Give your employees some extra peace of mind
Give your employees some extra
peace of mind
Make estate planning part of your team's holistic offerings.
Make estate planning part of your team's holistic offerings.
Built by veterans of the nation's top law firms, tech companies and consumer brands
SOLUTIONS FOR EVERYONE
Let Herbie help out your employees.
From online digital tools to a private-client engagement with a licensed attorney. Your employees have many options with Herbie.
Self-Directed
Employees can make their own Will and Revocable Living Trust through a guided experience.
01
Expert Assist
Employees can get personalized expert support and review along the way.
02
Professional Services
Employees can hire Herbie Legal attorneys to prepare their documents at a fraction of the traditional cost.
03
HERBIE PLATFORM
No matter their path, employees always benefit from Herbie's online tools
Features that serve your employees' needs
AI tools
Ask estate planning questions or add and edit information in your plan with Herbie's AI tools.
AI tools
Ask estate planning questions or add and edit information in your plan with Herbie's AI tools.
Centralized dashboard
Visualize your estate plan, including your family, assets and documents, all in one place.
Centralized dashboard
Visualize your estate plan, including your family, assets and documents, all in one place.
Online storage and sharing
Save your estate planning documents online and share access with those who need to see them.
Online storage and sharing
Save your estate planning documents online and share access with those who need to see them.
TOOLS FOR LONG-TERM SUCCESS
Always current, always available
Your employees can keep on top of their plans online, by organizing assets and family information, updating their plans whenever they need, and sharing key information and documents with the people who need it.
efficient planning process
Top tier law firm estate plans
Comprehensive estate planning services for individuals and their families. Employees can make their own estate plans or coordinate directly with a Private Client attorney at Herbie Legal.
"This platform is amazing. To be able to actively manage and update my estate plan whenever I want is a whole different ballgame."
Alec F.
New York
"This was so simple to set up. I feel happy that my husband is taken care of when I pass away."
Ann F.
South Carolina
"Easy and fast just like I hoped it would be."
Jean S.
Indiana
"10/10. It was so simple and straightforward. Love it. Thanks for the help. I can't afford a lot of legal fees, so I really appreciated this platform."
Jane S.
Arkansas
"Fast and simple, couldn't be easier."
Timothy W.
New York
"This was so simple to set up. I feel happy that my husband is taken care of when I pass away."
Ann F.
South Carolina
"Easy and fast just like I hoped it would be."
Jean S.
Indiana
"10/10. It was so simple and straightforward. Love it. Thanks for the help. I can't afford a lot of legal fees, so I really appreciated this platform."
Jane S.
Arkansas
"Fast and simple, couldn't be easier."
Timothy W.
New York
HERBIE PLATFORM
No matter their path, employees always benefit from Herbie's online tools
Features that serve your employees' needs
AI tools
Ask estate planning questions or add and edit information in your plan with Herbie's AI tools.
Centralized dashboard
Visualize your estate plan, including your family, assets and documents, all in one place.
Online storage and sharing
Save your estate planning documents online and share access with those who need to see them.
TOOLS FOR LONG-TERM SUCCESS
Always current, always available
Your employees can keep on top of their plans online, by organizing assets and family information, updating their plans whenever they need, and sharing key information and documents with the people who need it.
efficient planning process
Top tier law firm estate plans
Comprehensive estate planning services for individuals and their families. Employees can make their own estate plans or coordinate directly with a Private Client attorney at Herbie Legal.
"This platform is amazing. To be able to actively manage and update my estate plan whenever I want is a whole different ballgame."
Alec F.
New York
"This was so simple to set up. I feel happy that my husband is taken care of when I pass away."
Ann F.
South Carolina
"Easy and fast just like I hoped it would be."
Jean S.
Indiana
"10/10. It was so simple and straightforward. Love it. Thanks for the help. I can't afford a lot of legal fees, so I really appreciated this platform."
Jane S.
Arkansas
"Fast and simple, couldn't be easier."
Timothy W.
New York
"This was so simple to set up. I feel happy that my husband is taken care of when I pass away."
Ann F.
South Carolina
"Easy and fast just like I hoped it would be."
Jean S.
Indiana
"10/10. It was so simple and straightforward. Love it. Thanks for the help. I can't afford a lot of legal fees, so I really appreciated this platform."
Jane S.
Arkansas
"Fast and simple, couldn't be easier."
Timothy W.
New York
ADVISORY TEAM
Guided by veterans in the Total Rewards industry
Evan Salisbury
Steven Morgan
Anthony Sicuranza
Jeffrey Nielson
ADVISORY TEAM
Guided by veterans in the Total Rewards industry
Evan
Salisbury
Steven
Morgan
Anthony
Sicuranza
Jeffrey
Nielson
Get your employees planning today
Reach out to learn more about our offerings.