Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.
Kelly shares her Action Plan for: Industry-wide initiatives, Small group support (without breaching your NDA), and personal steps for day-to-day self care.
The favorite place for the family to gather in the winter is the library; It’s cozy and warm. There’s a stone fireplace, plush club chairs, and a sense that the freezing world outside has calmed,…...
Estate operations rely on trusted people and trusted systems. Computers, phones, cameras, and smart-home platforms are essential tools for managing large properties. A Technology and Internet Use Policy establishes how those systems are used, protecting both the principal’s privacy and the staff’s professionalism.
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