Most estate managers spend their week putting out fires—reacting to last-minute problems that could’ve been prevented. But there’s one simple habit that transforms reactive households into proactive, five-star operations: the Weekly Property Update.

In this episode, Kelly Fore Dixon, Founder of Estate Management Systems and Host of Dear Billionaire, shares exactly how to build a reporting system that gives everyone on your team clarity, accountability, and peace of mind.

You’ll discover:

✅ Why weekly reports build trust with principals and family offices

✅ What to include (and what to leave out)

✅ The 6 key sections of an effective estate report

✅ How to make your updates concise, secure, and consistent

Free Resources for Podcast Listeners: https://www.estatemanagementsystems.com/dear-billionaire-podcast