Tools

Planning Tools to Download

• Legacy Primer -  Content by Legacy by Design; free download courtesy of Farm Journal Legacy Project and Pioneer Hi-Bred
• The Miracle of Commitment
  
• Assessment: Ready for Succession?
• Succession Planning Self Assessment
• Conversation Starters
• The Family Meeting
• Business Plan Self Assessment
• Leadership Skills Inventory
• Buy-Sell Review
• Disability Insurance Needs Analysis
• Life Insurance Needs Analysis
• Cash Reserve Needs
• Are You Ready for Retirement?
• Retirement Income/Expenses Self-Assessment
• Trust/Will Review
• Job Description Template
• Merger Candidate Interview
• Merger Candidate Evaluation