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Thank you for a Successful Estate Management Conference!
The 2025 Estate Management Conference was an exceptional gathering, and I want to extend my sincere thanks to everyone who took part. The event reflected the strength of our professional community and the generosity of those willing to share knowledge, insight, and time.
Creating an Estate Manual with Marta Perrone
Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.
The Art of the Thank You Note
When the gifts have all been given and received and you’ve finally started to relax into your post-holiday eggnog haze, remember there’s one last point to check off your holiday list: the thank you notes.