Starting an Estate Management Business

Starting an Estate Management Business

We received a lot of follow-up to the recent EMC23 talk 'Estate Management as a Business'.  Many of your questions were 'How do I get started'? To address that, we've put together a workbook to help you organize your purpose and goals for starting your new business.

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Perfect Candidate

Hiring The Perfect Candidate

As a private service placement agency, it is our job to source the proverbial “perfect candidate.” The question here is where does the “perfect candidate” come from?

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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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Collection Management 101

Cataloging serves as the crucial first step in effectively managing a principal's fine art collection. This entails meticulously gathering and documenting all pertinent information for each artwork.

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