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.

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.

While most states do not require you to notarize your will or trust to be legally valid, we recommend doing so in order to simplify your potential estate settlement. When you pass away, your heirs will need to prove the validity of your will to a judge through a process known as probate — which can be complicated and time-consuming. The documents you create on Origin will be notary-ready, and you can even upload your signed and notarized documents back into the platform for safekeeping.

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.

No membership needed - you can purchase either Full Will or a Trust at full price without being a monthly subscriber.

An Origin membership offers the benefits of a discounted price on our estate plans, as well as access to our suite of financial management tools including spending and investment tracking, no AUM fee investing, and AI-powered financial guidance.