A useful document for the next step.
12 practical checklists, planners and worksheets. Open one, work through it privately and print or save your copy. No account required.
Ancestry First-Check Map
Treat this as a research map. A blank or uncertain field is an action to investigate, not a failed application or a reason to invent a date.
Open resource ↗worksheetThree-Generation Document-Chain Worksheet
Draw three linked boxes for applicant, parent and qualifying grandparent. Add a separate bridge box whenever a name or legal relationship changes.
Open resource ↗worksheetCivil Record Search and Order Ledger
Use one sheet per missing event. Label uncertain information explicitly so that an approximate family memory does not become an invented exact date.
Open resource ↗worksheetAncestry Name-Bridge Matrix
Complete a separate matrix for any person whose name differs across the relied-on chain. Preserve the original wording.
Open resource ↗worksheetAdoption and Family-Link Evidence Map
Use references rather than sensitive adoption details on shared project sheets. This is a facts map for official or professional review.
Open resource ↗worksheetWork Intention Evidence Builder
Choose the employment or self-employment column appropriate to your plan. Use real actions and evidence; do not manufacture a job offer.
Open resource ↗plannerAncestry Support and Move Budget
Use separate totals for money paid, money available and money reserved. This sheet is not a Home Office minimum-funds calculator.
Open resource ↗worksheetAncestry Household Application Matrix
Use one row per person, even when applying at the same time. Keep sensitive child and family documents in private folders.
Open resource ↗plannerAncestry Application Dependency Calendar
Use dates only where you have a basis for them. Mark external delivery assumptions and keep the application date conditional on evidence readiness.
Open resource ↗worksheetAncestry and Youth Mobility Comparison Canvas
Complete both columns with confirmed facts and label every assumption. This comparison does not select a route for you.
Open resource ↗worksheetAncestry Residence and Absence Ledger
Keep exact facts and document references. This ledger does not apply exceptions or calculate a legal settlement date.
Open resource ↗plannerNext-Stage Ancestry Decision File
Use one sheet per person, with a shared household summary. Record the evidence and questions that determine which application is available.
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