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.
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.
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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.
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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.
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.
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.
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.
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.
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Learning Center
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
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
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 moreGet 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.