Beginning Farmer & Land Access
Beginning Farmer Succession Plan
A template for a farm succession plan for a beginning farmer. It helps outline goals, successors, timing, and documents to discuss with advisors and keeps the family informed.
Download free PDF1 page, US Letter, prints clean in black and white
TemplateBeginning Farmer & Land AccessFree PDF
Sections on this template
- Farm ownership summary
- Owner goals for the future
- Possible successors
- Management transition steps
- Ownership transfer approach
- Legal and tax advisors
- Retirement income needs
- Communication plan
- Review schedule
How to use this template
Treat the headings as a starting outline. Add detail under each one, and keep the finished copy with your records.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with USDA and eXtension.
For more in this area, see the Farm Money and Grants. Between chores, farm.FM has farm humor, including The Farmer, and agribusiness farm stories.