Herbie
Herbie Expert Assist

Make your estate plan. Have an expert review every page.

Build your will and trust online with a Herbie Expert on call from start to finish, plus a comprehensive review before you sign.

One-time $250 Unlimited expert questions Money-back guarantee
"This was so simple to set up. I feel happy that my husband is taken care of when I pass away." Ann F. · South Carolina
One platform, end to end. Build your will, revocable trust, power of attorney, and healthcare directive on Herbie. Ask a Herbie Expert anything along the way. Have it reviewed before you sign.
What Expert Assist adds

The platform you build on, with a person to answer for it.

— 01

An expert on call

Unlimited, on-demand questions answered by a Herbie Expert via chat, email, or call. Ask while you build, not after.

— 02

A comprehensive review

When your plan is complete, a Herbie Expert reviews your documents end-to-end and flags anything to reconsider before you sign.

— 03

A plan you can stand behind

Finish confident in the work — backed by a money-back guarantee. If you're not satisfied, you don't pay.

What's in it

A simple self-directed platform, plus the people who make it stick.

  • All documents
    Will, revocable trust, and state-specific power of attorney and healthcare directive forms — generated within the platform, ready to sign.
  • Unlimited expert support
    Questions answered by Herbie Experts via chat, email, or call. Use it once or use it weekly — included.
  • Final document review
    A comprehensive review of your finished documents by a Herbie Expert before you sign.
  • Married couple planning
    Plan together with your spouse so your documents align.
  • Anytime updates
    Your plan lives on the platform. Update it as life changes; share with family or advisors when needed.
Money-back guarantee

If your plan doesn't meet your standards, you don't pay.

Request a refund and Herbie returns the $250. No questions, no caveats.

The Herbie caliber

Founded by veterans of the nation's most prestigious law firms.

Skadden Cravath Paul, Weiss McDermott Will & Emery
Answers

Common questions.

What's the added benefit of Expert Assist?

Expert Assist adds two key things: unlimited on-demand questions answered by a Herbie Expert as you build, and a comprehensive review of your finished documents before you sign — backed by a money-back guarantee.

Who are the Herbie Experts?

Herbie Experts are estate planning specialists trained on the platform and on the legal logic behind it. They help you think through your situation, navigate the platform, and confirm your finished plan reflects your intent.

How does the money-back guarantee work?

If you're not satisfied, you do not pay. Request a refund and Herbie returns the $250.

Is this a subscription?

No. Expert Assist is a one-time $250 payment, valid for one year — full access to expert support and final review across that window.

When should I choose Private Client instead?

If you want a Herbie Legal attorney to draft your plan and walk you through signing — including help with deed transfers and trust funding — Private Client may be right for you. Fixed-fee plans start at $975.

Begin

Build your plan. Have someone to ask. Finish confidently.

Protect everything, sacrifice nothing.
Start your plan