Why Weekly Property Reports Are the Key to Running Your Estate Like a Business

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 Report.

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

🎯 Help us reach 2,000 subscribers by October 31, 2025!
Subscribe for new videos every week: @OfficialDearBillionaire

__________________________________________________________________

Free Resources

📄 Download the Weekly Property Report Template: https://www.estatemanagementsystems.c...

📅 90-Day Jump Start Plan to Professionalize Your Estate: https://www.estatemanagementsystems.c...

__________________________________________________________________

Timestamps
0:00 – The Chaos of Estate Management
0:15 – One Habit That Brings Calm
0:41 – The Secret of Top-Performing Estates
1:09 – Common Principal Questions
1:32 – From Reactive to Proactive Operations
2:10 – What Makes a Weekly Property Report Effective
3:02 – The BASIC Report Framework
4:11 – The LEGACY Estate Report (for Family Offices)
5:04 – What to Leave Out
6:08 – How EMS Helps + Free Template

#estatemanagement #managementeducation #billionaire