We're pleased to share Herbie's inclusion in the new Kitces Advisor Services Map in the Outsourced Estate Document Preparation category.

Michael Kitces is one of the most influential voices in financial planning, and his research and commentary at Kitces.com shape how independent advisors think about building their practices.

The Advisor Services Map, launched in early 2026, is his team's effort to catalog the growing ecosystem of vetted providers that advisors can lean on to serve clients better and scale their firms — organized across nine categories and dozens of subcategories, from outsourced tax prep to marketing to estate document preparation. For advisors who know they should be helping clients with estate planning but don't have a T&E attorney in-house, it's often the first place they look.

Herbie's inclusion reflects a shift we're seeing every week: advisors no longer want to treat estate planning as a check-the-box referral they hand off and lose sight of. They want to deliver it as a first-class part of the relationship — with real attorneys behind the documents and a process that runs at the speed their clients expect.

Being recognized in a resource that advisors genuinely trust is a meaningful marker for us — and, more importantly, it makes it easier for the advisors who need this capability to find it.