One platform for your life

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

Herbie Estate Planning
EASY STEPS TO GET ORGANIZED

Organize your life

Think through who matters most Organize your family, friends, advisors and charities in one place.

Consolidate your finances Add and update your assets, life insurance and beneficiaries.

Save time with AI Herbie AI makes it easy to input and update your info.

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 personalized law-firm-caliber documents.

Unlimited updates – Revise your documents whenever your circumstances shift.

TRUSTWORTHY DOCUMENTS

Our documents are of the highest quality

Attorney-vetted in every state – Our Will and Trust forms have been carefully reviewed by licensed estate planning lawyers to ensure legal compliance.

Always up to date – Estate planning laws change—our forms are updated so your plan stays valid and reliable.

Comprehensive and personalized – From simple Wills to sophisticated Trusts, our documents cover everything typically included in a professional estate plan.

We've got your back with live support

Personal assistance to subscribers and their families.

Beneficiary and Trust Forms

Get help with beneficiary designations and asset transfers.

Annual Meeting

Yearly review and live support.

Support after Loss

Assistance for your family after you pass away.

YOUR PLAN, READY TO GO 24/7

Share important info with your family

Avoid surprises – Transparency with your family eases their administrative burden.

Prepare loved ones – Family members benefit from knowing what to expect and how they'll be cared for.

Ease emotion burdens – Clear communication allows your family to focus on healing instead of conflict.

Every feature, one fixed price

A Herbie One subscription gives you all of Herbie's features at one fixed price.

Centralized dashboard

Visualize your estate plan, including your family, assets and documents, all in one place.

Coordinate with your spouse

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

Plan for incapacity

Download state-specific Power of Attorney and Health Care Directive forms and save them securely in your account.

Ask questions

Herbie AI is your estate planning wizard to answer your questions.

Safe document storage

View and share your estate documents so everyone is kept in the loop.

Ready for estate settlement

Your plan will seamlessly transition into estate administration when the time comes.

Why a Subscription?
SUBSCRIPTION BENEFITS

Learn why a Herbie One 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 One 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
Learn More: Why a Subscription?

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

Get started today for free

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

3455 Peachtree Road NE
Suite 500
Atlanta, GA 30326

hello@herbieplan.com