Give your clients the
best estate plan
As featured in the 2026 Kitces Financial Advisor Services Map.
Built by veterans of the nation's top law firms, tech companies and consumer brands
efficient planning process
Top tier law firm estate plans
Comprehensive estate planning services for individuals and their families. Clients coordinate directly with our colleagues at Herbie Legal, the only AI-native national estate planning law firm.
Contact Us
Get started for free
efficient planning process
Top tier law firm estate plans
Comprehensive estate planning services for individuals and their families. Clients coordinate directly with our colleagues at Herbie Legal, the only AI-native national estate planning law firm.
Contact Us
Get started for free
TOOLS FOR LONG-TERM SUCCESS
Always current, always available
Your clients can keep on top of their plans with their online account, by organizing assets and family information, updating their plans whenever they need, and sharing key information and documents with the people who need it, including their advisors.
Contact Us
Get started for free
TOOLS FOR LONG-TERM SUCCESS
Always current, always available
Your clients can keep on top of their plans with their online account, by organizing assets and family information, updating their plans whenever they need, and sharing key information and documents with the people who need it, including their advisors.
Contact Us
Get started for free
features
A lifetime of offerings for your clients and their families
Premier law firm planning
Your client will partner with an attorney at Herbie Legal who will prepare the entire estate plan at a predictable fixed cost.
Simpler options for simpler plans
For those who prefer DIY options, take advantage of Herbie's free online platform, or have your client benefit from second-level human review of their plan.
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.
The highest quality
Our Will and Trust forms have been reviewed by licensed attorneys nationwide for state compliance.
The highest quality
Our Will and Trust forms have been reviewed by licensed attorneys nationwide for state compliance.
features
A lifetime of offerings for your clients and their families
Premier law firm planning
Your client will partner with an attorney at Herbie Legal who will prepare the entire estate plan at a predictable fixed cost.
Simpler options for simpler plans
For those who prefer DIY options, take advantage of Herbie's free online platform, or have your client benefit from second-level human review of their plan.
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.
The highest quality
Our Will and Trust forms have been reviewed by licensed attorneys nationwide for state compliance.
SEAMLESS EXPERIENCE
Easy tools to serve your clients
SEAMLESS EXPERIENCE
Easy tools to serve your clients
"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
"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
pricing
Options ranging from DIY to professional legal services
Plan By Us
Most popular for clients
$250
$1k - 2k
For those who want to work with a lawyer.
Work with an elite estate planning attorney
Get your questions answered
Receive fully vetted estate planning documents
Legal advice received through Herbie Legal
Plan With Us
$250
For self-planners who just want some eyes.
All Plan Yourself features
A Herbie Pro will review your estate plan
Receive comments and suggestions on your plan
Ask questions to your Herbie Pro
Plan Yourself
Free
Make your estate plan when you want, how you want.
Download your finalized Will
Add a Trust
Access Power of Attorney and healthcare forms
Share access with family and advisors
Trusted by thousands of Americans throughout the country
pricing
Options ranging from DIY to professional legal services
Plan By Us
Most popular for clients
$250
$1k - 2k
For those who want to work with a lawyer.
Work with an elite estate planning attorney
Get your questions answered
Receive fully vetted estate planning documents
Legal advice received through Herbie Legal
Plan With Us
$250
For self-planners who just want some eyes.
All Plan Yourself features
A Herbie Pro will review your estate plan
Receive comments and suggestions on your plan
Ask questions to your Herbie Pro
Plan Yourself
Free
Make your estate plan when you want, how you want.
Download your finalized Will
Add a Trust
Access Power of Attorney and healthcare forms
Share access with family and advisors
Trusted by thousands of Americans throughout the country
RECENT POSTS
Keep up to date with us
Estate Planning for Blended Families: A Complete Guide
Review the trusts, wills, and beneficiary strategies that protect your spouse, your children, and your step-children.
Read more →
How to Avoid Probate: Your Complete Guide for 2026
Avoiding probate saves your family time and money by keeping assets out of court. This guide covers trusts, TOD deeds, and beneficiary designations.
Read more →
RECENT POSTS
Keep up to date with us
Estate Planning for Blended Families: A Complete Guide
Review the trusts, wills, and beneficiary strategies that protect your spouse, your children, and your step-children.
Read more →
How to Avoid Probate: Your Complete Guide for 2026
Avoiding probate saves your family time and money by keeping assets out of court. This guide covers trusts, TOD deeds, and beneficiary designations.
Read more →
Get your clients planning today
Reach out to learn more about our offerings.
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.
