The First 72 Estate Intake Audit

📋 The Intake Report format — the 4-section report you deliver at hour 72: condition summary, top 3 risks with your plan, 30-day assessment, and your asksWhy this matters: the record of day-one condition is your professional protection — you don’t inherit blame for problems that predate you. And a crisp intake report in your first week does more for principal trust than three months of quiet competence.Who this is for: estate managers, house managers, and household professionals starting a new position — or anyone who wants to re-baseline a property they already run.Instant download. Print the walkthrough and carry it on day one.

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