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
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.
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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.
Read more
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.
Read moreCustomer Support
Have Questions?
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