Legal prowess meets tech
We created Herbie to democratize high-quality estate planning, so every family can be in control of what matters most to them.
Built by veterans of the nation's top law firms, tech companies and consumer brands
FOUNDED BY LAWYERS WHO HAVE LIVED THE PROBLEM
Herbie was founded by Josh Aronoff and Michael Moritz. Josh and Michael met as classmates at Duke Law School. They both went on to practice law at the nation's most prestigious and elite law firms.
Herbie was born from personal and professional experiences. Our platform helps anyone 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 thinking and experience is embedded in Herbie's intuitive platform.
FOUNDED BY LAWYERS WHO HAVE LIVED THE PROBLEM
Herbie was founded by Josh Aronoff and Michael Moritz. Josh and Michael met as classmates at Duke Law School. They both went on to practice law at the nation's most prestigious and elite law firms.
Herbie was born from personal and professional experiences. Our platform helps anyone 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 thinking and experience is embedded in Herbie's intuitive platform.
OUR INVESTORS AND ADVISORS
Backed by the industry's finest
SUPPORTED BY OUR strategic ADVISORS FROM KEY INDUSTRIES
Deborah Liu
Board Member, Intuit; former CEO, Ancestry; VP, Facebook
Jack Davis
Board Member, Jomboy Media, Chain; founder, Crypt TV (acquired)
Ilya Pesahovsky
Engineering Manager, Meta AI Superintelligence Labs
EMPLOYER BENEFIT ADVISORY TEAM
Evan Salisbury
Asana; former Ancestry, Allbirds, Apple, PepsiCo
Steven Morgan
FanDuel; former PepsiCo
Anthony Sicuranza
Wing; former Google, Upstart, Waymo
Jeffrey Nielson
Home Chef; former James Hardie, IAA, Sims Metal Mgmt
TECH IN ESTATE PLANNING DISCUSSION GROUP
Herbie is committed to excellence in the field of Trusts & Estates law. For that reason, Herbie has founded the Tech in Estate Planning ("TEP") Discussion Group to put together leading voices in the field in order to promote discourse about the future of estate planning, the role that technology plays, and important legal developments. Michael Moritz, Herbie's Co-Founder, is the group's moderator.
Members of the Tech in Estate Planning Discussion Group:
Gerry Beyer - Trusts & Estates Professor and author at Texas Tech Law School; member of ACTEC and inductee into the NAEPC Estate Planning Hall of Fame.
Matthew Erskine - Fourth-generation estate planner in Worcester, Massachusetts; estate planning columnist with Forbes and Leimberg.
David Handler - Chambers Band 1-ranked Partner at Kirkland & Ellis in Chicago; member of ACTEC.
David Haughton - VP of Estate Planning at Carson Group; columnist with Kitces; former legal counsel at Wealth.com.
Jillian Merns - Chambers-ranked Head of Private Wealth practice at Davis Polk in New York; member of ACTEC.
Brian Smith - Chambers-ranked Shareholder at Greenberg Traurig in New York.
Mary Vandenack - Omaha-based attorney at Erickson Sederstrom; member of ACTEC and inductee into the NAEPC Estate Planning Hall of Fame.
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.
OUR INVESTORS AND ADVISORS
Backed by the industry's finest
SUPPORTED BY OUR strategic ADVISORS FROM KEY INDUSTRIES
Deborah Liu
Board Member, Intuit; former CEO, Ancestry; VP, Facebook
Jack Davis
Board Member, Jomboy Media, Chain; founder, Crypt TV (acquired)
Ilya Pesahovsky
Engineering Manager, Meta AI Superintelligence Labs
EMPLOYER BENEFIT ADVISORY TEAM
Evan Salisbury
Asana; former Ancestry, Allbirds, Apple, PepsiCo
Steven Morgan
FanDuel; former PepsiCo
Anthony Sicuranza
Wing; former Google, Upstart, Waymo
Jeffrey Nielson
Home Chef; former James Hardie, IAA, Sims Metal Mgmt
TECH IN ESTATE PLANNING DISCUSSION GROUP
Herbie is committed to excellence in the field of Trusts & Estates law. For that reason, Herbie has founded the Tech in Estate Planning ("TEP") Discussion Group to put together leading voices in the field in order to promote discourse about the future of estate planning, the role that technology plays, and important legal developments. Michael Moritz, Herbie's Co-Founder, is the group's moderator.
Members of the Tech in Estate Planning Discussion Group:
Gerry Beyer - Trusts & Estates Professor and author at Texas Tech Law School; member of ACTEC and inductee into the NAEPC Estate Planning Hall of Fame.
Matthew Erskine - Fourth-generation estate planner in Worcester, Massachusetts; estate planning columnist with Forbes and Leimberg.
David Handler - Chambers Band 1-ranked Partner at Kirkland & Ellis in Chicago; member of ACTEC.
David Haughton - VP of Estate Planning at Carson Group; columnist with Kitces; former legal counsel at Wealth.com.
Jillian Merns - Chambers-ranked Head of Private Wealth practice at Davis Polk in New York; member of ACTEC.
Brian Smith - Chambers-ranked Shareholder at Greenberg Traurig in New York.
Mary Vandenack - Omaha-based attorney at Erickson Sederstrom; member of ACTEC and inductee into the NAEPC Estate Planning Hall of Fame.
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.
