The Legacy of Love: Estate Planning Simplified for Mothers

Estate Planning With Heart: Create an Estate Plan for Your Life, Legacy, and Peace of Mind

Sara Ecklein Episode 2

What if your estate plan could not only protect your assets, but also strengthen your relationships?

Too often, estate planning feels like a cold, legal process, but what if it could be deeply personal, empowering, and rooted in love? In this episode, discover how rethinking your approach to estate planning can help you avoid future conflict, preserve your values, and provide support to the people you care about most.

In this episode, you will:

  • Learn how to create an estate plan that promotes harmony and empowers your loved ones
  • Understand why collaboration between your legal, financial, and personal advisors is crucial for your legacy
  • Hear powerful real-life stories showing how estate planning can be an act of love and how the wrong plan can create unnecessary pain

Listen now to uncover how a heart-centered estate plan can help you make empowered decisions for your family’s future.

About Patricia:
Patricia De Fonte, JD, LLM, is the founder of De Fonte Law PC, a California-based firm practicing Estate Planning with Heart®. Her team works remotely with proactive clients across the state to craft highly personalized plans that empower beneficiaries and integrate financial, tax, and legal guidance.

Patricia regularly speaks and leads workshops on estate planning fundamentals for Bay Area nonprofits. She also hosts expert panels to help families build strong advisory teams.

Credentials: JD & LLM from Golden Gate University, BA from Santa Clara University. Super Lawyer (2021–2024), BBB Torch Award winner, and published author in Estate Planning Strategies: Collective Wisdom.

Connect with Patricia:
DeFonteLaw.com
On Facebook
On Instagram @patriciadefonte
On LinkedIn
On YouTube

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.

Connect with Sara on LinkedIn

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 mothers 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.

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