Planning Resources
Full Estate and Succession Planning for the Farm Workbook
Download a free PDF of the entire Estate and Succession Planning for the Farm Workbook or order a paper copy.
Glossary of Estate and Succession Planning Terms
From 1031 Exchange to Will Substitute, this glossary defines the terms you encounter in the succession planning journey.
Need a quick answer? This page has answers some common questions about estate planning.
Communication Resources
Succession Planning: Communication Self-assessment
This resource prepares family members to begin the estate and succession planning discussion.
Managing Family and Business Conflict
This resource reviews conflict management styles and provides tips for managing conflict while planning for the future.
Resources for Use After Death
Trustees, Executors, and Administrators: The Duties of Fiduciaries
Have you just been appointed? This resource will get you started.
Checklist for Probating a Will
We all need tools to keep us on track. This resource lets you know what to expect.
Settling a Revocable Living Trust at the Death of the Grantor
How does settling a trust differ from probating a will? This resource provides an overview.
Vehicles: A Quick Guide After the Death of a Loved One
Most everyone has a vehicle when they die. This resources addresses the basic process of transfer.
What to Do Immediately After the Death of a Loved One
During a time of grief, many tasks must be done. This page walks you through some steps.
Sample Agreements
Sample Buy-Sell Agreement (PDF)
Family businesses need a plan for how someone can leave or enter the business. This sample buy-sell agreement gives you an example of what such a plan may look like. It is not intended to be used in your business. Seek counsel to create a custom agreement designed to meet your needs.
Sample Operating Agreement (PDF)
An operating agreement establishes the rules for an LLC. This example agreement is intended to help you understand how these tools work. Please seek legal counsel to create an agreement designed for your farm business.