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Sharing Estate Management Expertise: Kelly Dixon’s Commitment to Empowerment

Sharing Estate Management Expertise: Kelly Dixon’s Commitment to Empowerment

As part of our ‘Summer of Sharing’ series, we’re exploring how Kelly Dixon actively shares her estate management knowledge to empower individuals in the industry and improve professional practices.

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Welcoming Forecastle Financial as an Industry Partner

The Estate Management Network is pleased to welcome Forecastle Financial as an Industry Partner. Founded by finance veteran Sara Hobbs, Forecastle Financial is a virtual advisory firm that provides Personal CFO and account management services

Standard Operating Procedures

SOPs provide a common set of expectations for all stakeholders by establishing uniformity in task execution. With clear, step-by-step instructions, SOPs minimize variations in performance regardless of who is carrying out the task.

Planning Ahead for 2026

As we look ahead to 2026, the Estate Management Network has started our strategic planning, and we’d like for you to be a part of that. This community was built for Estate Managers, and it should continue to reflect what you want and need from it. Please take a few minutes to share your thoughts.

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