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Essentials of Estate Management

Essentials of Estate Management

Based in Dallas Texas, this Zoom-based course will give the Private Service Professional the fundamentals for establishing protocols in a HNW residence that protects your Principal’s luxury lifestyle.  You will receive the skillset and resources to organize your service environment, write a household manual & become a better Private Service Professional.  Designed with an understanding of the ever-changing nature of our profession.  The content has been developed based on real-life Estate Management experiences and input from a variety of industry professionals.  Those who get the most out of the course are Estate Managers, Household Managers, Executive Housekeepers, Nanny Managers, and those looking to lay a foundation for their new career.

“Essentials” will begin by covering the intangibles that are some of the cornerstones of our industry.  Topics and traits that are rarely covered in schools that every PSP should know and embody.  We continue on with discussing how to compartmentalize the estate, residence, or service environment in which you work.  We also tackle the integration of this information, including procedural documents, task sheets, punch lists, and emergency plans into a Household Manual.

Upon completion of this course, you will have all the tools you need to appropriate procedures to protect your Principal’s lifestyle and privacy and create an operational manual for any size Home, Estate, or Service Environment.  You will also have one of the most valuable assets in our industry, a network of fellow Private Service Professionals that will serve you well in your future endeavors.

What’s Covered

  • Preparing for a New Position
  • Communicating with your Principals
  • Find Your Place in the Home
  • Working with Your Principal
  • Staff Management
  • Components of a Household Manual
  • HR Basics
  • Setting Up a Chart of Accounts
  • Establishing a Budget
  • Accounting & Reports
  • Principal and Household Profiles
  • Developing Task Sheets
  • “How-To” Documents
  • Vendor Management

 

What’s Included

Over 120 resource documents and templates to help cultivate a household manual.  Including:

  • Course Book in PDF format
  • Estate Manual Index
  • Estate Manual Templates in Word & Excel Form
  • Task Sheet Templates
  • Profile Templates
  • Non-Disclosure Agreement
  • Budget Comparison Spreadsheet
  • Sample Resume For Your Reference
  • Sample Full Disclosure Document
  • Preferred Placement Agency List
  • Employment Agreement Template
  • Separation Agreement Template
  • I-9 & W-4
  • IRS Publication 926 – Household Employer Tax Guide
  • Basic Housekeeper Job Description
  • Hypoallergenic Cleaner Recipe
  • Plus more added regularly

For more information: https://hnwsolutions.com/estate-management-solutions/essentials-of-household-and-estate-management/

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Panel Discussion – How Does One Become an Estate Manager?

There's no 'single path' to becoming an Estate Manager. Here from a panel that transitioned from various backgrounds and get their tips and advice. The panel will be followed by a breakout Q&A / workshop that you'll automatically be seated in when the discussion ends so that you can add to the conversation. PRO MEMBER CONTENT

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Why Estate Managers Need Technology That’s Built for Them

Estate managers run households like small businesses, but the tools they're using can't keep up. Enough with the tedious spreadsheets and endless text messages. Estate managers need technology that's built specifically for them, so they can avoid burnout, stop working 24/7, and focus on their favorite parts of the job. PRO MEMBER CONTENT

This content is for members only.
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