There doesn't seem to be a consensus about the role of the Estate Manager. Let's get the conversation going by asking what the job is, what are the skills, experience, and education needed to perform the work, among other requirements. Join a panel that includes the stakeholders in the conversation- an EM, and Employer, an Agency, and an Educator. The panel will be followed by a breakout Q&A and workshop that you'll automatically be seated in when the discussion ends.
So, how do you find a good vendor? Follow the below advice and do your due diligence and you can avoid 80% of the negative situations that could occur.
The Estate Management Network is pleased to welcome Forecastle Financial as an Industry Partner. Founded by finance veteran Sara Hobbs, Forecastle Financial is a virtual advisory firm that provides Personal CFO and account management services
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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