The 3 Biggest Estate Planning Mistakes I See as a Trustee (And How You Can Avoid Them)

Are you making one of these estate planning mistakes without even realizing it?

You signed the documents. You checked the box. But what if your estate plan could still fail your family when it matters most?

Even the most beautifully drafted plan can unravel if key, often overlooked, steps are missed. In this episode, host Sara Ecklein, professional trustee and founder of Trust & Honor, reveals the three biggest estate planning mistakes she sees again and again and how you can avoid them with a few simple steps.

In this episode, you’ll learn:

• Why signing documents isn’t the finish line and the next step you can take today
  
  
• How to choose the right people to carry out your wishes (not just the ones you feel obligated to name)
  
  
• The one step most people skip that renders their trust useless and how to fix it 

Don’t leave your legacy to chance. Press play to protect your loved ones with a plan that works.

Episodes air weekly on Mondays and Wednesdays.

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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.

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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.