Estate plans for
your clients,
time back for you

Estate plans for your clients, time back for you

We handle every step.
You take the credit.

Contact Us

Contact Us

As featured in the Kitces Financial Advisor Services Map.

As featured in the Kitces Financial Advisor Services Map.

Estate Planning Platform for Wealth Management | Herbie Concentric golden rings slowly fill as clock hands rotate backward, abstract representation of time being returned.

FREE UP YOUR CALENDAR

FREE UP YOUR CALENDAR

Estate plans have to get done, but you don't have to deal with process.

Estate plans have to get done, but you don't have to deal with process.

Attorney Shopping

Finding an attorney your client trusts takes time and coordination.

Finding an attorney your client trusts takes time and coordination.

Document Chasing

Getting clients to return forms and locate old documents eats your day.

Getting clients to return forms and locate old documents eats your day.

Project Management

You're building a financial plan, not managing a legal process.

You're building a financial plan, not managing a legal process.

Compliance Concerns

You're asked legal questions that you're not covered to answer.

You're asked legal questions that you're not covered to answer.

0%Financial professionals without a law license
0MUS adults without an estate plan
0%Advisor time spent not meeting with clients
$0Advisor's level of legal malpractice coverage

HERBIE HANDLES IT ALL

Introduce us to your client. We'll handle the rest.

Introduce us to your client.
We'll handle the rest.

We handle the process

Full discovery meeting through signing and notarization. The whole process is covered.

We are the attorneys

A Herbie Legal attorney reviews the file, meets the client, and prepares the docs.

You receive updates

Copies of every document (on consent) and a portal to track all your clients.

THE HERBIE CALIBER

Founded by veterans of the nation's most prestigious law firms, Herbie Legal offers comprehensive estate planning services to clients of advisors nationwide.

Skadden logo
Skadden logo
Cravath Logo
Cravath Logo
Paul, Weiss logo
Paul, Weiss logo
McDermott logo
McDermott logo

Learn More

Learn More

tools for long-term success

Always current, always available

With your own dashboard, you'll be kept up to date on the status of all your clients' estate plans with Herbie Legal.
Visualize your estate plan online with free AI-powered tools with Herbie

tools for long-term success

Always current, always available

With your own dashboard, you'll be kept up to date on the status of all your clients' estate plans with Herbie Legal.
Visualize your estate plan online with free AI-powered tools with Herbie

NEXT IN LINE

Subscribe to our advisor newsletter

Where estate planning meets family dynamics

Next in Line is a weekly newsletter for advisors, brought to you by Herbie, covering the practical yet consequential interaction between estate planning and family dynamics.

Read Online

Read Online

NEXT IN LINE

Subscribe to our advisor newsletter

Where estate planning meets family dynamics

Next in Line is a weekly newsletter for advisors, brought to you by Herbie, covering the practical yet consequential interaction between estate planning and family dynamics.

Read Online

Read Online

PARTNER WITH HERBIE

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