A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We have created a template to organize the process.
When the gifts have all been given and received and you’ve finally started to relax into your post-holiday eggnog haze, remember there’s one last point to check off your holiday list: the thank you notes.
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.
The 2025 Estate Management Conference was an exceptional gathering, and I want to extend my sincere thanks to everyone who took part. The event reflected the strength of our professional community and the generosity of those willing to share knowledge, insight, and time.
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