Make your Will. Meet your team.
Make your estate plan online with expert help as you go — then meet with a hand-picked financial planner to align it with your financial goals.
$250 only when finished · 30-day money-back guarantee
Herbie is tailored to each state’s requirements
Built by veterans of the country’s top law firms to make high quality Wills, Trusts, Powers of Attorney, Living Wills and Healthcare proxies.
With Herbie, you can:
What you get
An estate plan, on-demand help, and a top financial planner.
— 01
A complete estate plan
Create your Will and every document you need — including a Revocable Living Trust — with guided questions and finalized documents vetted by attorneys in every state, ready to sign.
— 02
Expert assistance, anytime
Message a Herbie expert the moment a question comes up — and have a human review your finished plan before you sign, so nothing gets overlooked.
— 03
A top financial advisor
We match you with a hand-picked financial planner so your estate plan aligns with your broader financial plan and goals.
We only work with the best advisors
Not just any advisor.
Herbie hand-picks every advisor partner — for credentials, experience, and standards of care. Many work primarily by referral; on Herbie, the referral is built in.
✓ Hand-picked for you — CFP® professionals and experienced fiduciary advisors
✓ Introduced inside the platform, on your timeline — not by cold call
✓ Meeting an advisor is optional — your estate plan is yours either way
✓ Your personal information is never sold to third parties
Start your plan →
How it works
— 01
Answer guided questions
About your family, assets, and wishes — most people finish the first pass in about fifteen minutes, with Herbie experts available as you go.
— 02
Get a human review
A Herbie expert reviews your finished plan before you sign, so nothing gets missed — and you can message them with questions anytime along the way.
— 03
Finalize, sign, and meet your advisor
Pay once — $250, only when you finalize — then download your documents with signing instructions and get matched with a top financial advisor.
One simple price
Estate Plan + Expert Assist.
Estate Plan + Expert Assist
✓ Your Will, Revocable Living Trust, and the documents you need
✓ Unlimited expert help via chat, email, or call
✓ A comprehensive human review before you sign
✓ A top financial advisor matched to your goals
✓ 30-day satisfaction guarantee — money-back, no questions asked
Start your plan →
Full service
Prefer an attorney handle everything?
A dedicated Herbie Legal attorney drafts your estate plan and puts it in place — start to finish.
Contact Herbie Legal
Trusted by families and professionals nationwide
Alec F. · New York
Ann F. · South Carolina
Jane S. · Arkansas
Timothy W. · New York
FAQs
How much does Herbie cost?
Estate Plan + Expert Assist is $250 — one-time, with no subscription. You only pay when you finalize your documents, and it’s backed by a 30-day satisfaction guarantee.
What’s included for $250?
Your complete estate plan, unlimited expert help, a comprehensive human review before you sign, and an introduction to a top financial advisor matched to your goals.
Do I have to meet with an advisor?
No. The introduction is there when you want it, inside the platform. Your plan is yours either way, with no obligation.
Are the documents compliant with state law?
The Will and Trust forms have been vetted by attorneys in every state for compliance with state law at the time of review.
Begin
Make the Will. Meet the advisor.
Start your plan →
$250 one-time · pay only when you finalize · 30-day satisfaction guarantee
Protect everything, sacrifice nothing.