Build your will and trust online with a Herbie Expert on call from start to finish, plus a comprehensive review before you sign.
Unlimited, on-demand questions answered by a Herbie Expert via chat, email, or call. Ask while you build, not after.
When your plan is complete, a Herbie Expert reviews your documents end-to-end and flags anything to reconsider before you sign.
Finish confident in the work — backed by a money-back guarantee. If you're not satisfied, you don't pay.
Request a refund and Herbie returns the $250. No questions, no caveats.
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.
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.
If you're not satisfied, you do not pay. Request a refund and Herbie returns the $250.
No. Expert Assist is a one-time $250 payment, valid for one year — full access to expert support and final review across that window.
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.