The Legacy of Love: Estate Planning Simplified for Mothers
If something happened to you tomorrow… would your family know what to do?
Estate planning can feel overwhelming. It’s easy to keep putting it off, thinking you’ll get to it tomorrow. You know it matters, but you’re not sure who to trust or where to start.
Only 1 in 3 families have an estate plan in place. That statistic is sobering when you realize death is the only guarantee in life. Not taking action can cost your family time, money, and peace.
The Legacy of Love podcast simplifies estate planning for mothers in the sandwich generation—those raising children while caring for aging parents—so you can plan with confidence, ditch the overwhelm, and leave a legacy that reflects your values and your vision.
Episodes air weekly on Mondays and Wednesdays.
In each episode, you’ll:
• Learn from heart-led experts what a thoughtful estate plan really includes
• Navigate hard topics like challenging family dynamics and end-of-life care
• Discover practical tools beyond your estate plan to reduce overwhelm, support your decision-making, and plan comprehensively with clarity and confidence
Hosted by Sara Ecklein—a Licensed Professional Fiduciary, private trustee, and mother—this podcast offers guidance that goes far beyond legal documents. Because legacy isn’t a destination; it’s a living practice that evolves as you do.
Don’t wait for a crisis to start your estate plan. Start today with intention, clarity, and love.
🎧 New here? Start with Episode 53: Estate Planning 101: Moms, What You Need to Know in 15 Minutes
The Legacy of Love: Estate Planning Simplified for Mothers
The Private Fiduciary’s Role in Protecting Your Legacy: Trustee, Executor, Power of Attorney, and Healthcare Proxy
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Who steps in to manage your life and legacy when you can’t?
When life takes an unexpected turn—due to illness, incapacity, or family complexity—having someone you trust to carry out your wishes is essential. In this episode, originally shared by Cathy Curtis from her Financial Finesse podcast, Sara Ecklein shares her journey to becoming a private professional fiduciary and offers a behind-the-scenes look at this unique and crucial role.
Discover the vital and often misunderstood responsibilities of a professional fiduciary and how this work safeguards both personal and financial well-being during life’s most vulnerable moments.
In this episode, you will:
- Get an inside look at the work of a private fiduciary and why this role is increasingly important in today's world
- Learn how professional fiduciaries coordinate with estate attorneys and financial advisors to ensure your plan actually works when it matters most
- Understand how fiduciaries help preserve public benefits in special needs planning and support families through crisis and transition with care
Listen now to discover how a professional fiduciary can provide peace of mind, protect your legacy, and be a steady hand through life’s toughest transitions.
Connect with Cathy:
On LinkedIn
CurtisFinancialPlanning.com
You can learn more about Cathy's podcast, Financial Finesse, here.
Episodes air weekly on Mondays and Wednesdays.
Download The Legacy of Love Workbook
A free workbook 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.
Disclaimer
This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
