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The Essentials of Household & Estate Management

July 22, 2023 @ 10:00 AM - 6:00 PM CDT

Promotional graphic showcasing online training and implementation for household and estate management, featuring digital devices displaying the content and the website for enrollment.

The Essentials of Household & Estate Management is completely online and includes our two-day intensive Zoom Video workshop.  It has also evolved to include an additional half-day of training on the Keys To Success When Working In And Managing 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.

Upon completing 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 need to write a household manual and 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. Plus, the 130+ templates and resource documents that come with the course.




July 22, 2023
10:00 AM - 6:00 PM CDT
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Estate Management Solutions
(214) 605-7286
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