Episode Details

149 Understanding the Role of Professional Fiduciaries with Sara Ecklein

In episode 149 of Hospice Explained, host Marie Betcher RN, interviews Sara Ecklein, a private fiduciary and host of the Legacy of Love podcast. Sara shares her journey from witnessing a loved one's final days to becoming a professional fiduciary who helps families navigate elder care, conservatorships, special needs trusts, and long-term care planning. She discusses the importance of estate planning, the roles of trustees and power of attorney, and the value of ongoing conversations about end-of-life wishes. The episode emphasizes the importance of clear communication and proactive planning to avoid family conflicts and ensure a smooth transition during difficult times.

00:00 Introduction and Disclaimer

00:29 About the Host and Podcast

00:39 Cloud 9 Care System Partnership

01:39 Interview with Sara Ecklein Begins

03:12 Sara's Journey to Becoming a Fiduciary

04:41 Understanding the Role of a Professional Fiduciary

11:09 Importance of Estate Planning

12:46 Challenges and Misconceptions in Estate Planning

16:52 The Emotional and Practical Aspects of Estate Planning

27:37 Final Thoughts and Contact Information

29:59 Conclusion and Call to Action

Sara's Free Workbook offer: https://www.trustandhonor.co/workbook

https://podcasts.apple.com/us/podcast/the-legacy-of-love/id1756395177?i=1000661709611

Contact Sara:

LinkedIn: www.linkedin.com/in/sara-ecklein

Facebook: @Sara Ecklein, CLPF

Instagram: @themindfulfiduciary

Website: https://www.trustandhonor.co/

National Guardianship Associates: https://www.guardianship.org/

Hospice Explained Affiliates & Contact Information

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