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OWL Planners Officially Launches the OWL Planner™, Simplifying Next-of-Kin Preparation and Essential Document Storage


News provided by

OWL Planners

Feb 20, 2025, 16:47 ET

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The OWL Planner™, a thoughtfully designed life planning binder, displays neatly organized sections for financial documents, personal family details, medical records, insurance information, estate organization, and more—providing an all-in-one solution for effortless document management and next-of-kin preparation. Plus, with every purchase, customers enjoy sponsored access to Estately’s estate planning platform, simplifying the process of creating vital legal documents like wills and trusts.
The OWL Planner™, a thoughtfully designed life planning binder, displays neatly organized sections for financial documents, personal family details, medical records, insurance information, estate organization, and more—providing an all-in-one solution for effortless document management and next-of-kin preparation. Plus, with every purchase, customers enjoy sponsored access to Estately’s estate planning platform, simplifying the process of creating vital legal documents like wills and trusts.

SALT LAKE CITY, Feb. 20, 2025 /PRNewswire/ -- OWL Planners, a Utah-based company, is excited to announce the official launch of its new range of essential document storage and next-of-kin preparation products. OWL Planners aims to simplify how individuals and families organize and manage life's most important information and documents—covering everything from financial accounts and legal paperwork to healthcare directives and end-of-life planning.

Drawing on co-founder Matt Rigby's background in financial planning, they have developed the OWL Planner™, a solution that addresses and supports the needs of everyday people going through life transitions. "It's really about peace of mind," says Matt. "Knowing where everything is—your financial accounts, medical providers, insurance information, healthcare directives, legal paperwork—can make a world of difference and facilitates easier, more informed decision-making. Organization is the foundation of good financial planning."

OWL Planners announces the launch of its life information and essential document organization product, the OWL Planner™.

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From a fully digital solution to a streamlined 'Lite' option and a comprehensive 'Pro' version, the OWL Planner offers the right tools for every preference and stage of life. Young professionals use the planner to build strong financial foundations and organize their information early. Those juggling careers and growing families benefit from quick access to essential documents and family information, while retirees and those entering their golden years rely on the OWL Planner for document management, legacy planning, and ensuring next-of-kin can access crucial information when it's needed most. With the OWL Planner, everything you need to stay prepared is in one place, helping people focus on what really matters—each other.

A key differentiator is OWL Planners' partnership with Estately, which provides sponsored access to its estate planning platform with every OWL Planner purchase. "Our goal is to provide all of our customers with the estate planning tools they need," explains co-founder Steve Rigby. "Estately's platform and resources make it easy to draft a will, set up a trust, and manage medical directives all on your own. By bundling their platform with the OWL Planner, we're making this vital planning step more accessible and less intimidating."

Having a reliable system to organize important information is key. The OWL Planner is here to provide that peace of mind, ensuring that your life information and important documents are always at your fingertips when you need them most.

To learn more or purchase an OWL Planner, visit www.owlplanners.com.

Media Contact:
Steve Rigby
Co-Founder, OWL Planners
Email: [email protected]
Website: www.owlplanners.com

SOURCE OWL Planners

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