Read more about the article Skills you need to employ in your role as estate manager.

Skills you need to employ in your role as estate manager.

“If you don’t adopt disruptive technology, you will be disrupted.”                                                                               ~Brad Inman If you’re an estate manager, your work is literally never done. There is always more paperwork to complete, another detail to take care of, another industry trend that you have to keep up with in order to stay competitive. That’s always been the nature of the beast, but as the world has become more complex and fast-paced over the years, digital tools – be it a calculator, a computer, cell phone, cloud storage, and so on – have been essential to staying on top of things in your role as estate manager. That said, they can also create their own form of clutter, as well as the very real mental fatigue that results from having to jump from one platform, device, or communication app to another.…

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Read more about the article 3 Benefits Of Automating Estate Workflows.

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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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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