Cathy interviews Sara Ecklein, a private, professional fiduciary and the founder of Trust and Honor, a fiduciary agency. Trust and Honor serves as a partner and compassionate advocate in managing and protecting the personal affairs, property, and assets of clients in the San Francisco Bay area and beyond.

[03:45] Sara Ecklein describes the role of a private, professional fiduciary.
[09:28] Sara shares why and when someone may seek her services as a private fiduciary and what her intake process looks like.
[25:26] How working with a private, professional fiduciary can benefit clients when it comes their healthcare.
[39:20] Sara Ecklein and Cathy discuss special needs trusts and why it can be helpful to have a trustee who specializes in this area.

For more information and resources related to this episode, please visit the show notes. 

For more information and resources related to this episode, please visit the show notes.