Forestry Estate Planning Checklist
A forestry estate planning checklist for woodland owners. Use it to gather records and questions for an attorney before planning how forest land passes on.
Download free PDF1 page, US Letter, prints clean in black and white
ChecklistForestry & AgroforestryFree PDF
What is on this checklist
- Property deeds located
- Timber and land records
- Existing management plans
- Easements and leases noted
- Beneficiary wishes recorded
- Debts and loans listed
- Insurance policies listed
- Advisor contacts listed
- Attorney consulted
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 IRS and eXtension.
For more in this area, see the country living guides. Between chores, farm.FM has farm humor, including Farm Succession Planning, and farming farm stories.