Learning Center

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.

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

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.

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.

Close-up of a legal professional reviewing and signing estate planning documents, including wills, trusts, and power of attorney forms, with a gavel in view—representing the importance of organizing legal paperwork for future planning.

Estate Planning & Organization

Understanding Legal Documents: A Guide to Wills, Trusts, and Powers of Attorney

This guide will break down the purpose of these essential legal documents and provide practical advice on organizing and keeping them accessible.

A smiling older couple warmly embracing in their home, symbolizing the peace of mind and clarity that comes from organized estate planning using the OWL Planner.

Estate Planning & Organization

Benefits of a Next of Kin Organizer: A Vital Tool for Your Estate Plan

Discover how a next of kin organizer, like the OWL Planner, simplifies estate planning by ensuring critical family documents are organized.

Estate Planning & Organization

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.

Two people and a suited professional review divorce documents around a small Lady Justice statue, emphasizing the need to update estate plans during significant life events such as divorce.

Estate Planning & Organization

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 ...

Estate Planning & Organization

Why Keeping Important Contacts Makes Sense for Estate Planning Transitions

When people think about estate planning, their minds often jump to legal documents like wills, trusts, and powers of attorney. Yet, there's a crucial element that often gets overlooked—maintaining ...

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 for instant access.

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.

Customer Support

Have a Question?

Fill out the form below to connect with our Customer Support team. We are available from Monday - Friday 9am-5pm MST and aim to respond within 24-48 hours.