The agentic engine
powering the future
of estate planning

The agentic engine 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 goes out the door.

Herbie Legal

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

Flat-Fee Pricing 

Pricing is tied to the plan, not the hour. As AI reduces the cost of repeatable drafting and assembly, clients benefit from those efficiencies directly.

Built Around the Client 

Family circumstances, advisor standards and risk posture are encoded into the system before drafting begins. Every matter benefits from the ones that came before it.

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.

Learn More

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The platform

Everything an estate plan needs,
all in one place.

AI copilot

Ask questions and input information with plain language.

Central dashboard

Family, assets and documents in multiple convenient views.

Expert assistance

Plans and questions can be asked and reviewed by Herbie experts.

Top-tier security

Encryption, access controls, continuous monitoring, two-factor authentication.

Reporting

Track plan status across your entire book of business or employee base.

Comfort

Rest assured that estate plans will be made without you carrying the work.

The platform

Everything an estate plan needs, all in one place.

AI copilot

Ask questions and input information with plain language.

Central dashboard

Family, assets and documents in multiple convenient views.

Expert assistance

Plans and questions can be asked and reviewed by Herbie experts.

Top-tier security

Encryption, access controls, continuous monitoring, two-factor authentication.

Reporting

Track plan status across your entire book of business or employee base.

Comfort

Rest assured that estate plans will be made without you carrying the work.

PARTNER WITH HERBIE

Offer estate planning, and take it off your plate.

Offer estate planning, and
take it off your plate.

We'll walk through your current process, answer every question, and show you exactly how handoffs work.

Contact Us

Contact Us