Equine Estate Planning Checklist
This printable Equine Estate Planning Checklist helps horse owners and barn managers gather items for estate planning on a horse farm. Print a fresh copy as needed and keep completed pages with your other barn records.
Download free PDF1 page, US Letter, prints clean in black and white
ChecklistEquineFree PDF
What is on this checklist
- List of assets
- Horses and registrations
- Land and buildings
- Business documents checked and noted
- Will and trusts reviewed
- Beneficiary designations checked and noted
- Care instructions for horses
- Contacts of advisors
- Digital accounts checked and noted
- Location of papers
How to use this checklist
Use one sheet per unit, pen or field. Date it, sign it, and file the finished copy so you can look back at what was found and fixed.
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 Farmers.gov.
For more in this area, see the small farm start-up help. Between chores, farm.FM has farm humor, including Farm Succession Planning, and ranching farm stories.