The #1 Estate Planning and Life Organization System for Families and Caregivers
What Is the OWL Planner?
From passwords to paperwork, we all have pieces of our lives scattered everywhere. When someone else needs them, it turns into a scavenger hunt through drawers, emails, and memories—just when things are already stressful.
The OWL Planner™ puts an end to that. It’s a guided estate planning and life organization system that helps you bring everything together—financial accounts, medical details, legal documents, final wishes, and more—all in one organized place.
Built to last and designed to bring peace of mind, the OWL Planner helps you stay prepared for whatever life brings—while giving your loved ones clarity and confidence when they need it most.
How It Keeps You Organized
Whether you’re getting organized for yourself or helping someone you love, the OWL Planner makes it simple to bring everything together. For aging adults, caregivers, next of kin, and Power of Attorney holders, it’s an essential tool that keeps medical records, contacts, insurance details, and legal documents in one organized place—so you can step in quickly, make informed decisions, and reduce stress in moments of change or grief.
- Organize your household and personal documents in one place
- Keep essential contacts, account details, medical records, and passwords together
- Clarify final wishes and emergency plans
- Reduce stress for yourself and your loved ones
- Create essential estate planning documents with included access to Estately
Two Versions. One Goal—Peace of Mind.
Both versions of the OWL Planner bring clarity, organization, and peace of mind to your life—but they’re designed for different planning needs.
The OWL Planner Pro is our complete life and legacy system—ideal for those who want everything in one secure, thoughtfully organized place. It’s perfect for people who prefer to work on paper, store important documents, and have a physical system ready to go from day one.
The OWL Planner Lite offers the same trusted framework in a lighter format—perfect for those who already have a storage setup, use digital filing systems, or simply don’t need the extra folders and accessories. You’ll still get the full 180+ page planning system, guided structure, and access to digital tools through Estately.
OWL Planner Lite
Full 180+ Page OWL Planner Estate Planning System
Guided worksheets, checklists, and prompts across 10 key life sections.
Premium 1.5” Leather Binder
A compact, high-quality binder for storing your completed planning documents.
10 Section Dividers
Clearly labeled categories for ease of use.
Smart Storage Features + Premium Pen
Built-in pockets for passports, insurance cards, business cards, mobile phones or tablets, and up to 200+ essential personal documents.
8GB USB Drive (Digital Version)
Includes the form-fillable digital version of the planner for flexible planning options.
Sponsored Access to Estately Estate Planning Platform
Includes complimentary access to attorney-drafted legal documents, plus guided tools to complete your estate plan with confidence.
OWL Planner Pro
Full 180+ Page OWL Planner Estate Planning System
Guided worksheets, checklists, and prompts across 10 key life sections.
Premium 2.5” Leather Binder
Durable and elegant—designed to last and easy to update as life evolves.
10 Section Dividers + 10 Document Folders
Stay organized with labeled categories and folder inserts to store critical documents.
Smart Storage Features + Premium Pen
Built-in pockets for passports, insurance cards, business cards, mobile phones or tablets, and up to 200+ essential personal documents.
8GB USB Drive (Digital Version)
Includes a fully form-fillable copy of the OWL Planner for digital organization and easy updates.
Fireproof Document Bag
Peace of mind that your most essential documents are safe—even in emergencies
Leather Document Holder
Store smaller, high-touch items securely with a professional finish.
Sponsored Access to Estately Estate Planning Platform
Includes complimentary access to attorney-drafted legal documents, plus guided tools to complete your estate plan with confidence.
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Take A Quick Peek Inside!
This preview gives you a glimpse of a few sample pages from the OWL Planner—so you can see how it’s structured, what types of information it helps you collect, and how clearly everything is laid out. Every section is thoughtfully designed to be easy to follow, update, and use when it matters most.
Prefer to fill it out digitally? The OWL Planner also includes a fully form-fillable version, so you can type directly into the pages from your computer.
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Free Download
Your Essential Contacts & Services Checklist
Peace of mind starts with preparation. This complimentary form-fillable PDF download gives you the second essential section from the OWL Planner—Key Contacts & Service Providers—now yours for free. Quickly organize and access essential contacts, from medical providers to trusted home services, ensuring you're prepared for anything life throws your way. Just enter your name and email to subscribe to our newsletter for instant access.
Estate Planning? We’ve Got You Covered.
No Estate Plan Yet?
No problem—every OWL Planner includes complimentary sponsored access to Estately, a trusted online estate planning platform built with attorney-drafted documents and guided simplicity.
You’ll be walked through each step to create your core estate planning documents with confidence, including:
- A Will or Revocable Living Trust
- Financial Power of Attorney
- Healthcare Directive
- Beneficiary Plan
The process is fully online, with smart prompts to personalize your documents based on your needs. Once completed, you’ll have downloadable, state-specific PDFs ready for review, printing, and signing. If your situation is more complex, Estately can also connect you with a licensed attorney for legal review or further support.
All of your finalized documents can then be stored in your OWL Planner—so everything is in one secure, easy-to-find place when it’s needed most.
Because life doesn’t come with instructions—but the OWL Planner helps.
Who is the OWL Planner For?
Whether you’re organizing your own life or supporting someone else, the OWL Planner is designed for real people in real situations—retirees, caregivers, busy parents, adult children, solo planners, and everyone in between. If you’ve ever thought, “I need to get my things in order,” this is where you start.
Who is the owl planner for?
Retirees & Pre-Retirees
You’ve spent a lifetime building a legacy—now it’s time to protect it. The OWL Planner helps you organize your finances, medical directives, legal documents, and final wishes, so your family has everything they need, exactly when they need it. It’s a clear, loving plan they can follow—without the overwhelm.
Who is the owl planner for?
Adult Children Supporting Aging Parents
You’re the one they call when something happens. The OWL Planner gives you one trusted place to track medications, doctors, insurance, power of attorney documents, account info, and more. Whether you’re attending appointments, managing bills, or preparing for next steps, it keeps everything organized—so you don’t have to carry it all in your head.
Who is the owl planner for?
Caregivers & Power of Attorney
If you’re the one showing up, advocating, and making decisions, you need more than a to-do list. The OWL Planner helps you securely manage healthcare records, emergency contacts, legal authorizations, and financial accounts. Whether you’re a family member or close friend acting as POA, this gives you clarity when it matters most.
Who is the owl planner for?
Busy Parents & Families
You manage the details no one else sees—and keep the household running. The OWL Planner helps you organize your family’s medical info, insurance policies, emergency contacts, key accounts, and property records. It’s a system that supports you behind the scenes—so you’re not starting from scratch in an emergency or major life change.
Who is the owl planner for?
Solo Organizers
You’re the one taking care of everything, and you’ve got a plan. The OWL Planner helps you document your medical info, accounts, legal decisions, and final wishes, so those who may need to step in one day can do so with respect and direction. It’s a way to speak for yourself—even if you’re not there.
Who is the owl planner for?
Newlyweds & Domestic Partners
You’re building a life together—now build your plan. The OWL Planner helps you get aligned on finances, insurance, medical decisions, digital assets, and estate planning documents from the beginning. It’s a way to get organized together—and avoid confusion or conflict down the road.
Who is the owl planner for?
Executors & Trustees
When someone passes, the responsibility often falls on your shoulders. The OWL Planner helps you quickly locate key documents, track account information, follow final wishes, and carry out next steps with clarity. It turns a confusing job into something you can actually manage—with confidence and care.
Who is the owl planner for?
Military Families & First Responders
Your world can change with one call. The OWL Planner helps you prepare for the unexpected by organizing key documents, insurance info, deployment contacts, property records, and family wishes in one place. It’s your household's behind-the-scenes plan—so your loved ones always know where things stand.
Who is the owl planner for?
New Homeowners or Life Transitioners
A move. A new chapter. A shift in direction. The OWL Planner helps you update and organize your household records, financial accounts, property details, insurance, and personal documents during life changes. It’s your reset button—so you feel grounded, in control, and ready for what’s next.
Who is the owl planner for?
Pet Owners
They’re family too—and you’re the one who keeps track of it all. The OWL Planner helps you document your pet’s medical history, vaccination records, care routines, vet info, and emergency contacts. Whether you’re planning for everyday needs or making sure someone else could step in if needed, it gives you peace of mind that your furry family members are covered, too.
Ensure No One’s Left Searching, Stressing, or Struggling
Why Preparation Matters
Prevent the Panic
When life changes, details matter.
A fall. A diagnosis. A phone call in the middle of the night. The OWL Planner gives your family or caregivers immediate access to what they need—without scrambling, guessing, or second-guessing.
Protect the People You Love
The burden will fall on someone.
If you're not organized, your spouse, children, or best friend will be the one trying to figure it out. The OWL Planner takes the weight off their shoulders and gives them clear direction when it matters most.
Make Your Wishes Known
Because silence leaves room for confusion.
Whether it's your finances, your care, or your legacy—if it's not documented, it's up for interpretation. The OWL Planner helps you speak clearly now, so there's no chaos later.
See the Difference Organization Can Make
From All Over the Place to All in One Place
Before the OWL Planner, it’s common to have important documents tucked in drawers, scattered across folders, or buried in boxes—making it nearly impossible to find what you need when it matters most. After the OWL Planner, everything is gathered, labeled, and organized in one thoughtful system. It’s the difference between feeling overwhelmed and feeling prepared. And when life happens, your loved ones will thank you for making it simple, clear, and easy to follow.
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After
Helping you feel confident, clear, and prepared—every step of the way.
Frequently Asked Questions About Organizing Your Life & Legacy
Getting organized can feel overwhelming at first—but you’re not alone. These are some of the most common questions we hear from people just like you: retirees, adult children, caregivers, and families wanting to plan ahead with clarity. Whether you’re starting your own estate plan or helping someone else, these answers can guide your next step and show how the OWL Planner helps make the process simpler, smarter, and more secure.
Estate planning isn’t just for the elderly—it’s for anyone who wants to be prepared. Marriage, parenthood, homeownership, divorce, or a medical diagnosis are all good reasons to start organizing your life documents. But the truth is, you don’t need a “big moment” to begin. The OWL Planner is built to help you start where you are, one step at a time, so you can feel more prepared—without being overwhelmed.
Start by gathering your essential information—things like banking details, insurance policies, medical contacts, and legal documents such as your will or power of attorney. Once collected, you’ll need a secure, structured way to store and access them. Many people find that a printed and digital solution helps ensure nothing gets missed. The OWL Planner provides guided worksheets, checklists, and labeled sections to help you organize all your documents in one place—making it easy for you now, and easy for your loved ones later.
Start by opening up a compassionate conversation. Offer to help gather important information like medical history, legal documents, account access, and end-of-life preferences. Aging parents are often relieved to have someone help with this process but aren’t sure where to begin. The OWL Planner makes it easier for adult children or caregivers to guide these conversations, collect the right information, and organize it in a format that’s easy to update and share.
At minimum, you’ll want to leave behind a valid will, power of attorney, healthcare directives, insurance details, account information, and instructions for final wishes. It’s also helpful to include passwords, contact lists, and a clear summary of your assets. When everything is scattered or undocumented, family members are often left to piece it together during a stressful time. The OWL Planner walks you through what to include and helps you organize it clearly so nothing gets overlooked.
While some estate situations are complex and may require legal advice, many people can complete the basics of estate planning without hiring an attorney. Tools like Estately (included with the OWL Planner) provide step-by-step guidance and attorney-drafted documents like wills, trusts, and powers of attorney—all online. If your needs are straightforward, this can be a simple and affordable way to get your plan in place. And once you have your documents, the OWL Planner gives you a system to store them securely and share them with those who need to know.
Yes. Many people look for estate planning checklists to feel less overwhelmed. The OWL Planner includes 10 guided sections—each with a checklist to help you gather the right documents, record important information, and track what’s been completed. It’s designed to be approachable, step-by-step, and fully editable over time.
Emergency information should include medical contacts, medications, allergies, healthcare directives, insurance details, and family or caregiver contact info. You may also want to include instructions for dependents, pets, or property. The OWL Planner includes a health section specifically for this purpose, helping you document everything clearly so that in a crisis, the people around you have what they need to act fast.
In today’s world, digital assets—banking logins, subscription accounts, cloud storage, and social media—are just as important as paper files. You can use a password manager, but it’s also essential to document the key accounts and how to access them in case someone else needs to step in. The OWL Planner includes a dedicated section for digital life and password tracking, helping you keep everything organized in one secure location.
Legal and financial documents should be stored in a secure place, such as a fireproof folder, safe, or lockbox—but they should also be easy to find and understand. It’s not enough to just keep them hidden away; someone needs to know they exist and where to access them. The OWL Planner includes a fireproof pouch, digital access via USB, and labeled sections that make document storage simple, secure, and accessible when it matters.
If your information isn’t documented, your loved ones may struggle to find what they need. This can lead to legal delays, financial confusion, missed benefits, and unnecessary stress during an already difficult time. Estate plans left undocumented often result in unintended consequences or family disagreements. With the OWL Planner, you can remove the guesswork and ensure your wishes—and your legacy—are clearly communicated.
Learning Center
How the OWL Planner Helps You Organize Your Health Insurance Information
Discover how the OWL Planner simplifies health insurance organization by helping you store policies, track bills, and manage your family's medical documents—all in one secure place.
Read more
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.
Read more
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 moreCustomer Support
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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.