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
Estate Planning with Heart: Creating Estate Plans for Life and Legacy with Patricia De Fonte
In this insightful episode, Sara welcomes Patricia De Fonte, an estate planning attorney who brings a creative, heart-centered approach to her work. Patricia shares her journey from entertainment lawyer to estate planning, driven by a desire to bring clarity and compassion to families making critical decisions. She emphasizes the importance of creating comprehensive, collaborative estate plans, and how having the proper authorizations and information needed supports loved ones through life, incapacity, and death. Patricia highlights how open communication with advisors- financial, legal, and otherwise- can help protect the people we love and the causes we care about. Through real-life examples, she shares how estate planning can either strengthen or strain relationships, and reminds us that it’s not just about preparing for death but about honoring life, values, and legacy. Tune in to discover how you can make empowering, loving choices for your future and those you cherish.
About Patricia:
Patricia De Fonte, JD, LLM, is the founder of De Fonte Law PC, where she and her team practice Estate Planning with Heart®. De Fonte Law PC works remotely with clients throughout California. Patricia believes that her role as counselor and connector is as important as her role as an attorney, and she helps every client fully utilize their team of advisors, ensure each client complete a full insurance audit, and invites financial advisors to attend funding meetings.
De Fonte Law PC works with happy proactive people to create highly personalized estate plans. De Fonte Law PC trusts are designed to provide a framework for success - each beneficiary is able to request funds to pay for financial advisors, tax professionals and attorneys so that they will effectively manage their inherited wealth when the time comes.
Patricia De Fonte speaks virtually and in person each month. She facilitates estate planning workshops on the Fundamentals of Estate Planning for Parents through non-profits in the Bay Area. She also hosts periodic panel discussions on pertinent financial topics to help educate the community and build a team of experts for each client.
When Patricia is not working at the firm, you will most likely find her reading The New Yorker in the backyard under a lemon tree, on vacation, watching zombie shows, or spending time with family and friends. She will treat you as one of her own until Cards Against Humanity comes out, at which point all bets are off!
Credentials: BA Communication & AA Italian Santa Clara University. JD Golden Gate University. LLM Golden Gate University. Better Business Bureau Torch Award for Ethics 2021. Super Lawyer designation 2021, 2022, 2023, and 2024.
Publications and Speaking Engagements: Patricia is a published author, having contributed the chapter – Finding Security in Times of Strife: The Necessity of Estate Planning Duri
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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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