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 conflict
Sara 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: 669.280.0110
And 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.
Learn more about my services at: www.simplifyseniortransitions.com
Have a quick question? DM me on Instagram: @soldbydale
Also, be sure to check out the other episodes of the Simplify Senior Transitions Podcast — available on YouTube, Spotify, Apple Podcasts, and more. If you found this episode helpful, please share it with someone who might benefit — and don’t forget to leave a 5-star review on Apple Podcasts or Spotify!
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