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We believe everyone deserves to have a Will. Making a Will with Herbie is fast, easy and free.
We created Herbie to democratize high-quality estate planning, so every family can be in control of what matters most to them.
Herbie was born from personal experiences. Our platform helps others plan ahead to ease the burdens that can make a loss feel overwhelming—because we've been there.
Herbie is founded by individuals who have experienced the benefits and burdens of good and bad estate plans. They have spent years experiencing the turmoil that can unfold when settling a loved one's estates, and have crafted complicated estate plans while working at the most prestigious law firms. That same caliber of legal thinking and experience is embedded in Herbie's intuitive platform.
Following his JD/MBA from Duke, Josh began his career at Cravath, one of the nation’s most prestigious law firms, where he represented corporate clients in commercial transactions. After losing his father, Josh found himself navigating the overwhelming, costly and disjointed process of administering his father’s estate. The experience exposed serious flaws in how estate planning and administration are handled, leading him to co-found Herbie (named after his father), a platform designed to solve for others the problems that Josh faced along the way.
Michael began his career as a litigator at Skadden, one of the nation’s most prestigious law firms, where he represented some of the world’s largest companies in securities litigation and complex commercial disputes. After experiencing a tense lawsuit regarding his grandfather’s estate, Michael was driven to estate planning, earning a Masters of Law degree from NYU's first-ranked tax and estate planning program. He then practiced at McDermott Will & Emery, and later at Paul Weiss, where he advised ultra high net worth individuals on estate planning and tax matters. Now, he’s bringing his deep expertise to everyone.
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.
Yes. You can get started with making a Will on your own one time for free with Herbie. The document will be generated within the platform for you instantly. Depending on which subscription you choose, you may also be able to update your Will over time and also combine it with a Revocable Living Trust. After you complete just three basic steps about your family, assets and wishes, your documents will be instantly generated for you within the platform to download. See pricing plans 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. You can make a Will for free with Herbie. Depending on which subscription you choose, you may also be able to update your Will over time and also combine it with a Revocable Living Trust. After you complete just three basic steps about your family, assets and wishes, your documents will be instantly generated for you within the platform to download. See pricing plans here.
Yes. Users have reported being able to complete a Will in as little as 5 minutes. If you choose to make a Trust, users reported completing a Will and Trust in as little as 15 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.
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