The OWL Planner™
Organize Your Retirement Planning
The OWL Planner helps you structure essential retirement details and ensures your next of kin is prepared with end-of-life documents, all in one place.
The OWL Planner™
Organize Your Retirement Planning
The OWL Planner helps you structure essential retirement details and ensures your next of kin is prepared with end-of-life documents, all in one place.
The #1 Tool for Organizing Documents and Information for your Next of Kin
The OWL Planner™
Planning Your Retirement and Life’s Later Stages
As you head into retirement and embrace those golden years, it's time to make sure everything's in its place—so you can focus on enjoying life without worry.
The OWL Planner is here to help you get your ducks in a row, whether that’s planning for retirement, organizing your estate for your next of kin, or making sure your end-of-life documents are ready for your loved ones.
Planning Your Retirement? No Problem.
Prepare for a worry-free retirement with everything organized in one place. The OWL Planner helps you track your retirement information and ensures your essential documents are in easy to find when you need them.
Organized Estate Planning for Next of Kin
Protect your legacy by keeping your estate documents organized and accessible. With the OWL Planner, you can ensure your next of kin has everything they need, making it easier for them to handle things when the time comes.
End-of-Life Documents Made Simple
Ensure your wishes are clear and your family is prepared. With the OWL Planner and sponsored access to Estately, you can easily organize your end-of-life documents, including trusts, wills, and medical directives, giving you and your loved ones peace of mind.
Learning Center
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.
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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.
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.
Customer Support
Have Questions?
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.