OWL Planner™ Lite
Simplify your life with the OWL Planner™ Lite. The Lite is perfect for those who want a compact yet highly functional life information organizer. Whether you're organizing your finances, legal documents, or health records, the OWL Planner Lite helps you stay on track with less bulk but all the necessary tools to keep everything secure and easily accessible. The system is divided into 10 sections, allowing you to organize your essential documents and information by category, from finances to healthcare. It includes a built-to-last 1.5-inch binder with some storage space, section dividers, and an 8GB USB storage device pre-loaded with the OWL Planner Digital. This enables you to store, update, and print digital copies of your documents while keeping your physical records organized and accessible.
Optional Add-ons: For additional security and protection for your most precious documents like passports, birth certificates, government IDs, etc., consider adding the OWL Fireproof Document Bag or the OWL Leather Document Holder. These are perfect companions to the OWL Planner Lite for enhanced protection and organization.
Your OWL Planner Lite purchase includes sponsored access to Estately’s estate planning platform, making it easy to create and manage your personalized estate plan. Here’s what you can do:
Create Essential Documents:
- Will or Revocable Living Trust
- Financial Power of Attorney
- Healthcare Directive
- Beneficiary Plan
Additional Features:
- 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.
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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.