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Establishing Staff Protocols for Medication Management

Establishing Staff Protocols for Medication Management

Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.

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EMN Guide // Encircle Home Inventory

Encircle offers a variety of inventory products for all kinds of professionals from insurance adjusters to remediation specialists. Encircle is accepted as the industry standard by major insurance providers The home inventory product we’ll be discussing is  a free product geared toward  homeowners and property managers. In this guide we'll show you how to get set up and start taking inventory.  PRO MEMBER CONTENT

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The Role of Emotional Intelligence in Estate Management

In the world of ultra-high-net-worth estate management, where expectations for impeccable service are sky-high, Estate Managers must possess more than just technical expertise. The secret ingredient that sets exceptional Estate Managers apart is their emotional intelligence.

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