Essentials of Estate Management

Essentials of Estate Management

Based in Dallas Texas, this Zoom-based course will give the Private Service Professional the fundamentals for establishing protocols in a HNW residence that protects your Principal’s luxury lifestyle.

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A Formula for Estate Staffing

Every estate has unique staffing needs. A practical formula helps estate managers evaluate property size, service expectations, and household operations to build a team that keeps everything running smoothly.

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Planning the Garden

Use these printable landscape and gardening worksheets to sketch out the design plan, make a materials list and create a record of what’s planted and what worked.

Creating a Punch List

A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We have created a template to organize the process.

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