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.


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

What to Do After Getting Married: Organizing Your Financial and Legal Life
The key to success? A solid strategy and a tool like the OWL Planner to streamline the process. Designed to serve as an estate planning binder and family document organizer, the OWL Planner can hel...
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Navigating Parenthood: How to Organize and Manage Family Documents
Being a parent comes with plenty of challenges, but organizing your family’s documents doesn’t have to be one of them.
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The Importance of Estate Planning: Why Everyone Needs a Plan
Taking the steps to create an estate plan may feel like an overwhelming task, but with the right tools and guidance, it doesn’t have to be.
Read moreCalling 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.