estate management solutions

Online Prerequisite

KEYS TO SUCCESS WHEN WORKING IN A PRIVATE HOME 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.

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


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.

Topics Covered

  • The Reasons for an LLC
  • 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 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!

Topics Covered

Manual & System Creation Process

SaaS software options

Google Workspace Overview & Setup

  • Drive set up & Desktop Syncing
  • Gmail, Chat & Groups
  • Calendar
  • Integrations
  • Chrome Plug-Ins


Trello Setup

  • Workspace Setup
  • Template transfer
  • 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 100 resource documents and templates to help cultivate a household manual.

Trello Templates to Guide the Collection of Information

Estate Manual Templates in Word & Excel 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 more added regularly



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