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2 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 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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