Our Estate Transition Management business model involves managing a range of services designed to assist in the process of managing and transitioning an estate. This can be particularly useful when dealing with the estate of a loved one, or when managing an estate from a distance. Most importantly Ayotte Solutions takes a fiduciary interest with our Clients.
Representing the Client’s best interest only.
Fiduciary interest refers to a situation where an interested person or their family member serves as a director, trustee, manager, or officer of the entity in question. A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary requires being bound both legally and ethically to act in the other’s best interests.
Here are some key aspects:
Ayotte Solutions portfolio of services will preserve your time and sanity.
Your Property Management Checklist … It’s All in the Details – By Anne Tucker, NeoBios Consulting Group
By AOA of California, INC. July 1, 2015
Independent rental owners juggle many responsibilities that may include other full-time or part-time employment. Trying to keep track of items to do and items completed stretches the limits of time and sanity.
When it comes to property acquisitions, creating a series of checklists for every function of property management helps ensure that all items receive the attention they need. Checklists also reinforce consistency in each management procedure. A good checklist details the task, who will perform the task, the assignment date and the scheduled completion date.
Due Diligence
Company Decisions
Takeover
Vendor Processing
Maintenance
Make-Readies
Application Processing
Rental File
Move-out Processing
New Hires
Property Turnover
Review Regularly
It all started when…
I grew up watching a long line of elders pass. I was empathetic to the trauma my parents and relatives went through during the after math. They were in unfamiliar territory, with no direction and needed help. I love to help.
Chris Ayotte