Your own AI copilot is here to help

With Herbie AI, complicated legal concepts are turned into easy conversations, helping you make decisions and complete your documents with ease.

HERBIE AI OVERVIEW

Your new right hand

Herbie guides you through your decisions with clarity and confidence. No confusing legal terms - just helpful, simple conversations that make complex choices understandable.

Plain-English explanations

Step-by-step support

Conversational and friendly tone

ESTATE PLANNING COMES TO YOUR COMPUTER

Planning made easy

Learn the basics Essential explanations, no legalese.

Get clarity on roles Executors, trustees and guardians made simple.

Explore "what ifs" – Ask about different scenarios and learn about alternatives.

A COMPREHENSIVE COMPANION

Tools to ask and understand

With a Herbie One subscription, take advantage of advanced AI tools to craft your plans.

Add and update your assets

"I bought a vacation home in Florida, add it to My Assets."

Provide updates to your family

"Add my brother Jonathan to My Circle and give him access to my documents."

Ask about new life updates

"I had a new child, what does that mean for my estate plan?"

Ask estate planning questions

"People keep telling me that I should have a trust, what does that mean?"

Learn about trusted roles

"I don't know who I should name Guardian for my kids, what should I be considering?"

Consider alternatives

"Why should I name beneficiaries on my bank accounts? Do I need to do that?

Security and Privacy

Your data is protected and private.

Private AI models

Your data is private and is not used to train any external systems.

No sharing externally

Your information and questions stay within our secure environment.

Secure

Your data remains protected and secure with top-tier security systems.

"These tools are a game changer. I couldn't believe how seamless the estate planning process became when I started asking questions and inputting info through Herbie's AI chat interface. It's a win-win."

George P.
Connecticut

Get started today for free

Begin today with making your plan of a lifetime.
Get Started

3455 Peachtree Road NE
Suite 500
Atlanta, GA 30326

hello@herbieplan.com