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Creating an Estate Manual with Marta Perrone

Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.

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Why Estate Managers Need Technology That’s Built for Them
Ask an Expert: Jack Grayson on Creative Services and Branding for Private Estates
Ask an Expert - Leo Crane on Owner's Representation.
The Hierarchy of Estate Management
Ask an Expert // Talking Estate Finances with Sara Hobbs
Tech Resources For Estate Managers
Mentorship for Estate Managers

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