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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 Innovations, Inc. is a technology platform, not a law firm. Our Will and Trust templates have been reviewed by attorneys in every state for compliance. For a licensed attorney to personally prepare your estate plan, see our Plan By Us option, powered by Herbie Legal.
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 everyone deserves access to quality estate planning, so we've made the platform free. Herbie is supported by partnerships with financial services companies — like advisors and financial planners — who may be introduced to you through the platform. Your personal information is never sold to third parties.
