Estate Planning: Wills & Trusts | Origin Financial
Everyone has something valuable to protect
We all hope to leave something for the next generation. Decide who gets what, when, and how by creating an estate plan with Origin.
Your legacy, your decision
An estate plan is a comprehensive set of legal documents and arrangements that can protect you, your family and your assets. Planning ahead can help you avoid a scenario where the courts are making important decisions on your behalf.
Valid in all 50 states
Ready-to-sign documents to meet the legal requirements of all 50 states.
Created by legal experts
Designed by estate planning attorneys to make creating your plan easy.
Affordable
Estate planning with no hidden fees, unlimited revisions and the ability to create with a partner.
Every estate is unique
From simple bequests to complex trusts, we offer solutions that fit every need and legacy.
With Origin Membership
BASIC WILL
Free
A straightforward plan that lets you decide who receives your assets and ensures your wishes are clearly documented.
FULL WILL
$149
$119
Includes everything in a Basic Will, plus guardian appointments and healthcare directives for added clarity and control.
TRUST
$449
$359
Includes all features of a Full Will, with added protection and privacy by avoiding probate and simplifying asset transfers.
| Capabilities | BASIC | FULL | TRUST |
|---|---|---|---|
| Designate where your assets will go | ✅ | ✅ | ✅ |
| Choose who will execute your plan | ✅ | ✅ | ✅ |
| Flexible distribution of assets | ✅ | ✅ | ✅ |
| Specify healthcare wishes | ✅ | ✅ | ✅ |
| Leave specific gifts | ✅ | ✅ | ✅ |
| Give access to medical records | ✅ | ✅ | ✅ |
| Appoint guardianship | ✅ | ✅ | ✅ |
| Make special requests | ✅ | ✅ | ✅ |
| Avoid probate court | ✅ | ||
| Add protections to distributions | ✅ |
Legal Documents
| Legal Document | BASIC | FULL | TRUST |
|---|---|---|---|
| Last Will & Testament | ✅ | ✅ | ✅ |
| Living Will | ✅ | ✅ | |
| Guardianship for minor children | ✅ | ||
| Advanced Healthcare Directive (AHCD) | ✅ | ||
| HIPAA Authorization | ✅ | ||
| Healthcare Power of Attorney (HCPOA) | ✅ | ||
| Financial Power of Attorney (POA) | ✅ | ||
| Financial Power of Attorney (POA) | ✅ |
Additional Resources
| Additional Resource | BASIC | FULL | TRUST |
|---|---|---|---|
| Schedule of Assets | ✅ | ✅ | ✅ |
| Trust Funding Guide | ✅ |
Important moments to consider estate planning
A step today can safeguard your tomorrow. Start simple, and we'll make it straightforward for you and your loved ones.
Buying a property
Getting married
Starting a family
Changing jobs
Getting Older
Answers to your questions
How does creating an estate plan with Origin work?
Finalizing legally valid wills, trusts, and other estate paperwork is straightforward using our step-by-step document builder.
Start by taking our personalized assessment survey if unsure which plan best suits your family's needs, health outlook, beneficiary sentiments, property ownership, and charitable priorities. Comparing needs against plan features takes out the guesswork.
Next, gather key materials to make completing your documents through our flow seamless. For example:
- Financial statements like deeds and insurance policies
- Passwords to any digital assets
- Full names and addresses identifying recipients, executors, and guardians
- Relevant contact info for advisors like attorneys, CPAs, financial planners
With logistics handled, our guided questionnaire seamlessly progresses through establishing basics like your legacy intentions, healthcare proxies, asset distribution, and more.
What is the difference between the three plans?
We offer 3 plans to support your estate planning needs: our Basic Will, Full Will and Trust.
- Our Basic Will allows you to designate where all your assets will go. It does not offer the ability to distribute certain assets to different beneficiaries.
- Our Full Will plan offers customizable asset distribution for tailored estate planning, guardian designation for both children and pets, healthcare directives and powers of attorney for peace of mind, a living Will and HIPAA authorization to express your medical preferences, and a detailed asset schedule for comprehensive organization. Secure your legacy and provide for your loved ones with confidence.
- Our Trust plan delivers comprehensive estate protection, featuring a Revocable Living Trust for heightened privacy and complete avoidance of probate, expert assistance with trust funding and provision of a certificate of trust, and tailored guidance for seamless estate management. Elevate your estate planning experience with our Trust plan, ensuring maximum protection and peace of mind for your legacy.