What is the process for creating estate planning documents with Origin?

Creating 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 guesswork out.

Next, reference our estate planning checklist for gathering key materials to complete your documents. For example:

• Financial statements like deeds, investment performance, insurance policies
• Full names and addresses identifying recipients, executors, and guardians
• Relevant contact info for advisors like CPAs, financial planners

With logistics handled, our guided questionnaire seamlessly progresses through establishing basics like your legacy intentions, healthcare proxies, asset distribution, and more.

Temporary saving allows returning anytime to complete sections. Once you’ve completed all the steps, you can generate your PDF estate documents reflective of all personalized decisions. Once you have the documents notarized, upload them in your Origin profile for secured-keeping.

Don’t hesitate to reach out to our team at any point should you have questions. We aim to provide truly worry-free navigation of estate preparation.

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