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Herbie is with you and your family for the long term.
Unlimited updates and revisions to your documents.
Get help with beneficiary designations and asset transfers.
Share secure access with family and advisors.
Annual meeting and live support.
Assistance for your family after you pass away.
Herbie brings collaborative estate planning to your home, delivering a high quality personalized estate plan, including documents that have been vetted by attorneys in your state and customized to your needs. We offer two ways to plan for the future: a comprehensive lifetime estate planning subscription called Herbie One, or a one-time free Basic Will for simpler needs.
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, share, 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 customize and 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.
Our Will and Trust forms (before user input of data) have been 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. Our Will and Trust templates 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.
