Estate Management Network

From the Author -

Turning Preferences into Standards

Every household operates around the preferences of the people who live there. We’ve detailed how a preference becomes a standard in our first Professional Development Series lecture. The micro-learning session includes a video lecture and sets of templates to develop SOP’s for your property.

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Navigating the Process of Requesting Additional Staff

Approaching the principal 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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Deep Dive: Employee or Contractor?

Household employees and contracted service providers may perform the same work under the same household standards while carrying very different payroll, tax, employment-law and insurance responsibilities. Understanding who controls the work, the financial arrangement, and the employment relationship helps an Estate Manager classify each provider correctly and protect the household from misclassification and employment liability.

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Canva for Estate Managers: The Crash Course

We’ve just updated our Canva Guide! This time, it’s more than a guide; it’s now a mini-course, complete with over 90 minutes of video tutorials. The course will walk you through how Estate Managers can use Canva to create polished, professional documents and make the most of the templates we publish at the Estate Management Network. 

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