Family-Owned Farm Estate Planning Questionnaire

1. Contact Information

Full Name Address Phone Email

2. Family Members

Spouse/Partner Name Children (List names and ages) Other Dependents

3. Farm Information

Farm Name Location Size (Acres) Type of Operation (Crops, Livestock, etc.) Year Acquired Ownership Structure (Sole, Partnership, LLC, etc.)

4. Other Assets

List Additional Properties, Equipment, and Investments

5. Debts & Liabilities

Mortgages, Loans, and Other Debts

6. Succession Planning

Intended Heirs or Successors Special Instructions or Wishes for Succession

7. Advisors

Attorney Name & Contact Accountant Name & Contact Other Advisors

8. Additional Notes

Other Information or Concerns