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…

As we discussed in a previous post, one of the most important things to consider when hiring a lifestyle manager is their ability and commitment to getting to know you and your family on a personal level. This is someone who will look beyond the surface requirements – such as managing daily schedules and overseeing travel and events – and cultivate a nuanced understanding of what you need to simplify your complex lifestyle. If you’re still not sure you need a lifestyle manager, or have yet to connect with the right person or company, you might consider looking closer to home and hiring an estate manager. With an estate manager, you do not need to worry about receiving specialized attention, because by the very nature of their position they are already familiar with, and focused upon, you and your…