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Tech Resources For Estate Managers

ABOUT THIS TALK

What do you need in your toolbox to be a successful Estate Manager? Find out what resources are available and help us determine what is needed. The panel will be followed by a breakout Q&A / workshop that you'll automatically be seated in when the discussion ends so that you can add to the conversation.

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Do you Need a Company Vehicle Use Policy?

A company vehicle policy outlines the rules and guidelines for the use of vehicles owned or leased by a company or principal. Having a company vehicle policy can help establish guidelines for the proper use and maintenance of company vehicles. PRO Content.

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New Year, BETTER You – Education for Estate Managers

Education remains one of the most valuable professional tools available to Estate Managers. Whether entering the field for the first time or taking on increased responsibility across complex households, an Estate Manager benefits from formal training, skill-specific instruction, and strategic development.

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