Easy button for estate planning.

Deliver a total estate planning process – no lawyers and no headaches.
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Help clients focus on the essentials

Create Documents

Clients create new Wills or Trusts in under 20 minutes. Advisors have options to pass along or absorb costs.
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Analyze Documents

Upload existing estate plans to extract key details and personal action plans - saves hours of legal document review.
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Total Planning

Deepen relationships with the next generation by helping clients leave a legacy, not a mess.
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Plan today and avoid headaches tomorrow.

550

hrs

An executor or trustee spends 500+ hours cleaning up a messy estate.
43

%

Many families report conflict due to poor planning and communication.

Help clients get organized

Personal

Family, pets, personal history, and wisdom to pass along to the next generation.

Legal

Estate planning, marriage (and divorce), business documents and succession plans.

Financial

List of assets and debts to make clear inventories and avoid discovery efforts.

Insurance

Life, home, auto, and health insurance policies and beneficiaries.

Taxes

Historical state and federal tax returns and supporting documents.

Property

Vehicles, real estate, and other property to create a Personal Property Memorandum.

Digital

Social media, cloud storage, photo services, and more digital assets.
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Try 14 days free - plans start at $850/year

What do you get with Snug?

Others
Client Accounts
Unlimited
None
Estate Plan Analysis
Unlimited
$600+
Professional VIP Network
Unlimited
None
Wills
$195/couple
$500+
Trusts
$195/couple
$4,000+
Powers of Attorney
Included
$200+
Health Care Directives
Included
$300+
Sharing & Collaboration
Included
No
Asset & Debt Inventory
Included
No
Personal Property Inventory
Included
No
Child & Pet Planning
Included
No
Insurance Policy Storage
Included
No
Digital Asset Planning
Included
No
Updates & Maintenance
Included
$$$
Get started for free

Estate planning automation for 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 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 client intake software

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.

Get more information about your state

Get a plan, get Snug

Add estate planning in just 2 minutes.
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Try 14 days free - plans start at $850/year
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.
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