Robin Huffman
Founder, The Mortality Mentor

"The Executor Experience: Perspectives, Patterns, and Possibilities from a 2026 Research Study"

When a family loses a loved one, the person named executor is suddenly handed a massive, uncoordinated administrative burden at the very moment they have the least capacity to handle it. It doesn't have to be a lonely scramble through the dark. In this session, Robin Huffman shares groundbreaking findings from a 2026 research study by The Mortality Mentor, shedding light on the true administrative realities of incapacity and loss as told by previous executors and multidisciplinary professionals. By pulling back the curtain on these systemic patterns, you will discover exactly what is standing in the way of families today and gain the visibility needed to build a seamless, empathetic support framework. Don't let the families you serve drown in endless bureaucracy; watch this video to transform your understanding of the executor experience and leave with actionable insights to elevate your after loss practice.

Speaker Q&A: September 17 @ 8am PT/11am ET

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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.

Speaker Q&A: September 18 @ 2pm PT/5pm ET

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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.

Speaker Q&A: September 17 @ 10am PT/1pm ET

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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.

Speaker Q&A: September 17 @ 7am PT/10am ET

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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.

Speaker Q&A: September 17 @ 12pm PT/3pm ET

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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.

Speaker Q&A: September 17 @ 1pm PT/4pm ET

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Ore Ganin-Pinto
Hospice Chaplain and Death Doula

"Grief Brain: The Neurological and Emotional Effects of Grief After Loss"

When a family is struck by loss, the exact part of the brain required to handle estate logistics—the executive functioning center—biologically shuts down, leaving them in survival mode. If you attempt to handle their affairs with standard logic, you will hit an invisible wall of cognitive overload and emotional friction. In this eye-opening talk, Ore Ganin-Pinto delivers the vital neurobiological insights you need to navigate "grief brain" with genuine competency. By learning how intense sorrow alters the mind’s processing power, you will discover exactly how to adapt your approach, ease relational tension, and guide families through necessary paperwork without triggering panic. Stop fighting biology; watch this video to unlock an empathetic, science-backed framework that transforms your customer experience and protects the well-being of the grievers in your care.

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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.

Speaker Q&A: September 17 @ 11am PT/2pm ET

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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.

Speaker Q&A: September 18 @ 10am PT/1pm ET

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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.

Speaker Q&A: September 18 @ 1pm PT/4pm ET

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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.

Speaker Q&A: September 18 @ 7am PT/10am ET

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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.

Speaker Q&A: September 18 @ 11am PT/2pm ET

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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.

Speaker Q&A: September 17 @ 2pm PT/5pm ET

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Matt Ramsey
CTO, Artifcts

"The Great 'Stuff' Transfer: Help Families Avoid Clutter and Preserve Legacy"

When a loved one passes away, there is often an overwhelming arrival of thousands of physical possessions loaded with memories but lacking context. In this video, you will discover how to guide your clients through "The Great Stuff Transfer", the massive $3 trillion shift of physical belongings from Baby Boomers to the next generation. By shifting the focus from managing property to preserving history, you can help families bypass the trap of expensive, indefinite self-storage units and the guilt of downsizing. Learn practical strategies like "Swedish Death Cleaning" and digital memory archiving to help families confidently decide what to let go of and what to remember. Watch this video to master the art of early intervention, transform a heavy logistical burden into a positive celebration of life, and ensure that your clients' irreplaceable family stories never disappear.

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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.

Speaker Q&A: September 18 @ 12pm PT/3pm ET

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Tanisha Porter
Founder, Natural Born Organizers

"CARE After a Loss: What Executors Actually Face When They Open the Front Door"

When a loved one passes, executors aren't just handed legal paperwork; they are handed a set of keys to decades of someone else's decisions, memories, and physical belongings. Attorneys stop at probate and financial advisors handle the bank accounts, leaving unprepared family members to navigate an exhausting 500-hour gap of physical and emotional labor completely alone. This unguided burden frequently leads to emotional paralysis, severe burnout, and deep family rifts that destroy relationships. In this video, productivity and organizing professional Tanisha Porter steps in as your guide, sharing her battle-tested "CARE" framework derived from both professional client work and her personal experience settling her parents' estates. Whether you are a grieving executor or a professional supporting one, this presentation delivers a vital roadmap to break down an insurmountable mountain of estate logistics into sequential, manageable steps. Watch this session to discover how to transform a chaotic, high-stress estate cleanout into a survivable transition, ensuring the family moves forward completely intact.

Speaker Q&A: September 18 @ 8am PT/11am ET

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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.

Speaker Q&A: September 17 @ 9am PT/12pm ET

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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.

Speaker Q&A: September 18 @ 9am PT/12pm ET

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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.

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Emma Soy

From Caregiver to Executor: Closing the Gap Before Loss

Every single year, you work tirelessly to protect your clients, yet you face the same exhausting roadblock: families arriving at your office completely underwater, drowning in crisis, and entirely disorganized. In this powerful presentation, a veteran bedside nurse exposes "the executive gap", a critical systemic flaw that forces a grieving daughter to endure a grueling, 500-hour administrative second job while her heart is heaviest. To fix this design flaw, Emma Soy hands you the "Care to Close Bridge" framework, a practical blueprint to proactively gather The Map, The Keys, and The Wishes before a crisis hits. By learning how to master The Handoff, you can seamlessly unite separate caregiving and after-loss service silos into a single, collaborative pipeline. Watch this video to reframe your client intake process, scale the health of your professional practice, and empower you to give your clients the gift of space to grieve their loved ones instead of performing forensic accounting at the kitchen table.

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Alexander Agent
Founder and CEO, Pain in the Assistant

The Ten Types of Tools to Streamline Your Business Today

As a dedicated business owner, you are the expert steering your company's ship, yet it is easy to find yourself drowning in a sea of endless tech options and an overwhelming, ever-growing to-do list. This video serves as your operational guide, delivering a clear blueprint to cut through the digital noise by categorizing the 10 essential types of business tools you actually need to level up your systems. By introducing a software-agnostic evaluation scorecard and the vital philosophy of "walking your data home," this presentation gives you a concrete plan to maximize the platforms you already pay for, eliminate costly subscription clutter, and reclaim your valuable time. Watch this session today to stop over-engineering your systems, protect your business from operational friction, and confidently transition into a highly efficient, profitable, and streamlined professional life.

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Emily Kyle
Founder & CEO of Good Grief, Former marketing lead at GitLab, MBA, Kellogg

"Compassionate and Experienced" Is Not a Marketing Strategy

Every after loss professional wants to guide families smoothly through difficult times, but relying on cookie-cutter traits like being "compassionate" and "experienced" only makes you look exactly like everyone else. Without a distinct strategy, your marketing message gets diluted, leaving you stuck copying competitors and struggling to consistently attract clients. This workshop acts as your guide, introducing the "Three Circles Framework" to help you establish a powerful personal brand strategy driven by smart constraints. By learning to align your primary business goal, your true target client’s needs, and your greatest marketing strength, you will unlock a genuine competitive advantage. Watch this video to master the discipline of strategic marketing, eliminate the tactics that are draining your resources, and start hitting the business targets you aim for.

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John Ray
Pricing strategist and author, Founder of John Ray Co., Host of The Price and Value Journey podcast

Price It Right to Serve Them Well: Your Pricing Is Part of the Executor Gap

Many after loss professionals step into this industry driven by a profound desire to support families, but that compassionate instinct can quietly destroy a business if left unchecked. When you underprice your expertise out of empathy or guesswork, you aren't actually helping your clients; you are fast-tracking your own burnout, forcing yourself to run on fumes, and inadvertently compromising the quality of care executors receive during their hardest moments. In this transformative session, John Ray breaks down the psychology of pricing and provides the framework needed to eliminate guilt from your business decisions. You will learn how to decouple a client's individual capacity to pay from your baseline rates, allowing you to establish a healthier business model that preserves your energy and keeps you fully engaged. Watch this video today to protect your livelihood, elevate your practice, and ensure you can show up fully for the families who depend on your clear-headed guidance.

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Lauren Wu
Founder & CEO, Heart Led Leadership; Adjunct Professor of Law at Northwestern Pritzker School of Law

The Human Advantage: Leading with Authenticity, Empathy, and HEART in the Age of AI

Every estate professional wants to provide elite service, but most are trapped inside rigid systems that force both their teams and their grieving clients to operate at an unsustainable pace. Grieving families are drowning in complex legal forms and overwhelming deadlines just when their emotional capacity is at an all-time low, causing them to freeze or avoid the process altogether. In this video, attorney and leadership expert Lauren Wu introduces an operational lifeline: the HEART Framework. By implementing her practical, four-step "Heart Check" and adopting strict, safe AI privacy rules, you can offload tedious administrative burdens onto technology while radically lowering your client's cognitive load. Watch this presentation to discover "The Human Advantage" and learn how to build trust, eliminate friction, and transform a chaotic legal process into a clear, profoundly supportive human experience.

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Lisa Boehm
Speaker, Facilitator, Certified Grief Educator, Bereaved Mom

Compassion Without Collapse: Preventing Compassion Fatigue While Supporting Families After Loss

As a dedicated professional supporting families through life’s hardest moments, you bring clarity and calm to the center of their confusion, but carrying that emotional weight takes a heavy toll. It is incredibly easy to mistake growing emotional exhaustion for workplace burnout, when you are actually battling compassion fatigue that threatens to steal your sleep, patience, and personal joy. In this presentation, a seasoned professional and grieving mother steps in as your guide to hand you a lifeline: the practical, research-informed RESET framework. By watching this video, you will learn how to put down weight that isn't yours to carry and implement tiny shifts to intentionally restore your energy. Stop pouring from an empty cup; watch this presentation to master the daily resilience habits that protect your own wellbeing so you can continue serving others without losing yourself in the process.

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Chris Vanderbilt
Founder of One Step After & Owner of Fulgur Forge AI Consulting

Business Operations with AI: The Basics

As a small business owner, you are likely losing valuable hours every week to tedious administrative tasks, and while casual AI chatting promises a shortcut, it often yields frustratingly inconsistent results that take just as much work as doing it manually. In this presentation, AI consultant Chris Vanderbilt steps in as your guide to demystify generative AI and show you exactly how to take control of your workflows safely and efficiently. By mastering a simple five-part prompting formula and learning how to lock down your data privacy, you will discover how to teach AI your exact brand voice and lock in reusable "skills" that generate perfect invoice templates, summaries, and checklists on command. Stop wasting time starting from a blank page; watch this and apply the "one task, one week" implementation strategy, and successfully offload your routine work so you can finally focus on the specialty revenue activities that only you can do.

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