Trust & Honor

Legacy is built on love. ?? At the heart of this work, it’s never just about legal documents or financial assets. It’s about people. It’s about the relationships that shape us—the seen and unseen threads that hold families together (or sometimes pull them apart). Every trust and estate holds a story: ?? A parent wanting to protect and care for their children—even when they’re no longer here. ?? Siblings navigating old childhood roles while making adult decisions together. ?? An adult child balancing love, guilt, and responsibility while caring for an aging parent. These stories remind us: Legacy isn’t just about what we leave behind. It’s about how we show up—for the people we love—right now. That’s what inspired The Legacy of Love Workbook. It’s a tool to help you begin this journey—with clarity, compassion, and care. You can download it here ?? https://lnkd.in/gm_SNDtq

Understanding the Role of a CA Private Professional Fiduciary ???????? A California Private Professional Fiduciary is your trusted partner during life's most challenging transitions. Here's what we do—and don't do—to support individuals and families: Key Roles We Serve: ?? Trustee ?? Administrator/Executor ?? Financial Power of Attorney ?? Agent for Health Care ?? Guardian Ad Litem ?? Conservator ?? What a Private Fiduciary CANNOT Do:? ? ?? Provide Legal, Tax, or Financial Advice? ? While fiduciaries collaborate with attorneys, CPAs, and financial advisors, they do not directly offer legal, tax, or investment advice.? ? ???????? Collaboration is Key? Trust and estate administration often involve a team of professionals—financial advisors, attorneys, and CPAs—to holistically meet the needs of clients and beneficiaries.? ? Our commitment is simple: Act with integrity, compassion, and honor our clients' wishes while giving families peace of mind through life's complexities. *Note: This information specifically addresses California Licensed Professional Fiduciaries, though attorneys and CPAs may also serve in fiduciary roles.

A deeply personal experience with loss and end-of-life care inspired Sara Ecklein, CLPF to found Trust & Honor. That pivotal moment sparked her commitment to bringing healing and calm to life's most challenging transitions. Since 2014, Sara has built extensive expertise serving senior and disabled communities—navigating complex family dynamics, preventing financial abuse, and providing compassionate end-of-life care. Client testimonials like this remind us why we do what we do: "I'm very glad my attorney referred me to Sara. I trust her to handle my affairs with my best interests at heart, and I'm confident she'll honor my wishes. Her reputation speaks for itself."

At Trust & Honor, we partner with families during their estate planning journey, serving in vital roles including Successor Trustee, Agent under the Power of Attorney for Finance, and Agent under the Advanced Health Care Directive. ?? Estate Planning Attorneys: Let's collaborate early! Consulting with a fiduciary before finalizing estate documents ensures the best outcomes for your clients. A brief conversation today can prevent challenges tomorrow. ?? Want to understand our process? Request our comprehensive guide detailing Trust & Honor's 6-Step Intake Process for planning phase clients. Drop a comment below or send us a DM. ??

At Trust & Honor, we serve as trusted partners and compassionate advocates in managing and protecting the personal affairs, property, and assets of our clients in the San Francisco Bay Area and beyond. We take a heart-centered, hands-on approach to our work, ensuring our clients are seen and heard while their needs and wishes are supported and implemented. Testimonials like the one below remind us why we’re so passionate about what we do—they reflect the trust, connection, and positive impact we strive to foster in every client relationship. ? "It has been an absolute honor to work with Sara and build such a wonderful relationship. Since 2021, Sara has been a true light for me and my sisters. She always keeps us updated on important matters and ensures we’re informed of any changes. I also love sharing life updates with her—she gets just as excited as I do! Thank you, Sara, for everything. I’m looking forward to continuing our work together!"

? Exciting Website Updates & A Special Free Offering! ? We’re thrilled to share some big updates to Trust & Honor’s website—designed to enhance your experience and provide valuable new resources. Here’s what’s new: ?? Fresh Look – Following our recent rebrand photoshoot, the site now features updated visuals that reflect Trust & Honor’s mission and values. ??? The Legacy of Love Podcast – The podcast now has its very own dedicated page, making it easier than ever to access inspiring episodes. ?? Client Testimonials – A new section highlights the wonderful feedback from clients who have trusted us on their legacy planning journey. And the best part? ?? The Legacy of Love Workbook is now available for FREE! ?? This workbook is designed to help individuals create a meaningful legacy—not just through wealth, but through values, connections, and the love shared with family and friends. ?? How to get it: Visit our website: www.trustandhonor.co Subscribe to our email list Download your FREE Legacy of Love Workbook This is a must-have resource for anyone looking to take intentional steps in planning a lasting, heartfelt legacy. ?? Explore the updated website and download the free workbook today: www.trustandhonor.co

Curious what to expect from a Private Professional Fiduciary? ?? Private professional fiduciaries provide critical services to seniors, persons with disabilities, and other vulnerable individuals, managing matters for clients including daily care, housing, and medical needs, and providing financial management services ranging from bill payment to estate administration. We describe the word "fiduciary" as an umbrella term for various roles, such as trustee, executor, conservator, and health care agent. A fiduciary is someone you, your loved ones, or the court entrusts to safeguard your interests and well-being. ? When clients need a larger network of support, we are available to serve as the point of contact and connection in partnering with financial planners, attorneys, assisted living communities, home care agencies, care managers, and other entities to address the comprehensive needs of those we serve. We are available to provide referrals for related service providers upon request.

At Trust & Honor, we believe that effective fiduciary support goes far beyond managing assets... ? It’s about truly understanding and honoring the lives, values, and wishes of those we serve. That’s why we take a comprehensive and compassionate approach to planning. Our founder, Sara Ecklein, CLPF, puts it best: "The more I understand my clients as individuals, the better I can serve them. Knowing their values and preferences allows me to act not only as their fiduciary, but as an advocate for their final wishes." Through an extensive intake process, we take time to uncover the personal details that matter most—whether it’s identifying important contacts, practical considerations like who has access to your home, or understanding your favorite hobbies and family traditions. This deep connection enables us to honor legacies in a way that’s both meaningful and aligned with our clients’ unique lives. At Trust & Honor, we’re here to provide peace of mind and ensure your legacy shines for generations to come. ??

? Happy New Year! ? Is 2025 the year you’ll prioritize your estate plan? At Trust & Honor, we take a heart-centered and hands-on approach to everything we do. Our work has a direct impact on the well-being of those we serve, addressing both everyday concerns and end-of-life considerations. Supporting individuals at various stages of life, we prioritize long-term vision and holistic planning to affirm their autonomy and independence. With personalized services and streamlined account management, our clients trust us to keep their accounts in order while anticipating and preparing for future needs. By serving with compassion and offering experienced guidance, we build relationships that go beyond the numbers—helping our clients live well now and create a meaningful legacy. ?? Learn more about our professional fiduciary services by visiting our website: www.trustandhonor.co.

Why Engaging a Private Fiduciary Early in the Planning Process Matters... Engaging a private fiduciary during the planning phase—even if their role will only be needed later—offers invaluable benefits for ensuring seamless future transitions. Benefits of Early Engagement: Foundation of Trust ??: Building a relationship early allows the client and fiduciary to establish trust and clear communication. The fiduciary gains insights into the client’s values, wishes, and unique family dynamics—details that often aren’t captured in legal documents alone. Comprehensive Planning ??: Early involvement gives fiduciaries a deep understanding of the client’s goals. We work together to cover the fine details, such as healthcare preferences, logistics, and family dynamics. This ensures that when the time comes, we are prepared to make decisions that truly honor the client’s intentions. Continuity of Care ???: Should incapacity or other needs arise, an established fiduciary can step in seamlessly. Having a clear successor in place reduces the risk of delays, complications, or misunderstandings during times of transition. Objective Oversight ??: A private fiduciary brings a neutral, professional perspective, reducing the potential for family conflict and ensuring decisions are made objectively—especially when emotions or complex issues are at play. The Value of a Thoughtful Transition Plan: Involving a private fiduciary as a trusted successor is an act of intentional planning, bringing peace of mind to all parties. This proactive approach helps create a legacy that aligns with the client’s vision and protects family harmony for the future. If you're interested in working with Trust & Honor in the planning phase, get started today: trustandhonor.co/contact.