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A clear and organized view of the tasks that need attention in settling an estate.
Add access for family, friends and professional advisors to keep everyone informed and avoid surprises.
Herbie plans can be automatically populated into the Co-Pilot, and non-Herbie plans can be added with minimal effort.
All the documents and forms, organized in one place.
Herbie’s easy-to-use Copilot tools lighten the administrative load for your Executor, guiding them through every step of carrying out your estate. From tasks to timelines, Herbie makes it easy to ensure your wishes are honored and your affairs are handled with care.
