Read more about the article Elevating Estate Management with EstateSpace.

Elevating Estate Management with EstateSpace.

If you’re one of the many estate managers who were reluctant to use technology before the pandemic, it must surely have felt like the sky was falling in March of 2020. No doubt your best practices previously included having a physical presence on the property  – it was the way you built relationships with vendors, ensured staff were doing their jobs properly, and dealt with problems (hopefully) before the client even knew they existed. Suddenly that wasn’t possible, and you were scrambling to find (and learn how to use) digital tools as quickly as possible just to keep the doors open. However, with time and some trial and error, chances are you found your life was actually easier. Perhaps the time you once spent traveling was now allocated for other tasks, or it was easier to coordinate meetings virtually…

Continue ReadingElevating Estate Management with EstateSpace.
Read more about the article Estate management software to simplify how you manage people, process, and strategy.

Estate management software to simplify how you manage people, process, and strategy.

  Managing an estate can be a daunting task, as it involves juggling multiple responsibilities, from coordinating staff to managing vendors and ensuring the property is running efficiently. With the advent of technology, estate management software like EstateSpace is becoming increasingly popular among estate managers as an all-in-one solution to streamline operations. In this article, we explore how EstateSpace can simplify communication, data tracking, and activity organization, making estate management more manageable and efficient. Despite the increasingly blurred lines between personal and professional lives, people still like to think of their home – even if they happen to work from it – as a space where they can relax and recharge away from their business and the busyness of the world. If you’re managing a large estate, however, you know that providing comfort for your clients is no small…

Continue ReadingEstate management software to simplify how you manage people, process, and strategy.
Read more about the article How are you managing physical assets for an estate?

How are you managing physical assets for an estate?

As we’ve discussed in previous posts, people are trending toward taking greater control of their own estates. Yet, the vast majority still seek guidance from family offices and other experts on matters ranging from changing tax laws to socially conscious investing and succession planning. However, the aspect of estate management they often the most need help with is also the one they tend to neglect: their physical assets. How are you managing physical assets for an estate? This goes far beyond their homes to include items packed away in their basements and offsite storage units, all of which are part of their portfolio and can have an enormous impact on net worth. Here are some ways in which family offices can improve the management of an estate or property, and how all-in-one digital tools can help them do it.…

Continue ReadingHow are you managing physical assets for an estate?