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...

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.

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.

The Importance of Updating Your Estate Plan as Life Changes

This guide will walk you through why updating your estate plan is essential, how you can simplify the process, and discuss the peace of mind a next of kin planner brings to your family during life ...

IWD 2025 & Accelerated Action: Organized for Change

Discover how IWD 2025 urges us to #AccelerateAction for gender equality through history, empowerment, and smart organization.

Financially Fit Workplaces: Empowering Employees Beyond the Paycheck

Empower your employees and enhance workplace productivity by addressing financial stress through effective financial wellness tools like the OWL Planners.

Simplify the Hard Stuff: How Moms Can Organize Family and End-of-Life Documents

In today’s fast-paced world, staying organized isn’t just a luxury—it’s a necessity. For busy moms juggling countless responsibilities, having a dedicated system for family documents storage is cru...