Give your employees the best estate plan

Make estate planning part of your team's holistic offerings.

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Get started for free

Built by veterans of the nation's top law firms, tech companies and consumer brands

SEAMLESS EXPERIENCE

Easy tools to serve your employees

Mobile friendly AI estate planning tools presented by Herbie

Mobile

Mobile

Desktop

Desktop

Mobile friendly AI estate planning tools presented by Herbie

Mobile

Mobile

Desktop

Desktop

SEAMLESS EXPERIENCE

Easy tools to serve your employees

Mobile friendly AI estate planning tools presented by Herbie

Mobile

Mobile

Desktop

Desktop

"This platform is amazing. To be able to actively manage and update my estate plan whenever I want is a whole different ballgame."

Alec F.

New York

"This platform is amazing. To be able to actively manage and update my estate plan whenever I want is a whole different ballgame."

Alec F.

New York

TOOLS FOR LONG-TERM SUCCESS

Always current, always available

Your employees can keep on top of their plans online, by organizing assets and family information, updating their plans whenever they need, and sharing key information and documents with the people who need it.

Contact Us

Get started for free

Visualize your estate plan online with free tools from Herbie
Visualize your estate plan online with free tools from Herbie

TOOLS FOR LONG-TERM SUCCESS

Always current, always available

Your employees can keep on top of their plans online, by organizing assets and family information, updating their plans whenever they need, and sharing key information and documents with the people who need it.

Contact Us

Get started for free

Visualize your estate plan online with free tools from Herbie
Herbie offers high quality wills and trusts with easy tools

efficient planning process

Top tier law firm estate plans

Comprehensive estate planning services for individuals and their families. Employees can make their own estate plans or coordinate directly with our colleagues at Herbie Legal, the only national AI-native estate planning law firm.

Contact Us

Get started for free

Herbie offers high quality wills and trusts with easy tools

efficient planning process

Top tier law firm estate plans

Comprehensive estate planning services for individuals and their families. Employees can make their own estate plans or coordinate directly with our colleagues at Herbie Legal, the only national AI-native estate planning law firm.

Contact Us

Get started for free

features

A lifetime of offerings for your employees and their families

We make the hard stuff easy

Herbie's DIY platform makes estate planning a piece of cake for employees. But we're also here for your employees who can choose to have second-level human review of their plan from our team.

Premier law firm planning

Instead of DIY planning, your employees can also partner with an attorney at Herbie Legal who will prepare the entire estate plan at a predictable fixed cost.

AI tools

Ask estate planning questions or add and edit information in your plan with Herbie's AI tools.

AI tools

Ask estate planning questions or add and edit information in your plan with Herbie's AI tools.

Centralized dashboard

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

Centralized dashboard

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

The highest quality

Our Will and Trust forms have been reviewed by licensed attorneys nationwide for state compliance.

The highest quality

Our Will and Trust forms have been reviewed by licensed attorneys nationwide for state compliance.

features

A lifetime of offerings for your employees and their families

We make the hard stuff easy

Herbie's DIY platform makes estate planning a piece of cake for employees. But we're also here for your employees who can choose to have second-level human review of their plan from our team.

Premier law firm planning

Instead of DIY planning, your employees can also partner with an attorney at Herbie Legal who will prepare the entire estate plan at a predictable fixed cost.

AI tools

Ask estate planning questions or add and edit information in your plan with Herbie's AI tools.

Centralized dashboard

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

The highest quality

Our Will and Trust forms have been reviewed by licensed attorneys nationwide for state compliance.

ADVISORY TEAM

Guided by veterans in the Total Rewards industry

Evan Salisbury
Asana logo
Steven Morgan
FanDuel logo
Anthony Sicuranza
Wing logo
Jeffrey Nielson
Home Chef logo

ADVISORY TEAM

Guided by veterans in the Total Rewards industry

Evan
Salisbury
Asana logo
Steven
Morgan
FanDuel logo
Anthony
Sicuranza
Wing logo
Jeffrey
Nielson
Home Chef logo

Get your clients planning today

Reach out to learn more about our offerings.

Contact Us

Contact Us

FOUNDED BY LAWYERS WHO HAVE LIVED THE PROBLEM

Herbie was founded by Josh Aronoff and Michael Moritz. Josh and Michael met as classmates at Duke Law School. They both went on to practice law at the nation's most prestigious and elite law firms.

Herbie was born from personal and professional experiences. Our platform helps anyone plan ahead to ease the burdens that can make a loss feel overwhelming—because we've been there.

We have experienced the benefits and burdens of good and bad estate plans. We've spent years dealing with the turmoil of settling estates and have crafted the highest quality estate plans while working at the most prestigious law firms. That same caliber of legal thinking and experience is embedded in Herbie's intuitive platform.