About Carly
Hi, I’m Carly Lane Morgan
I’ve been fascinated by family history for as long as I can remember. Genealogy isn’t just about names and dates—it’s about the stories, struggles, and triumphs of the people who came before us. My goal is to help others uncover, organize, and share those stories in a way that’s both meaningful and manageable.
As the founder of Family Tree Notebooks, I’ve helped thousands of people bring structure to their research with a digital system that makes genealogy more accessible, visually engaging, and easy to maintain. Whether you’re a beginner just starting to explore your roots or an experienced researcher dealing with complex family lines, my tools and teachings can help you turn scattered records into a family history you’re proud to pass down.
Beyond Family Tree Notebooks, I’m a speaker, educator, and advocate in the genealogy world. I regularly present at conferences and workshops, sharing insights on digital organization, social media for genealogists, and diverse family histories. I also volunteer with organizations like the California Genealogical Society, the National Genealogical Society, and the Association of Professional Genealogists, where I serve on Diversity, Equity, and Inclusion committees to ensure that genealogy is welcoming and representative of all families.
Before dedicating myself to family history full-time, I was an attorney—an experience that sharpened my research skills and deepened my appreciation for the power of well-documented stories. Now, I use that same passion to help others navigate their own family trees, whether through my genealogy resources or my speaking engagements.
Let’s connect! Whether you’re looking for guidance on organizing your research, want to book me to speak at your event, or just want to geek out about genealogy, I’d love to hear from you.
[Explore Family Tree Notebooks] [Book Carly to Speak]

Presentations Given
20 Sep 2024, Making a Six-Figure Income with a $2 Product, Professional Management Conference, Association of Professional Genealogists
26 Jun 2024, Organizing with Family Tree Notebooks, GRIP Virtual Genealogy Institute, National Genealogical Society
26 Feb 2024, Using Social Media to Build an Engaged Audience, Nor Cal APG Chapter
6 Jan 2024, Using Social Media for Genealogy Research, Orange County California Genealogical Society
6 Jan 2024, Three Chinese Women in America, Orange County California Genealogical Society
19 Oct 2023, Workshop: Planning a Year's Worth of Social Media Content in One Workshop, Association of Professional Genealogists
13 Oct 2023, Archiving Social Media, New York Genealogical and Biographical Society
10 Jun 2023, Family Tree Notebooks, Grand Strand Genealogy Club of Myrtle Beach, South Carolina
18 Oct 2022, Using Social Media to Grow Your Genealogy Society or Business, California Genealogical Society
11 Oct 2022, Using Social Media for Research, California Genealogical Society
4 Oct 2022, Saving Social Media for Family History, California Genealogical Society
28 May 2022, Organizing Non-traditional Parent Relationships on the Family Tree, National Genealogical Society Conference, Sacramento, California
26 May 2022, Three Chinese Women in America: Following the Paper Trail, National Genealogical Society Conference, Sacramento, California
26 Oct 2021, Family Tree Notebooks, Family History Society of Arizona
1 Mar 2020, Plan a Year's Worth of Social Media Content in One Workshop, Alt Summit, Palm Springs, California
28 Feb 2020, Archiving Social Media, RootsTech, Salt Lake City, Utah
26 Mar 2019, Planning a Year's Worth of Social Media Content in One Weekend, Alt Summit, Palm Springs, California
27 Mar 2018, Planning a Year's Worth of Social Media Content in One Weekend, Alt Summit, Palm Springs, California