Estate planning at Origin
How to protect 12 Origin accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Phone1-888-292-4037
Toll-Free1-888-292-4037
Emailsocial@origin.bank
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
WebsiteLearn more →
Phone1-888-292-4037
Toll-Free1-888-292-4037
Emailsocial@origin.bank
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
WebsiteLearn more →
Death Claims
Phone1-888-292-4037
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
Verified Mar 2026
Origin offers 12 consumer accounts that interact with estate planning in distinct ways. Of those, 10 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Origin handles beneficiary designations in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Origin provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 12 account types at Origin.
View details →When someone dies
Death claim process
9-step process, 7 required documents, and contact information for survivors.
View details →Origin operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
IRAs cannot be retitled to a trust. However, you can name your trust as the beneficiary of your Traditional IRA or Roth IRA. Consult a tax advisor before doing this, as there are significant tax implications for distributions to trust beneficiaries under the SECURE Act.
Origin Bank offers five personal checking accounts: Simple Checking (non-interest-bearing for everyday spending, $8 monthly fee waived with $500 minimum daily balance), Performance Checking (interest-bearing, earns up to 6.00% APY on qualifying balances with debit card activity and eStatements), Senior Checking (no monthly charge for customers 62 and over), Student Checking (no monthly charge for students under 25), and Hero Checking (no monthly charge for first responders, military, law enforcement, teachers, and healthcare workers).
Origin Bank operates more than 60 banking centers across five states: Louisiana, Texas, Mississippi, Alabama, and the Florida Panhandle. The largest concentration of branches is in Texas (Dallas/Fort Worth, East Texas, Houston) and North Louisiana. Online and mobile banking are available to all customers.
Phone1-888-292-4037
Toll-Free1-888-292-4037
Emailsocial@origin.bank
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
WebsiteLearn more →
Phone1-888-292-4037
Toll-Free1-888-292-4037
Emailsocial@origin.bank
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
WebsiteLearn more →
Death Claims
Phone1-888-292-4037
Mailing Address
Origin Bank, 1511 North Trenton Street, Ruston, LA 71270
Verified Mar 2026
Estate planning resources for Origin customers
Tools and documents to help protect your Origin accounts.
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