Estate Management Solutions - Education & Training

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.

Estate Management Solutions has no additional costs, but we highly recommend a paid Trello account to fully utilize the features covered in class. While you can follow along with a free account, you may find yourself upgrading by the end! Setting up the manual system comes with estimated annual costs, including Trello ($120/year), Cronofy Power-Up ($23.99/year), Gmail by Carbox Power-Up ($48/year per email), Amazing Fields Power-Up ($50/year), and Google Workspace ($144/year per email, with full functionality on the free version). Additional Power-Ups used in the course are free. The total estimated annual cost is $385.99 for one person, $312 per full-access account, and $144 per limited-access employee. Still unsure if this course is right for you? Contact Peter to discuss your needs and get your questions answered!

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.

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.

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.

The Essentials of Household & Estate Management is $1899 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.

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.

We encourage you to reach out and discuss our course to ensure it’s the right fit for YOU. If we believe it’s not what you need, we’ll gladly point you to the right resources. While we’re passionate and confident in our material, we promise no pressure sales, no false promises, and no gimmicks—just honest guidance and real value. We don’t guarantee job placement, but we do guarantee a weekend packed with invaluable knowledge and ongoing support to help you succeed. Still unsure? Contact Peter to discuss your goals and get your questions answered! 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.

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.