The Art of the Thank You Note

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.

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The Agency Round Table // How Domestic Agencies Really Work

In the private service industry, the majority of estate management jobs are routed through domestic staffing agencies. For estate management candidates seeking new positions or planning a transition, understanding how these agencies operate is essential. Our Agency Round Table pulled back the curtain on how private staffing really works. This is a must-watch for anyone engaging in their own job search or placing staff for their principal.

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Setting Digital Standards: Technology and Internet Use Policies

Estate operations rely on trusted people and trusted systems. Computers, phones, cameras, and smart-home platforms are essential tools for managing large properties. A Technology and Internet Use Policy establishes how those systems are used, protecting both the principal’s privacy and the staff’s professionalism.

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Establishing Staff Protocols for Medication Management

Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.

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