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Activity overview

Latest activity by Alex
  • Alex created an article,

    Can I restart my estate plan?

    We get it—sometimes plans change. Right now, we don't have a way to restart your estate plan once you've chosen it and begun the process. However, we're excited to share that our team is hard at wo...

  • Alex created an article,

    Can I manually edit transactions?

    Right now we do not offer the ability to manually edit your transaction dates or titles. However, we want you to know that his functionality is on our radar and we're working to get this introduced...

  • Alex created an article,

    What happens to my estate plan if I'm no longer with my employer?

    Rest assured that you will still be able to access your estate plan even if your employment status changes!  As an employer-sponsored member, you will have access to a grace period when you leave a...

  • Alex created an article,

    Does Origin support Apple connections?

    Right now, our platform does not allow for Apple Card connections. We are working hard on our end to offer a solution to allow for Apple connections.  In the meantime, you can add your Apple accoun...

  • Alex created an article,

    Can I manage or make changes to an existing estate plan with Origin?

    Origin does not handle pre-existing estate plans. However, you can create, edit and store your estate plan all in one place with our platform. Choose from our options, which are available either th...

  • Alex created an article,

    How much does an Origin Estate Plan cost?

    At Origin, we offer various estate planning services tailored to meet different needs and budgets. Here's a summary of our costs, with and without an Origin membership: Without Origin Membership Fu...

  • Alex created an article,

    How do I edit or update my estate plan?

    If you need to make changes to your documents before you notarize them, head to the Estate Planning tab in your dashboard. From there, select the 'Summary' tab at the top and you should see the 'ed...

  • Alex created an article,

    How do I add my student loans?

    Just follow these steps to add your student loans: Log into your Origin profile and click the "+ Account" button in the top right corner. Search for your loan servicer's name or select "Add Manual...

  • Alex created an article,

    How frequently should I interact with my Origin Planner?

    This is up to you! The frequency of your interactions with your Origin Planner depends on your individual financial needs, goals, and preferences. In general, it's a good idea to have at least an a...

  • Alex created an article,

    How can I reschedule my upcoming planner meeting?

    If you need to reschedule your meeting you can do so right from your Origin dashboard. Please note that this will require you to cancel your existing meeting, and re-book for your new time.  Head ...