3 Benefits Of Automating Estate Workflows.

If you’re like most estate managers, the drive to make your vision a reality is what gets you out of bed in the morning. You also know that you don’t do this alone, but in collaboration with others, each of whom brings a unique skillset, body of knowledge and motivation to the table. In fact, part of the reason for your success is that you have an eye for people’s strengths and a knack for drawing them out.  Of course, this presents its own set of challenges. For example, you might have a brilliant, extremely creative group of people who also have a hard time juggling multiple deadlines or coordinating their workflows. EstateSpace not only makes your process more efficient; also help you build a more cohesive, satisfied team with automating estate workflows. Accountability. Even for the most organized…

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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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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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