With a strong background in financial planning, our company was born out of years of hands-on experience guiding everyday people through important financial decisions and milestone life transitions. Over the course of hundreds of conversations with individuals and families at all stages of life, we noticed a recurring challenge: the lack of a consistent and structured system for organizing essential information.

We’ve witnessed firsthand how disorganized information can create unnecessary stress during life transitions and milestone achievements like buying your first house, marriage, kids, retirement, and eventually end-of-life planning and preparing your Next of Kin for your passing. Families faced with emotional burdens are further overwhelmed by grief and confusion over questions like, “Where is Dad’s bank account?” or “Where is the trust document?” or even "What's the combination to the family safe where everything important is located?". In contrast, those who have a central location for key information navigate these transitional periods of life with greater efficiency, clarity, and peace of mind, allowing them to focus on what truly matters—each other.

Inspired by these people and this need we all share, we created a concise and practical solution: the OWL Planner™—a thoughtfully designed, built-to-last guide that organizes “life’s information” into easy-to-navigate sections. This structured system helps individuals and families consolidate crucial details while leaving space to personalize it with what’s most important to them. It’s a tool not only for the present but also for the future, empowering everyone to approach and complete their estate planning—a vital yet often overlooked step in financial preparedness—with confidence and motivation.

We’re here to help individuals and families simplify, organize, and prepare for whatever life brings, so they can focus on what matters most.

- The Team at OWL Planners™

Our product, the OWL Planner™, stands out in the market by offering a unique combination of physical and digital organization tools tailored to meet the needs of individuals at various stages of their financial and personal lives.

Unlike other estate planning and life organizational products, the OWL Planner™ provides a comprehensive approach to managing essential documents—whether financial, legal, health, or personal—using both a physical binder and a digital platform.

Additionally, our company's partnership with Estately gives users sponsored access to their DIY estate planning platform, making it easier to set up trusts, wills, and medical directives without the extra cost other companies charge.

This focus on accessibility, security, and ease of use ensures peace of mind for users, empowering them to make informed decisions and stay organized for life’s most important and unexpected moments.