High Quality Planning

Creating an estate plan is one of the most important steps you can take to protect your family and your legacy. With Herbie, you’ll receive attorney-vetted documents that meet the highest standards of quality, clarity and compliance.

TRUSTWORTHY DOCUMENTS

Our documents are of the highest quality

Attorney-Vetted in Every State We Serve – Our Wills and trusts have been carefully reviewed by licensed estate planning lawyers to ensure legal compliance.

Always Up to Date – Estate planning laws change—our forms are periodically 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.

HAVE THE BASICS IN PLACE

Get a high quality Will and Revocable Trust

Last Will and Testament – Covers asset distribution, and appointments of Guardians and Executors.

Revocable Living Trust – Provides for flexibility, privacy and ensuring that your assets are transferred smoothly and the way you want.

advanced planning techniques

Be prepared for the what ifs

Get access to state specific documents that help you prepare for incapacity or any circumstances where you're unable to act for yourself. This includes a Power of Attorney, Health Care Proxy and Advance Directive (also called a Living Will). With these documents, you can appoint someone you trust to manage your finances and healthcare, and to choose your preferences about life-sustaining treatment and end-of-life care.

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ADVANCED PLANNING TECHNIQUES

Tailor your plan to your circumstances

With a Herbie subscription, make trusts to account for your family's situation and specific wishes of yours. This can include creating a Marital Trust for your spouse to protect assets. Herbie also provides for trusts to keep assets protected while your children are minors or until a specific age (or for life). Our forms are specifically vetted for compliance with state law and standard trusts and estates practices.

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Get started today

Begin today with making your plan of a lifetime.
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3455 Peachtree Road NE
Suite 500
Atlanta, GA 30326

hello@herbieplan.com