Top attorneys,
supercharged
with our own tech
Herbie Legal is a modern estate planning law firm serving clients nationwide.
OUR MODEL
Our team of attorneys works directly with clients in every state.
Wills
Revocable and Irrevocable Trusts
Powers of Attorney
Healthcare Directives
HIPAA Releases
Living Wills
Burial Wishes
Deed transfers
Beneficiary designations
Probate planning
Tax basis planning
Transfer tax planning
OUR PROCESS
From intake to signed documents in days, not months
01
Intake
Client meets with Herbie Legal to walk through family, finances and goals.
02
Drafts
We prepare the estate plan; our attorneys prepare all necessary documents.
03
Finalize
We guide your clients through signing and notarization, as well as trust funding.
04
Revisit
We proactively monitor and update plans as needed.
All Herbie Legal attorneys are, and will continue to be, veterans of the nation's most prestigious law firms, law schools and financial services firms. We are dedicated to the ongoing provision of elite legal services and client relations.
How is Herbie Legal different from other law firms?
We combine elite lawyers with AI engineered in-house. Your clients interact with trusted advisors, but their plans get done faster and never go stale. We are not a random referral, so we achieve better client outcomes, together.
Who does Herbie partner with?
Is Herbie AI?
Is Herbie a tech company or a law firm?
Is my personal information protected with Herbie?