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Slack for Your Estate Team

Of all of the things that need to be streamlined and organized, communication should be at the top of any Estate Manager's list. Slack pulls a huge portion of minor texts and emails out of your inbox and into a repository for the entire team to reference and creates a platform for targeted group communication. Here's how to set up Slack for your team. PRO MEMBER CONTENT

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Transitioning Between Clients or Principals Successfully

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. PRO MEMBER CONTENT

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Online Scheduling and Payroll with Deputy

One of the responsibilities I take on as an Estate Management EA is to handle the admin for scheduling staff and submitting their timesheets for approval.  At any given time I have to track staff at over a dozen locations throughout the country, which can makes this a very time consuming task.

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