Alongside overseeing the estate's operations and staff, Estate Managers may find themselves fulfilling the crucial role of an HR Manager.
Fulfilling Dual Roles: The HR Duties of an Estate Manager
Fulfilling Dual Roles: The HR Duties of an Estate Manager
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Pamela Queen
Queen Executive Services provides bookkeeping, invoice payment, project cost tracking, employee credit card reconciliation, payroll, and other administrative financial services to Family Offices and Estate Managers.
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EMN Guide // HomeZada for Home Inventory
Kimberly Varney
HomeZada is a great tool for building a home inventory. It's cloud-based, offers a desktop client and mobile app, and is highly intuitive, cutting the time it takes to get work done. While HomeZada is very easy to navigate, we've put together this easy set-up guide to get you to the home inventory tool as quickly as possible. PRO MEMBER CONTENT
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Do you Need a Company Vehicle Use Policy?
Kimberly Varney
A company vehicle policy outlines the rules and guidelines for the use of vehicles owned or leased by a company or principal. Having a company vehicle policy can help establish guidelines for the proper use and maintenance of company vehicles. PRO Content.
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Transitioning Between Clients or Principals Successfully
EMN
Chris Milu, of MCM Estate Services shares how to successfully transition from one principal to another. It may seem like a bumpy road and a hard time to pull away especially if you served a family for a long time but it can be done.
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