The OWL Planner™
No Estate Plan? We’ve Got You Covered.
Through our partnership with Estately, you can easily create and make adjustments to your estate documents as life changes, ensuring your estate plan always reflects your current wishes and needs.
The OWL Planner™
No Estate Plan? We’ve Got You Covered.
Through our partnership with Estately, you can easily create and make adjustments to your estate documents as life changes, ensuring your estate plan always reflects your current wishes and needs.
Start Estate Planning with Owl Planner™
Centralize Your Important Information
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 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.
Efficiency and Organization Matter
Even with an estate plan in place, organization and efficiency are key to ensuring a smooth transfer of your estate.
The OWL Planner helps you keep all your essential information in one place, reducing the risk of delays or confusion when the time comes.
By staying organized, you make it easier for your executors and trustees to carry out your wishes with clarity and confidence.
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.
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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 moreCustomer Support
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