Plan alongside your clients

Give your clients "Big Law" caliber estate plans, without losing visibility or momentum.

As featured in the 2026 Kitces Financial Advisor Services Map.

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Herbie Estate Planning
STAY IN THE LOOP

Strengthen relationships, build trust

Stay in the loop – Maintain visibility into your clients' estate plans.

Scale your impact – Streamline services that previously required significant time commitments.

Peace of mind – Allow your clients to feel fully taken care of.

HANDS-ON INVOLVEMENT

Collaborative experience

Expert strategy sessions – Joint kickoff meeting with you, your client and a Herbie Pro.

Generate your Will and Trust – Instantly create personalized law-firm-caliber documents.

Trust funding and re-titling – We don't leave you hanging, we finish the job.

PROFESSIONAL DOCUMENTS

"Big Law" caliber documents

Attorney-vetted in every state – Our Will and Trust forms have been carefully reviewed by licensed estate planning lawyers to ensure legal compliance.

Always up to date – Estate planning laws change—our forms are updated so your plan stays valid and reliable.

Comprehensive and personalized – From simple Wills to sophisticated Trusts, our documents cover everything typically included in a professional estate plan.

A platform of tools

The Herbie platform gives you and your clients all of Herbie's features as part of your experience.

Centralized dashboard

Visualize your client's estate plan, including family, assets and documents, all in one place.

Ask questions

Herbie AI is your estate planning wizard to answer your questions and your clients' questions.

Safe document storage

View and share estate planning documents so everyone is kept in the loop.

Herbie provides a great product without a super-involved process. The it’s too complicated and too expensive excuses are no good anymore.

Bill E.
CPA, CFP, CKA
North Carolina
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Learn more

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3500 Lenox Road NE
Suite 1500
Atlanta, GA 30326

hello@herbieplan.com

© 2026 Herbie Innovations, Inc. All Rights Reserved.
Herbie is a technology service providing forms, information and access to self-service tools. We are not a law firm, we do not provide legal advice, and we do not review your specific information or other data inputs for legal sufficiency. If you have unique considerations or questions about your individual situation, please consider talking with a lawyer.

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