You probably know it's important to get your legal affairs in order, but you keep putting it off. It’s tough to think about death, incapacity, or who will care for your loved ones if you can’t. However, understanding what estate planning can do for you makes it clear that there’s no good reason to delay. Here are three key reasons to motivate you to create your estate plan.
An estate plan is crucial for protecting yourself. If you become unable to make your own financial or healthcare decisions, a comprehensive estate plan will ensure that trusted individuals can make these decisions for you. Without an estate plan that includes power of attorney documents, your family may have to go to court to declare you legally incompetent, leading to a judge appointing a guardian to handle your affairs.
An estate plan helps you maintain control over what happens after your death. Without one, state law will decide who handles your estate and who inherits your belongings. With an estate plan, you choose who will make your financial, healthcare, and estate decisions and how your assets will be distributed to your loved ones.
Estate planning can save you and your family a lot of money and hassle. Setting up your estate plan is often much cheaper than dealing with the costs of incapacity or probate. Without an estate plan, guardianship proceedings and probate can lead to expensive court costs and attorney fees, taking months to resolve.
Creating and maintaining an estate plan is motivated by various life events. Whether it’s protecting your spouse or children or gaining peace of mind, it’s never too early or too late to build your legacy and make a lasting positive impact on your loved ones.
Yes. Origin offers partner access so you can manage your finances together at no additional cost. You’ll be able to filter transactions by member—making it easy to see which spending is yours and which belongs to your partner.
Yes. You can edit existing transactions and add new ones directly in Origin, so your records stay accurate and personalized.
Origin connects securely through trusted partners including Plaid, MX, and Mastercard.
Yes. Origin supports CSV uploads. You can upload a .csv file of your transactions, and we’ll import them into your account.
Yes. Your data is protected with bank-level security and advanced encryption. When you connect accounts through Origin, your login credentials are never shared with us. Instead, our partners generate secure tokens that let Origin access only the data you authorize—keeping your personal information private while enabling personalized insights.
Yes. You have full control to organize your spending in Origin. Transactions are automatically categorized by Origin, but you can always edit categories, add your own tags, and filter transactions however you like—so your spending reflects the way you actually manage money.