Free Checklists
Free Genetic Genealogy Checklists & Research Workflows
A central hub for professional, step-by-step DNA research checklists. Print, save, and use these field-tested PDF workflows to systematically analyze matches, triangulate segments, and solve family history mysteries.
Methodology is what separates guesswork from proven genealogical research. These 7 specialist checklists provide structured, repeatable workflows for every stage of your DNA journey—from your first match review to complex unknown parentage investigations and chromosome mapping.
Explore All 7 Free DNA Checklists
General DNA Research Checklist
The master workflow from fresh DNA test results to a source-backed family tree across 5 structured research phases.
DNA Match Research Checklist
A 5-minute standard operating procedure for evaluating new DNA matches and preventing repetitive detective work.
Leeds Method Checklist
Dana Leeds’ proven color-coding technique for sorting matches (40–400 cM) into 4 distinct grandparent lines.
Chromosome Mapping Checklist
A practical protocol for assigning DNA segments to specific ancestors across chromosomes 1–22 and X.
DNA Triangulation Checklist
Confirm that shared DNA segments descend from a specific common ancestor couple across 3+ matching individuals.
Unknown Parentage Research Checklist
A methodical roadmap for adoptees and researchers investigating unknown parents or grandparents.
Unknown Father No-Match Checklist
The ultimate 9-phase guide to cluster-building, WATO scoring, and BanyanDNA modeling when no direct father match exists.
DNA Academy - Quick Answers
What formats are your free templates available in?
Our templates are available as downloadable Excel/Google Sheets files (for digital tracking).
How do I use a research log effectively?
A research log helps you track which records you’ve searched, what you found, and what’s still missing. We recommend filling it out as you go, it prevents duplicate searches and helps you identify patterns. Our template includes columns for date, source, location, and findings.
Are the templates available in languages other than English?
Currently, our templates are in English only. We are exploring translations into Swedish, Spanish, and German based on user requests. If you need a specific language, contact us and we’ll prioritize it.