Property event planning advantages with technology.

The holiday season is fast approaching, and if you are an estate manager there is a good chance your to-do list includes the planning of dinner parties or fundraising galas on the property. Like any complex project, these involve several moving parts that need to be juggled, not only in the days leading up to the event but during the occasion itself; this means you will have to maintain a bird’s eye view while also making sure none of the details slip through the cracks. Here is how technology, particularly all-in-one solutions, can help ensure that your property event planning comes off without a hitch. Preparing for the event. If you are planning any kind of large-scale event you will have to keep track of several documents – from the evolving menu to lists of invitees and service contracts…

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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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