OWL Planner™ Lite
Streamlined, Smart, and Digitally Friendly
The OWL Planner™ Lite is designed for flexibility. It includes the full guided planning system—without the extra accessories—making it perfect for those who already have a binder or want to work mostly digitally.
With the same 180+ pages of structured templates, checklists, and prompts, plus a form-fillable digital version on USB, the Lite helps you stay organized without the bulk. Whether you’re getting started or gifting peace of mind to someone else, this is a smart, minimalist option.
Includes free access to Estately, an estate planning platform with attorney-drafted documents—so you can complete your core legal forms and store them right inside your OWL Planner.
Each OWL Planner Lite Includes:
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Full 180+ Page OWL Planner Estate Planning System
Covers finances, medical, legal, digital, final wishes, and more. -
1.5” Premium Leather Binder
Compact and high-quality—built for clarity and everyday use. -
10 Section Dividers
Clearly labeled tabs for easy navigation. -
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)
Comes with a fully form-fillable version of the OWL Planner you can complete on your computer. -
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.
Choose options
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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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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.