Estate managers run households like small businesses, but the tools they're using can't keep up. Enough with the tedious spreadsheets and endless text messages. Estate managers need technology that's built specifically for them, so they can avoid burnout, stop working 24/7, and focus on their favorite parts of the job.
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.
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.
SOPs provide a common set of expectations for all stakeholders by establishing uniformity in task execution. With clear, step-by-step instructions, SOPs minimize variations in performance regardless of who is carrying out the task.
