We build the intelligence powering the future of estate planning

We build the intelligence powering the future of estate planning

Herbie was built by estate planning attorneys and engineers, encoding the trusts and estates field of law into an agentic system that operates at scale.

Estate Planning Agents

Law Firm

Legal Review Layer

Estate Planning Agents

Estate planning agents built for the way people actually plan. Every workflow — from intake through wills, revocable trusts, ILITs, SNTs, and the implementation that makes them work — is built, tested, and refined by practicing T&E attorneys before it ever reaches a client.

Law Firm

Herbie Legal is the AI-native estate planning firm where practicing attorneys encode their expertise into the system, so judgment compounds with every plan drafted.

Legal Review Layer

The legal and compliance layer behind every document Herbie produces. State-specific requirements, statutory formalities, and attorney review are built into the system — so every plan is verifiable, compliant and signed off before it gets delivered.

Herbie Legal

Herbie Legal is an AI-native estate planning law firm built exclusively for clients of financial professionals, powered by Herbie's technology.

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Judgment at Scale 

AI handles the volume — drafting, intake and assembly — so attorneys can focus on the decisions that require real judgment. The work is faster, and the judgment applied to it is better.

The ADVISOR platform

Everything your clients need, all in one place.

Client tracking

Live status updates keep you in the loop.

Central dashboard

Family, assets and documents in multiple convenient views.

Expert assistance

Plans and questions can be asked and reviewed.

Top-tier security

The same protections as top banks and law firms.

Be proactive

Answer client questions and review suggested improvements.

Comfort

Rest assured that your clients will have current estate plans.

The ADVISOR platform

Everything an estate plan needs, all in one place.

Client tracking

Live status updates keep you in the loop.

Central dashboard

Family, assets and documents in multiple convenient views.

Expert assistance

Plans and questions can be asked and reviewed.

Top-tier security

The same protections as top banks and law firms.

Be proactive

Answer client questions and review suggested improvements.

Comfort

Rest assured that your clients will have current estate plans.

PARTNER WITH HERBIE

Offer estate planning,
and take it off your plate.

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

Contact Us

Contact Us

PARTNER WITH HERBIE

Offer estate planning,
and take it off your plate.

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

Contact Us

Contact Us