The Herbie caliber
Founded by veterans of the nation's most prestigious law firms.
A complete estate plan, drafted by you through simple steps online. Documents built by attorneys, vetted nationwide.
Answer guided questions about your family, assets, and intent. The platform generates finalized documents — ready to download, sign, and put in place.
State-specific power of attorney and healthcare directive forms generated alongside your will and trust. The full set of documents your family needs.
Your plan lives in the Herbie platform. Update it as life changes. Share with family or your advisors when they need to see it.
A complete will and revocable living trust, plus state-specific power of attorney and healthcare directive forms. Generated within the platform and ready to download, sign, and put in place.
Will and trust templates have been reviewed by attorneys for compliance with each state's law. The platform generates state-specific signing instructions so you can sign and notarize correctly.
Herbie believes everyone deserves access to an estate plan, so the platform is free. The company is supported by partnerships with financial advisors and planners. Personal information is never sold to third parties.
Move from Self-Directed to Expert Assist (a Herbie Expert reviews your work) or to Private Client (a Herbie Legal attorney drafts your plan and helps put it in place) without starting over. Your information follows you.
Update your plan when you marry, divorce, have a child, move, or buy property — without rebuilding from scratch. Share access with family or advisors when they need to see it.