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Category: Estate Manuals

Estate Manual Essential: The Organizational Chart

Providing luxury service in a HNW residence demands highly-personalized attention to detail. One of the most effective tools for an estate team to deliver on that expectation is an organizational chart

Standard Operating Procedures

SOPs provide a common set of expectations for all stakeholders by establishing uniformity in task execution. With clear, step-by-step instructions, SOPs minimize variations in performance regardless of who is carrying out the task.

Industry Partner Spotlight: Nines

The Estate Management Network is please to welcome our latest Industry Partner:  Nines,  a household management platform designed for discerning estates and the private service professionals who support them.

Using Canva for Design Materials

Most of our templates are based in Google Suite or Canva; a free, cloud-based, entry-level, graphic design tool one can use to create a variety of content from flyers to guides and manuals.

Estate Manual Essentials: The Fire Safety Plan

By identifying potential fire hazards and assessing the condition of fire prevention systems, you can plan procedures that will mitigate risks and ensure the safety of residents and staff should something happen.

Update Your Employee Handbook

Your employee handbook should be reviewed annually to reflect the changing professional environment as well as the evolving preferences of your principal.

EMN Guide // HomeZada for Home Inventory

HomeZada is a great tool for building a home inventory. It’s cloud-based, offers a desktop client and mobile app, and is highly intuitive, cutting the time it takes to get work done.  While HomeZada is very easy to navigate, we’ve put together this easy set-up guide to get you to the home inventory tool as quickly as possible. PRO MEMBER CONTENT

Employment Contract Templates

As of January 1, 2022 all domestic worker employers in Chicago will be required to provide a written contract to their workers. Below are comprehensive sample contracts for home cleaners, nannies / childcare workers, and caregivers created by Arise Chicago. PRO MEMBER CONTENT

EMN Guide // Encircle Home Inventory

Encircle offers a variety of inventory products for all kinds of professionals from insurance adjusters to remediation specialists. Encircle is accepted as the industry standard by major insurance providers The home inventory product we’ll be discussing is  a free product geared toward  homeowners and property managers. In this guide we’ll show you how to get set up and start taking inventory.  PRO MEMBER CONTENT

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