Fiduciaries don’t just manage estates – they manage the emotional side of estate administration. In this session, Dr. Regina Lark, expert on emotional labor, joins thought leader Joan McCreary to address the emotional spectrum that clients, beneficiaries, and even trust administrators bring to the work. Through real case examples and evidence-based research, attendees will learn strategies to holding firm when emotions run high or grind to a halt, how to respond without absorbing the emotional load, and how to move client processes forward with clarity, compassion, and confidence
B4 – The Emotional Ledger: Balancing Empathy and Boundaries in Fiduciary Practice
Speakers
Joan McCreary
JMPO
Joan McCreary, CPO®, CSA, is the founder and President of JMPO, a move management and estate organizing company in the San Francisco Bay Area. A Certified Professional Organizer® and Certified Senior Advisor®, she brings over 16 years of specialized experience supporting estates, seniors, realtors, and professional administrators through complex home transitions. Joan is an accredited Senior Move Manager through NASMM and a trusted resource for chronic disorganization, estate coordination, and high-stakes household management. Her work is known for its clarity, integrity, and calm, solutions-driven leadership.
Regina Lark
A Clear Path LLC
Dr. Regina Lark is a historian, author, and national thought leader on emotional labor and the hidden workloads that shape our professional and personal lives. Founder of A Clear Path in Los Angeles, she is a Certified Professional Organizer in Chronic Disorganization and a Certified Senior Move Manager with nearly two decades of experience supporting complex estate transitions. Regina is the author of Emotional Labor: Why a Woman’s Work Is Never Done and What to Do About It and a sought-after keynote speaker for fiduciaries, attorneys, and organizing professionals. Her work blends research, humor, and practical tools for navigating emotionally charged environments.