The #1 Estate Planning and Life Organization System for Families and Caregivers

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.