Estate Management Network

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Category: Family Office

Why Estate Managers Need Technology That’s Built for Them

Estate managers run households like small businesses, but the tools they’re using can’t keep up. Enough with the tedious spreadsheets and endless text messages. Estate managers need technology that’s built specifically for them, so they can avoid burnout, stop working 24/7, and focus on their favorite parts of the job.

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The Importance of Budgets

As the hired talent IN CHARGE of adhering to, and managing budgets, it is YOUR responsibility to ask for, and receive operating budgets from your Primary. Let’s talk about all the scenarios, from being hired, to establishing and evolving your Real Property Asset(s) budgets.

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Nines: Technology Built for Estate Managers

Estate managers deserve technology that’s built specifically for them, that’s tailored to their unique needs. Every household is unique, and they’re always changing. Estate managers need a dynamic, flexible tool that can keep up with — and tame — the chaos.

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Online Scheduling and Payroll with Deputy

One of the responsibilities I take on as an Estate Management EA is to handle the admin for scheduling staff and submitting their timesheets for approval.  At any given time I have to track staff at over a dozen locations throughout the country, which can makes this a very time consuming task.

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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

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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

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Slack for Your Estate Team

Of all of the things that need to be streamlined and organized, communication should be at the top of any Estate Manager’s list. Slack pulls a huge portion of minor texts and emails out of your inbox and into a repository for the entire team to reference and creates a platform for targeted group communication. Here’s how to set up Slack for your team. PRO MEMBER CONTENT

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Chicago’s Domestic Employee Contract Mandate

Under a new rule for the City of Chicago that takes effect Jan. 1, anyone who hires a domestic worker must provide them with a written contract in their primary language, as requested by the worker, regardless of their status as an employee or independent contractor.

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