Estate Management Network

From the Author -

Walsh Signature Staffing

The Estate Management Network is pleased to welcome Walsh Signature Staffing as an Industry Partner. Led by Casey Walsh and Lauren Perry, this boutique agency specializes in placing top-tier domestic staff in ultra-high-net-worth homes across the United States.

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Establishing Staff Protocols for Medication Management

Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.

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EM Templates: Maintenance Planner

If you’ve ever received a call asking ‘Where are we on fixing the _____ “ you’ll understand the value of having the answer immediately available. A simple spreadsheet can provide a quick reference that can be used for answering that question, as well as planning, budgeting, tracking and reporting status and outcomes.

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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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Using Zoning to Streamline Estate Operations

Zoning serves two primary roles within an estate: operational zoning and service zoning. Operational zoning addresses the physical structure and movement within the property, supporting security, vendor movements, environmental operations, and maintenance. Service zoning is the working foundation of the daily schedule, determining how each space is assigned, cleaned, and cared for. These two systems work together to create a manageable, efficient, and aware household environment. 

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Member Spotlight: 20 Questions with Joanie Veage

I am Joanie Veage, and it’s my genuine pleasure to offer you a thoughtful, nourishing experience through Bespoke Homes and Estates. Whether you’re seeking estate support managing your household’s rhythms, or curated meal prep, retreat catering, kitchen gardening, you’re in the right hands.

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Member Spotlight: 20 Questions with Marc Sorensen Leandro

Marc Sorensen Leandro is the Principal of Sorensen Staffing, a recruitment firm specializing in private service placements. With a background that includes roles as a private chef, house manager, and estate manager, he brings firsthand knowledge of the industry to his work. Based in Southern California, Marc works with clients across the country to place candidates in a wide range of estate and household positions.

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