Succession Plan Tools, Checklists & Templates

Farm succession can be an overwhelming process, so we’ve rounded up some succession plan tools, checklists & templates to guide you through the process and help you to navigate and check off on stages as you go through your journey.

Resources in this part of the toolkit include Family Farm Business Succession Plan Checklist, Farm Succession Questionnaire, Fair vs. Equal Exercise, Selecting an Adviser, Succession Planning Self Assessment, Developing a Family Charter = A Template for Farm Transition Planning Transition the Farm Using Profit Interest as a Planning Tool, Goals Clarification Worksheet, Farm Succession Risk Management Checklist Online, and a Family Meeting Agenda template.

These succession planning resources may help you with the following questions:

• What should I consider during the succession planning process?
• Where do I start with succession planning?
• How do I prepare for succession planning?
• How do I start the succession planning conversation?
• What should we discuss in a family succession meeting?