Estate planning at Origin
How to protect 14 Origin accounts — manage beneficiaries in-branch, fund a trust in-branch, and file death claims
Origin Bank, 1101 ROC Lane, Ruston, LA 71270
Origin Bank, 1101 ROC Lane, Ruston, LA 71270
General Customer Service (no dedicated estate/death-claims department)
Origin Bank, 1101 ROC Lane, Ruston, LA 71270
Origin has 14 accounts, each with different rules for what happens when the account holder dies. Of those, 12 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Origin handles beneficiary designations in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at Origin: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 14 account types at Origin.
View details →When someone dies
Death claim process
5-step process, 7 required documents, and contact information for survivors.
View details →Origin is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
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.
Yes. Through the Origin Bank Heroes program, eligible customers -- including firefighters, first responders, military (active duty or veterans), law enforcement officers, teachers, and healthcare workers -- receive a waiver of all origination, underwriting, processing, and administrative fees on mortgage loans. Hero Checking accounts also carry no monthly service charge. Contact any Origin Bank banking center or call 888-292-4037 for details.
Sources
Data sourced from Origin primary sources (17 pages reviewed). How we research.
Origin Bank, 1101 ROC Lane, Ruston, LA 71270
Origin Bank, 1101 ROC Lane, Ruston, LA 71270
General Customer Service (no dedicated estate/death-claims department)
Origin Bank, 1101 ROC Lane, Ruston, LA 71270
Estate planning articles
Learn how to protect your Origin accounts and other assets with trusts, beneficiary designations, and estate planning documents.
