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.
I love contracts. I like knowing what I’m obligated to and what the vendor is obligated to, in very clear terms. I’m spending someone else’s money on someone else’s property, so I want to make the right decisions and I want to be covered. PRO MEMBER CONTENT
In this Ask an Expert episode, I spoke with Kelly Fore Dixon of Estate Management Systems. Many of you know Kelly from her earlier work helping estate teams build house manuals, but her services have expanded. She now offers full estate evaluations and strategic operations support for properties that need more structure, more clarity, and more stability.
United Citadel Group is committed to delivering exceptional service and peace of mind, building strong relationships with their clients based on trust, reliability, and integrity. We’re happy to have them join us as an Industry Partner.
