Format I'm trying to follow is like that in the BCG Standards manual, pages 49 & 50.
Memo To: Estate file
By: My full contact info
Date: of course
Focus: Lineage of... or parentage of...
Summary of Known Information (as of date...): [Attached footnotes for citations]
To-Do Plan updated ..date:
1. Sources: Find out.... probate or land record.. or...
2. Census Research:
4. Etc what ever you want to keep listing out
Summary of Findings (full date)