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Planning your legacy has never been easier. Get started for free today.
Everyone can start for free, get organized, and make a personalized Will in minutes—no cost, no hassle. When you’re ready, you can unlock the full power of Herbie with a subscription plan.
Think through who matters most
Organize your family, friends, advisors and important causes in one place
Consolidate your finances
Make and update a list of your assets, including your home, personal property, investments, as well as your life insurance policies and beneficiaries
Collaborate with your spouse
Loop in your spouse so you can be on the same page as you organize and plan with linked accounts
Lay out your wishes
Choose who you'd like to inherit your assets
Generate your Will and Trust
Instantly create high quality and personalized documents that fit your situation and comply with your state's laws
Consider planning for incapacity
We've got you covered with financial power of attorney and healthcare directives
Store your documents
A secure online location to keep copies of your most important documents
Keep family in the loop
Invite family members to view important information so they're not taken by surprise down the road
Work together with advisors
Loop in your financial advisor, accountant or lawyer so they can help keep track of your assets and plans
Select your life stage to see Herbie's benefits
With a subscription plan, in addition to getting organized, you can immediately generate your personalized Will and Revocable Living Trust, revise them over time to keep consistent with life's changes, plan with your spouse, and keep trusted individuals informed throughout your life.
Create, customize and download your personalized Will and Trust right in your account. No waiting, no delays.
Get started for free by organizing your assets and making a Will, or upgrade to a subscription for advanced planning with a Revocable Living Trust, coordination with your spouse, and shared access with your trusted advisors.
Herbie is an online platform that can be used from your computer, tablet or phone. If you have questions, reach out to our support team, and a real human will get back to you within 48 hours.
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Built by experts, trusted by families. Herbie is supported by lawyers in every state.
It doesn’t have to be complicated. Herbie provides an easy-to-use platform that anyone can understand.
Estate planning and administration for everyone. Herbie is designed to be inclusive.
Herbie empowers users to safeguard their legacies and care for loved ones in the future.
Herbie is an online platform to make, revise, download and store estate planning documents such as a Will and Revocable Living Trust. Herbie is not a law firm - it is an online technology platform.
Yes. You can get started with making a Will on your own one time for free with Herbie. The document will be generated within the platform for you instantly. Depending on which subscription you choose, you may also be able to update your Will over time and also combine it with a Revocable Living Trust. After you complete just three basic steps about your family, assets and wishes, your documents will be instantly generated for you within the platform to download. See pricing plans here.
The foundational components of the Will and Trust forms that are generated for each user through Herbie have been vetted by attorneys in every state in which Herbie is available. During this vetting process, the forms were approved by attorneys in each state for compliance with applicable state laws at the time of review. An attorney does not personally review your individual documents.
Yes. You can make a Will for free with Herbie. Depending on which subscription you choose, you may also be able to update your Will over time and also combine it with a Revocable Living Trust. After you complete just three basic steps about your family, assets and wishes, your documents will be instantly generated for you within the platform to download. See pricing plans here.
Yes. Users have reported being able to complete a Will in as little as 5 minutes. If you choose to make a Trust, users reported completing a Will and Trust in as little as 15 minutes. That being said, we recommend everyone go at their own pace in completing their plans - there's no rush, so take your time to get things right. In all cases, we save your progress as you go, so you can come back at any time and continue from where you left off.
Each state in the US has its own policy for what makes a valid Will or Trust. In general, Wills are required to be signed by hand, with witnesses that are present. Various states are passing laws that make electronic signing of Wills valid, but subject to very strict requirements. As of today, all documents prepared through Herbie can be downloaded, along with signing instructions that we provide so that you can sign and notarize your documents on your own. We do not provide for electronic signatures or electronic notarization within the platform.
Herbie is an online platform and not a law firm. The foundational components of the Will and Trust forms that are generated for each user through Herbie have been created and vetted by attorneys, including in every state in which Herbie is available. That being said, an attorney does not personally review your individual documents.
Our platform is designed with the stringent confidentiality and compliance requirements of the financial and legal industries. All data is processed and stored using a secure, cloud-based infrastructure that supports end-to-end encryption, granular access controls and continuous monitoring. We utilize infrastructure hosted in environments that follow industry-recognized security best practices, ensuring user information is handled with the care and protections relied on by top financial institutions, corporations and law firms.
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