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Herbie is so easy to use that you'll be done in no time creating your personalized Will and Trust that set you and your family up for success.
Generate a personalized Will and Revocable Living Trust; prepare a Health Care Proxy, Power of Attorney or Living Will; and more to come.
Married couples can link their plans to share information and plan together.
Your plan evolves as your life does, so you can update your plans and generate new documents at any time, at no extra cost.
Share your estate plan or documents with loved ones or trusted advisors.
View and share your estate planning documents whenever you want.
Your plan will seamlessly transition into Herbie's Admin Copilot (coming soon) to settle a loved one's estate.
Estate plans aren’t just for you—they’re for the people you leave behind. With a Lifetime Plan, your family will always know where to find the documents and instructions they need. That means fewer questions, fewer conflicts, and more peace of mind.
Laws and best practices shift over time. A good plan 10 years ago may not be one today. With a Lifetime Plan, you’ll receive updates and recommendations to keep your estate plan legally sound and financially smart, without having to start from scratch.
"Herbie is a great app, super easy and hits all the major points I was looking for. I really enjoyed the interface. It was a seamless process, and I felt like the Will was thorough. I just had a baby and knew now was the time to get started on this."