Farm Business & Financial Management
Farm Succession Planning Workbook
A workbook outline for planning how a farm passes to the next generation, covering goals, roles, assets and talks with advisers. Helps families begin a hard conversation.
Download free PDF1 page, US Letter, prints clean in black and white
TemplateFarm Business & Financial ManagementFree PDF
Sections on this template
- Family goals and values
- People involved and interested
- Roles and responsibilities today
- Assets to be transferred
- Ways to transfer ownership
- Income needs for retiring owners
- Fairness among heirs
- Advisers to consult
- Timeline and next steps
How to use this template
Complete it by hand or retype the headings into your own document. Keep one signed copy on file and give a copy to everyone it affects.
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.