Align the policy with the plan

We handle every step.

Partner with us

As featured in the Kitces Financial Advisor Services Map.

align the estate plan

Insurance is part of the estate plan. Don't get stuck managing the rest.

Attorney Shopping

Finding an attorney your client trusts takes time and coordination.

Document Chasing

Getting clients to return forms and locate old documents eats your day.

Project Management

You're offering insurance, not managing a legal process.

Compliance Concerns

You're asked legal questions that you're not covered to answer.

0MUS adults without an estate plan

0%Advisor time spent not meeting with clients

$0Advisor's level of legal malpractice coverage

IRREVOCABLE LIFE INSURANCE TRUSTS

ILITs, prepared and administered end to end.

Submit basic intake

Provide key information about the policy that needs to be created.

We finalize the trust

Signed and notarized — we let you know the moment it's done.

You made it easy

As far as they're concerned, you made it happen. Your firm gets the credit.

THE HERBIE CALIBER

Founded by veterans of the nation's most prestigious law firms, Herbie Legal offers comprehensive estate planning services to clients of advisors nationwide.

Learn More

tools for long-term success

Always current, always available

With your own dashboard, you'll be kept up to date on the status of all your clients' estate plans with Herbie Legal.

Visualize your estate plan online with free AI-powered tools with Herbie

tools for long-term success

Always current, always available

With your own dashboard, you'll be kept up to date on the status of all your clients' estate plans with Herbie Legal.

NEXT IN LINE

Subscribe to our advisor newsletter

Where estate planning meets family dynamics

Next in Line is a weekly newsletter for advisors, brought to you by Herbie, covering the practical yet consequential interaction between estate planning and family dynamics.

Read our Newsletter

NEXT IN LINE

Subscribe to our advisor newsletter

Where estate planning meets family dynamics

Next in Line is a weekly newsletter for advisors, brought to you by Herbie, covering the practical yet consequential interaction between estate planning and family dynamics.

Read our Newsletter

PARTNER WITH HERBIE

Offer estate planning,
and take it off your plate.

We'll answer every question and show you how Herbie works.

Partner with us

PARTNER WITH HERBIE

Offer estate planning,
and take it off your plate.

We'll answer every question and show you how Herbie works.

Partner with us

Align the policy with the plan

We handle every step.

Insurance is part of the estate plan. Don't get stuck managing the rest.

Insurance is part of the estate plan. Don't get stuck managing the rest.

Attorney Shopping

Document Chasing

Project Management

Compliance Concerns

ILITs, prepared and administered end to end.

Submit basic intake

We finalize the trust

You made it easy

Founded by veterans of the nation's most prestigious law firms, Herbie Legal offers comprehensive estate planning services to clients of advisors nationwide.

Always current, always available

With your own dashboard, you'll be kept up to date on the status of all your clients' estate plans with Herbie Legal.

Always current, always available

With your own dashboard, you'll be kept up to date on the status of all your clients' estate plans with Herbie Legal.

Subscribe to our advisor newsletter

Where estate planning meets family dynamics

Subscribe to our advisor newsletter

Where estate planning meets family dynamics

Offer estate planning, and take it off your plate.

Offer estate planning, and take it off your plate.

Offer estate planning,
and take it off your plate.

Offer estate planning,
and take it off your plate.