What do you get with Snug?

Analysis

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

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.
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Solo

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

Firm

For small and medium firms up to 500 clients.
$3,000 billed annually
Start for free
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
Start for free
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.
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Get a plan, get Snug.

Start your estate plan in just 2 minutes.
Starting at $145
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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