The OWL Planner™
Already Have an Estate Plan? Great!
The OWL Planner is here to help you keep your estate plan organized and up to date. With our partnership with Estately, you can easily create and make adjustments to your essential documents as life changes, ensuring your estate plan always reflects your current wishes and needs.
The OWL Planner™
Already Have an Estate Plan? Great!
The OWL Planner is here to help you keep your estate plan organized and up to date. With our partnership with Estately, you can easily create and make adjustments to your essential documents as life changes, ensuring your estate plan always reflects your current wishes and needs.
Organize Your Estate Plan with Ease
Enhance Your Estate Plan With an OWL Planner
If you’ve already taken the important step of creating an estate plan, you’ve made a thoughtful and responsible choice for yourself and your loved ones.
Having a plan in place ensures that your wishes are respected, your family is protected, and your assets are handled according to your desires.
But as life changes—whether it’s a new home, an updated account, or shifts in family dynamics—it’s just as important to keep that plan up to date.
Update Wills, Create Trusts, and More!
We’ve partnered with Estately, a comprehensive online estate planning solution powered by Freewill.com, to give you the tools to easily create and update your estate documents when life changes.
Whether you need to make adjustments to a trust, update a will, or modify a power of attorney, Estately simplifies the process.
The OWL Planner works hand-in-hand with this service, allowing you to see the big picture of your estate while maintaining flexibility to make changes as needed.
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.
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.
Read more
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...
Read more
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 moreCustomer 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.