Estate planning automation for New York financial advisors
With Snug, you can streamline and automate the complex process of estate planning, saving you and your clients valuable time.
No more sifting through countless documents and legal jargon. Our platform simplifies estate planning, turning it into an efficient, user-friendly process.
Safeguard estate planning documents for New York clients
With Snug, we offer a secure digital vault to safeguard your clients' estate planning documents. Our top-tier security measures give your clients confidence their sensitive information is safe.
Our platform allows for quick access and updates to these documents as financial circumstances evolve, eliminating worries about misplaced or outdated plans.
Estate planning intake software for New York
Snug streamlines the estate planning process with an intuitive intake system for your clients. Our platform simplifies the gathering of life's details, making it easy for your clients to begin their estate planning journey.
With Snug, start offering a stress-free, efficient planning experience that enhances your client relationships.
Snug is not a law firm, and does not provide legal advice. While Snug strives to ensure that its automated services are complete, they are meant purely as self-help forms. The materials and services are not substitutes for the advice of an attorney.