Give your employees more peace of mind

A high-impact, low-lift benefit, 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

WHY EMPLOYERS CHOOSE HERBIE

A benefit that resonates at all levels.

Meaningful for every employee — not just executive, A tiered offering, ranging from self-guided to fully attorney-prepared plans.

Self-Directed

Employees can make their own Will and Revocable Living Trust through a guided experience.

01

Expert Assist

Employees get personalized expert support and review along the way.

02

Professional Services

Employees can hire Herbie Legal attorneys to make their plan. No network attorneys, all Herbie.

03

HERBIE PLATFORM

Employees benefit from Herbie's online solutions

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.

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.

Visualize your estate plan online with free tools from Herbie

Herbie offers high quality wills and trusts with easy tools

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 one of our own attorneys at Herbie Legal.

Learn More

"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

Employees benefit from Herbie's online solutions

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

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 one of our own attorneys at Herbie Legal.

Learn More

"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

PARTNER WITH HERBIE

Onboarding forward-looking employers.

Shape our employer benefit program for your workforce.

Give your employees more peace of mind

A high-impact, low-lift benefit, 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

A benefit that resonates at all levels.

Self-Directed

01

Expert Assist

02

Professional Services

03

Employees benefit from Herbie's online solutions

Features that serve your employees' needs

AI tools

Centralized dashboard

Online storage and sharing

Online storage and sharing

Always current, always available

Top tier law firm estate plans

"This platform is amazing. To be able to actively manage and update my estate plan whenever I want is a whole different ballgame."

Employees benefit from Herbie's online solutions

Features that serve your employees' needs

AI tools

Centralized dashboard

Online storage and sharing

Always current, always available

Top tier law firm estate plans

"This platform is amazing. To be able to actively manage and update my estate plan whenever I want is a whole different ballgame."

Guided by veterans in the Total Rewards industry

Evan Salisbury

Steven Morgan

Anthony Sicuranza

Jeffrey Nielson

Guided by veterans in the Total Rewards industry

EvanSalisbury

StevenMorgan

AnthonySicuranza

JeffreyNielson

Onboarding forward-looking employers.

Evan
Salisbury

Steven
Morgan

Anthony
Sicuranza

Jeffrey
Nielson