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Think through who matters most
Organize your family, friends, advisors and important causes in one place
Consolidate your finances
Make and update a list of your assets, including your home, personal property, investments, as well as your life insurance policies and beneficiaries
Collaborate with your spouse
Loop in your spouse so you can be on the same page as you organize and plan with linked accounts
Lay out your wishes
Choose who you'd like to inherit your assets
Generate your Will and Trust
Instantly create high quality and personalized documents that fit your situation and comply with your state's laws
Consider planning for incapacity
We've got you covered with financial power of attorney and healthcare directives
Store your documents
A secure online location to keep copies of your most important documents
Keep family in the loop
Invite family members to view important information so they're not taken by surprise down the road
Work together with advisors
Loop in your financial advisor, accountant or lawyer so they can help keep track of your assets and plans
Add profiles for the people you want to include in your Will.
Add basic information about the assets that you own.
Accept Herbie's default plan for your Will or customize how your assets will get distributed in your personalized Will.
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.
Visual planning that's simple, so you feel confident every step of the way.
Organize your assets and complete your plan in under 30 minutes—guided and stress-free.
Organize your financial and digital life, so your loved ones won't ever be left searching.
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No appointments, no paperwork, no pressure—plan at your own pace.
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