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

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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Presenting Candidates to Your Principal

After a successful round of interviews, have you wondered how to present candidates to your principal without overwhelming them with a file of résumés, references, and recommendations? I've found that writing a brief of candidate sketches is the first step. PRO CONTENT

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Opening a Winter Home | A Checklist for Estate Managers

As keepers of the household’s standards, Estate Managers are responsible for overseeing every aspect of the home's readiness, from safety checks to aesthetic presentation. Their efforts help to ensure a seamless transition, allowing the family to immediately enjoy their winter home. This checklist will help make sure nothing is overlooked when moving to a seasonal residence.

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Cover Your Assets // Understanding Service Contracts

I love contracts. I like knowing what I’m obligated to and what the vendor is obligated to, in very clear terms. I’m spending someone else’s money on someone else’s property, so I want to make the right decisions and I want to be covered.  PRO MEMBER CONTENT

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