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EM_essentials // Resources for Estate Managers

EM_essentials // Resources for Estate Managers

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.

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Using Canva for Design Materials

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 Beauty of a Virtual Closet System

A virtual closet allows an HM, Butler or Valet to create a comprehensive inventory of the principal’s wardrobe, making it easier to locate specific pieces when styling outfits, packing, or moving items between residences.

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