Genealogy Research Consultant NDA & Agreement

Protect Sensitive Family Information with a Professional Genealogy NDA

When conducting genealogy research, you're handling some of the most personal information imaginable—family histories, DNA test results, adoption records, and sensitive ancestral discoveries. A proper non-disclosure agreement isn't just a formality; it's essential protection for both genealogy consultants and their clients.

This Genealogy Research Consultant NDA & Agreement template provides comprehensive confidentiality protection specifically designed for family history professionals. Whether you're tracing lineages, analyzing DNA results, or uncovering long-held family secrets, this template establishes clear boundaries around information security, usage rights, and professional responsibilities.

Built for genealogy consultants and family history researchers

This template addresses the unique confidentiality needs of genealogy work, including protection for DNA test results, family medical histories, adoption information, and potentially sensitive ancestral discoveries. It establishes clear terms around data storage, sharing limitations, and what happens to research materials after the project concludes.

The form also handles the business side—research fees, payment schedules, deposit requirements, and scope of work—so you have one cohesive agreement instead of scattered documents and email chains.

Streamline client onboarding with Paperform

Paperform makes it simple to send this NDA directly to clients as a professional, on-brand form. Clients can review terms, provide their information, agree to payment terms, and sign electronically—all in one seamless experience. With conditional logic, you can customize which clauses appear based on project type (DNA analysis, archive research, full family tree construction) without maintaining multiple document versions.

Once submitted, you can use Papersign (papersign.com) to generate a formal, countersigned agreement for your records, creating a complete audit trail. And with Stepper (stepper.io), you can automate what happens next—send welcome emails, create project folders, update your CRM, or trigger invoice generation—turning every signed NDA into an automated client onboarding workflow.

Why genealogy professionals choose Paperform

Genealogy consultants, family history researchers, and DNA analysis specialists use Paperform because it handles the entire client agreement process without requiring multiple tools. You get form building, payment collection, eSignature workflows, and automation in one platform—with the security and compliance features (SOC 2 Type II) that sensitive family data demands.

Whether you're an independent genealogist, part of a research firm, or offering DNA consultation services, this template gives you a professional foundation for every new client relationship. Customize it to match your specific services, fee structure, and confidentiality requirements, then send it out knowing your practice and your clients' privacy are both protected.