Tech powered estate planning law firm

The premier
estate planning
law firm

a-lawyer-in-an-elegant-office-meeting-with-clients,-discussing-documents. - pavel-danilyuk (pexels)

The premier
estate planning
law firm

Our Model

Full-service estate planning – Wills, Trusts, Powers of Attorney, and everything in between – prepared by attorneys from the country's top firms.

Attorneys from Top Firms

We are veterans of the nation's top law firms and graduates of premier law schools, ready to serve you.

Client-Centered

You are our focus. We tailor each estate plan to your personal situation and needs.

Client-Centered

Every plan is built around your life – your family, your assets, your wishes.

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AI Native

Built on purpose-built AI. Your plan gets done faster and costs a fraction of what a traditional firm would charge.

Our Process

A simple process that makes estate planning easy

Four steps to a complete estate plan

01

Start Online

We'll complete a guided process through the Herbie platform and schedule an intro video call together to go through your questions and family information.

01

Start Online

Start online with a guided questionnaire on the Herbie platform. We'll schedule an intro call to walk through your situation together.

01

Start Online

We'll complete a guided process through the Herbie platform and schedule an intro video call together to go through your questions and family information.

02

Attorney Review

One of our attorneys reviews your information with you and ensures your plan reflects your goals.

02

Attorney Review

One of our attorneys reviews your information with you and ensures your plan reflects your goals.

03

Finalize Your Plan

We prepare your estate planning documents and guide you through signing to effectuate your plan.

03

Finalize Your Plan

We prepare your estate planning documents and guide you through signing to effectuate your plan.

04

Update With Life

Life evolves. Your plan can evolve with it. Thanks to the Herbie platform, your plan is always at your fingertips and available to be changed.

04

Update With Life

Life changes. Your plan should too. Update it anytime through the Herbie platform – no appointments, no fees.

04

Update With Life

Life evolves. Your plan can evolve with it. Thanks to the Herbie platform, your plan is always at your fingertips and available to be changed.

Services

A wide-ranging estate planning practice to serve your needs

Everything your estate plan requires

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Wills
material-symbols
Revocable and Irrevocable Trusts
mdi
Powers of Attorney
solar
Healthcare Directives
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HIPAA Releases
solar
Living Wills
mdi
Burial Wishes
mdi
Deed transfers
material-symbols
Beneficiary designations
mdi
Probate planning
Tax basis planning
mdi
Transfer tax planning

Predictable Pricing

We offer fixed price estate plans with all the documents you need.

One flat fee. Every document you need. No surprises.

Fixed price plans include Will, Revocable Trust, Power of Attorney, Healthcare Directive, Living Will and related ancillary documents.

Single Will Plan

$975

Married Couple Will Plan

$1,300

Single Trust Plan

$1,625

Married Couple Trust Plan

$1,950

Will form

About us

We're here to make estate planning an easy, affordable process

Herbie Legal is a law firm built by attorneys from the country's top firms, powered by AI to make full-service estate planning faster and more affordable.

We combine experienced attorneys with purpose-built technology to deliver high-quality estate plans.

Your attorney reviews your information, prepares every document, and guides you through signing. A complete estate plan, without the $5,000 bill.

Founders

Lawyers with top law firm experience

Michael Moritz

Attorney and Co-Founder


Michael was previously an estate planning attorney to ultra high net worth clients at the elite law firm Paul, Weiss, Rifkind, Wharton & Garrison, and before that, at McDermott Will & Emery. He has vast experience in the preparation of wills, trusts, powers of attorney and many other critical estate planning documents. Michael began his career in the top-ranked litigation group at Skadden, Arps, Slate, Meagher & Flom in New York, focusing on securities defense litigation for public companies and other complex commercial lawsuits. Michael is a Co-Founder of Herbie.

Michael received his JD and a Master of Laws (LLM) in International & Comparative Law at Duke Law School. He later received an LLM in Taxation with an estate planning concentration in the first-ranked NYU Law School program. Michael went to Duke University for his undergraduate education.

Michael is licensed in New York.

Michael Moritz

Attorney and Co-Founder


Guiding clients through complex estate matters with clarity and precision.

Michael was previously an estate planning attorney to ultra high net worth clients at the elite law firm Paul, Weiss, Rifkind, Wharton & Garrison, and before that, at McDermott Will & Emery. He has vast experience in the preparation of wills, trusts, powers of attorney and many other critical estate planning documents. Michael began his career in the top-ranked litigation group at Skadden, Arps, Slate, Meagher & Flom in New York, focusing on securities defense litigation for public companies and other complex commercial lawsuits. Michael is a Co-Founder of Herbie.

Michael received his JD and a Master of Laws (LLM) in International & Comparative Law at Duke Law School. He later received an LLM in Taxation with an estate planning concentration in the first-ranked NYU Law School program. Michael went to Duke University for his undergraduate education.

Michael is licensed in New York.

Michael Moritz

Attorney and Co-Founder


Michael was previously an estate planning attorney to ultra high net worth clients at the elite law firm Paul, Weiss, Rifkind, Wharton & Garrison, and before that, at McDermott Will & Emery. He has vast experience in the preparation of wills, trusts, powers of attorney and many other critical estate planning documents. Michael began his career in the top-ranked litigation group at Skadden, Arps, Slate, Meagher & Flom in New York, focusing on securities defense litigation for public companies and other complex commercial lawsuits. Michael is a Co-Founder of Herbie.

Michael received his JD and a Master of Laws (LLM) in International & Comparative Law at Duke Law School. He later received an LLM in Taxation with an estate planning concentration in the first-ranked NYU Law School program. Michael went to Duke University for his undergraduate education.

Michael is licensed in New York.

Josh Aronoff

Attorney and Co-Founder


Josh began his career as a corporate attorney at the premier firm Cravath, Swaine & Moore, where he focused on debt and equity financings, mergers and acquisitions and commercial agreements. A licensed pilot, Josh then worked at two aerospace companies in corporate and legal roles, structuring commercial aircraft transactions and related financings for a $2 billion portfolio, and ultimately leading growth-stage corporate functions. After his father passed away, Josh learned first-hand the challenges of estate administration and set out to ease the process for others. Josh is a Co-Founder of Herbie.

Josh received his JD and MBA from Duke Law School and Duke's Fuqua School of Business. He went to Vanderbilt University for his undergraduate education.

Josh is licensed in New York.

Josh Aronoff

Attorney and Co-Founder


Specializing in asset transfers, estate administration and corporate transactions.

Josh began his career as a corporate attorney at the premier firm Cravath, Swaine & Moore, where he focused on debt and equity financings, mergers and acquisitions and commercial agreements. A licensed pilot, Josh then worked at two aerospace companies in corporate and legal roles, structuring commercial aircraft transactions and related financings for a $2 billion portfolio, and ultimately leading growth-stage corporate functions. After his father passed away, Josh learned first-hand the challenges of estate administration and set out to ease the process for others. Josh is a Co-Founder of Herbie.

Josh received his JD and MBA from Duke Law School and Duke's Fuqua School of Business. He went to Vanderbilt University for his undergraduate education.

Josh is licensed in New York.

Josh Aronoff

Attorney and Co-Founder


Josh began his career as a corporate attorney at the premier firm Cravath, Swaine & Moore, where he focused on debt and equity financings, mergers and acquisitions and commercial agreements. A licensed pilot, Josh then worked at two aerospace companies in corporate and legal roles, structuring commercial aircraft transactions and related financings for a $2 billion portfolio, and ultimately leading growth-stage corporate functions. After his father passed away, Josh learned first-hand the challenges of estate administration and set out to ease the process for others. Josh is a Co-Founder of Herbie.

Josh received his JD and MBA from Duke Law School and Duke's Fuqua School of Business. He went to Vanderbilt University for his undergraduate education.

Josh is licensed in New York.

Faq

Common questions

What is Herbie Legal?

Herbie Legal is a law firm providing legal services to clients around the country. Herbie Legal leverages the technology of Herbie Innovations, Inc. to create high-quality estate plans. Herbie Legal attorneys are licensed in New York. The firm may provide services to clients located in other jurisdictions through consultation, collaboration, or engagement of local counsel. Where advice or representation requires authorization in a jurisdiction outside New York, the firm may associate with or retain attorneys licensed in that jurisdiction through subcontractor, referral, or co-counsel relationships to provide advice consistent with applicable local law.

Who are the clients of Herbie Legal?
Will I work with a human or AI?
What is the first step to begin?
Is my personal information protected with Herbie?

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