Coming Soon

Every executor's best friend

Interactive guidance through estate administration after a loved one has passed away.

Herbie Admin Copilot Dashboard

Visualize the Estate

A clear and organized view of the tasks that need attention in settling an estate.

Stay connected

Add access for family, friends and professional advisors to keep everyone informed and avoid surprises.

Seamless transition

Herbie plans can be automatically populated into the Co-Pilot, and non-Herbie plans can be added with minimal effort.

Easy access

All the documents and forms, organized in one place.

Streamlined estate administration

Herbie's Copilot provides tailored, step-by-step guidance to executors and trustees who are responsible for settling the affairs of someone who has passed away.

Herbie Admin Copilot Feature

Plan ahead to ease the burden on your family

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.

Herbie Admin Copilot Feature 2
Join the waitlist

Make a comprehensive Estate Plan with Herbie. Coming soon.

Join the waitlist to secure early pricing.

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