Plan well with Herbie

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.

Herbie Estate Planning
EASY STEPS TO GET ORGANIZED

Organize your life

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.

A HIGH QUALITY ESTATE PLAN

Make your plan

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.

ALL ACCESS ESTATE PLANNING

Every feature, one fixed price

Upgrade at any time to take advantage of all that Herbie has to offer.

Full suite of documents

Generate a personalized Will and Revocable Living Trust; prepare a Health Care Proxy, Power of Attorney or Living Will; and more to come.

Coordinate with your spouse

Married couples can link their plans to share information and plan together.

Revisions when you want

Your plan evolves as your life does, so you can update your plans and generate new documents at any time, at no extra cost.

Keep them in the loop

Share your estate plan or documents with loved ones or trusted advisors.

Safe document storage

View and share your estate planning documents whenever you want.

Ready for estate settlement

Your plan will seamlessly transition into Herbie's Admin Copilot (coming soon) to settle a loved one's estate.

Clarity for those who matter most

Safely store copies of your documents

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.

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laws change, we've got you covered

Continued access to remain current

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.

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"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."

Matthew C.
New York

Get started today

Begin today with making your plan of a lifetime.
Get Started

3455 Peachtree Road NE
Suite 500
Atlanta, GA 30326

hello@herbieplan.com