HEARTH + HOMESTEADER / FIELD NOTES 005 / PAGE 1 OF 2

Family land conversation worksheet

1. Prepare your own answers

A discussion tool, not a legal agreement. These notes do not establish ownership, repayment rights, or an exit formula. Bring legal, tax, financing, and land-use questions to qualified local advisers.

Household / individual
Date / proposed topic
What we hope to gain from living nearby
What we need to feel comfortable with the plan
ConversationPromptOur expectations / capacityQuestions / conditions / limits
Ownership + contributionsWhat would we contribute, and what do we expect that contribution to mean?
PrivacyWhat space, time, visits, and guest arrangements would work for us?
ChoresWhat can we realistically do, and what backup coverage would we need?
Shared expensesWhich costs should be shared, and how should spending be approved and recorded?
Exit plansWhat questions would arise if our household needed to leave or change its contribution?

Leave uncertain answers marked as questions. Do not answer on another person’s behalf or assume silence means agreement.

HEARTH + HOMESTEADER / FIELD NOTES 005 / PAGE 2 OF 2

Family meeting notes

Record the discussion accurately. A provisional understanding belongs here only after each affected person has had a chance to respond. These meeting notes are not a contract.

Meeting date / participants
One topic for today / next review date
ConversationProvisional understanding / statusUnresolved differencesQuestions for qualified advisers
Ownership + contributionsStatus: unresolved until discussed
PrivacyStatus: unresolved until discussed
ChoresStatus: unresolved until discussed
Shared expensesStatus: unresolved until discussed
Exit plansStatus: unresolved until discussed

Next step / willing person / target date

What needs confirmation at the next meeting?

Useful status labels: unresolved · needs research · needs professional advice · provisional understanding to review. Record changes in circumstances and revisit the notes before relying on a plan.