Nancy!

The LegacyUserGroup mailing list is a great place to ask a Legacy question. Before subscribing, you can also browse the archives to see if your question has already been asked and answered.

Legacy Tip - my family reunion's wall chart

This July my mother's grandparents' family will hold their first family reunion in twenty years. I've been asked to come up with a wall chart so everyone can see how they fit in. Using Legacy Family Tree's charting software, this should be pretty simple, but I've got some ideas on how to make it really pop. I've included the step-by-step instructions below.

First, in Legacy, from the My Toolbar tab, click on Legacy Charting.

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Next, select the Standard Descendant chart.

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Zoomed so I can see the entire chart on the screen, it looks like this (click to enlarge...). I like the default colors in the Descendancy Chart. Notice how each child's descendancy of the main couple has their own color. This makes it easier to separate the families.

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Here I've zoomed in on my family's part of the chart (personal info blurred):

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Looking good!

My favorite "theme" is the mug shot theme. Select it by clicking on Appearance > Themes > Mug Shot. Pretty small here, but it makes it easy to see who I'm missing pictures of.

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Here's a close-up of my family:

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Notice the larger pictures? Also the names and lifespan are shown beneath the pictures.

So...I'm missing a lot of pictures. I'm beginning to use the Publish > Email tool to email a PDF of this chart to all families. Once they send me their digital image, here's how to add it:

  1. In Legacy, navigate to the desired person and click on their Media Gallery button.
  2. Click on Add Media > Picture, browse to the location where you saved their picture, click on it, and click Open.
  3. Type a caption if desired, and click the Close button. The picture will now appear on the chart the next time you launch Charting.

If someone sends me an updated photo, here's how to replace the older one:

  1. Do everything as described above to add the picture.
  2. With the newly-added picture selected in the Media Gallery, click on Options > Set as Preferred. The new picture will now how an asterisk next to its assigned number.
  3. Launch Charting to see the changes.

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My daughter is growing up way too fast. Today was her pre-school graduation day.

In addition to contacting my cousins and "pleading" for pictures, I need to take updated pictures of the rest of my children. Too bad my digital camera was stolen recently...I had to get a new one this week (how sad was I, really, about my camera being stolen? it forced me to replace it...). Now I get to learn how to use my Nikon D5300. I've never had a DSLR digital camera before but it is beginning to take amazing pictures.

When I am ready to print the chart for the reunion, I have these four choices. 1) Print - print to my printer and tape the forty 8.5x11" pages together. 2) Export to File - take the PDF or JPG into my local printing store. 3) Email - just send everyone the finished electronic copy. 4) Order Chart - this is the one I will choose. Legacy's chart printing service will send me the chart on a continuous roll of paper.

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At 14 feet wide and 2 feet tall, $28 isn't bad at all.

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Legacy Tip - Using the "Who Was Alive On..." tool

A great question during our recent Virtual Legacy Family Tree User Group meeting helped me unveil a new Legacy 8 feature that I had previously forgotten to announce to you. Mitch asked, 

Is there a way to create a report of just the males that were eligible for the different wars?

I answered this question at the 1 hour 25 minute mark by demonstrating how to better use the "Census List" tool. This tool was introduced back in March 2013 in preparation for searching the newly-released and indexed-at-the-time 1940 U.S. census. Today, this tool in Legacy would be bettered named as Who Was Alive On... or Create a List of Potential Individuals since it is not limited to working with the census. Here's how it works....

In Legacy, first go to Search > Census List.

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Then complete the three steps.

1) In Step 1, either select the country from the drop-down list or type in the place beneath it. This does not even have to be a country - it can be any location. For example, if you were trying to identify everyone who would have been alive in the state of Minnesota for the 1885 state census, just type Minnesota here. For Mitch, if he was trying to identify everyone of eligible age to have served in the U.S. Civil War, he would enter United States here.

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2) In Step 2, enter information to limit the dates. For example, to find everyone who should be found in the 1880 census, select 1880. Or, type in a specific date (to find everyone alive on a given date) or a date range (date range is new to Legacy 8). Typing 1861-1865 would limit the search to show results of everyone who was alive during these years.

The next three options are also new to Legacy 8. Here you can limit the search to only display those people who meet an age and gender condition. In the example below, Legacy will search your family file for all males who would have been alive during the years of the Civil War (1861-1865) and who would have been of the appropriate age to have served.

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3) Step 3 provides two options of reporting. Create a Search List will give you a list that you can work with and produce a custom report. Preview a Census List Report will create a printable report.

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In the end, you will have a listing of individuals who meet certain qualifications (gender, age and place). In this case, you would have a list of eligible men who would have served in the U.S. Civil War. Legacy found 603 individuals in my family file. Since Civil War research is my favorite, I'm anxious to learn more about these men:

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Legacy Tip - displaying the marriage status (like 'divorced') in the Family View

Friday's first-ever virtual Legacy Family Tree User's Group meeting has now been viewed by thousands. Consequently, my inbox has lots of follow-up questions now. I'll work to answer many of the questions here so, like in the webinar, lots of you might benefit.

In the webinar's Q/A session at 1:32:10, a question was asked about recording information about a divorce. I showed where to record it in the Marriage/Relationship Information screen:

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Now that this "marriage status" is recorded, the status will appear in the Family View:

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If it does not appear, then you just need to enable its option in Legacy's preferences (Options > Customize):

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To Richard in Australia who emailed me about this, I hope this helps!

And thanks for attending the webinar. Don't forget to register for our upcoming virtual user group meetings here.