PALS Partner Directory

Artifcts

Artifcts is where 'stuff' and stories meet. With any combination of photos, video, or audio related to a personal object or photo, you can capture the meaning behind the objects you collect and accumulate in life. Visit website

ELDR

ELDR is on a mission to empower and equip people to conclude life smoothly and be remembered well. ELDR offers comprehensive, one-on-one end of life planning packages to help individuals and families experience the peace and confidence of a completed plan. Visit website

I-Ally

I-Ally is an app that saves millennial family caregivers time, reduces stress, and enables informed decision making by providing access to services and support that fulfill their unique needs. Visit website

Joseph Giordano

Charlotte, North Carolina

Joseph Giordano is a financial planner for widows whose main task is to help clients navigate their financial lives after the loss of their spouse by assessing their financial situation and developing a comprehensive financial plan that takes into account their current needs and long-term goals, while being sensitive to their emotional needs. Visit website

Nicole Roberts

Farmington, Utah

Nicole Roberts, CFP® is a financial planner for widows. She specializes in helping clients unwind a business left by a spouse. She helps widows define their goals and then helps them implement their plan through investing and other savings vehicles. Visit website

Sought

The Sought App is an easy-to-use cataloguing system for sorting your loved one’s possessions at a time when the tasks can be overwhelming. It can also provide peace of mind for all when used to pre-plan to ensure special items are going to the person or place that the owner wishes. Visit website

Transitions

Transitions is a division of National Rarities, created solely to provide estate buying services to families who need a trusted partner during their time of grief. Visit website

Trustate

Trustate is an interactive, end-to-end estate administration platform that helps the trusted professional advisors of executors quickly and efficiently settle the estate of their client's deceased loved one using back-end technology and automation. Create a free account