Plan With Love, Protect What Matters Most
Practical tools and compassionate guidance to organize end-of-life details with clarity, confidence, and peace of mind.
Created by Sara Guida — The Funeral Trust Gal™
Empowering families to prepare with peace of mind.
Leave Love Not Bills
Funeral Trust Book
gentle, practical guidebook that walks families step-by-step through financial and emotional end-of-life decisions.
Legacy Lock Planner
Digital Or Print Available
Comprehensive planner bundle with printable pages and cloud backup to organize documents, contacts, and final wishes
Senior Care Journal
Caregiver Edition
Caregiver planner to record meds, appts, legal files, daily care notes, and emergency plan for smoother transitions.
Will & Trust Setup
Setup Your Free Account
Create a Will, a Joint or Individual Revocable Living Trust tailored to your state's requirements and legal language in 20 minutes. Share your plans. Leave a legacy, not a mess, by easily sharing your estate plans with family, friends, and advisors.
About Sara Guida
Founder of Legacy Lock™ and The Funeral Trust Gal
Sara Guida created Legacy Lock Planner to help families simplify complex planning — offering empathetic tools that reduce overwhelm and preserve what matters most.
Her mission: Helping families plan ahead with clarity, confidence, and peace of mind.
Free Funeral Planning Checklist
Download a simple, printable checklist to start organizing today
A practical, one-page checklist families can use immediately to capture key decisions, contacts, and documents. Offered in exchange for email sign-up to receive more resources and discounts.
Get the Checklist
We respect your privacy. Your email will be used for helpful planning resources and discounts.
How It Works
Three simple steps to get organized
Choose the Tools
Select the book, planner, or bundle that fits your family’s needs.
Fill & Share
Complete documents, store, and share access with trusted contacts.
Rest with Confidence
Use checklists and journal to ensure loved ones have what they need.
Frequently Asked Questions
Common questions about planning, Medicaid, and organization
Can the planner help with Medicaid planning?
The planner organizes documents and timelines that can be shared with your advisor or with a Medicaid Specialist. Each state has different rules and regulations.
Do digital planners sync across devices?
The digital planner includes downloadable files. These items are for print use only.
How do I receive physical prints?
Choose the print option at checkout. Printed bundles are shipped with eco-friendly packaging; delivery times vary by region.
Contact & Book a Call
Need a personalized walkthrough? Schedule a 15-minute consult.
Book a Call
Need a personalized walkthrough? Choose a time that works for you and we’ll meet for a 15-minute consult.
