Happy Pride! In this powerful episode, Sara sits down with estate planning attorney Rebecca Secord to explore what it truly means to craft an inclusive, protective, and affirming estate plan- especially for members of the LGBTQ+ community. Rebecca shares her unique journey from real estate law into estate planning, highlighting how the two are deeply intertwined and why proactive planning is essential for everyone, not just those with children or property. Together, they unpack key considerations that often go overlooked in traditional planning, including how to safeguard chosen family, naming guardians for minor children, and address healthcare access, trans rights, and reproductive autonomy within legal documents. Rebecca also emphasizes the importance of working with professionals who lead with empathy, inclusion, and a deep understanding of the lived experiences of queer individuals and families. Whether you're LGBTQ+, a parent of queer children, or simply seeking a more heart-centered approach to legacy planning, this episode offers vital insight into how thoughtful estate planning can be an act of both love and advocacy.
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.
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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.
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