Dairy Farm Succession Plan
A dairy farm succession plan template for families to describe goals, roles, ownership transfer ideas and advisers involved when the next generation takes over.
Download free PDF1 page, US Letter, prints clean in black and white
TemplateDairyFree PDF
Sections on this template
- Current owners and goals
- Successor candidates and interests
- Farm assets summary
- Roles and training plan
- Ownership transfer ideas
- Fairness for off-farm heirs
- Advisers to involve
- Retirement income needs
- Family meeting notes
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 Farm Service Agency and eXtension.
For more in this area, see the Dairy Herd Hub. Between chores, farm.FM has farm humor, including Jesus Was Born on a Dairy Farm, and dairy farm stories.