We've worked on the most complicated, complex and costly legal matters out there, so we know when lawyers are needed. But for most people? Not the case.
Basic Wills are Basic
A Will is a basic form that gets filled in with basic information.
Most Plans Aren't Unique
Most information contained in an estate plan is repeated from one client to the next.
The solution
We automated the obvious. Then dropped the price to $0.
When software can do something instantly and correctly, charging hundreds of dollars for it is indefensible. So we built the system once — and stopped charging people over and over for the same document.
We know it's true. Some people love Herbie but just want a human to make sure they did everything correctly.
Herbie partners with Employers and Financial Advisors to provide white glove services including human review. Click below to send an email to ask for Herbie's white glove services to be made available through your employer or advisor.
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