Encircle offers a variety of inventory products for all kinds of professionals from insurance adjusters to remediation specialists. Encircle is accepted as the industry standard by major insurance providers The home inventory product we’ll be discussing is a free product geared toward homeowners and property managers. In this guide we'll show you how to get set up and start taking inventory. PRO MEMBER CONTENT
Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.
When a high-value piece of art is acquired, where it ends up can have significant effects on how it is taxed. Consider the benefits of loaning art to cultural institutions for major savings.
Chris Milu, of MCM Estate Services shares how to successfully transition from one principal to another. It may seem like a bumpy road and a hard time to pull away especially if you served a family for a long time but it can be done.
Subscribe to our email newsletter today to receive updates on the latest news, tutorials and special offers!
