Managing Assets with Clarity and Purpose

Whether you’re planning for the future or facing an unexpected challenge, you need someone you can trust to manage your financial affairs and protect what matters most. Origin SC provides fiduciary services that safeguard your assets, honor your wishes, and provide peace of mind.

Professional Fiduciary Services

Conservator

We help protect the financial well-being of individuals who need a trusted conservator, providing compassionate, responsible management of their finances so they can live with greater stability and peace of mind.

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Trustee

We serve as a professional third-party Trustee for Irrevocable, Revocable, Testamentary and Special Needs Trusts, appointed via a Trust, Last Will and Testament or a Court. We manage/administer trust assets according to the Trust's terms, for the benefit of the beneficiary.

Personal Representative / Executor

We serve as Personal Representative (Executor) to administer estates in Probate Court. An individual's Last Will and Testament, an agreement among beneficiaries, or the Court may appoint us when family or friends are unavailable or unsuitable to serve.

VA Fiduciary

We work with the Department of Veterans Affairs through the VA Fiduciary Program to help Veterans who need assistance managing their VA benefits, providing trusted financial stewardship that supports their stability, security, and well-being.

Power of Attorney Agent

We provide trusted financial management for individuals who have designated Origin as their Durable Financial Power of Attorney, ensuring their finances and assets are managed responsibly according to their wishes when they are no longer able to do so themselves.

Representative Payee

Helps protect the financial well-being of individuals who need a trusted financial advocate, providing compassionate, responsible management of their finances so they can live with greater stability and peace of mind.

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Still have questions?

We’re here to help you take the next step toward stability.

Success Stories

" I look towards the next 5 years, where we’re creeping towards being debt free, and I feel so much relief. I cannot explain how important the little things are to me, like knowing that we can keep our dogs. I truly want you to know the impact of this program on clients like me. I will be forever grateful for this program."

“Linda” was “drowning” in debt. She was making the minimum payments but “making no dent at all on the overall balances.” By the time she called Origin, she was $30,000 in debt. She started working with our debt management program in June 2012. Our DMP counselor referred her to our Foreclosure Prevention Program. By referring her to First Guarantee Mortgage Company, we were able to help her refinance with a new rate of 3.75% and a 15 year mortgage. With our debt management program, she was able to pay off her three highest credit cards and reduce her CCCS payment from $648 to $243 per month.

“I just want to express our HEARTS are so full of Gratitude for you. When I contacted Origin on Monday to enroll my daughter in the Financial Coaching, we virtually met an Angel. You made the both of us feel so comfortable and at peace. This time is bittersweet for me, as I relive how we got to this point. You definitely helped ease the anxiety of it all. For that we are both thankful & grateful for your expertise. Thanks so much providing the both of us with such a seamless experience. You all feel just like you’re our family now.”

“I learned to monitor my household budgeting verses all income and began notice positive changes immediately. The counselors were very informative, courteous and friendly.”