Origin Financial has acquired MyAdvocate

Origin is adding Estate Planning to our suite of financial tools, alongside personalized guidance, fee-free investing, financial planning, and DIY tax services. You can access Estate Planning in early 2024. In the meantime, explore Origin's other features at useorigin.com
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Our Estate Plans

Basic

Simple Will Plan

Name a guardian for your minor children, distribute your estate equally among family members, and determine who makes medical and financial decisions when you can’t.

Most Flexible

Custom Will Plan

Everything included in our Simple Will Plan, plus the ability to leave specific assets to whoever you like and customize how and when they receive them with increased control.

Starting at $149
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Most Protection

Living Trust Plan

Everything in our Custom Will Plan, plus the ability to avoid Probate court, saving your loved ones time and money when you're gone.

Starting at $489
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Step-by-Step Guidance

Designed by Estate Planning attorneys to make creating your plan easy

Valid in All 50 States

Ready-to-sign documents meet the legal requirements of all 50 states

Affordable

Attorney quality documents at a fraction of the cost

Free Expert Support

Available 7 days a week by email or schedule a phone call

How it Works

You don’t need to provide any financial information – get it done in as little as 20 minutes
Step 1

Select Your Plan

Clarify your objectives and select the Estate Plan that is right for you through our assessment. Update or upgrade your estate plan anytime without losing any work.

Step 2

Answer Simple Questions

Answer straightforward questions to complete your Estate Plan. Each question has video and text support making it easy to understand. Once you finish each section, you’ll review your decisions using our visual diagrams.

Step 3

Sign Your Documents

You’re almost done! Once your documents are signed, your plan is legal and you can share it with your loved ones.

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FAQs

Is it legal to do an Estate Plan online?

Yes, it's completely legal to create an Estate Plan online. Origin provides step-by-step instructions to help you "make it official" without the help of an attorney.

What is an Estate Plan and why do I need one?

An estate plan is a set of legal documents that protect you, your loved ones, and your belongings in the event of an emergency or when you pass away.

The government has a rigid set of rules that apply when you neglect to create your own Estate Plan, leaving you without a voice. That’s why we believe all Americans should have an Estate Plan.

What's the difference between Last Will & Testament vs. Living Will?

Although the terms Will and Living Will sound alike, they are different parts of an overall Estate Plan. A Will, formally known as a Last Will and Testament, is a document where people leave their assets to their desired beneficiaries. A Living Will is a document in which you specify what treatment you would want or not want to be used to keep you alive.

Should I have an Estate Plan even if I'm not wealthy?

Yes. While estate planning is often associated with the wealthy, most people, and their loved ones, can benefit from putting legal affairs in order - even if they’re not wealthy. Without an estate plan, your state legislature decides who gets your assets and, if you have minor children, who will care for them. Typically, without estate planning, the state courts will pass on any assets you own at your death to your closest relatives, even if that would not have been your choice.

Estate planning gives your family a roadmap to follow when you pass away or become incapacitated, making sure your belongings are passed on to those you select, and designating who will have the authority to oversee that your wishes are honored. Failing to address your estate may result in wishes not being followed along with those closest to you having to deal with an administrative mess.

What is a Living Trust?

An arrangement where a person (the trustee) holds assets for the good of one or more beneficiaries.

One of the main benefits of setting up a Living Trust is to keep your estate out of probate. Probate publicizes your wishes and requires attorney involvement, which can not only get costly and take months to years to finalize, but also increases the likelihood of estate settlement conflict. 

Is it legal to do an estate plan online?

Yes, it's completely legal to create an estate plan online. MyAdvocate provides step-by-step instructions to help you "make it official" without the help of an attorney.

What is an Estate Plan and why do I need one?

An estate plan is a set of legal documents that protect you, your loved ones, and your belongings in the event of an emergency or when you pass away.

The government has a rigid set of rules that apply when you neglect to create your own estate plan, leaving you without a voice. That’s why we believe all Americans should have an estate plan.

What's the difference between Last Will & Testament vs. Living Will?

Although the terms Will and Living Will sound alike, they are different parts of an overall estate plan. A Will, formally known as a Last Will and Testament, is a document where people leave their assets to their desired beneficiaries. A Living Will is a document in which you specify what treatment you would want or not want to be used to keep you alive.

Should I have an Estate Plan even if I'm not wealthy?

Yes. While estate planning is often associated with the wealthy, most people, and their loved ones, can benefit from putting legal affairs in order - even if they’re not wealthy. Without an estate plan, your state legislature decides who gets your assets and, if you have minor children, who will care for them. Typically, without estate planning, the state courts will pass on any assets you own at your death to your closest relatives, even if that would not have been your choice.

Estate planning gives your family a roadmap to follow when you pass away or become incapacitated, making sure your belongings are passed on to those you select, and designating who will have the authority to oversee that your wishes are honored. Failing to address your estate may result in wishes not being followed along with those closest to you having to deal with an administrative mess.

What is a Living Trust?

An arrangement where a person (the trustee) holds assets for the good of one or more beneficiaries.

One of the main benefits of setting up a Living Trust is to keep your estate out of probate. Probate publicizes your wishes and requires attorney involvement, which can not only get costly and take months to years to finalize, but also increases the likelihood of estate settlement conflict.