You’ve reached a page available to Pro Members only. You should login to your Pro Membership account.
If you’d like to subscribe to read or watch content, use one of the options below:
Monthly
Subscription-
Subscribe to access our library of professional development resources for estate management.
-
Templates, Guides, and On-demand Video
-
10% Discount in the Store
Pro
Subscription-
Stay current with best practices, tools, and industry updates designed to help you operate with excellence.
-
Pro Content
-
Templates, Guides, and On-demand Video
-
20% Discount in the Store
Industry
Partner Directory-
Connect with our Network! We welcome businesses that have a proven track record working with Estate Managers, Chiefs of Staff, Directors of Residences and Family Offices.
-
Listing in the Business Directory
-
Revolving Front Page Ad
-
Contribute Educational Content to the Blog
-
20% Discount in the Store
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.
Save the Date – EMC25
2025 Estate Management Conference – The Resilient Estate: Emergency Planning, Response, and Recovery. This one-day event, slated for September 12, 2025, will focus on strengthening the systems that Estate Managers rely on.
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.