General Farm & Ranch Operations
Farm Succession Plan Template
A farm succession plan template for outlining how ownership, management and assets may pass to the next generation or partner, so families can start important conversations in an organized way.
Download free PDF1 page, US Letter, prints clean in black and white
TemplateGeneral Farm & Ranch OperationsFree PDF
Sections on this template
- Current owners and roles
- Successor candidates
- Goals for the farm
- Land and asset list
- Management transition steps
- Training for successors
- Retirement income needs
- Family communication notes
- Advisors to involve
- Review schedule
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 Rural Farm Life. Between chores, farm.FM has farm humor, including Farm Succession Planning, and farming farm stories.