Offer the best estate planning process to your clients

Offer the best estate planning process to your clients

Herbie provides estate planning services to clients of insurance providers, including agents and brokers around the country.

Herbie provides estate planning services to clients of insurance providers, including agents and brokers around the country.

Contact Us

Contact Us

As featured in the 2026 Kitces Financial Advisor Services Map.

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

SOLUTIONS FOR EVERYONE

Let Herbie be your clients' estate planner.

From a zero-cost digital estate plan to a private-client engagement with a licensed attorney. Your clients have many options.

material-symbols-light

DIY + On-Demand

Make your own Will and Revocable Living Trust online with ease and for free.

Get started for free

Get started for free

01
material-symbols-light

Expert Assist

Use Herbie's DIY platform and get personalized expert support and review along the way.

Get started for free

Get started for free

02
map

Professional Services

Hire Herbie Legal attorneys to prepare your documents at a fraction of the traditional cost.

Learn More

Learn More

03

WORK WITH HERBIE'S LAWYERS

Hire one of our attorneys to receive tailored law firm estate plans

Elite Law Firms Veterans

Herbie Legal's attorneys are veterans of the nation's most prestigious law firms, with extensive experience in estate planning and corporate matters.

Private Client Services

You'll reap the benefits of Herbie's proprietary technology, allowing your estate plan to be prepared faster and at a fraction of a traditional law firm's cost.

Learn more →

Learn more →

Legal services provided by licensed attorneys at Herbie Law PLLC.

Legal services provided by licensed attorneys at Herbie Law PLLC.

Learn more →

Legal services provided by licensed attorneys at Herbie Law PLLC.

WORK WITH HERBIE'S LAWYERS

Hire one of our attorneys to receive tailored law firm estate plans

Elite Law Firms Veterans

Herbie Legal's attorneys are veterans of the nation's most prestigious law firms, with extensive experience in estate planning and corporate matters.

Private Client Services

You'll reap the benefits of Herbie's proprietary technology, allowing your estate plan to be prepared faster and at a fraction of a traditional law firm's cost.

Learn more →

Legal services provided by licensed attorneys at Herbie Law PLLC.

Learn more →

Legal services provided by licensed attorneys at Herbie Law PLLC.

Make your estate plan with Herbie in only a few simples steps
Make your estate plan with Herbie in only a few simples steps

EFFICIENT PLANNING PROCESS

Top tier law firm estate plans

Comprehensive estate planning services for individuals and their families. Clients coordinate directly with our Private Client attorneys at Herbie Legal.

Get started for free

Get started for free

Make your estate plan with Herbie in only a few simples steps

EFFICIENT PLANNING PROCESS

Top tier law firm estate plans

Comprehensive estate planning services for individuals and their families. Clients coordinate directly with our Private Client attorneys at Herbie Legal.

Get started for free

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.

Get started for free

Get started for free

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

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.

Get started for free

Get started for free

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

features

A lifetime of offerings for your clients and their families

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

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.

ONGOING BENEFITS WITH THE HERBIE PLATFORM

Easy tools to serve your clients

ONGOING BENEFITS WITH THE HERBIE PLATFORM

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 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

RECENT POSTS

Keep up to date with us

close-up-of-a-checklist-with-green-checkmarks-on-white-paper-using-a-marker. - towfiqu-barbhuiya (pexels)
Complete Will Preparation Checklist for 2026

Prepare your will with confidence in 2026. Use this complete checklist to cover assets, guardians, beneficiaries, and avoid common mistakes.

Read more →

estate planning field report
Herbie Estate Planning Field Report - April 2026

A check-in on what people are discussing, doing and not doing out in the wild, away from the world of federal estate tax planning.

Read more →

More posts

RECENT POSTS

Keep up to date with us

close-up-of-a-checklist-with-green-checkmarks-on-white-paper-using-a-marker. - towfiqu-barbhuiya (pexels)
Complete Will Preparation Checklist for 2026

Prepare your will with confidence in 2026. Use this complete checklist to cover assets, guardians, beneficiaries, and avoid common mistakes.

Read more →

estate planning field report
Herbie Estate Planning Field Report - April 2026

A check-in on what people are discussing, doing and not doing out in the wild, away from the world of federal estate tax planning.

Read more →

More posts

Get your clients planning today

Reach out to learn more about our offerings.

Contact Us

Contact Us

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.