Role of technology in estate management.

As an estate manager, you are the hub of the household ‒ liaising among staff members and various vendors and service providers, and oftentimes between the principal and everyone else. You’re also a master juggler, going over the budget or ensuring the home is prepared for out-of-town guests one minute and coordinating the details of an upcoming event the next. To do this, you have a unique rhythm that to the outsider may look chaotic but is actually a system you’ve honed over time. Role of technology in estate management, in some form, is an indispensable part of that system, however, it’s likely a hodgepodge of various apps and platforms that you’ve culled together. Using a singular platform like EstateSpace allows you to take your game to the next level, not just in terms of managing tasks and schedules, but in making sure everyone involved with the running of the estate is on the same page.

  • The Every Day –  Perhaps the most important thing you do as an estate manager is oversee the staff, for without them nothing would be possible; you may even be responsible for finding and vetting candidates. A singular platform helps you keep track of their regular schedules, as well as any planned vacations; you can also add specific task assignments and give them access so everyone understands their roles and responsibilities. They, in turn, can update you on things that have been completed or delayed so you can react accordingly.
  • Special Projects –  Few things have as many moving parts as a large-scale event, from invites and seating arrangements to swag, entertainment, and valet parking.  With a singular platform, you can map out every detail of the festivities and have them at your fingertips 24/7. You can also use a platform like EstateSpace to manage other special projects, such as creating a virtual catalog, complete with photos and provenance, of the principal’s art or other collection.
  • Communication  – As efficient as you are, you are only as good as the teams you are working with – and those relationships depend on the ability to share information in a clear and timely fashion. You also need to share with the principal, and be accessible to them should they have questions or have a specific/impromptu request.  EstateSpace’s messaging feature allows you to have transparent conversations in one safe place, rather than having to jump between various texts and email threads.  Also, sharing any kind of data via EstateSpace is both seamless and permission-based, so you never have to worry about parties being privy to sensitive information.

Bottom line: your job is to bring peace of mind to the principal by keeping their home(s) running smoothly while keeping them blissfully unaware of all you do each day to make that happen. Role of technology in estate management, with singular platform makes it exponentially easier to keep track of those details and work in concert with others while preserving your own mental bandwidth.