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Built by veterans of the nation's top law firms, tech companies and consumer brands
PRICING
Herbie is here for all your estate planning needs
Do It Yourself
Make your own estate plan with clear, step-by-step guidance.
$0
DO IT YOURSELF INCLUDES:
ALL DOCUMENTS
Quickly and easily prepare your Will & Revocable Living Trust, and download state-specific power of attorney and healthcare forms.
MARRIED COUPLES
Plan together with your spouse to align your plans.
ALL ACCESS
Visualize, update and share your estate plans anytime on the Herbie platform.
INTERACTIVE AI
Get instant answers to your questions as you go with Herbie AI.
Expert Assist
POPULAR
Make your own estate plan with on-demand expert help and final review.
$250
valid for 1 year
EVERY DO IT YOURSELF FEATURE, PLUS:
SUPPORT
Get unlimited, on-demand help as you go from Herbie experts via chat, email or call.
REVIEW
Receive a comprehensive human review of your documents when you are finished.
PEACE OF MIND
Feel confident in your plan, or your money back.
Herbie Legal Services
A dedicated attorney makes your estate plan and helps you put it in place.
$1,000-2,000
law firm services include:
FULL SERVICE
Hand off the work to an experienced attorney at Herbie Legal to fully handle your estate plan for you.
LIVE MEETING
Meet with your attorney (over video or phone call) to discuss your circumstances and receive tailored legal advice.
ALL DOCUMENTS
Let your attorney draft all documents, including your Will/Trust, Power of Attorney, Healthcare Proxy and Living Will.
BEYOND DRAFTING
Get help implementing your estate plan, including deed transfers and trust funding.
Frequently asked questions
Answers to your questions
Can I make a Will and Trust with Herbie?
Yes, you can make an estate plan with Herbie for free, including a Will and Revocable Living Trust. The documents you make will be generated within the platform for you instantly. 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.
Are the documents compliant with state law?
Our Will and Trust forms (before user input of data) have been vetted by attorneys in every state. 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.
Can I sign my Will electronically?
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.
Does a lawyer review my Will?
Herbie Innovations, Inc. is a technology platform, not a law firm. Our Will and Trust templates have been reviewed by attorneys in every state for compliance. For a licensed attorney to personally prepare your estate plan, see our Plan By Us option, powered by Herbie Legal.
Is my information secure?
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.
How is the online platform free?
We believe everyone deserves access to quality estate planning, so we've made the platform free. Herbie is supported by partnerships with financial services companies — like advisors and financial planners — who may be introduced to you through the platform. Your personal information is never sold to third parties.
