Prepare for summer staffing in the same way you plan for property readiness, vendor maintenance, or seasonal upgrades. Build the calendar, allocate the budget, confirm the resources, and have documentation ready before the season begins.
Sara Hobbs, of Forecastle Financial, joins us for our next Ask an Expert podcast, addressing the financial pain points Estate Managers encounter in their roles.
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.
William Hiley is the Founder and Principal Estate Manager at Hiley and Associates, overseeing historic and architecturally significant properties across Washington, DC.
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.
Kelly Dixon, founder of Estate Management Systems, joins us for a 30-minute episode of Ask an Expert. With a background
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.Â
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.
The Estate Management Network is pleased to welcome Forecastle Financial as an Industry Partner. Founded by finance veteran Sara Hobbs,
For a salaried Estate Management position, there’s a lot to take into consideration when judging the value of the role and whether or not it fits your wants and needs. PRO MEMBER CONTENT
Subscribe to our email newsletter today to receive updates on the latest news, tutorials and special offers!