Summit Speakers
Get excited because this lineup is incredible! Below you'll find the summit schedule and access links.
Presentations will all be released at 12 AM EDT September 17 and available for 48 hours.Â
The Executor's ExperienceÂ
Robin Huffman
Founder, The Mortality Mentor
"The Executor Experience: Perspectives, Patterns, and Possibilities from a 2026 Research Study"
Megan Malick
LMFT, MA, author and founder of A New Path
"The Invisible Load: All That Executors Are Actually Carrying and What Helps"
Kathleen Gallacher
Founder, The Everafter Collective
"Did I Get It Right? The Emotional Burden of Being an Executor"
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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"
Junel Unrein
Founder, The Fiduciary Institute
"Who Helps Those Who Have No One? The Executor Gap for Solo Agers"
Practical Estate Administration
Tara Faquir
Co-founder & COO, Trustate
"From Guesswork to Ground Truth: Modernizing Estate Asset Discovery & Administration"
Elizabeth Sammon
Probate/Estate Planning Attorney
"Probate Process: What are the steps, and what can I expect?"
Ellen Goodwin & DJ Ballard
Customer Experience & Security, Trustworthy
"AI After Loss: A Real Talk on Privacy, Shortcuts, and When to Say No"
Sarah Weingarten
Certified Professional Organizer and Productivity Coach
"From Overwhelmed to Organized: Creating an Estate Action Plan"
Dan Stickel
CEO, EstateExec
"Make Estate Administration Easy"
Sarah Grifferty
Founder, Loose Ends
"The Hidden Drivers of Estate Complexity: What Executors Actually Need, and How We Can Make Estate Administration Easier"
Stuff, Belongings & Family Conflict
Michelle Urban
Founder, The Organized House
"The 500 Decisions Nobody Warns You About: A Practical Framework for Sorting a Loved One's Belongings"
Daniel Kopp
Financial Planner / Financial Therapist
"Money Is Never the Real Fight: A Practical Framework for Family Conflict After Death"
Tracy McCubbin
Founder & CEO, dClutterfly
"Maximizing Value & Minimizing Stress: How to Choose Which Liquidation Method Best Serves the Estate"
Matt Ramsey
CTO, Artifcts
"The Great 'Stuff' Transfer: Help Families Avoid Clutter and Preserve Legacy"
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Tanisha Porter
Founder, Natural Born Organizers
"CARE After a Loss: What Executors Actually Face When They Open the Front Door"
Grief, Caregiving & Professional Growth
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"
Ore Ganin-Pinto
Hospice Chaplain and Death Doula
"Grief Brain: The Neurological and Emotional Effects of Grief After Loss"
Emma Soy
RN, BSN, MA, MT, Founder of Gentle Care Navigator
"From Caregiver to Executor: Closing the Gap Before Loss"
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Alexis Boccanfuso
Financial & Strategic Organizer
"Mindfulness for Estate Professionals"
Watch sessions free for 48 hours
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