Tailored advice,
technological precision
Herbie Legal is a modern estate planning law firm, serving clients with efficiency nationwide.
OUR MODEL
Herbie Legal powers its seasoned attorneys with purpose-built technology to deliver precision estate planning across the nation.
5x
Faster
1/3
Cost
0
Hourly bills
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
Clients can access, update and share their plans anytime through their online account.
Michael Moritz
Attorney and Co-Founder
Michael was previously an estate planning attorney to ultra high net worth clients at the elite law firm Paul, Weiss, Rifkind, Wharton & Garrison, and before that, at McDermott Will & Emery. He has vast experience in the preparation of wills, trusts, powers of attorney and many other critical estate planning documents. Michael began his career in the top-ranked litigation group at Skadden, Arps, Slate, Meagher & Flom in New York, focusing on securities defense litigation for public companies and other complex commercial lawsuits. Michael is a Co-Founder of Herbie.
Michael received his JD and a Master of Laws (LLM) in International & Comparative Law at Duke Law School. He later received an LLM in Taxation with an estate planning concentration in the first-ranked NYU Law School program. Michael went to Duke University for his undergraduate education.
Michael is licensed in New York.
Josh Aronoff
Attorney and Co-Founder
Josh began his career as a corporate attorney at the premier firm Cravath, Swaine & Moore, where he focused on debt and equity financings, mergers and acquisitions and commercial agreements. A licensed pilot, Josh then worked at two aerospace companies in corporate and legal roles, structuring commercial aircraft transactions and related financings for a $2 billion portfolio, and ultimately leading growth-stage corporate functions. After his father passed away, Josh learned first-hand the challenges of estate administration and set out to ease the process for others. Josh is a Co-Founder of Herbie.
Josh received his JD and MBA from Duke Law School and Duke's Fuqua School of Business. He went to Vanderbilt University for his undergraduate education.
Josh is licensed in New York.
What is Herbie Legal?
Herbie Legal is a law firm providing legal services to clients around the country. Herbie Legal leverages the technology of Herbie Innovations, Inc. to create high-quality estate plans. Herbie Legal attorneys are licensed in New York. The firm may provide services to clients located in other jurisdictions through consultation, collaboration, or engagement of local counsel. Where advice or representation requires authorization in a jurisdiction outside New York, the firm may associate with or retain attorneys licensed in that jurisdiction through subcontractor, referral, or co-counsel relationships to provide advice consistent with applicable local law.
Who are the clients of Herbie Legal?
Will I work with a human or AI?
What is the first step to begin?
Is my personal information protected with Herbie?