Estate plans for
your clients,
time back for you

Estate plans for your clients, time back for you

We handle every step.

Partner with us

As featured in the Kitces Financial Advisor Services Map.

FREE UP YOUR CALENDAR

Estate plans have to get done, but you don't have to deal with process.

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 building a financial plan, 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

HERBIE HANDLES IT ALL

Onboard your client. We'll handle the rest.

We handle the process

Full discovery meeting through signing and trust funding. The whole process is covered.

We are the attorneys

A Herbie Legal attorney reviews the file, meets the client, and prepares the docs.

You receive updates

Copies of every document (on consent) and a portal to track all your clients.

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

Estate plans for your clients, time back for you

Estate plans for your clients, time back for you

We handle every step.

Estate plans have to get done, but you don't have to deal with process.

Estate plans have to get done, but you don't have to deal with process.

Attorney Shopping

Document Chasing

Project Management

Compliance Concerns

Onboard your client. We'll handle the rest.

We handle the process

We are the attorneys

You receive updates

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.

Estate plans for
your clients,
time back for you

Offer estate planning,
and take it off your plate.

Offer estate planning,
and take it off your plate.