How do I get started with Origin’s Estate Planning?

Planning for your future and protecting your loved ones doesn't have to be overwhelming. Here's a simple guide to getting started with our Estate Planning tool.

If you're already part of our subscription family, you're in luck! You automatically qualify for a discount on your chosen Estate Plan.

Not a member? No problem - even without a subscription, you can still create essential estate documents to ensure your wishes are known and your loved ones are cared for.

To start, click on Estate Planning in your left nav on desktop, or the Services button on the mobile app.

If you’re unsure which customized documents suit your situation, complete our brief assessment. You can also refer to our Help Center for additional resources on Estate Planning. Once you've chosen your plan, our intuitive platform will guide you through each step of the process with clear instructions and helpful prompts. Simply answer the questions, provide the necessary information, and rest assured knowing your wishes are documented accurately and securely.