How to Manage a Mansion™ Complete System

$2,997.00

Your Digital House Manual

This system is designed for:

  • Homeowners seeking clarity and peace of mind

  • Estate managers and household staff seeking structure

  • Family offices seeking risk mitigation and operational transparency

You’ll begin with our fully configured HTMM™ Trello Workspace, pre-loaded with the foundational structure required to organize, manage, and operate luxury homes and lifestyles.

You’ll also receive 100+ Word and Excel template documents and 10 hours of on-demand training that walk you through every step—at your own pace.

The HTMM™ Complete System includes boards, checklists, forms, workflows, and instructional videos for:

Household & Lifestyle Profiles

  • Principal, guest, and pet profiles

  • Preferences, allergies, service standards, protocols

Travel Planning & Logistics

  • Packing templates, itineraries, travel preferences, and advance prep workflows

Personnel Management

  • Job descriptions, onboarding and separation workflows, performance evaluations, and PTO planning

  • Non-disclosure agreements, business policies, and procedures

  • Performance evaluations, staff communication logs, staff meeting agendas

Recruitment & Hiring

  • Candidate tracking, evaluation workflows

  • Interview questions and offer documentation

Estate & Property Administration

  • Vendor credentialing and contracts

  • Renewal calendars, warranties, and service agreements

Mechanical & Maintenance Records

  • Proactive maintenance calendar

  • Detailed logs of appliances and mechanical systems

  • Clear service zones and routine checklists

  • History of repairs and purchase dates

Emergency & Risk Preparedness

  • Household emergency plans, supply lists, safety procedures

  • Storm preparation, emergency contacts, Grab and Go essentials

Housekeeping & Household Inventories

  • Room-by-room organization systems

  • Cleaning rotations, product lists, supply par levels, linens tracking

Landscape & Exterior Management

  • Weekly garden care routines, irrigation checks, specialty plant notes, seasonal schedules

New Boards Recently Added

These new boards expand the system for homes with evolving needs:

  • Childcare Weekly Planner

  • Culinary & Kitchen Management

  • Purchase Tracker & Budget Log

  • Off-Site Storage & Seasonal Inventory Tracking

Your Digital House Manual

This system is designed for:

  • Homeowners seeking clarity and peace of mind

  • Estate managers and household staff seeking structure

  • Family offices seeking risk mitigation and operational transparency

You’ll begin with our fully configured HTMM™ Trello Workspace, pre-loaded with the foundational structure required to organize, manage, and operate luxury homes and lifestyles.

You’ll also receive 100+ Word and Excel template documents and 10 hours of on-demand training that walk you through every step—at your own pace.

The HTMM™ Complete System includes boards, checklists, forms, workflows, and instructional videos for:

Household & Lifestyle Profiles

  • Principal, guest, and pet profiles

  • Preferences, allergies, service standards, protocols

Travel Planning & Logistics

  • Packing templates, itineraries, travel preferences, and advance prep workflows

Personnel Management

  • Job descriptions, onboarding and separation workflows, performance evaluations, and PTO planning

  • Non-disclosure agreements, business policies, and procedures

  • Performance evaluations, staff communication logs, staff meeting agendas

Recruitment & Hiring

  • Candidate tracking, evaluation workflows

  • Interview questions and offer documentation

Estate & Property Administration

  • Vendor credentialing and contracts

  • Renewal calendars, warranties, and service agreements

Mechanical & Maintenance Records

  • Proactive maintenance calendar

  • Detailed logs of appliances and mechanical systems

  • Clear service zones and routine checklists

  • History of repairs and purchase dates

Emergency & Risk Preparedness

  • Household emergency plans, supply lists, safety procedures

  • Storm preparation, emergency contacts, Grab and Go essentials

Housekeeping & Household Inventories

  • Room-by-room organization systems

  • Cleaning rotations, product lists, supply par levels, linens tracking

Landscape & Exterior Management

  • Weekly garden care routines, irrigation checks, specialty plant notes, seasonal schedules

New Boards Recently Added

These new boards expand the system for homes with evolving needs:

  • Childcare Weekly Planner

  • Culinary & Kitchen Management

  • Purchase Tracker & Budget Log

  • Off-Site Storage & Seasonal Inventory Tracking

 
 

You’re in the right place if…

 

  • You own or manage several homes with dedicated staff.

  • You want to create a tailored system to share operational details with your team.

  • You have the opportunity to gather household information and integrate it into our online platform.

How to Manage a Mansion™ provides templates and training to capture every detail of your most valuable assets.

 
 

Our instructional videos and Word and Excel templates illustrate how to collect, format, and input your information.

 
Download the Free HTMM™ Workbook & Checklist
Watch our Recorded System Demo
 
 

With HTMM™ you’ll be able to:

 

  • Build a database of principal and staff profiles and preferences

  • Efficiently manage the tasks of all of your household staff

  • Track the progress of your team members and contractors

  • Control your home’s maintenance schedule

  • Calendar events and travel arrangements

  • Secure your data with two-step login verification

  • Control access to your users with various levels of functionality (view only to admin flexibility)

  • Sync to your existing systems like your online calendar, Slack, contacts, Google Drive/DropBox, among hundreds of others)

 
 

All materials, frameworks, templates, documentation, and Trello board structures developed under How to Manage a Mansion™ remain the exclusive property of Estate Management Systems, LLC (EMS).

License Terms

  • Materials are provided under a limited-use license solely for managing the properties owned by the Client for whom the license was purchased.

  • Authorized users include household staff, representatives, and advisors directly involved in property operations.

  • Materials may not be copied, shared, duplicated, resold, or otherwise distributed without EMS’s prior written consent.

Good-Faith Use Agreement
For Estate Managers, agencies, or service providers working with multiple principals or households: a separate HTMM™ System license is required for each client. EMS acknowledges that Trello and other software platforms enable the copying or exporting of content; however, by purchasing this system, the Client agrees to uphold EMS’s intellectual property rights. The system and all associated templates may only be used internally for the household that purchased it and may not be replicated, adapted for, or shared with additional clients, households, or commercial projects without separate licensing.

Purchase the HTMM™ Complete System

Next step after purchase?

Check your email (and spam folder). You will receive a secure link to our files that will be available for 24 hours.

Please feel free to contact kelly @ estatemanagementsystems.com with any questions.