We’re all familiar with the concept of a housekeeper, a private assistant or a caretaker – but just what is an estate manager?
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We’re all familiar with the concept of a housekeeper, a private assistant or a caretaker – but just what is an estate manager?

Whether you’re building a custom home, commissioning a portrait, or planning an event, the RFP (Request For Proposal) should be your first step. The RFP provides background information and expectations to potential vendors and invites them to submit a proposal for the project. PRO MEMBER CONTENT

As we face increasingly severe hurricanes due to climate change, it becomes critical to have a plan in place for post-storm recovery. We’ve updated our guide to incorporate new technologies and considerations that have emerged to enhance your efforts.

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.
