Read more about the article Document management for estate operations.

Document management for estate operations.

Remember when the details (financial and otherwise) of our lives were summarized on stacks of paper? For most, those times are long gone, yet that valuable information is still likely scattered across several digital spaces like Google Drive, various other apps, and Word folders – all of which can be just as frustrating and time-consuming to sift through when you need to find something.  Document management for estate operations with EstateSpace allows you to store and organize everything in one safe, secure space so you have it at your fingertips 24/7.   Share Information with Loved Ones: One of the biggest causes of conflict within families is a lack of communication, with regard to all manner of topics but especially when it comes to finances. For example, one child may take a larger role in the family business and therefore…

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Read more about the article Project manager of an estate renovation.

Project manager of an estate renovation.

As a project manager of an estate renovation, you must be able to take a bird’s eye view of things while also paying attention to the countless, easily missed details that can potentially delay completion or result in unsatisfactory work. Of course, there is a wide range of potential challenges, depending on the scope and complexity of the renovations, as well as the location of the property and the client’s timeframe and budget. Digital tools, specifically, all-in-one solutions, can help you juggle all the moving parts while keeping your client in the loop. No doubt one of the most challenging aspects of managing any project is coordinating the workflow. In the case of home renovations it begins long before anyone breaks ground, with the choosing of the right people to do the work. All-in-one solutions make this easier from…

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Read more about the article Estate managers coordinating events, reasons why all-in-one solutions are not merely a convenience, but a necessity.

Estate managers coordinating events, reasons why all-in-one solutions are not merely a convenience, but a necessity.

In a recent post we discussed how estate managers can utilize digital tools, specifically all-in-one solutions, to manage the day-to-day workings of their property or properties with greater efficiency and less stress.  While the goal is always to keep things running like a well-oiled machine, there is the expectation that once in a while something will go awry – a new staff member doesn’t show up for work, a delivery doesn’t happen, and so on. Such issues are accepted as part of the territory and usually easily rectified. Not so, however for estate managers coordinating events for clients. Here, the stakes are exponentially higher because you have a very small window of time to pull off something spectacular. The success of a charity or political event, for example, often hinges on a myriad of details that can mean the…

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