Model FA Podcast Beyond the Will: Navigating Estate Planning with Heart and Purpose with Sarah Ecklein
This week David DeCelle, CEO of ModelFA, interviews Sarah Ecklein, owner of Trust and Honor, about her journey from cooking to becoming a professional fiduciary. Sarah discusses her work in end-of-life care, serving as a conservator, trustee, and agent for clients, particularly in complex cases that corporate trustees may avoid. She highlights the importance of proactive estate planning, noting that only one in three Americans have an estate plan. Sarah emphasizes the need for clear communication and understanding of estate documents, and shares her efforts to educate the public through her podcast, "The Legacy of Love."
In this episode:
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Only 1 in 3 people in the United States have an estate plan
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Acts as a neutral third party for trust administration, conservatorship, and decision-making
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Move from a place of fear to a place of love when considering estate planning
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Changing family structures increase estate planning challenges
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Estate planning is not just about after-death distribution
Connect with Sarah:
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Learn more at https://www.trustandhonor.co/
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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Our Team:
President of Model FA, David DeCelle
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