Legacy List connects farm and ranch families with attorneys, CPAs, financial advisors, and other professionals who've actually worked with operations like yours. Not just a license. Real ag experience.
Every listing checked for real ag experience. Nobody pays to be here.
Most farm transitions take more than one professional. Start with the one you know you need.
Wills, trusts, and the legal plan for what happens to the land and the operation.
See attorneys →Tax planning, entity structure, and the numbers behind any transition.
See CPAs and tax advisors →Retirement, cash flow, and making sure the next generation isn't stuck funding it all.
See financial advisors →Helps the family talk it through and turn goals into an actual plan.
See succession consultants →Lenders, insurance professionals, and appraisers are being added to the list soon.
Vetted for one thing: real experience with agricultural operations.
What we checkPassing on a farm isn't one decision. It's a dozen of them, and they touch the land, the equipment, the taxes, the family, and the people who work there.
That usually means an attorney, a CPA, a financial advisor, and maybe a lender or a succession consultant. The hard part is finding ones who actually understand agriculture. Plenty of good professionals can draft a will. Fewer know what happens to a cow-calf operation when Dad steps back.
So we built a list of the ones who do.
When you see the green badge on a listing, here's what we actually checked. And what we didn't.
We look at their actual client history for farm and ranch work, and confirm they're still taking these clients today. Not one estate a decade ago.
The state bar for attorneys. FINRA BrokerCheck, the SEC adviser database, and CFP Board for financial advisors. The state Board of Accountancy for CPAs, and the IRS directory of credentialed tax preparers for Enrolled Agents. Real certifications, like IFTN's Farm Succession Coordinator credential, for succession consultants. The state insurance license for insurance professionals, and the state appraiser license for appraisers. Lenders don't hold an individual license we can look up, so we confirm the lending organization is active (a bank, credit union, Farm Credit lender or other ag lender) and that the lender is actively working in an ag lending role.
No listing fees, no referral fees, no sponsored spots. We don't get a cut if you hire someone off this list.
That's pretty normal. Most families know something needs to happen but aren't sure who to call first. Pick what's going on and we'll show you the kinds of professionals who usually help, right here.
No sign-up, and nothing is sent anywhere. If none of these fit, tell us about it and we'll point you in the right direction.
Pick everything that applies.
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Pick the situation that sounds closest. We'll show you the kinds of professionals who usually help with it.
Succession consultant, estate attorney, CPA
Estate attorney, financial advisor
Estate attorney, CPA, appraiser, lender
Succession consultant, estate attorney, lender
Financial advisor, CPA
CPA / tax advisor
Estate attorney, CPA
Lender, appraiser, estate attorney, CPA
Appraiser, succession consultant, CPA
Succession consultant, estate attorney
Estate attorney (elder law), financial advisor
Insurance professional, lender, financial advisor
Farm and ranch estate and elder law in Central Indiana.
Farm and ranch tax and accounting in Scotland, SD.
Farm succession and financial planning in Fargo, ND.
If a real share of your work is with farms, ranches, or ag businesses, we'd like to hear from you. There's no fee to be listed. We just check your ag experience and credentials first.