The Legacy of Love
Are you ready to create your Legacy of Love?
Welcome to The Legacy of Love Podcast, hosted by Sara Ecklein, a California licensed professional fiduciary dedicated to helping families navigate the complex world of estate planning, trust administration, and end-of-life care.
In each episode, Sara shares her expertise and insights on planning for the future, empowering you to make informed decisions that ensure your final wishes are honored. From understanding your estate planning documents to exploring the emotional aspects of end-of-life care, this podcast offers practical advice to help you prepare for the future.
Join Sara as she interviews heart-centered experts in law, finance, and healthcare, and hear personal stories from individuals who have experienced the benefits and challenges of creating their Legacy of Love.
Whether you’re just starting to think about your legacy or navigating a complex family situation, The Legacy of Love Podcast provides valuable information and support to help you make the best decisions for yourself and your loved ones.
Listen and subscribe to The Legacy of Love, and please share the show with someone who would benefit.
The Legacy of Love
Blending Heart and Strategy: Sara Ecklein on Serving as a Private Fiduciary
In this episode, originally shared by Cathy Curtis from her Financial Finesse podcast, Sara Ecklein dives into her path as a private professional fiduciary in California, offering a behind-the-scenes look at this unique and crucial role. Sara shares how a personal experience caring for a loved one at the end of life inspired her desire to serve, initially leading her toward healthcare before finding her calling in fiduciary work. Now, she supports clients as a trustee, power of attorney, and healthcare agent, helping them plan for life’s transitions with both financial and personal care.
Sara explains how her work often involves collaborating closely with estate attorneys and financial advisors, ensuring a seamless, well-rounded approach for her clients—many of whom are managing complex family dynamics or navigating issues like incapacity or blended families. She discusses the intricacies of handling special needs trusts, where preserving public benefits is key, and emphasizes how rewarding it is to combine financial stewardship with deep, personalized care. Whether helping families plan for the future or stepping in during a crisis, Sara’s work is driven by a passion for making a difference in her clients' lives.
Connect with Cathy:
On LinkedIn
CurtisFinancialPlanning.com
You can learn more about Cathy's podcast, Financial Finesse, here.
Connect with Sara on:
LinkedIn
Instagram
Facebook
Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
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