Estate planning
you can bank on
Launch white-label estate planning in under a week. Industry-leading agent activation with simple, guided onboarding and real earnings on every plan sold.
Everything your agents need to sell estate plans. All in one platform.
White-label platform
Fully branded as your own. Your logo and your domain are front and center for all agents and clients.
Agent portal & onboarding
Unlimited agent seats, with guided training and onboarding. Track onboarding and activation across your org.
Revenue sharing
Earn on every plan sold across every level of your organization. Transparent splits, automatic payouts.
Attorney-approved language
Trusts, Wills, Powers of Attorney, and Health Care Directives, with legal compliance in all 50 states.
Client dashboard
Your clients track progress, sign documents, and manage beneficiaries in one clean interface.
Enterprise reporting
Real-time visibility into plans sold, revenue earned, and agent performance across your entire network.
Estate planning has been complicated.
Now, it's your competitive edge.
Your brand, front and center
Fully white-labeled with your logo and domain. Clients experience estate planning as your product — Snug stays invisible.
Agents onboarded in under an hour
Guided, self-paced training that gets agents selling estate plans fast. No classroom sessions, no scheduling headaches.
Track every document from draft to signature
Visibility into customer progress creating, signing, and notarizing Trusts, Wills, and other essential documents.
See every plan, every dollar, every agent
Real-time reporting across your entire organization. Track agent performance, plan completion, and revenue down to the penny.
Ready to see for yourself?
See how Snug works with your brand, your agents, and your clients — in a live demo built just for you.