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Estate Management Conference

Transitioning Between Clients or Principals Successfully

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. PRO MEMBER CONTENT

Vehicle Log Management Template
Pamela Queen

Vehicle Maintenance Log

The value of a vehicle maintenance log shouldn’t be underestimated. Keeping a log and saving receipts will not only help you and your Principal’s mechanic know the car’s history, maintenance needs, and ownership expense, but it will also prove its value by providing proof of care to a prospective new owner. 

Estate Admin
Kimberly Varney

Navigating the Process of Requesting Additional Staff

Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We’ve created a guide for Estate Managers with some key points to effectively communicate the need for expanding household staff, ensuring a successful outcome for all parties involved.

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