The Essentials of Household Estate Management
Build a Manual | Set Up A System | Create Continuity
~ Current Schedule ~
October 21st & 22nd
Day(s)
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The Keys To Drafting a Household Manual and Implementing an Operational System In A Luxury Residence.
Saturday & Sunday 10am – 6pm CST
Plus a 3.5-hour Self-Driven Online Course
4-sessions of one-on-one time with Peter
to help cultivate your system and build your household manual
2020 brought with it many challenges – we were locked down, couldn’t travel, and couldn’t meet in person. Estate Management Solutions found a way and adapted and launched the Essentials Class on Zoom in 2020. Remote work became more commonplace in 2021 and 2022, and we are now discovering systems that integrate beautifully and allow us to take the household manual from the old multiple binder format to secure digital platforms that allow for easy sharing of information and limit access to those that don’t need it. We have spent the last two years evaluating different systems and discovering how our material can be improved and adapted to align with the current market. The result is something that we are very excited to share.
The core of our material hasn’t changed other than expanding. There are a couple of great options for household-specific software out there, but not every Principal wants to learn a new system. There are also a ton of different project and task management software, but not every Principal trusts SaaS (Software as a Service) systems. Between personal preferences and data security concerns, we Private Service Professionals need to be ready to adapt how we implement policies and procedures and disseminate information with every home and Principal we engage with. THIS is what we teach you. The skillset and resources to organize your service environment, write a household manual, and implement protocols in a HNW home that protect the Residence, the Principals, and the Employees.
Upon completion of this course, you will have all the tools you need to develop procedures to protect your Principal’s lifestyle and privacy and a complete guide for collecting the information you will need to set up an operational system for any size home, estate, or service environment. You will also have one of the most valuable assets in our industry: a network of fellow Private Service Professionals that will serve you well in your future endeavors.
The Essentials of Household & Estate Management is still completely online, it still includes our two-day intensive Zoom Video workshop and has evolved to include an additional half-day of training on the Keys To Success When Working In A Private Home – the non-tangibles that are rarely taught in our industry. Saturday will include a detailed walkthrough of the contents of an operational household manual. Sunday, we will review the various commonly used software and walk through setting up a Google Workspace and connecting it to a Trello system to help drive the collection of information and begin the implementation of systems to improve efficiency and communication among the staff and your Principals.
Course Description
Online Prerequisite
The Keys Course is a 1-hour self-driven online course that covers the fundamentals of navigating a successful relationship while working in someone’s Home.
We will cover a variety of topics born of conversations with fellow recruiters and hiring managers. We include the most common topics we have observed and collected, giving you the best opportunity to lay the most solid foundation possible for a successful professional relationship in an industry that is as dynamic as the personalities we support.
We also strongly recommend that professionals attending this course have a better-than-basic understanding of Microsoft Office, Google Workspace, and Trello. These links will take you to the YouTube channels for those systems.
Topics Covered
- Maintaining Professional Boundaries
- Understanding the Deeper Meaning of “Your Office is Their Home”
- The Myth of the Job Description
- The Importance of Positive Relationships
- Problems vs. Solutions
- The Creep Factor
- The Chaos Factor
- Making Mistakes
- The Myth of Common Sense
- Service without being Servile
- Exhaustion & Burnout
- Defining Success
- Accepting Criticism & Negativity
- Communication Basic
- Tone and content
- Defining your Principals’ Triggers and spotting their critical preferences.
- Navigating the Home
- The impact of having a backup plan
- Ego vs. Confidence
- The Importance of Personal Appearance
Click Here To Find Out More
Two-Day Live Online Zoom Class
Topics Covered
- LLC Overview
- HR Basics
- Employee Leadership (no not management)
- Accounting Fundamentals
- Setting up a chart of accounts
- Vendor Management
- Household Profiles
- Task Sheet Development
- Incident Reports
- How To Documents
- Site Plans
Live Day 1 – Saturday
Our day begins at 10 am Central time. We spend the day discussing the components of a Household Manual and methodologies for establishing protocols in the home. We start by defining how to break the home up into bite-size pieces that allow you to tackle the daunting task of developing a household manual. We then dive right into how to lay a solid foundation to protect your Principals from malicious vendors and employees.
Live Day 2 – Sunday
We pick up where we left off and start the day by discussing how all of the topics covered in Day 1 come together and how to implement what you’ve learned into an operational system using Google Workspace & Trello.
Not a fan of Trello or prefer a different SaaS? The good news is that our system is designed to facilitate the collection of information that can be implemented into any SaaS on the market!
Need a paid Google account (also known as Google Workspace) for class? Use the below button to sign up. If you would like a discount code for 10% off the first year of your subscription please contact us!
Topics Covered
Manual & System Creation Process
&
SaaS software options
Google Workspace Overview & Utilization
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- Template File Transfer Confirmation
- Drive set up & Desktop Syncing
- Gmail, Chat & Groups
- Calendar Set Up & Use Methods
- Harnessing Google Site
- Chrome Plug-Ins
Trello Setup
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- Workspace Setup Overview
- Trello & Drive Connections
- Creation of Critical Boards
- Creating Lists and Template Cards.
- Recommended Power-Ups to improve efficiency and communication
- Integration of the Google Workspace with Trello
Open Session for Q&A
What’s Included
Over 120 resource documents and templates to help cultivate a household manual
Trello Manual Index Template to guide the collection of information for your household manual, with additional templates shared during the follow-up one-on-one appointments
Estate Manual Templates in Microsoft Office & Google Docs Format
Information Gathering Templates
Task Sheet Templates
Inspection Templates
Profile Templates
Emergency Preparedness Documents
Non-Disclosure Agreement
Employment Agreement Template
Separation Agreement Template
I-9 & W-4
IRS Publication 926 – Household Employer Tax Guide
Job Description Template
Plus so much more!
What Students Are Saying
Frequently Asked Questions
Got More?Is This Course Designed For The Beginner Or The Seasoned Professional?
While the original idea behind the course was to help those coming into the industry to find their way and guide them through the gauntlet that is our industry, it has developed over time to include material that is applicable to any position, in any home or estate, at any level of your career. We have had many seasoned professionals that have walked away from class very happy with the content.
If you are not sure if the content is for you, we encourage you to call and discuss it. If we do not feel like you will find any value in the course, we will point you in the direction of education better suited to your current career needs. We promise there is no hard-sale, we want you to be happy and comfortable with your decision.
If you are still uncertain if this course is right for you, contact Peter to schedule a time to discuss your needs and ask any questions you may have.
Are There Any Additional Class Cost?
There are no additional costs associated with Estate Management Solutions. However, we do strongly recommend a paid Trello account to be able to enjoy and follow along with all the functions and features we will be discussing in class. Yes, you can absolutely follow along with a free account. But we have a feeling that you will be inputting your CC by the end of class.
All Costs Associate With Setting Up The Manual System
- Trello – $120/year
- Tello “Cronofy” Power-up – $23.99/year
- Trello “Gmail by Carbox” Power-up – $48.00/year/email address
- Trello “Amazing Fields” Power-up – $50/year
- Google Workspace – $144/year/email address (free account will have 100% functionality)
- Additional Power-ups will be used but they are free.
Total Annual Cost:
- $385.99/year for 1 person
- $312/year for each full-access account
- $144/year for each limited access employee
If you are still uncertain if this course is right for you, contact Peter to schedule a time to discuss your needs and ask any questions you may have.
Is There Anything Else I Need To Know Before Attending Class?
As you progress in your career in Private Service and want to advance into management roles, a strong understanding of commonly used technology will be a critical need. A Household and/or Estate Manager will need comprehensive knowledge of programs such as Google Workspace, Office365, Trello, Asana, Notion, or other project management software.
If you are still uncertain if this course is right for you, contact Peter to schedule a time to discuss your needs and ask any questions you may have.
Is There A Certificate Included?
Yes, we offer a certificate of completion that will be emailed to you after completing the course. Most US agencies are aware of our course and we welcome a call from any agency or principal to verify attendance and content.
If you are still uncertain if this course is right for you, contact Peter to schedule a time to discuss your needs and ask any questions you may have.
What Time Is Class?
Class times are from 10 am to 6 pm, Central Standard Time.
If you are still uncertain if this course is right for you, contact Peter to schedule a time to discuss your needs and ask any questions you may have.
What Is The Cost Of The Course
The Essentials of Household & Estate Management is $899 and includes the online self-paced Keys to Success class, the two-day live Essentials course on Zoom, and over 100 templates and resource documents that aid and guide in the collection of information that will be the household manual.
If you are still uncertain if this course is right for you, contact Peter to schedule a time to discuss your needs and ask any questions you may have.
Do You Offer A Refund?
Within limits, Yes.
After registering you will receive an email confirmation with your login instructions for the Keys Class.
A partial refund is offered if you request a refund prior to beginning the Keys Class; we will refund your class fee minus a $50 administrative fee.
A partial refund is offered if you request a refund after beginning the Keys Class; we will refund your class fee minus the cost of the Keys Class, plus an administrative fee of $50 (totaling $169.)
No refund is offered if you request a refund after finishing the Keys Class. We will gladly keep your registration fee as a credit for use with future courses.
If you are still uncertain if this course is right for you, contact Peter to schedule a time to discuss your needs and ask any questions you may have.
What If I Have More Questions?
We encourage you to call to discuss our course. We want to make sure you are making the right decision for YOU. If we don’t believe you will get anything from the course, we will point you in the direction to find the resources you need or are looking for. While we are passionate and confident in our material, we pledge that:
- We do not believe in pressure sales. The decision will be yours alone.
- We will not make false promises.
- We will not be upset if you choose not to attend.
- We will not lure students in with fake job postings.
- We do not guarantee placement.
We DO promise you an enjoyable weekend filled with more information than you can commit to memory and support afterward to ensure you are cultivating your success.
If you are still uncertain if this course is right for you, contact Peter to schedule a time to discuss your needs and ask any questions you may have.
Do I Get A Household Manual With The Course?
No. Every household manual is different. Every home you go into will have different needs and systems, and every manual you write will begin with a solid foundation; we give you this foundation. It will be your responsibility to draft a manual for the residence you are in, or if under-employed, a fake manual based on your imagination and previous experience.
We don’t try to fit a square peg in a round hole; we give the tools to carve the peg into the right shape.
If you are still uncertain if this course is right for you, contact Peter to schedule a time to discuss your needs and ask any questions you may have.
DFW & North Texas: (214) 605-7286 | Austin & San Antonio: (512) 969-8280 | Houston & Gulf Coast: (713) 258-9800
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