The Plan of a Lifetime

Your life isn’t static, and your estate plan shouldn’t be either. With a Herbie subscription, you gain more than documents—you gain lasting peace of mind.

Your plan, ready to go 24/7

Life changes, so should your plans

Clarity for those who matter most

Laws change, we've got you covered

YOUR PLAN, READY TO GO 24/7

Always accessible when you need it

You never know when you’ll need your documents—or when your loved ones will.

A subscription ensures your plan is secure, digital and accessible from anywhere.

No searching through file cabinets. No misplaced binders. Just peace of mind.

LIFE CHANGES, SO SHOULD YOUR PLANS

Update your documents with every chapter of life

Life rarely stays the same for long—and neither should your estate plan.

With a subscription, you can easily update your documents whenever your circumstances shift.

This platform is amazing. I didn't want to pay thousands of dollars for peace of mind, only to have to update my documents again in the future. For a very reasonable price, to be able to actively manage and update my estate plan whenever I feel like it is a whole different ballgame

Alec F.
New York
SUBSCRIPTION BENEFITS

Learn why a Herbie subscription is right for you

A lifetime of benefits at your fingertips

One time estate plan

A constant need to pay more every time life changes.

Herbie subscription

All-in-one access whenever it's needed based on life's changing circumstances.
Updates
Requires paying again for any change
Unlimited updates anytime at no extra cost
Flexibility
Locked in once signed
Dynamic and adaptable over your lifetime
Peace of mind
Static snapshot in time
Living plan that grows and adapts with you
Life changes
Documents can quickly become outdated
Instantly update for a new state, new assets or changed circumstances
Access and sharing
Physical documents, usually stored in a drawer or binder
Physical documents + secure online portal with easy sharing of copies for family, executors, advisors
Document storage
Paper copies, risk of loss/damage
Digital vault with organized, backed-up storage
Family readiness
Survivors may scramble to find and interpret documents
Key people have direct access to current instructions

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history
Clarity for those who matter most

Your loved ones deserve certainty

Estate plans aren’t just for you—they’re for the people you leave behind. With a subscription, your family will always know where to find the documents and instructions they need. That means fewer questions and conflicts, and more peace of mind down the road.

Get started
laws change, we've got you covered

Confidence that your plan is up to date

Laws and best practices shift over time. A good plan 10 years ago may not be one today. With a subscription, you’ll receive updates and recommendations to keep your estate plan legally sound and financially smart, without having to start from scratch.

Get started

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

Features

Company

© 2025 Herbie Innovations, Inc. All Rights Reserved.
Herbie is a technology service providing forms, information and access to self-service tools. We are not a law firm, we do not provide legal advice, and we do not review your specific information or other data inputs for legal sufficiency. If you have unique considerations or questions about your individual situation, please consider talking with a lawyer.

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