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 Close the Gap. Create Lasting Impact.

September 17 - 18, 2026

A two-day virtual event packed with exciting ideas, frameworks, and tools that ease the burden of tasks that fall to families after a loss.

GET YOUR FREE TICKET

There's a 500+ hour gap nobody talks about

When someone loses a loved one and they're named executor, they don't just lose a person, they inherit a second full-time job. Closing accounts. Endless phone calls. Sorting a lifetime of belongings. Filing paperwork that seems designed to be confusing. Making decisions they were never trained to make, while they are grieving profoundly.

That's the executor gap. And it's why we built this summit.

If you work with clients who have lost a loved one, it's time to level up.

Why this conversation matters right now

  • The population is aging, and the great wealth transfer is already underway. More estates are changing hands than ever before.
  • More people are being named executor for the first time, with no training and no roadmap for what's ahead.
  • Families live farther apart than they used to, so there's less built-in, in-person support to lean on.
  • The landscape of professionals is fragmented and filled with specialists who only focus on one area of estate administration.

None of this is going away on its own. It's going to take problem-solvers, innovators, and the people living through it working together to actually move the needle.

Who this Summit is for

  • After loss professionals ready to bring new ideas and tools back to their practice
  • Attorneys, financial advisors, and estate professionals who want to understand the full picture their clients are living through
  • Professional organizers, senior move managers, death doulas, and other professionals whose clients have lost a loved one
  • Executors and family members currently in it, looking for real, practical help
  • Innovators and businesses building products or services for the after loss space

If you've ever stood inside the executor gap — as the one doing the work, the one guiding someone through it, or the one trying to build something that makes it easier — this summit is for you.

What to expect at The Executor Gap Summit

WHEN AND WHERE

This completely virtual summit runs September 17 & 18, 2026. With your ticket, you’ll be able to access the recordings of speaker sessions on those days on a private webpage.

EXPERT SESSIONS

You'll hear exciting ideas, learn new frameworks, and leave with actionable insights that improve the way you work with clients.

PRIVATE SUMMIT COMMUNITY

The private online community is just for speakers and attendees of The Executor Gap Summit and is where you can find speaker Q&A sessions and more!

UPGRADE FOR A VIP EXPERIENCE!

Get five days to watch all the sessions from the summit plus extra resources and exclusive sessions. You can upgrade for just $89 after registering.

What makes this event unique

This virtual summit is not simply an educational event; it’s a convening of people committed to doing better for families when they are at their most vulnerable. By sharing tools, ideas, and practices that ease the administrative burden after loss, we can help ensure that executors and families are supported as whole people whose experiences don’t fit neatly into a box.

You're ready to be part of the solution.

It’s time to stop believing the way that families navigate estate administration is the way it will always be. Time to hear new ideas, learn different approaches, and show up for people after a loss in a way that they feel supported, heard, and seen.

Grab your free ticket by clicking the link below and join us for The Executor Gap Summit!

GET YOUR FREE TICKET

Day 1 (September 17)
The Big Picture: What’s Standing In Our Way?

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"

 

Julie Rains

Personal Finance Author and Former Executor
"Advice in Pieces, Responsibility as a Whole: The Executor’s Big-Picture Challenge"

Sarah Grifferty

Founder, Loose Ends
"The Hidden Drivers of Estate Complexity: What Executors Actually Need, and How We Can Make Estate Administration Easier"

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"

Junel Unrein

Founder, The Fiduciary Institute
"Who Helps Those Who Have No One? The Executor Gap for Solo Agers"

Alexis Boccanfuso

Financial & Strategic Organizer
"Mindfulness for Estate Professionals"


Day 2 (September 18)
Let's Get Specific: Tools & Frameworks for Helping Families After a Loss

Tara Faquir

Co-founder & COO, Trustate
"From Guesswork to Ground Truth: Modernizing Estate Asset Discovery & Administration"

Dan Stickel

CEO, EstateExec
"Make Estate Administration Easy"


 

Emma Soy

RN, BSN, MA, MT, Founder of Gentle Care Navigator
"From Caregiver to Executor: Closing the Gap Before Loss"


Michelle Urban

Founder, The Organized House
"The 500 Decisions Nobody Warns You About: A Practical Framework for Sorting a Loved One's Belongings"

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"
 

Elizabeth Sammon

Probate/Estate Planning Attorney
"Probate Process: What are the steps, and what can I expect?"

Daniel Kopp

Financial Planner / Financial Therapist
"Money Is Never the Real Fight: A Practical Framework for Family Conflict After Death"

Sarah Weingarten

Certified Professional Organizer and Productivity Coach
"From Overwhelmed to Organized: Creating an Estate Action Plan"

Tanisha Porter

Founder, Natural Born Organizers
"CARE After a Loss: What Executors Actually Face When They Open the Front Door"

Ellen Goodwin & DJ Ballard

Customer Experience & Security, Trustworthy
"AI After Loss: A Real Talk on Privacy, Shortcuts, and When to Say No"

Have questions? We've got answers.

Grab your free ticket and join us for The Executor Gap Summit today!

GET YOUR FREE TICKET