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Asset Management as an Essential System in Estate Operations

Asset Management as an Essential System in Estate Operations

When developing an asset management system, Estate Managers should consider whether their current program can grow with the estate, adapt to changes in ownership, and support broader planning efforts.

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Ask an Expert // The State of the Estate with Kelly Fore Dixon

In this Ask an Expert episode, I spoke with Kelly Fore Dixon of Estate Management Systems. Many of you know Kelly from her earlier work helping estate teams build house manuals, but her services have expanded. She now offers full estate evaluations and strategic operations support for properties that need more structure, more clarity, and more stability.

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Creating an Estate Manual with Marta Perrone

Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.

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