As a former Estate Manager for some of the wealthiest families in the United States, I know that running an efficient, stress-free household is the top priority. Household systems running in top order, clear communication with staff and a fully-stocked household inventory are all minimal requirements to accomplish this.

I found that much of my day-to-day energy was spent looking for important paperwork, tracking contractor tasks and communicating with staff – without great results. I asked around, and other Estate Managers had a similar challenges. When I inquired about how they managed their property information, I received feedback which included a compilation of paper and digital files, Excel spreadsheets and on-line calendars. I knew there must be a better way.

After investigating numerous on-line home maintenance systems, household inventories (i.e. wine and artwork) and capital improvement portals, I determined all were great in and of themselves, however, I wanted everything tied together into one streamlined system – and this information had to be easily accessed and shared.

I determined that a simple and scalable program was needed to easily capture, update and share all owner and property information. A co-worker introduced me to Trello.com. This sophisticated, yet easy to use, on-line project management system was too general to be helpful to our industry at first glance, however, by customizing it’s pages and cards I was able to holistically capture all property information, highly-sensitive staff records and owner-requests at-a-glance. Information that can be easily viewed on a smart phone. Here’s how to get started…

Hit the Ground Running

Open a Trello.com account and download the app on your phone. Purchase the templates and customize the information. Train staff. You’re good to go! Learn More


Strength in Numbers

Attend a group training session.Learn More

Please Take this off My Hands

Hire me as your private consultant to set-up, customize and train you and your staff.Learn More

Relief is on its Way!

Within a matter of hours, you’ll have the tools you need at your fingertips to communicate with staff, share lists and track tasks.

Next Steps…

I’d love to hear from you and answer all of your questions. Call to Action