Connie Lenzen, Certified Genealogist ®
10411 SW 41st Avenue
Portland, Oregon 97219-6984
Phone: 503-810-4327

Agreement Form

It is suggested that you first contact me via the query form or email to That will permit me to provide you with a fee and costs estimate and the amount of the requested retainer.

After you have contacted me in this manner and received an estimate, it is time to complete this Agreement Form. Upon receipt of the signed agreement form below, a retainer check, and a copy of all previous research, I will begin the research. Balance in full is due before the final report will be released.

Agreement Form

Enclosed is a check or money order payable to "Connie Lenzen" in the amount of $ _______ (10 hour minimum unless otherwise negotiated) as a retainer.

I ("Client") engage the genealogical services of Connie Lenzen ("Researcher"), 10411 SW 41st Avenue, Portland, OR 97219, and I authorize her and her associates to conduct genealogical research on my behalf, for an amount not to exceed $_______ (time and expenses), as per my instructions. These are stated in detail on a separate page. Client acknowledges that Researcher can make no guarantees regarding what information, if any, may be found, although every reasonable effort will be made by Researcher to find the desired information within the time alloted by Client.

Client has provided to Connie Lenzen all pertinent information on the subject to be researched.

Connie Lenzen agrees to provide a detailed report covering all relevant sources checked during the research. Analysis of those sources, a list of suggested follow-up research, and a report of research time and fees will also be included.

The report will be sent to Client within a reasonable amount of time upon receipt of any funds due.

Client gives Researcher permission to submit such report and related files for renewal application purposes to the Board for Certification of Genealogists.

The Researcher's work will be charged as follows: $_____ per hour plus out-of-pocket expenses including but not limited to photocopies, postage, repository entrance fees, database fees, travel, and the like.

Signature of Client:



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© 2004–2017

Connie Lenzen

10411 SW 41st Ave.

Portland, OR 97219

*Certified Genealogist is a registered mark of the Board for Certification of Genealogists, used under license by board-certified genealogists after periodic evaluation, and the board name is registered in the US Patent & Trademark Office.