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5 strategies and tactics for Estate Management

What is Estate Management strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Estate Management strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Estate Management strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Estate Management strategy examples

You'll find below a list of Estate Management tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for handling Probate Service with a Will

  • ⛳️ Strategy 1: Verify the authenticity of the will

    • Request the original will from the executor
    • Examine the will for signatures and witness information
    • Conduct a validation check with the solicitor who drafted the will
    • Confirm the will is the most recent version
    • Check for any codicils or amendments attached to the will
    • Liaise with the probate registry for any required validation
    • Verify executor details and their willingness to act
    • Ensure the will complies with legal requirements
    • Investigate any potential claims against the estate
    • Document all validations and findings in a report

  • ⛳️ Strategy 2: Administer the estate as per the will

    • Initiate contact with the executor and provide guidance
    • Compile a detailed inventory of the deceased's assets and liabilities
    • Apply for the grant of probate from the probate registry
    • Notify all beneficiaries of their entitlements
    • Organise asset valuation and manage asset distribution
    • Settle any liabilities or debts of the estate
    • Address any inheritance tax or other tax liabilities
    • Coordinate the distribution of personal effects per instructions
    • Provide interim and final estate accounts to the executor
    • Close the estate once all distributions are complete

  • ⛳️ Strategy 3: Offer ongoing support and communication

    • Establish a dedicated point of contact for the executor
    • Schedule regular updates on probate progress
    • Create a timeline for key milestones and communicate this
    • Respond to any inquiries from beneficiaries promptly
    • Facilitate meetings or video calls when needed
    • Discuss any concerns or disputes with legal advisors
    • Provide external counselling or support services for affected parties
    • Assess feedback and adjust procedures for better service
    • Compile a final report summarising the completed probate process
    • Seek client testimonials and recommendations post completion
probateestate-managementexecutorsolicitorlegal-teamprobate-registry-team
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Strategies and tactics for renting Office Space to Major Companies in India

  • ⛳️ Strategy 1: Enhance Property Appeal

    • Upgrade office facilities to include modern amenities
    • Ensure the property is energy-efficient and features green building technologies
    • Create flexible workspaces that can be easily customised to tenant needs
    • Implement high-speed internet and robust IT infrastructure
    • Maintain excellent cleanliness and maintenance standards
    • Include premium security measures and surveillance
    • Enhance the exterior design to reflect professionalism and innovation
    • Invest in quality interior design with ergonomic furnishings
    • Provide ample parking facilities and vehicle access points
    • Develop high-quality meeting and conference rooms

  • ⛳️ Strategy 2: Develop Relationship with Decision Makers

    • Identify and connect with the real estate managers at target companies
    • Attend industry events where decision makers from major companies are present
    • Establish partnerships with real estate agencies specialising in corporate clients
    • Leverage LinkedIn to connect with high-level executives in target companies
    • Offer exclusive on-site tours to key personnel from these companies
    • Create personalised pitch decks and presentations for each corporate client
    • Set up networking events at the property to attract top business leaders
    • Seek introductions through mutual connections
    • Maintain regular follow-ups to nurture these relationships
    • Offer flexible leasing terms that could appeal to these decision makers

  • ⛳️ Strategy 3: Implement an Attractive Marketing Plan

    • Create high-quality visual and virtual tours of the property
    • Use social media platforms to showcase the property's unique features
    • Target online advertisements at decision makers in large companies
    • Collaborate with business media outlets for feature stories or advertorials
    • Host open house events for corporate real estate directors
    • Offer promotional leasing terms for early signees
    • Design a compelling website highlighting benefits for large corporate tenants
    • Utilise SEO to increase the online visibility of the property
    • Participate in real estate expos targeting corporate clients
    • Provide case studies or testimonials from previous high-profile tenants
office-leasingcorporate-tenantsreal-estate-managermarketing-specialistproperty-management-teamcorporate-relations-team
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Strategies and tactics for managing co-Executors efficiently

  • ⛳️ Strategy 1: Facilitate open communication

    • Arrange a neutral mediation session with all co-Executors
    • Establish regular meetings to discuss estate matters openly
    • Create a shared document outlining each Executor’s responsibilities
    • Set clear objectives for estate administration with mutual agreement
    • Encourage active listening and understanding of each Executor’s concerns
    • Identify and acknowledge past issues to prevent future conflicts
    • Agree on a mode of communication for quick resolutions (e.g., email or phone calls)
    • Highlight common goals and the importance of cooperation
    • Define a process for decision-making that requires consensus
    • Provide training on effective teamwork and conflict resolution

  • ⛳️ Strategy 2: Seek legal guidance

    • Engage a solicitor experienced in probate law in Alberta
    • Request an independent legal opinion on the co-Executors' duties
    • Clarify the legal consequences of prolonged disputes
    • Arrange a joint meeting with the legal advisor to discuss options
    • Obtain advice on the process of appointing a tie-breaker Executor if needed
    • Ensure all legal documents are clear regarding Executors’ responsibilities
    • Discuss the potential financial impact of delayed probate
    • Create a legally binding agreement between Executors on dispute resolution
    • Schedule regular reviews of legal obligations and progress
    • Educate the Executors on the legal framework governing estates in Alberta

  • ⛳️ Strategy 3: Implement a decision-making framework

    • Establish a vote-based system for making key decisions
    • Create a written agreement on priorities and goals for the estate
    • Introduce a timeline with deadlines for estate administration tasks
    • Utilise project management tools to track responsibilities and progress
    • Set up regular reviews of completed and upcoming actions
    • Agree on financial thresholds that require joint approval
    • Develop a risk management plan for potential disputes
    • Assign specific roles or areas to each Executor based on strengths
    • Formulate contingency plans in case of unresolved disputes
    • Evaluate progress and adjust strategies in regular feedback sessions
communicationprobatemediatorsolicitorlegal-teamproject-management-team
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Strategies and tactics for enhancing Developer Compliance and Efficiency

  • ⛳️ Strategy 1: Ensure developer compliance with real estate board regulations

    • Launch the developer compliance portal for real-time registration and monitoring
    • Expand mandatory training programmes for developers on legal standards
    • Increase the number of on-site and surprise inspections
    • Develop and implement an incentive-based compliance rating system
    • Conduct periodic workshops to update developers on regulatory changes
    • Increase collaboration with legal entities to enforce penalties for non-compliance
    • Create informative materials on compliance standards for developers
    • Conduct quarterly compliance audits to ensure adherence
    • Expand the reach of compliance workshops through digital platforms
    • Strengthen internal compliance teams with regular training

  • ⛳️ Strategy 2: Improve internal departmental processes

    • Digitise all document management and approval workflows
    • Enhance staff training in investigative techniques and customer service
    • Develop and implement a standardized compliance checklist
    • Introduce an inter-departmental feedback mechanism to identify and resolve bottlenecks
    • Utilise software tools to track workflow efficiency and identify areas for improvement
    • Monitor and evaluate team performance regularly with KPIs
    • Conduct gap analysis to identify inefficiencies in current workflows
    • Streamline communication between departments with digital platforms
    • Encourage staff suggestions for process improvements through an open forum
    • Develop a recognition programme for staff who propose successful changes

  • ⛳️ Strategy 3: Enhance visibility and communication with developers

    • Implement an SMS and email alert system for compliance updates and deadlines
    • Expand online resources with video tutorials and FAQs
    • Host an annual developer compliance forum for feedback and updates
    • Collaborate regularly with industry associations and financial institutions
    • Develop an active social media presence to share compliance news
    • Create newsletters to update stakeholders on compliance developments
    • Offer online webinars to explain new protocols
    • Increase accessibility to department heads through open office hours
    • Enhance the department's website for easier navigation of compliance info
    • Develop an application for mobile devices to track compliance in real-time
complianceefficiencycompliance-officertraining-coordinatorcompliance-teamit-support-team
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Strategies and tactics for enhancing Denam Properties' Market Position in 2025

  • ⛳️ Strategy 1: Accelerate brand awareness

    • Deploy billboards at strategic locations in Abuja such as Maitama, Wuse, and Gwarinpa
    • Initiate geo-targeted ad campaigns on platforms like Facebook, LinkedIn, Instagram, and TikTok
    • Publish feature articles and advertisements in top local newspapers, business magazines, and inflight magazines
    • Organise high-profile networking events in partnership with popular venues
    • Initiate a monthly digital newsletter with property updates and real estate insights
    • Partner with lifestyle influencers for brand mentions and reviews
    • Collaborate on articles with recognised business and lifestyle publications
    • Produce professional video promos for social media and YouTube
    • Sponsor high-end events attended by target customers
    • Conduct surveys to gather consumer insights for more targeted messaging

  • ⛳️ Strategy 2: Enhance credibility and trust

    • Develop whitepapers on market trends and distribute through LinkedIn and the company website
    • Create video tours of completed projects with client testimonials for YouTube and social media channels
    • Ensure all communications adhere to ARCON and NESREA standards
    • Engage in thought leadership by hosting webinars or live Q&A sessions
    • Secure certifications and recognitions from relevant industry bodies
    • Develop a customer loyalty program offering exclusive benefits
    • Highlight the track record of timely delivery and quality craftsmanship in all marketing materials
    • Collaborate with well-known architects and builders as brand advocates
    • Create a press kit to distribute to media and potential partners
    • Facilitate direct dialogues with potential clients through VIP days and exclusive site visits

  • ⛳️ Strategy 3: Maximise lead generation and engagement

    • Launch interactive email campaigns with property showcases and call-to-action elements
    • Host exclusive property expos in collaboration with known influencers
    • Distribute branded merchandise at events and expos to increase brand recall
    • Partner with top real estate influencers for content creation and co-hosted virtual tours
    • Utilise CRMs like Mailchimp for segmented and personalised marketing campaigns
    • Incorporate virtual reality tours in marketing materials to engage remote clients
    • Offer personalised investment insights to prospects showing a keen interest
    • Develop cross-promotional campaigns with luxury brands
    • Collect and analyse data to constantly refine engagement tactics
    • Implement retargeting ads for website visitors showing interest in specific properties
real-estatemarketingmarketing-managerbrand-strategistadvertising-teamsales-team
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How to track your Estate Management strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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