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.
What’s something hard to find and almost impossible to recover once lost? Your integrity. When we think about integrity, we typically see it as a trait on the same level as honesty or truthfulness. However, we could protect our integrity if we saw it as the sum of our honesty, discretion, and respect, especially in a luxury setting.
As we face increasingly severe hurricanes due to climate change, it becomes critical to have a plan in place for post-storm recovery. We’ve updated our guide to incorporate new technologies and considerations that have emerged to enhance your efforts.
Does your Principal invest in your continuing education? Many Principals recognize that ongoing learning enhances their Estate Manager’s value and effectiveness. The 2025 Estate Management Conference offers specialized emergency preparedness knowledge goes beyond day-to-day estate
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