TL;DR: Start your estate planning in a few clicks via Origin’s platform — complete an assessment, choose a plan, and generate your documents right away.
Q: How do I begin with Origin’s estate planning tool?
A: Click Estate Planning in the left navigation (desktop) or tap Services on mobile. Then follow the on-screen prompts to complete the starter assessment, select your plan, and generate your legal documents.
Q: Do I need a paid subscription to use estate planning?
A: No — even without a subscription you can create essential estate-plan documents. If you’re already a subscriber, you’ll receive a discount on the plan.
Q: What happens during the process?
A: After the assessment, you’ll answer a series of tailored questions, provide required information, and then the system generates the documents which you can download, print, and execute.
Q: What documents are included?
A: Typical documents include a Last Will & Testament, General Durable Power of Attorney, Healthcare Power of Attorney, and possibly a Trust depending on your plan.
Q: Do I need to notarize or witness the documents?
A: Yes — after download you’ll follow your state’s execution rules which typically include notarization and witnessing. Review our “How do I notarize my documents?” article for details.
Q: Can I upgrade or change my estate plan later?
A: Absolutely — you can return to your Estate Planning dashboard, edit your selections, upgrade or downgrade your plan, and revise documents as your life changes.
Last updated: October 2025
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