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EM_essentials // Resources for Estate Managers

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We are happy to introduce ‘EMe”, a collection of guides, templates, training videos, and essential resources for Estate Managers. Pick up a new skill, refresh your memory on some of the basics, or learn the latest way to accomplish a task.

We’ll cover everything from HR to Tech, and include links to outside sources, books, and courses that can help you on your professional journey.

We’d love to hear what you’d like to see in upcoming months. Need some help building your chart of accounts? Looking for a template for an Employee Handbook? Hoping for a refresher course in multi-shift scheduling? Let us know what you need and we’ll reach out to members of the community who excel in that area and invite them to share their knowledge.

Do you have something you’d like to teach? Reach out and we’ll help you to put something together. We’ll be starting to offer online courses next year- maybe you’d like to be a teacher? Email Me********@Es***********.org for more details, or connect with Kimberly in the Members chat.

Kristin Twiford

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.

Vehicle Log Management Template
Pamela Queen

Vehicle Maintenance Log

The value of a vehicle maintenance log shouldn't be underestimated. Keeping a log and saving receipts will not only help you and your Principal's mechanic know the car’s history, maintenance needs, and ownership expense, but it will also prove its value by providing proof of care to a prospective new owner. 

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Identifying Vendors
Peter Van Ryder

Sourcing Vendors

So, how do you find a good vendor? Follow the below advice and do your due diligence and you can avoid 80% of the negative situations that could occur.

This content is for members only.
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