Genealogy Retainer Agreement Template

Stop worrying about contracts and start focusing on research. This Genealogist Client Agreement Template is designed specifically for professionals offering genealogy and heir research services.

With this agreement, you’ll:
✅ Protect your time and avoid unpaid “extra” work
✅ Clearly define scope, deliverables, and fees
✅ Set expectations with clients from day one
✅ Establish payment terms, deposits, and late fees
✅ Include confidentiality and rights language tailored to genealogy work

What’s included:

• Editable Word (.docx) template you can customize in minutes
• Ready-to-send PDF version
• Quick-start “How to Use” guide with tips for customizing your contract

Who it’s for:

• New and experienced genealogists ready to work with paying clients
• Heir researchers who want clear agreements with attorneys and firms
• Family history professionals who need a professional, legally sound client contract

👉 Pair this with my “Becoming a Paid Genealogist” Tips Guide for the perfect start to your professional journey.

⚖️ Note: This template is for educational/business use and not jurisdiction-specific legal advice. Consider consulting a local attorney for review in your area.