OWL Planner™ Pro
Your Complete Estate Planning Binder & Life Organization System
The OWL Planner™ Pro is the most comprehensive solution for organizing your life’s most important details. From finances and health records to legal documents and final wishes, this guided system helps you capture everything in one secure, easy-to-use place—so you’re ready for whatever life brings.
Perfect for those who prefer a physical binder with room to store printed documents, policies, and more. Includes complimentary access to Estately, an online estate planning platform with attorney-drafted documents to help you complete your will, trust, power of attorney, and medical directives—all from the comfort of your home.
If you’re planning for yourself, managing care for someone else, or simply ready to get organized, this is where peace of mind begins.
Each OWL Planner Pro Includes:
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Full 180+ Page OWL Planner Estate Planning System
Guided worksheets, checklists, and prompts across 10 essential 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 tabs and folder inserts for 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 planner for digital use and backups. -
Fireproof Document Bag
Extra protection for your most sensitive documents—even in emergencies. -
Leather Document Holder
Store smaller items with a sleek, professional finish. -
Sponsored Access to Estately Estate Planning Platform
Create your will, trust, POA, healthcare directive, and beneficiary plan with attorney-drafted, state-specific documents.
Choose options
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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.