A smart Estate Plan that anyone can understand

You’ve built a life of family and assets to be proud of.

Making an Estate Plan with Herbie is an enduring act of love for those who matter most. It’s quick, easy, and anyone can get started with a Will for free.

Herbie My Circle Dashboard

No complexity

Forget legal jargon and clunky forms—Herbie makes planning visual and simple, so you feel confident.

Peace of mind in minutes

Most people organize their assets and complete their Will in under 30 minutes—guided and stress-free.

All in one place

Herbie organizes your financial and digital life, so your loved ones won't ever be left searching.

Convenience at your fingertips

No appointments, no paperwork, no pressure—plan at your own pace.

MAKE A WILL

Herbie is designed by legal experts

Tools designed by top-tier lawyers to ensure your Estate Plan is thorough and tailored to fit your individual needs. Clear guidance every step of the way helps you feel confident, covered and cared for. Rest assured knowing that our templates were vetted by a lawyer in your state.

Herbie Admin Copilot

A full suite of intuitive estate planning solutions

Free Wills, affordable Estate Plans and automated executor tools that actually work when your loved ones need them most.

A platform that has your back

If you have questions, reach out to support@herbieplan.com. A real human will get back to you within 48 hours.

ESTATE PLAN

Law firm quality without law firm pricing

Start free, then upgrade to an Estate Plan with shared access, Trust creation and unlimited updates.

Full suite of documents

Will, Trust, Health Care Proxy, Power of Attorney, Living Will, Burial Wishes.

Plan with your spouse

Married couples can plan together with linked information.

Unlimited plan updates

Your plan evolves as your life does—
at no extra cost.

Avoid surprises and stress

Share your plan with loved ones, executors and advisors.

Ready for estate settlement

Seamless transition to Herbie's Admin Copilot to settle a loved one's estate.

Secure digital document storage

Easy access to your estate planning documents.

Affordability without compromise

My Circle

Add the people you want to include in your estate plan as beneficiaries and personal representatives, advisors to grant view-only access, and charities.

My Assets

Add what you own, including tangible items, property, financial accounts and investments, and identify the type of ownership.

My Wishes

Accept Herbie’s default distribution plan or customize how any of your assets will be distributed under your Will or Trust.

Join the waitlist

Make a comprehensive Estate Plan with Herbie. Coming soon.

Join the waitlist to secure early pricing.

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