How do I print, download, share or store the estate planning documents created?

After completing the guided flow and notarizing/executing your documents, a comprehensive package containing all finalized paperwork becomes available directly within your secure Origin profile.

To download a local copy, click the three dots next to each listed document and choose "download." Once downloaded, you can print hard copies using any connected printer.

Need to share with your designated Executor, Guardian, Trustee or other named party? Utilize the Community feature to enter their email address which allow them access solely to view and download your shared documents.

Rest assured knowing your documents are securely stored and accessible anytime through your Origin profile. However, we recommend keeping a physical binder with printed copies and letting loved ones know its location. Your Executor should also retain a full copy in a fire-safe place.

Establishing a regular review cadence ensures your plan stays accurate. You can revoke past versions and upload newly executed documents within your Origin profile to preserve a centralized archive across any future updates.

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