Farm Business & Financial Management
Estate Planning Checklist for Farmers
A checklist of estate planning items for farm owners, from wills and titles to business papers. Helps families gather information to discuss with an attorney.
Download free PDF1 page, US Letter, prints clean in black and white
ChecklistFarm Business & Financial ManagementFree PDF
What is on this checklist
- Will and any trusts
- Power of attorney
- Health care directives
- Land titles and deeds
- Business entity papers
- Beneficiary forms on accounts
- Life insurance policies
- Debts and loan documents
- Location of key papers and passwords
- Advisers and contact list
How to use this checklist
Fill in the farm, date and your name, then walk the job with the sheet in hand. A habit of five minutes on this list tends to catch small problems early.
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 IRS.
For more in this area, see the farm finance explained. Between chores, farm.FM has farm humor, including I Like Them Dutch Farmers, and agribusiness farm stories.