stop WASTING TIME
Estate plans have to get done, but you don't have to spend all day on process
Attorney Shopping
Finding an attorney your client trusts takes time and coordination.
Document Chasing
Getting clients to return forms, locate old documents and update info eats up your day.
Project Management
You're trying to make a financial plan, not be a project manager.
Compliance Concerns
You're being asked legal questions but you're not covered for that.
HERBIE HANDLES IT ALL FOR YOU
Introduce us to your client. Then, we handle the rest.
From the moment you refer a client to us, we own the entire process, including onboarding, engagement and managing a law firm. You stay informed but we handle the work.
Refer the client
A simple handoff: client name, email and any context you want to share. That's your role, we've got it from there.
01
We handle intake
We conduct a full discovery meeting, document their goals, follow up as needed, and set up the attorney relationship.
02
We connect the attorney
We set your client up with a Herbie Legal attorney who reviews the file, meets with the client, and prepares the docs.
03
We finalize the docs
We facilitate the process to get documents finalized, signed and notarized, and we'll let you know when it's all done.
04
You receive updates
You'll receive copies of all your client documents (upon consent) and can keep track of all your clients in your own portal.
05
Your client thanks you
As far as they're concerned, you made it happen. The client experience means your firm gets the relationship credit.
