Your in-house
estate planning team
We partner with financial professionals to deliver sophisticated estate planning that strengthens client relationships.
TECHNOLOGY TO EMPOWER OUR LAW FIRM
Others sell templates.
We make plans.
Ownership Contract
Equity Agreement
Last Will & Testament
Herbie encodes the principles, laws and practice of estate planning into an agentic system that operates at scale.
T&E Agents
Every workflow built, tested, and refined by practicing T&E attorneys.
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Law Firm
An AI-native firm where attorney judgment compounds with every plan.
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Review Layer
State formalities and attorney review, built into every document.