Herbie, Herbie Plan

Herbie is an AI-powered estate planning platform and law firm that lets individuals and partner organizations create wills, trusts, and related legal documents online. Its agentic engine encodes the principles, laws, and practice of estate planning into a system that drafts and assembles documents at scale, paired with an AI copilot for natural-language guidance and optional attorney review through Herbie Legal. Herbie is offered directly to consumers and as an embeddable "estate planning as a service" offering for wealth management firms, insurance companies, and employers. Herbie was surfaced as a portfolio company of 500 Global and added to the API Evangelist network.

Herbie, Herbie Plan is profiled on the APIs.io network. Tagged areas include Company, Estate Planning, Legal Technology, Wills and Trusts, and Artificial Intelligence.

Herbie, Herbie Plan’s developer surface includes pricing, engineering blog, signup flow, support, and 4 more developer resources.

🌐 Visit website 📡 Source on GitHub

17.0/100 emerging ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-07-27 · rubric v0.5

0 APIs

CompanyEstate PlanningLegal TechnologyWills and TrustsArtificial IntelligenceWealth ManagementDocument Automation

Kin Score

Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5

Composite quality — 17.0/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 1.3 / 20

Commercial Clarity 8.9 / 20

Operational Transparency 0.0 / 13

Governance 0.0 / 12

Discoverability 6.8 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 15

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/herbie-herbie-plan: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Get Started 1

Portal, sign-up, and the first successful call

SignUp

SignUp

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

Support

Support

Commercial 3

Pricing, plans, and the legal terms of use

Pricing

Pricing

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 2

The organization behind the API

Website

Website

Blog

Blog

Source (apis.yml)

aid: herbie-herbie-plan
name: Herbie, Herbie Plan
description: Herbie is an AI-powered estate planning platform and law firm that lets individuals and partner organizations
  create wills, trusts, and related legal documents online. Its agentic engine encodes the principles, laws, and practice
  of estate planning into a system that drafts and assembles documents at scale, paired with an AI copilot for natural-language
  guidance and optional attorney review through Herbie Legal. Herbie is offered directly to consumers and as an embeddable
  "estate planning as a service" offering for wealth management firms, insurance companies, and employers. Herbie was surfaced
  as a portfolio company of 500 Global and added to the API Evangelist network.
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://framerusercontent.com/assets/5QDf50coNW3H1vSi6DYfOJLrUpY.png
url: https://raw.githubusercontent.com/api-evangelist/herbie-herbie-plan/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- 500-global
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-19'
tags:
- Company
- Estate Planning
- Legal Technology
- Wills and Trusts
- Artificial Intelligence
- Wealth Management
- Document Automation
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://herbieplan.com
- type: Pricing
  url: https://herbieplan.com/pricing
- type: Blog
  url: https://herbieplan.com/resources
- type: SignUp
  url: https://app.herbieplan.com/auth/signup
- type: TermsOfService
  url: https://herbieplan.com/terms-of-use
- type: PrivacyPolicy
  url: https://herbieplan.com/privacy-policy
- type: Support
  url: https://herbieplan.com/partnerform
- type: DomainSecurity
  url: security/herbie-herbie-plan-domain-security.yml
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence