Farm Succession & Estate Planning

Farm succession is the process of planning who will manage and own the farm in the future. It can feel confusing, but you don’t have to do it alone. This page brings together resources to help your family talk, plan, and make decisions. Whether you are just getting started or already working on legal and financial steps, these tools can guide you toward a successful farm transition.

Featured Farm Succession Resources

Is farm succession in your future? Start planning now!

Watch this webinar, Getting Started on Your Farm Succession Plan, to learn the 3 stages of farm succession before you begin.

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Cultivating Your Farm’s Future Workbook

Having intentional conversations around farm succession and developing future plans for the farm provides a better chance your transition will be a success. A key componant of the Cultivating Your Farm’s Future workshop series, this workbook guides farm business members and families through the intricacies of succession planning.

Download the Workbook »

Cultivating Continuity: Expert Insights for Farm Succession

This publication compiles chapters written by experts nationwide covering a wide array of succession topics. The chapters align directly with key exercises from the Cultivating Your Farm’s Future workbook (featured above), providing deeper insights and reflection questions to facilitate meaningful discussions.

Download the publication »

Learning Opportunities

Shoebox to Strategy: Organizing Your Farm’s Legacy is a virtual workshop series to help you organize essential documents and financial information to better prepare for estate planning.

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Thinking About Farm Succession? is a 3-hour workshop, offered virtually or in person, that introduces a framework to open the conversation around succession planning. Fill out this interest form to get notified when future workshops open up.

Interest Form

Cultivating Your Farm’s Future is a virtual workshop series that provide tools and support for farm members and families who are ready to begin succession planning.

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