Household Inventories

Artwork

Clothing

Dry Cleaning and Laundry

Groceries and Personal Products

Household contents

Interior Finishes

Library Books

Liquor and Wine

Safe Contents

Tech Account Information

Vehicles

Estate Admin

Etiquette and Protocol

Daily Property Walk-Through

Meeting Notes: One-on-One

Meeting Notes: Team

Weekly Property Report

Operating Budget

Operating Expenses

Petty Cash Monthly Report

Purchases Receiving Returns Credits

Local Restaurants and Entertainment Resources

House Manual Information Check List

Contractor Documents

Contractors and Vendors Contact Info Summary

Daily Work Report

Contractor Memorandum of Understanding

Nondisclosure Agreement

Request for Information

W9

Accident Report

Emergency Preparedness

Family Evacuation Plan

Grab and Go Family Evacuation List

Emergency Contact Information

Natural Disaster Procedures

First Aid and Medical Supply List

Medical Procedures

Events

Contractors and Vendors Contact Info Summary

Vendor Memorandum of Understanding

Vendor Nondisclosure Agreement

Dinner Party Menus and Seating Arrangements

Event Details and Budgets

Guests

Welcome Letter

House/Room Preparation Checklist

Guest Preferences and Preferred Personal Products

Local Restaurants and Entertainment Resources

Housekeeping

Master Maintenance Task List

Bathroom and Kitchen Sanitation Procedures

Bedmaking Preferences

Interior Cleaning Check Lists

Exterior Cleaning Check Lists

Floral Order and Preferences

Setups: Vanity, Nightstand, Coffee Bar

Table Setting Preferences

Technology Check Lists

Vehicle Maintenance Check Lists

Job Descriptions

Director of Residences

Estate Manager

Maintenance Tech

Chef

Driver

Housekeeper Senior

Housekeeper Interior

Housekeeper Exterior

Landscape Gardener

Laundress

Personal Assistant

Nanny

Landscaping

Plant Inventory

Maintenance Check Lists

Potted Plant Preferences

Arborist Reports

Irrigation Timing

Mechanical Records

Security Alarm

Appliances

Generator and Alternative Power Sources

Humidor

Wine Cellar

Electrical Systems

Lighting Systems

HVAC

Elevator

Fire Extinguishers

Gates (Mechanical)

Water Features

Fire Features

Sauna and spas

Exercise Equipment

Roofing

Personnel

Personnel Memorandum of Understanding

Staff Recordkeeping

Nondisclosure Agreement

In Case of Emergency Info

Cell Phone Policy

Credit Card Policy

Travel and Driving Policy

Disciplinary Action Form

Hiring Onboarding Firing Procedures

Time Off Request

Work Illness Incident Accident Reports

Mileage Monthly Report

Reimbursement Request

Candidate Recruitment Summary

Principal

Principal Profile

Pet Profile, Pet Veterinary History and Providers

Medical History and Preferred Personal Service Providers

Packing Lists

Massage Preferences

Renovation, Remodeling, and Redecorating Projects Details and Budgets

BONUS EXAMPLES

Fire Extinguisher and Utility Shutoff Location Maps

Choking First Aid Poster        

Irrigation Zone Chart Example

Lighting Products Example