Estate planning for
those who plan ahead
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Frequently asked questions
Answers to your questions
Can I make a Will and Trust with Herbie?
Yes, you can make an estate plan with Herbie for free, including a Will and Revocable Living Trust. The documents you make will be generated within the platform for you instantly. You will also be able to customize and update your Will over time and combine it with a Revocable Living Trust. After you complete just three basic steps with about your family, assets and wishes, your documents will be instantly generated for you within the platform to download.
Are the documents compliant with state law?
Our Will and Trust forms (before user input of data) have been vetted by attorneys in every state. 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.
Can I sign my Will electronically?
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.
Does a lawyer review my Will?
Herbie is an online platform and not a law firm. Our Will and Trust templates have been created and vetted by attorneys in every state. That being said, an attorney does not personally review your individual documents.
Is my information secure?
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.
How is the online platform free?
We believe that everyone should have the ability to make high quality estate plans, and we've made the online platform free. To do so, we monetize our online experience through partnerships in the financial services industries. In all cases, though, your personal information is not sold to such third parties.
