Your Guide to Farm Succession Planning
Transition Planning Checklist
Thursday, November 10, 2022

Section: Wills, Estates, Wealth Transfer

Transition is different for every farm – and it’s not a one-time project. It involves a plan, thinking it through, writing it down and using it to guide your family’s process.
This checklist will help you through the process and promote more meaningful meetings with your technical advisors. Start by identifying where you are and what’s next, then revisit, review and communicate often for planning success.

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