Reinventing estate planning to deliver better outcomes for clients

We created Herbie to democratize high-quality estate planning, so every family can be in control of what matters most to them.

Led by veterans of the nation's top law firms and financial institutions

ONE HERBIE EXPERIENCE, TWO LEGAL ENTITIES

Estate planning needs speed and judgment.
So we built both.

Our team is half lawyers, half engineers. Technology makes planning fast, clear and affordable. Licensed attorneys make it right. Herbie is two distinct companies working as one team, each doing what it does best.

THE TECHNOLOGY

Herbie Innovations, Inc.

Builds and runs the Herbie platform: guided client intake, AI-assisted drafting, the advisor dashboard and plan visualizations that keep advisors, clients and heirs in the loop.

  • Document creation engine

  • Advisor dashboard with live plan status

  • Life-event and change-of-law monitoring

  • Plans clients can actually understand

the law firm

Herbie Law PLLC

Doing business as Herbie Legal. Holds the attorney-client relationship. Our licensed attorneys advise each client and sign off on every plan, from the first meeting through administration.

  • A direct attorney-client relationship

  • Every plan signed off by a Herbie attorney

  • Always our attorneys, not outsourced work

  • Veterans of elite law firms

The software does the legwork.
Our lawyers do the law.

AI is our leverage, never a substitute. All legal services are provided by licensed attorneys at Herbie Law PLLC.

ONE HERBIE EXPERIENCE, TWO LEGAL ENTITIES

Estate planning needs speed and judgment.
So we built both.

Our team is half lawyers, half engineers. Technology makes planning fast, clear and affordable. Licensed attorneys make it right. Herbie is two distinct companies working as one team, each doing what it does best.

THE TECHNOLOGY

Herbie Innovations, Inc.

Builds and runs the Herbie platform: guided client intake, AI-assisted drafting, the advisor dashboard and plan visualizations that keep advisors, clients and heirs in the loop.

  • Document creation engine

  • Advisor dashboard with live plan status

  • Life-event and change-of-law monitoring

  • Plans clients can actually understand

the law firm

Herbie Law PLLC

Doing business as Herbie Legal. Holds the attorney-client relationship. Our licensed attorneys advise each client and sign off on every plan, from the first meeting through administration.

  • A direct attorney-client relationship

  • Every plan signed off by a Herbie attorney

  • Always our attorneys, not outsourced work

  • Veterans of elite law firms

The software does the legwork.
Our lawyers do the law.

AI is our leverage, never a substitute. All legal services are provided by licensed attorneys at Herbie Law PLLC.

FOUNDERS WITH A VISION TO IMPROVE ESTATE PLANNING

Biglaw veterans who believe in tech to enhance estate planning.

Herbie is led by attorneys trained at the country's leading law firms, working side by side with our own in-house engineers.

Herbie was born from personal and professional experiences to help everyone plan ahead to ease the burdens that can make a loss feel overwhelming—because we've been there.

We have experienced the benefits and burdens of good and bad estate plans. We've spent years dealing with the turmoil of settling estates and have crafted the highest quality estate plans while working at the most prestigious law firms. That same caliber of legal experience forms the foundation of Herbie.

Josh Aronoff

Co-Founder & CEO • Herbie
Partner • Herbie Legal

Previously: Cravath; Overair

Bio → LinkedIn →

Michael Moritz

Co-Founder • Herbie
Managing Partner • Herbie Legal

Previously: Paul, Weiss; McDermott Will & Emery; Skadden

Bio → LinkedIn →

Meet the Team

Meet the Team

FOUNDERS WITH A VISION TO IMPROVE ESTATE PLANNING

Biglaw veterans who believe in tech to enhance estate planning.

Herbie is led by attorneys trained at the country's leading law firms, working side by side with our own in-house engineers.

Herbie was born from personal and professional experiences to help everyone plan ahead to ease the burdens that can make a loss feel overwhelming—because we've been there.

We have experienced the benefits and burdens of good and bad estate plans. We've spent years dealing with the turmoil of settling estates and have crafted the highest quality estate plans while working at the most prestigious law firms. That same caliber of legal experience forms the foundation of Herbie.

Josh Aronoff

Co-Founder & CEO • Herbie
Partner • Herbie Legal

Previously: Cravath; Overair

Bio → LinkedIn →

Michael Moritz

Co-Founder • Herbie
Managing Partner • Herbie Legal

Previously: Paul, Weiss; McDermott Will & Emery; Skadden

Bio → LinkedIn →

Meet the Team

Meet the Team

Backed by industry leaders

Backed by industry leaders

THE TECH IN ESTATE PLANNING FORUM

We convene the people shaping the future of the field.

Herbie founded the Tech in Estate Planning (TEP) Forum to bring leading Trusts & Estates voices together around the future of the practice: the role technology should play, and the legal developments that matter most.

Moderated by Michael Moritz, Herbie Co-Founder.

Gerry Beyer

Professor of Trusts & Estates, Texas Tech University School of Law

Author; ACTEC member; NAEPC Estate Planning Hall of Fame inductee

Ross Bruch

Managing Director and Senior Wealth Planner, Brown Brothers Harriman

Co-host of the Digital Planning Podcast

Matthew Erskine

Fourth-generation estate planner, Worcester, Massachusetts

Estate planning columnist for Forbes and Leimberg

David Handler

Partner, Kirkland & Ellis, Chicago

Chambers Band 1-ranked; ACTEC member

Jillian Merns

Head of Private Wealth, Davis Polk, New York

Chambers-ranked; ACTEC member

Brian Smith

Shareholder, Greenberg Traurig, New York

Chambers-ranked

Mary Vandenack

Attorney, Erickson Sederstrom, Omaha

ACTEC member; NAEPC Estate Planning Hall of Fame inductee.

Learn more →

Each member's inclusion in TEP does not signify any endorsement, affiliation or any other relationship by such TEP member or such individual’s firm of Herbie or its platform; nor does any member represent to have any legal relationship with Herbie or any user or client of Herbie.

PARTNER WITH HERBIE

Offer estate planning,
and take it off your plate.

We'll answer every question and show you how Herbie works.

Partner with us

Partner with us

PARTNER WITH HERBIE

Offer estate planning,
and take it off your plate.

We'll answer every question and show you how Herbie works.

Partner with us

Partner with us