Herbie

Introducing Herbie - the newest innovation in personal estate planning and administration, launching Spring 2025. Joining Herbie's waitlist on its website (herbieplan.com) will secure early pricing. Herbie breaks down the complexities of estate planning: Create, update and share a comprehensive estate plan using tools that easily help you update your plan as life changes, keeping your plan current and accurate. Essential task management for estate administration: Interactive guidance for Executors and Trustees, providing step-by-step guidance after the loss of a loved one.