Your in-house
estate planning team
We partner with financial professionals to deliver sophisticated estate planning that strengthens client relationships.
WE BUILD THE INTERNAL AGENTIC LAYER THAT POWERS OUR ATTORNEYS
Our tech supercharges our attorneys.
Ownership Contract
Equity Agreement
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Last Will & Testament
Herbie encodes the principles, laws and practice of estate planning into an agentic system that operates at scale.
Agentic Workflows
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.