S5E8: Leaving a Legacy of Love with Professional Fiduciary Sara Ecklein
Exploring the Role of a Private, Professional Fiduciary
My guest today is Sara Ecklein, a private professional fiduciary and the founder of Trust and Honor. Sara and I explore the intricacies of her role, from acting as a trustee, executor, or agent under various legal capacities, to the benefits of having a neutral party manage sensitive family and financial issues.
We also discuss the importance of proactive estate planning, especially for solo agers and blended families, and the peace of mind it offers. Finally, Sara shares success stories that highlight her impact as a fiduciary and the importance of a well-prepared estate plan, as well as the launch of her upcoming podcast, The Legacy of Love, which aims to make estate planning more approachable and less daunting.
Episode Highlights
- [02:48] The role of a professional fiduciary.
- [08:22] Common estate planning challenges.
- [11:01] The importance of trust and neutrality in estate management.
- [16:02] How to hire a professional fiduciary.
- [23:09] The role of a trustee and power of attorney.
- [25:05] Healthcare decision-making and client relationships.
- [36:40] Introducing the Legacy of Love Podcast.
Links Relevant to this Episode
Sara’s Website: Trust and Honor
Financial Finesse S4E6: The Unexpected Benefits of Working with a Private, Professional Fiduciary with Sara Ecklein
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