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Herbie Private Client

Hire a professional to make your estate plan.

A Herbie Legal attorney drafts your plan, walks you through signing, and helps put it in place — fixed-fee, no hourly bills.

faster than a traditional firm
the cost
$0hourly bills
"We want to provide all our clients with professional estate plans, prepared quickly and in a cost-effective manner. I really enjoy working with all our clients around the country." Michael Moritz · Co-Founder & Estate Planning Attorney
Lawyer-led, end to end. Your attorney handles intake, drafting, signing, and the practical steps that turn a signed plan into a working one — deed transfers, trust funding, and beyond.
The Herbie caliber

Work with veterans of the nation's most prestigious law firms, including Cravath, Skadden, McDermott and Paul Weiss.

Herbie Legal is a law firm servicing clients nationally. Same caliber as the prestigious firms at a fraction of the cost and time.

Skadden Cravath Paul, Weiss McDermott Will & Emery
What you receive

Full-service, lawyer-led — without the white-shoe bill.

— 01

A dedicated attorney

A Herbie Legal attorney drafts your plan from intake through signing. Experienced, accessible and timely.

— 02

Tailored to your situation

Live meetings to discuss your family, assets, and intent. Documents drafted to reflect what you want.

— 03

Beyond the documents

Help with deed transfers, trust funding, and the practical steps that turn a signed plan into a working one. Your plan is always available through the Herbie platform.

The process

From intake to signed documents in days, not months.

01

Intake

Share basic information, then meet with your attorney to discuss your family, assets, and intent.

02

Drafts

Your attorney drafts a complete plan — will, trust, powers of attorney, healthcare directive, ancillaries.

03

Finalize

Review the finished plan together. Your attorney guides you through signing and notarization.

04

Revisit

Your plan lives on the Herbie platform. Update it as life changes; share access with family or advisors.

Fixed-fee pricing

Predictable plans. No hourly bills.

Every plan includes will, revocable trust, power of attorney, healthcare directive, living will, and related ancillary documents.

Single · Will plan
$975
Will-based plan for an individual.
Married · Will plan
$1,250
Will-based plans for both spouses, drafted together.
Single · Trust plan
$2,000
Trust-based plan for an individual.
Married · Trust plan
$3,000
Trust-based plans for both spouses, drafted together.
Every plan includes

Will · Power of Attorney · Healthcare Directive · Living Will · Related ancillary documents.

Help with execution, deed transfers, and trust funding included where applicable.
More complex needs?

Tailored estate plans available for irrevocable trusts, transfer tax planning, probate planning, and more.

Reach out below to discuss your situation.
Schedule a consultation

Talk with an attorney about your plan.

Tell us a little about your situation. A member of the Herbie Legal team will reach out to schedule a consultation.

Email contact@herbielegal.com

Office 413 W. 14th Street, Suite 200
New York, NY 10014
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Answers

Common questions.

How is Herbie different from a traditional estate planning firm?

Same caliber of attorneys — drafted by veterans of the nation's top law firms — with platform-driven intake, drafting, and signing. The result is the same plan you'd receive from a top-tier firm, finished in days rather than months, at a fraction of the cost, with no hourly billing.

Is the fee really fixed?

Yes. Every Private Client engagement is priced on a fixed fee disclosed before we start work. No hourly bills. No surprise charges.

What if my situation is more complex?

For complex situations — irrevocable trusts, transfer tax planning, probate planning, business succession — we provide tailored fixed-fee quotes after an intake conversation. Reach out using the form above.

Where is Herbie Legal licensed to practice?

Our attorneys are licensed to practice law in the State of New York. Nonetheless, we may provide services to clients located throughout the country with the assistance of consultation, collaboration or engagement of local counsel. Where advice or representation requires authorization in a jurisdiction outside New York, Herbie Legal may associate with or retain attorneys licensed in that jurisdiction through subcontractor, referral or co-counsel relationships to provide advice consistent with applicable local law.

What's included beyond the documents?

Help with deed transfers, trust funding, and the practical steps that turn a signed plan into a working one. Your plan stays on the Herbie platform for updates and access over time.

How quickly can my plan be finished?

Most Private Client plans are finished within only a few weeks from intake to signed documents. Complex plans may take longer; we'll set a clear timeline at the start.

Begin

The estate plan you owe your family. Drafted by attorneys, in days, not months.

Protect everything, sacrifice nothing.
Schedule your consultation