EP31 - End-of-Life Planning, Family Dynamics & Legacy with Sara Ecklein of Trust & Honor

Welcome to EP31 of the Simplify Senior Transitions Podcast — the show that helps adult children, seniors, and senior living professionals navigate the emotional, financial, and practical sides of senior care. I’m Dale Corpus, a Senior Transition Specialist and real estate expert based in the San Francisco Bay Area — and I created this podcast to make senior living info more accessible, human, and hopeful.Today’s guest is Sara Ecklein, the founder of Trust & Honor, a mindful fiduciary agency based in Northern California. Sara is also the host of The Legacy of Love Podcast, where she helps families reframe legacy as something deeper than money.Sara’s work is rooted in a powerful personal story. After witnessing the final three days of a loved one’s life, she developed a life-long commitment to helping others navigate end-of-life decisions with clarity, grace, and intention.In this episode, we explore:• What a fiduciary really does — and why families may need one• Why legacy isn’t just about money or possessions• The biggest mistakes families make during estate planning• How to approach end-of-life conversations with empathy• Ways adult children can plan ahead while reducing conflictSara is a California Licensed Professional Fiduciary, Certified National Guardian, and a trusted guide for families navigating elder care, trust administration, and legacy work. Whether you’re supporting an aging parent or planning your own legacy, this conversation is full of wisdom and practical takeaways. Don’t miss this thoughtful and heart-centered episode about planning with love and purpose.Connect with Sara Ecklein: Website: trustandhonor.co Free Legacy Workbook: www.trustandhonor.co/workbook Instagram: @themindfulfiduciary LinkedIn: Sara Ecklein Phone: 669.280.0110And for those of you watching or listening — if your loved one is considering senior living and you need to figure out what to do with their home — let’s talk! Schedule a FREE consultation with me by clicking on the Calendly link in the episode description on YouTube. If you’re navigating a senior transition right now and trying to figure out the next step for a parent, here are some resources designed to help.⸻Resources for FamiliesIf you’re navigating senior living decisions, downsizing, or trying to determine the next step for an aging parent, visit:→ www.simplifyseniortransitions.com/familiesThis page provides guidance and resources specifically designed for families navigating senior transitions.⸻Resources for Senior Care ProfessionalsAnd if you’re a senior care professional who wants stronger positioning, clearer referral ecosystems, and more scalable systems for serving families in today’s evolving senior care landscape, visit:→ www.simplifyseniortransitions.com/professionals🔔 Don’t forget to LIKE & SHARE this episode with someone who needs it!Support the show