Meet Your Hosts
Jasmine & Rachel, PALS Co-founders
Jasmine Hathaway and Rachel Donnelly both came to after loss services through personal experience. Their losses opened their eyes to the need for practical support after a loss, and they started Compass Coordinators and AfterLight (respectively) in 2020 to fill that gap. They found each other through networking and created PALS as a home for other aspiring and practicing after loss professionals to learn and grow, defining and elevating this emerging field.
Meet Your Speakers
Robin Huffman
Founder, The Mortality Mentor
"The Executor Experience: Perspectives, Patterns, and Possibilities from a 2026 Research Study"
Speaker bio. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas vel sapien et sapien maximus gravida pulvinar eget dolor. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. In et ultricies dui. Morbi auctor, justo vitae eleifend fringilla, lectus dolor finibus ante, a rutrum justo mi sed neque. Sed et blandit nibh. Praesent ultrices dapibus lacus at egestas. Quisque pellentesque justo id aliquam posuere. Vivamus aliquam diam mauris, luctus fringilla nulla finibus sed. Proin scelerisque dui sit amet leo malesuada, et mollis metus porta.
Megan Malick
LMFT, MA, author and founder of A New Path
"The Invisible Load: All That Executors Are Actually Carrying and What Helps"
When a loved one passes away, executors are suddenly thrust into a chaotic wilderness of legal timelines and complex logistics while carrying an overwhelming "invisible load" of deep grief. This intense stress drains their mental bank account, pushing their brain into survival mode and making critical decisions feel completely impossible. Without proper guidance, the entire logistical process can quickly stall, leaving families feeling frozen, frustrated, and deeply isolated. As an after loss professional, you have the unique opportunity to step in as their guide. Watch this course and learn how to co-regulate with stressed clients and implement practical frameworks, like the basic needs checklist and the forest framework, to help their thinking brains come back online. Dive into this presentation today to master the simple grounding tools that will allow you to confidently hold space for your client's emotions while keeping their estate logistics seamlessly on track.
Kathleen Gallacher
Founder, The Everafter Collective
"Did I Get It Right? The Emotional Burden of Being an Executor"
When traditional estate planning only grants legal authority, it mistakenly leaves executors to bear an overwhelming 500-hour administrative workload alongside a crushing, unaddressed emotional burden. As after-loss professionals, you see firsthand how executors are forced to guess the "why" behind silent documents, often transforming them into the targets of family rifts and leaving them to painfully wonder for years, "Did I get it right?". End-of-life planner Kathleen Gallacher understands that while attorneys and accountants handle the legalities, executors are left to manage the real-life human fallout. In this video, she provides a powerful upstream framework called "Clarity Before Crisis" to help your clients explicitly prepare their chosen individuals with the context and confidence they need. Watch this video to learn the exact questions that strengthen traditional planning, utilize a practical exercise to spot gaps in execution strategy, and access the downloadable "Prepare the Person" guide to help executors navigate their roles with true peace of mind.
Julie Rains
Personal Finance Author and Former Executor
"Advice in Pieces, Responsibility as a Whole: The Executor’s Big-Picture Challenge"
Stepping into the role of a first-time executor can feel like walking through a legal minefield, where even the best professional advice only tells you half the story. In this video, finance expert Julie Rains exposes the hidden gaps where standard legal, tax, and banking advice completely breaks down, leaving well-meaning families personally liable, short on estate cash, or trapped in courthouse bureaucracy. By revealing the unspoken realities behind five common estate situations, this video serves as your ultimate guide to transforming from a confused, reactive bystander into a confident project manager. Watch now to gain the big-picture foresight you need to seamlessly protect your inheritance, avoid costly bureaucratic blunders, and achieve absolute peace of mind during a difficult time.
Sarah Grifferty
Founder, Loose Ends
"The Hidden Drivers of Estate Complexity: What Executors Actually Need, and How We Can Make Estate Administration Easier"
Every after-loss professional and estate executor shares a common enemy: the illusion that a low-value estate means an easy administration process. In reality, families are routinely blindsided by a stressful, confusing "scavenger hunt" that feels less like an honor and more like an exhausting second full-time job. In this video, estate navigation expert Sarah Grifferty reveals the six hidden drivers of estate complexity—Information, Decisions, Administrative, Institutional, Family, and Emotional friction—that static asset checklists completely ignore. By watching this presentation, you will learn to look past total dollar values, bypass the false promises of one-size-fits-all tech shortcuts, and discover how to design an execution plan built entirely around the human reality of a grieving brain. Stop fighting institutional gridlock with the wrong tools; watch this video to gain the exact framework you need to simplify the administrative burden and bring true relief to the families who need it most.
Sally Gabriel
Founder, Epilogue End of Life Care
"What Happened Before the Death? How the End-of-Life Experience Shapes Grief—and Why It Matters to After Loss Professionals"
As an after-loss professional, your work begins after a death, but your client’s burden started months or even years prior. When a grieving client sits across from you looking completely overwhelmed, stuck, or indecisive, they aren't just struggling with the paperwork; they are emotionally exhausted from a hidden pre-death journey filled with traumatic medical crises, isolating caregiving, and crushing decision-making guilt. This video acts as your essential guide to looking past the immediate loss and understanding the invisible chapters that shape your client's mindset today. By watching this presentation, you will discover how to transition from a purely transactional administrator into a trusted, curious listener who can build immediate rapport, accurately navigate emotional roadblocks, and add profound value to the compassionate work you already do.
Ore Ganin-Pinto
Hospice Chaplain and Death Doula
"Grief Brain: The Neurological and Emotional Effects of Grief After Loss"
Speaker bio. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas vel sapien et sapien maximus gravida pulvinar eget dolor. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. In et ultricies dui. Morbi auctor, justo vitae eleifend fringilla, lectus dolor finibus ante, a rutrum justo mi sed neque. Sed et blandit nibh. Praesent ultrices dapibus lacus at egestas. Quisque pellentesque justo id aliquam posuere. Vivamus aliquam diam mauris, luctus fringilla nulla finibus sed. Proin scelerisque dui sit amet leo malesuada, et mollis metus porta.
Junel Unrein
Founder, The Fiduciary Institute
"Who Helps Those Who Have No One? The Executor Gap for Solo Agers"
Every day, professionals mistakenly assume their aging clients are fully prepared just because they have a close circle of friends or a will tucked away in a drawer. But a massive blind spot is looming: support is not legal authority, a will does absolutely nothing while a client is still alive, and our legal system silently assumes a spouse or child is waiting in the wings to handle a crisis. If you serve solo agers, leaving these blanks unfilled defaults your clients straight to expensive, court-appointed strangers who will strip away their autonomy. By watching this video, you will gain a powerful, 90-second framework to immediately diagnose coverage gaps, separate daily support from legal decision-making, and deploy a portable vetting script to connect your clients with ironclad professional alternatives. Stop allowing convincing partial coverage to halt critical planning conversations—watch now to become the ultimate guide who protects your clients' lives, legacies, and peace of mind before the wheels come off.
Alexis Boccanfuso
Financial & Strategic Organizer
"Mindfulness for Estate Professionals"
Every day, estate professionals act as the steady anchor for clients navigating some of the most stressful, messy, and grief-stricken moments of their lives. But absorbing that constant anxiety, anger, and overwhelm can easily leave you feeling burnt out, reactive, and trapped in your own racing "monkey mind". In this video, veteran estate professional Alexis Boccanfuso steps in as your guide to break this exhausting cycle. By introducing a clear, practical roadmap utilizing mindfulness and compassion, she details how you can fundamentally transform your client interactions and safeguard your own mental well-being. Shut down your notifications, take a deep breath, and learn how to manage unpredictable client hurdles, set stress-reducing boundaries, and bring peaceful clarity back to your daily practice.
Tara Faquir
Co-founder & COO, Trustate
"From Guesswork to Ground Truth: Modernizing Estate Asset Discovery & Administration"
Every estate professional wants to provide absolute clarity to grieving families, but relying on traditional mail and guesswork leaves you working with a dangerously incomplete financial picture. Data shows that an average estate has seven undocumented accounts missed by families, exposing your firm to professional liability and beneficiaries to real financial loss when hidden debts or lost assets go unnoticed. You shouldn't have to waste valuable staff hours making painstaking follow-up calls or tracking scattered paperwork in fragile spreadsheets. Watch this video to discover a modern, automated framework that standardizes asset discovery through direct institution verification and living balance sheets. By transitioning from a chaotic search process to a scalable, technological system, you will mitigate legal risks, protect your staff’s time, and deliver a calmer, faster path through a difficult process for every client you serve.
Dan Stickel
CEO, EstateExec
"Make Estate Administration Easy"
Settling a client’s estate can quickly become an all-consuming nightmare filled with complex regulations, tedious paperwork, and invisible legal traps. As a professional, stepping outside your home state exposes you to subtle yet massive jurisdictional differences in estate accounting—such as market value versus carrying value—where a single oversight can miscalculate a distribution by hundreds of thousands of dollars. You shouldn't have to be an expert in esoteric regional statutes to protect your clients and your business. In this video, the pioneer of online estate management walks you through how to transform this chaotic process into a streamlined, automated workflow. Discover how to leverage AI-powered document extraction, mistake-proof transaction tracking, and instantaneous, jurisdiction-compliant reporting so you can eliminate manual drudgery, protect your clients' inheritance, and deliver flawlessly polished results every single time.
Michelle Urban
Founder, The Organized House
"The 500 Decisions Nobody Warns You About: A Practical Framework for Sorting a Loved One's Belongings"
When you lose a loved one, nobody warns you about the crushing weight of the 500 sudden decisions waiting for you inside their home. Suddenly, ordinary objects like a coffee mug or an old sweater trigger painful waves of guilt, responsibility, and fear of regret, threatening to stall your grieving process entirely. In this video, professional home organizer Michelle Urban steps in as your guide, drawing from her own experience with sudden loss to give you a gentle, structured framework for sorting an estate. You will learn how to create a "legacy list" to protect vital family stories, set up stress-free sorting zones, and handle decisions in easy layers so you never build up momentum only to hit an emotional wall. Stop trying to tackle the whole house at once and risking complete exhaustion; watch this video to gain a step-by-step plan that allows you to honor the memories you cherish while beautifully letting go of the rest.
Tracy McCubbin
Founder & CEO, dClutterfly
"Maximizing Value & Minimizing Stress: How to Choose Which Liquidation Method Best Serves the Estate"
When you are tasked with liquidating a loved one's estate, you aren’t just handling paperwork—you are suddenly buried under a mountain of thousands of physical items and navigating emotionally charged family arguments about what those items are worth. It is easy to fall into the exhausting trap of assuming a traditional estate sale or an online listing will magically solve your problems, only to end up wasting hundreds of hours of your precious weekends on a process that yields next to nothing. This video serves as your expert guide, revealing why family assumptions about retail value are often completely wrong and offering a clear, strategic framework to distinguish real cash opportunities from time-wasting burdens. By watching, you will discover a highly efficient hybrid approach to distribution, learn how to build a reliable local network of vetted professionals, and master the exact timeline strategy needed to get the home cleaned, repaired, and listed on the market without draining your sanity or your wallet.
Matt Ramsey
CTO, Artifcts
"The Great 'Stuff' Transfer: Help Families Avoid Clutter and Preserve Legacy"
Speaker bio. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas vel sapien et sapien maximus gravida pulvinar eget dolor. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. In et ultricies dui. Morbi auctor, justo vitae eleifend fringilla, lectus dolor finibus ante, a rutrum justo mi sed neque. Sed et blandit nibh. Praesent ultrices dapibus lacus at egestas. Quisque pellentesque justo id aliquam posuere. Vivamus aliquam diam mauris, luctus fringilla nulla finibus sed. Proin scelerisque dui sit amet leo malesuada, et mollis metus porta.
Daniel Kopp
Financial Planner / Financial Therapist
"Money Is Never the Real Fight: A Practical Framework for Family Conflict After Death"
When a loved one dies, old family roles don’t disappear—they reactivate with a vengeance, turning asset division into a battlefield where money is never the real fight. As an executor or professional, you are often thrust into the role of an accidental referee, facing bitter sibling rivalries, grief-induced brain fog, and explosive shouting matches over everyday items like a coffee table. You don't have to watch helplessly as years of hidden resentment tear a family apart. In this video, financial therapy expert Daniel Kopp steps in as your guide, delivering a battlefield-tested plan designed to lower the emotional temperature. By watching, you will master actionable mediation tactics—including interest-based reframing, private caucusing, and setting unbreakable ground rules—ensuring you build positive momentum rather than defensive walls. Watch this presentation today to protect yourself from professional burnout, successfully avoid unauthorized legal pitfalls, and confidently steer grieving families away from permanent estrangement and toward peaceful clarity.
Tanisha Porter
Founder, Natural Born Organizers
"CARE After a Loss: What Executors Actually Face When They Open the Front Door"
Speaker bio. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas vel sapien et sapien maximus gravida pulvinar eget dolor. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. In et ultricies dui. Morbi auctor, justo vitae eleifend fringilla, lectus dolor finibus ante, a rutrum justo mi sed neque. Sed et blandit nibh. Praesent ultrices dapibus lacus at egestas. Quisque pellentesque justo id aliquam posuere. Vivamus aliquam diam mauris, luctus fringilla nulla finibus sed. Proin scelerisque dui sit amet leo malesuada, et mollis metus porta.
Sarah Weingarten
Certified Professional Organizer and Productivity Coach
"From Overwhelmed to Organized: Creating an Estate Action Plan"
Managing the estate of a deceased loved one is easily one of the most logistically complicated and emotionally draining challenges you will ever face. As an executor, you are forced to make hundreds of critical financial and legal decisions during your deepest season of grief, inevitably leading to severe anxiety, decision paralysis, and overwhelming burnout. But the problem isn't you—it is simply the lack of a system. In this video, certified professional organizer and productivity coach Sarah Weingarten steps in as your guide to hand you a clear, structured six-step Estate Action Plan designed to clear the mental clutter. By learning how to properly execute a data brain dump, categorize your responsibilities, and break down intimidating projects into tiny, three-task weekly milestones, you will protect your limited emotional energy and eliminate decision fatigue. Watch this video to transition from frozen and overwhelmed to organized and in control, transforming a chaotic logistical nightmare into a clear, manageable path forward.
Elizabeth Sammon
Probate/Estate Planning Attorney
"Probate Process: What are the steps, and what can I expect?"
Managing an estate or navigating the probate process can feel overwhelming, but you don't have to face it alone. In this video, Elizabeth Sammon introduces a simplified approach to estate planning and probate services. Watch now to discover how their transparent, flat-fee estate planning structure eliminates financial guesswork, giving you a clear, stress-free path to securing your family's future.
Ellen Goodwin & DJ Ballard
"AI After Loss: A Real Talk on Privacy, Shortcuts, and When to Say No"
Picture this: it’s 11 p.m., you are drowning in overdue estate files, and you need a fast answer before you can finally call it a night. AI feels like the perfect, effortless savior to summarize your client's documents—but blindly pasting sensitive inheritance information into a free chat window might unknowingly hand that data over to hackers, exposing grieving families to identity theft and destroying the trust you worked so hard to build. In this vital video, Trustworthy data security experts Ellen Goodwin and DJ Ballard step in as your guides to help you safely navigate the cutting-edge landscape of AI and autonomous agents. You will learn a simple, actionable plan to spot hidden digital traps, master the five-second data-redaction habit, and discover the exact questions you must ask software vendors before uploading another client file. Stop guessing with your clients’ data privacy; watch this video today to confidently harness the time-saving power of AI without compromising your professional liability or endangering the security of your business.
Emma Soy
From Caregiver to Executor: Closing the Gap Before Loss
Speaker bio. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas vel sapien et sapien maximus gravida pulvinar eget dolor. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. In et ultricies dui. Morbi auctor, justo vitae eleifend fringilla, lectus dolor finibus ante, a rutrum justo mi sed neque. Sed et blandit nibh. Praesent ultrices dapibus lacus at egestas. Quisque pellentesque justo id aliquam posuere. Vivamus aliquam diam mauris, luctus fringilla nulla finibus sed. Proin scelerisque dui sit amet leo malesuada, et mollis metus porta.
