Beginning Farmer & Land Access
Farm Estate Planning Checklist
A checklist for farm estate planning. It lists the documents and questions to bring to an attorney so farm assets pass on as intended. Print a fresh copy for each project.
Download free PDF1 page, US Letter, prints clean in black and white
ChecklistBeginning Farmer & Land AccessFree PDF
What is on this checklist
- Will in place and current
- Power of attorney documents
- Health care directives
- Farm ownership documents
- Land titles and deeds
- Business entity papers
- Beneficiary designations
- Life insurance review
- Attorney and accountant contacts
How to use this checklist
Work down the list in the same order each time so nothing gets skipped. Anything marked FIX should be handled before the job starts and written down.
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 IRS and eXtension.
For more in this area, see the Farm Money and Grants. Between chores, farm.FM has farm humor, including Farm Succession Planning, and agribusiness farm stories.