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Businesses
Asset Management
Kimberly Varney

Managing Storage Inventory

Are you starting to gather your holiday decor? Can you easily get your hands on last year’s favorite pieces and family traditions? A detailed storage inventory plan and worksheet can make your job much easier!

Estate Admin
Kimberly Varney

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.

Career
Kimberly Varney

Setting Boundaries in Private Service

As Estate Managers, we work in a unique environment that can often blur the lines between professional and personal relationships. It’s critical that we maintain both professional and personal boundaries.