Cluster and Collateral Research - July 2023

Maximum Purchase:
1 unit
Frequently bought together:


Looking for new ways to search for your ancestors and add to your family tree? Collateral research focuses on indirect relatives such as siblings of great-grandparents, distant cousins, etc. and cluster research looks at those who don't share blood but may have lived nearby, such as neighbors and friends.

There are times in which traditional methods of family research yield nothing but brick wall after brick wall. It's at this point that the genealogy strategy of cluster and collateral research comes into play. Based on the core principle that people lived and migrated in groups, this blueprint is designed to track down your ancestors laterally, through the people closest to them. 

DATE:  July 31, 2023 - August 20, 2023

What you’ll learn:

  • How to get started with cluster and collateral research: who to look for, what constitutes a cluster or collateral relation
  • When to use cluster and collateral approaches
  • Which records are best for cluster and collateral research, including census, vital, church, newspapers, land transfers, wills. etc.
  • How to determine the names and relationships between relatives
  • How to organize and employ the information you extract from cluster and collateral research
  • How to find clusters beyond neighbors and coworkers that hold info about your ancestor

About the Instructor

Sunny Jane Morton is a Contributing Editor at Family Tree Magazine; Contributing Editor at, Editor of Ohio Genealogy News and a blogger for She is author of How to Find Your Family History in U.S. Church Records and Story of My Life: A Workbook for Preserving Your Legacy.

How do Family Tree University workshops work?

Take the course at your own pace! 

From the course start date, you’ll be able to log in to view and access your lessons and start interacting on the discussion boards. Your instructor will check in regularly to answer all of the questions and provide feedback. You will have access to your courses anytime, anywhere, with a computer, tablet or smartphone, and can study when it's most convenient for you.

After the course end date, the course will become read-only for one year. You will continue to have access through your dashboard to the materials, but the discussion boards will be closed. The materials are yours to keep. You can download them onto your desktop to access online or offline.

View AllClose