The Legacy of Love: Estate Planning Simplified for Mothers

What LGBTQ+ Families Need to Know About Estate Planning (And Why It’s Different)

Episode 32

Estate planning isn’t one-size-fits-all, especially when you’re LGBTQ+.

Traditional estate plans often miss the mark for LGBTQ+ individuals and families, leaving identity, healthcare access, and chosen family unprotected. In this episode, attorney Rebecca Secord shares how to create an inclusive, affirming plan that truly reflects who you are and the people you love.

In this episode, you will:

  • Learn how to safeguard chosen family, reproductive autonomy, and trans rights through thoughtful estate planning
  • Discover why naming guardians, setting healthcare directives, and inclusive language matter more than ever
  • Explore how working with LGBTQ+-affirming professionals can transform estate planning into an act of love and protection


Press play to find out how inclusive estate planning can protect your identity, your loved ones, and your legacy—on your terms.

About Rebecca Secord:

Rebecca Secord is an attorney at De Fonte Law PC, a San Francisco-based firm renowned for its "Estate Planning with Heart®" philosophy. Rebecca focuses on estate planning but never really left her real estate roots – she’s obsessive about all things real estate and helps clients plan smarter around property, co-ownership issues and making sure their wishes actually stick.  Her approach aligns with De Fonte Law's mission to provide personalized estate plans that empower heirs, preserve family harmony, and reflect individual values. 

Passionate about demystifying the legal process, Rebecca actively engages in educating clients and the community. She frequently leads workshops and speaks on topics related to estate planning and real estate, embodying De Fonte Law's commitment to client education and empowerment. 

Connect with DeFonte Law:

DeFonteLaw.com

DeFonte Law On YouTube

DeFonte Law on LinkedIn

Referenced in this Episode:

Listen to Legacy of Love Episode 2 with Patricia Defonte: Estate Planning with Heart: Creating Plans for Life and Legacy 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.

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 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.

People on this episode