What do you get with Snug?

Analysis

Analyze any existing estate plan, including high-end trusts, to understand opportunities to update and improve.

Documents

Create Wills, Trusts, Powers of Attorney, and Health Care Directives for clients who need an estate plan.

Control

White-label client experience keeps you at the center of your client's professional network for critical workflows.

Solo

For solo advisors with fewer than 100 clients.
$1,400 billed annually
Includes:
10 client deliverables
$120 for additional deliverables
Unlimited advisor licenses
White-label client experience

Firm

For small and medium firms up to 500 clients.
$3,000 billed annually
Includes:
25 client deliverables
$95 for additional deliverables
Unlimited advisor licenses
White-label client experience

Enterprise

For large teams managing 500+ clients.
Custom pricing options
Includes:
Custom client deliverables
Custom pricing
Unlimited advisor licenses
White-label client experience

Let's chat.

Our team is ready to discuss how Snug can help you get more customers and expand your role for existing customers.
Schedule a call
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