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Built by lawyers from the country's best law firms, Herbie makes it easier than ever before to craft your own estate plan.
Herbie is a platform that creates high quality estate plans for individuals based on their personal situations. Input your family structure, organize your assets, share important information with family and advisors, and instantly save and update your documents whenever needed.
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Organize the assets you've accumulated throughout your life.
Think through who should get all your assets.
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Someone has to carry out your wishes and distribute your assets.
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Appointing a Guardian is a crucial aspect of making a Will.
Herbie makes planning easy so you don't have to think about the what ifs any longer.
Don't leave your life's work up to the default rules of your state.
A court will choose who manages your assets and watches your kids.
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Loved ones will be more likely to argue without clear guidance.
You'll get stuck in probate court, a waste for everyone.
"Herbie is a great app, super easy and hits all the major points I was looking for. I really enjoyed the interface. It was a seamless process, and I felt like the Will was thorough. I just had a baby and knew now was the time to get started on this."
"Herbie provides a great product, excellent legal documents without a super-involved process with an attorney that costs thousands of dollars. The 'it’s too complicated' and 'too expensive' excuses are no good anymore."
"This platform is amazing. I didn't want to pay thousands of dollars for peace of mind, only to have to update my documents again in the future. For a very reasonable price, to be able to actively manage and update my estate plan whenever I feel like it is a whole different ballgame."
Select your life stage to see Herbie's benefits.
We're more than a Will generator. Craft a whole plan, including a Will, Trust and other important documents.
Smart planning that adapts to you. Our guided dynamic experience adjusts to cater to your family, your assets and your wishes.
Built for families, advisors and future Executors and Trustees. Invite your trusted individuals to help plan, stay in sync and be prepared.
Life changes and so do your plans. With a subscription, update your documents whenever you want, at no added cost.
We're here for you. We don't charge you per document. Get started for free, then pay for a subscription – one price gives you lifetime access.
Read our articles about estate planning in general and best practices, as well as important product and industry updates.
We're always available to help. If you have any questions or suggestions, we're listening and ready to talk.
Herbie is an online platform to make, revise, download and store estate planning documents such as a Will and Revocable Living Trust. Herbie is not a law firm - it is an online technology platform that creates high quality estate plans for individuals based on their personal situations. Input your family structure, organize your assets, share important information with family and advisors, and instantly save and update your documents whenever needed.
Yes. You can make a Basic Will for free. The documents you make will be generated within the platform for you instantly. If you upgrade to Herbie One, you will also be able to update your Will over time and combine it with a Revocable Living Trust. After you complete just three basic steps with about your family, assets and wishes, your documents will be instantly generated for you within the platform to download. See pricing here.
The foundational components of the Will and Trust forms that are generated for each user through Herbie have been vetted by attorneys in every state in which Herbie is available. During this vetting process, the forms were approved by attorneys in each state for compliance with applicable state laws at the time of review. An attorney does not personally review your individual documents.
Yes. Users have reported being able to complete a Will in as little as 5 minutes. If you choose to make a Trust with Herbie One, users reported completing a Will and Trust in as little as 30 minutes. That being said, we recommend everyone go at their own pace in completing their plans - there's no rush, so take your time to get things right. In all cases, we save your progress as you go, so you can come back at any time and continue from where you left off.
Each state in the US has its own policy for what makes a valid Will or Trust. In general, Wills are required to be signed by hand, with witnesses that are present. Various states are passing laws that make electronic signing of Wills valid, but subject to very strict requirements. As of today, all documents prepared through Herbie can be downloaded, along with signing instructions that we provide so that you can sign and notarize your documents on your own. We do not provide for electronic signatures or electronic notarization within the platform.
Herbie is an online platform and not a law firm. The foundational components of the Will and Trust forms that are generated for each user through Herbie have been created and vetted by attorneys, including in every state in which Herbie is available. That being said, an attorney does not personally review your individual documents.
Our platform is designed with the stringent confidentiality and compliance requirements of the financial and legal industries. All data is processed and stored using a secure, cloud-based infrastructure that supports end-to-end encryption, granular access controls and continuous monitoring. We utilize infrastructure hosted in environments that follow industry-recognized security best practices, ensuring user information is handled with the care and protections relied on by top financial institutions, corporations and law firms.
