The #1 Estate Planning and Life Organization Tool
The OWL Planner™
Tailored For Every Stage of Life
Who needs the OWL Planner? The short answer is – Everyone. Whether you're just starting out, managing a growing family, preparing for retirement, or making sure everything is in order for your Next of Kin, the OWL Planner helps you bring order to life's chaos.
The OWL Planner is a comprehensive life organizer designed to help you manage your most important documents and information with ease. It's the ultimate planning tool for staying organized, reducing stress, and having everything you need right at your fingertips—whenever you need it.
No matter what stage of life you are in, the OWL Planner offers an adaptable and straightforward method to keep your vital documents organized and accessible.
Just Starting Out? No Problem.
For young adults and recent college graduates just beginning their journey, the OWL Planner provides unparalleled support in setting up a strong foundation for personal organization and preparedness. Ensure you and your children have the tools they need to succeed in life.
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.
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TAKE A LOOK INSIDE
The OWL Planner is designed to help you organize all of life’s essential information and documents in one place. Take a peek at a few select pages, in no particular order, to give yourself a preview of what bits of documents and information you can expect to record using the OWL Planner.
With 180 pages including a dedicated notes section for each page, you'll have plenty of space to capture additional details or information that you find helpful along the way. Organized into 10 essential sections, this system gives you an organized and stress-free way to keep track of your information and important documents.
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Estate Planning? We’ve Got You Covered.
No Estate Plan Yet?
Every OWL Planner purchase includes free access to Estately’s estate planning platform, making it easy to create and manage your personalized estate plan. Here’s what you can do with Estately:
Create Essential Documents:
- Will or Revocable Living Trust
- Financial Power of Attorney
- Healthcare Directive
- Beneficiary Plan
- Unlimited updates to your documents
- Pair with an attorney for more complex plans
Store and organize all your documents in your OWL Planner™ for easy access whenever you need them.
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
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.
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.