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.
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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.