Paper to Platform to Practice with Estate Management Software.

During times of uncertainty there are several effective measures we can employ to ease stress, from taking better physical care of ourselves to reducing our intake of (mostly negative) news. One of the most critical things we can do, however, is take control of what is in our purview – including the management of our estate, paper to platform to practice with estate management software as this allows us to feel more secure about both the present and the future. If the mere thought of a deep dive into your finances makes your blood pressure rise, here are some steps you can take to turn the best practices you’ve read about into reality. Paper.  This will no doubt be the most daunting part of the process, especially if you’ve been lax about managing your estate thus far. One of…

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Estate management software for vendors and subcontractors.

If you’re an estate manager,  you probably remember a time, not too long ago, when you had to juggle all the moving parts of your job with nothing more than your mind and an Excel sheet – maybe even a pen and paper. The industry has been historically resistant to technology, largely because so many things could be handled in person, over the phone, or via email. However, as novelist Sherrilyn Kenyon (and Jeff Goldblum in Jurassic Park) said, “Just because you can do something, doesn’t mean you should.” Hopefully, you acknowledged this truth, incorporated estate management software for vendors and subcontractors into your best practices, and realized what a game-changer it was. More recently, all-in-one platforms have improved things exponentially by allowing you to store documents and share them others in a safe space. There is also the…

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Estate Management Software For Hands-Off Principals.

In past posts we’ve discussed how a growing number of principals are taking the reins of their estates, and the many ways in which technology facilitates the collaboration between them, their estate managers, and the rest of the staff without the need for micromanagement. Yet there are plenty of principals who still prefer to take a back seat and let others run their day-to-day. This is when estate management software for hands-off principals can help. Maybe they don’t have time for anything else on their plate; maybe “home” – whether that is one residence or three – is the only place they don’t have to manage anything but Netflix and a midnight snack. Or, maybe they just are on technology overload and are happy with the occasional update over the phone or in person when they’re in town. If…

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