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  • The OWL Planner™

    Your Life, Organized.

    The #1 Estate Planning and Life Organization Tool—Simplify Your Life’s Most Important Information with The OWL Planner™

    The OWL Planner™

    Your Life, Organized.

    The #1 Estate Planning and Life Organization Tool—Simplify Your Life’s Most Important Information with The OWL Planner™

Tailored For Every Stage Of Life

OWL Planners™

Get Organized With The OWL Planner™

The OWL Planner is the #1 estate planning and life organization tool for managing and storing your most important documents and information in one built-to-last life planning binder.

The OWL Planner guides you through what "need to know" information and important documents you'll want to store, why they're important, and where you can find them if you or your next of kin need to go looking. Whether it’s financial, legal, health, or personal details, the OWL Planner makes it easy to find what you need, whenever you need it most.

No matter what stage of life you’re in, the OWL Planner provides an adaptable and straightforward way to keep your documents and information both organized and accessible. Preparing for a new chapter or maintaining your estate plan? The OWL Planner keeps your most important information at your fingertips.

Get Organized From Day One

Establishing good organizational habits early on can reduce future stress and boost confidence. Learn more about how the OWL Planner helps young people just starting out.

Family, Career, and Everything in Between

Juggling family and career responsibilities? Keep your financial information, medical records, and service providers organized and accessible for your entire family.

Organize Your Retirement Planning

Know someone nearing or enjoying retirement? The OWL Planner can help them, or you, organize and create essential estate documents, store Medicare details, and legacy planning for their Next of Kin.

Free Download

Your Essential Contacts & Services Checklist

Peace of mind starts with preparation. This complimentary form-fillable PDF download gives you the second essential section from the OWL Planner—Key Contacts & Service Providers—now yours for free. Quickly organize and access essential contacts, from medical providers to trusted home services, ensuring you're prepared for anything life throws your way. Just enter your name and email to subscribe to our newsletter for instant access.

  • TAKE A LOOK INSIDE

    The OWL Planner is designed to help you organize all of life’s essential information and documents in one place. Take a peek at a few select pages, in no particular order, to give yourself a preview of what bits of documents and information you can expect to record using the OWL Planner.

    With 180 pages including a dedicated notes section for each page, you'll have plenty of space to capture additional details or information that you find helpful along the way. Organized into 10 essential sections, this system gives you an organized and stress-free way to keep track of your information and important documents.

Estate Planning? We’ve Got You Covered.

No Estate Plan Yet?

Every OWL Planner purchase includes sponsored access to Estately’s estate planning platform, making it easy to create and manage your personalized estate plan. Here’s what you can do with Estately:

Create Essential Documents:

  • Will or Revocable Living Trust
  • Financial Power of Attorney
  • Healthcare Directive
  • Beneficiary Plan
  • Unlimited updates to your documents
  • Pair with an attorney for more complex plans

Store and organize all your documents in your OWL Planner™ for easy access whenever you need them.

Already Have An Estate Plan? Great!

If you already have an estate plan in place, the OWL Planner enhances your organization by keeping all estate documents consolidated and easily accessible. Regular updates and adjustments are simplified, ensuring your estate plan stays current.

Owl Planner

The Benefits Are Clear

Complete your OWL Planner in 30 days!

Complete the OWL Planner in just 30 days! With our easy-to-follow, step-by-step guide, you’ll stay on track and organized as you tackle each section at your own pace. Whether it's personal, financial, or estate planning, the OWL Planner makes it simple to get everything in order—one day at a time.

Owl Planner Bag

The Benefits Are Clear

No More Scavenger Hunts

By having everything at your fingertips in one place, you reduce time spent searching for critical documents and information—allowing you to focus on life’s most important tasks while making educated decisions for you and your loved ones.

Owl Planner Document Holder Bag

The Benefits Are Clear

Adaptable and Easy to Update

The OWL Planner is designed to bring all your vital documents and information into one easy-to-use accessible place, removing the hassle of managing multiple files, folders, or storage spaces. As your life changes, your OWL Planner adapts with you, allowing you to update documents and information whenever you need to.

Mother & Son Hugging

The Benefits Are Clear

Peace of Mind When It Matters Most

Knowing that your important information is securely organized and documented means you and your loved ones can act confidently when it matters most. Whether during a life transition or in an emergency, you'll have immediate access to crucial details such as end-of-life and estate planning documents.

What Do Our OWLsome Customers Have to Say?

Customer Reviews

  • "Now that I’m retired, staying organized has never been more important. The OWL Planner has been a great tool for me to track all my retirement details—my pension, Social Security, investments, and even my health records. What I really appreciate is how it helps me manage not only my finances but also things like my medical history and end-of-life planning. It’s reassuring to know that everything is in one place, easy to update, and ready when I need it."

    Margaret from Florida

  • "As a realtor, I love giving my clients something that truly benefits them long-term. The OWL Planner is the perfect gift after they close on their new home. It helps them get their affairs in order—whether it's insurance, home repairs, or important contacts. I know it’s something they'll use for years, giving them peace of mind in their new space. It’s a thoughtful, practical gift that’s really appreciated."

    Karen from South Carolina

  • "My mom’s passing was one of the hardest things I’ve ever had to go through, but the OWL Planner made dealing with the aftermath a little less stressful. It helped me document all of her estate planning, medical records, and final wishes. Everything I needed was in one place, which was a godsend during such an overwhelming time. If you're handling end-of-life matters, this planner is invaluable."

    Mike from Arizona

  • "Partnering with my financial planner was the best decision I ever made, and using the OWL Planner has only made the process smoother. It’s allowed me to organize everything from my retirement plan to my investment accounts in a way that’s clear and accessible. Now, when I meet with my planner, I feel confident and prepared because I have all my financial information neatly laid out in one place. It’s made managing my money feel a lot less stressful."

    Claire from Minnesota

  • "I’ve always been someone who prefers to handle things on my own, so when it came time to organize my estate, I found the OWL Planner. It laid everything out clearly. My will, financial accounts, medical info, you name it. The planner provided all the structure I needed to organize my information. It’s a great tool for those who want control over their planning while staying organized."

    Tyler from Colorado

  • "I never thought I’d need something like the OWL Planner, but after a few years of bouncing between apartments and jobs, I realized how important it is to keep all my important info organized. The planner makes it simple to track everything, from my student loans to rental agreements and health insurance. It’s a great tool for someone like me who’s still figuring things out but wants to make sure I’m prepared for whatever comes next. I definitely recommend it for anyone in their twenties trying to get their act together."

    Ethan from Michigan

  • "As a parent of three, I always have a million things to keep track of, from my kids' school records to insurance info. The OWL Planner has truly been a game-changer. It’s helped me stay on top of everything from emergency contacts to medical history and household maintenance. What I love most is how I can keep the family’s important documents like passports and birth certificates organized and secure, making things a lot less stressful when I have to go looking for them."

    Linda from Texas

  • "The OWL Planner has helped me keep track of more than just my financials. It’s my go-to for managing all things household, from our home improvement documentation to keeping up with insurance. I’m big on setting goals, and this planner keeps me focused on what matters. I keep it updated regularly and put any other information I may want to have handy on the notes pages."

    Sam from Georgia

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Learning Center

A doctor discussing medical paperwork with a patient across a desk, symbolizing the importance of organizing health insurance documents with tools like the OWL Planner.
Digital & Paper Organization

How the OWL Planner Helps You Organize Your Health Insurance Information

Discover how the OWL Planner simplifies health insurance organization by helping you store policies, track bills, and manage your family's medical documents—all in one secure place.

Read more
Smiling mature couple enjoying a peaceful moment after securing their future with a complete estate planning checklist and family document organizer from OWL Planner and Estately.
Estate Planning & Organization

What Should Be Included in Your Estate Plan? A Complete Checklist

Protect your loved ones and organize your future with the OWL Planner's estate planning checklist.

Read more
 A couple reviewing important estate planning documents at home, representing the value of using an estate planning organizer like the OWL Planner to stay organized and prepared for the future.
Estate Planning & Organization

How to Organize Your Estate Plan: Tips for Maintaining Important Documents

Organizing your estate planning documents now ensures your family can easily access what they need, avoid unnecessary stress, and carry out your wishes without confusion.

Read more

Calling All Companies and Professionals!

Looking To Make A Bulk Order?

Want to stand out with a gift your clients or employees will actually use? The OWL Planner has helped numerous companies and professionals show appreciation to their employees and clients by offering a practical, thoughtful gift that promotes organization and peace of mind. We offer bulk order discounts to companies and professionals looking to provide long-lasting value for their employees and clientele. Fill out the form below to get in contact with us today!

Get Your OWL Planner™ Today!

Ready to take control of your life’s most important information? The OWL Planner is here to help you organize, manage, and access everything you need with ease—whether it’s for today’s challenges or tomorrow’s big moments. Don’t wait to get organized—start building a secure, stress-free tomorrow—TODAY.