OWL Planner™ Pro
The OWL Planner™ Pro is the ultimate solution for organizing life's most critical information. Whether you're planning for the future, managing family details, or staying on top of your financial and legal documents, the OWL Planner Pro provides a comprehensive system that ensures everything is accounted for and organized. It is perfect for families, couples, retirement-age folks, and end-of-life planning so your Next of Kin is prepared for what comes next.
The OWL Planner Pro is divided into 10 easy-to-navigate sections, with each section having its own dedicated folder for storing your documents. This allows you to efficiently organize everything from financial records to medical and legal documents.
The OWL Planner Pro comes with a built-to-last 2.5-inch leather binder and includes a leather document holder, fireproof document bag, and an 8GB USB storage device pre-loaded with the OWL Planner Digital. This gives you the flexibility to store, update, and print documents as needed, ensuring your most important details are always in one place and protected for you and your next of kin.
Your OWL Planner Pro 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.