Beginning Farmer & Land Access
Farm Succession Workbook
A workbook for farm succession planning. Families use it to record assets, goals, roles, and decisions so the next generation can take over with fewer surprises.
Download free PDF1 page, US Letter, prints clean in black and white
WorksheetBeginning Farmer & Land AccessFree PDF
What you fill in
- Current farm owners
- Successor candidates
- Owner retirement goals
- Successor goals
- Assets to be transferred
- Roles after the transfer
- Training needed for successors
- Advisors to involve
- Target meeting dates
How to use this worksheet
Take the sheet along to the field, shop or office. The blank lines are there so you can write down what you actually see and use.
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 eXtension and USDA.
For more in this area, see the farm loans, grants and taxes. Between chores, farm.FM has farm humor, including Farm Succession Planning, and agribusiness farm stories.