Eric is joined by Tara Faquir and Leah Del Percio to talk about the legal and administrative processes that people go through after a loved one dies, and the ways they can save money during these processes.
What is covered during the episode:
- The stresses of estate administration while grieving a loss, and the ways you can ease the burden
- Necessity of human factor throughout the estate process
- The importance of having someone specialized in estate planning rather than a regular lawyer
Guest Bio
Leah Del Percio
Leah Del Percio is the founder and CEO of Trustate. She holds two law degrees, one from Georgetown University Law Center (LL.M., Taxation) and another from Benjamin N. Cardozo School of Law (J.D.), as well as a B.A. from the University of Miami. Leah spent over a decade at some of the world’s most prestigious firms including Goldman Sachs, JP Morgan, and DLA Piper, dedicating her career to helping individuals, families, and large and small businesses with crisis and succession planning, wealth preservation, asset protection, and tax strategies, and was named to the Super Lawyers Rising Stars list multiple times. In addition to handling the estates of some of the most prominent families in the world, Leah is also active in her community, having served as pro-bono counsel for the Boys and Girls Club and representing many underserved people in the continued fight for equality and civil rights. Her experiences have fueled her ambition to help others who are struggling.
After spending the last 10 years working on hundreds of estates as a practicing estate attorney, Leah recognized a very large and underserved segment of the population that could also benefit from her services. She gave up her fast-rising career as an attorney at a top 5 global law firm to found Trustate as a way to help Executors, regardless of their circumstances, navigate the complex and incredibly stressful process of settling and administering the estate of a deceased loved one, saving them time, money and providing peace of mind to get through it with someone they can trust.
Estate administration is now equitable, thanks to Trustate.
A native New Yorker, Leah now resides in Ellicott City, Maryland with her husband, two sons, two cats, and one dog.
Tara Faquir
Tara Faquir is Co-Founder and COO of Trustate. Tara earned her B.S. in economics from the University of Miami and her M.B.A. from Fox School of Business at Temple University. Tara has spent the past decade working at a variety of companies from Fortune 500’s to Billion-dollar start-ups and with her she brings to Trustate a deep understanding of sales, operations, and team management along with a passion for learning and entrepreneurship. Tara is driven by Trustate’s mission as having personally experienced two estate administrations within a 12-month period. “The stress and anxiety of settling an estate is felt by an entire family, and is the reason Trustate was founded: to help people administer estates quickly, efficiently, and correctly.”
Tara, a Massachusetts native, and New England Patriots superfan, resides in Pennsylvania with her husband and two dogs.
