“I'm amazed how simple the planning process can be with a little structure and guidance.”
Stacy, mom in Colorado
“We used Snug to help my 80-year-old dad get organized and think through heirlooms.”
Mark, son in Ohio
“I went for a Power of Attorney for myself and left with one for the whole family!”
Calvin, dad and husband in Georgia

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.

Ready to get started?

Our plans offer flexibility for any business model or use case.

Referral

Refer clients to use Snug to create plans. Clients pay for the documents and services they choose.
$2,950 per year
Schedule your demo

Value-Added Service

Embed access to Snug's platform into your existing service offerings as part of your broader value proposition.
$2,950 per year
Schedule your demo

Administrative Fee

Recoup the cost of Snug with an administrative fee for access and navigating the platform.
$2,950 per year
Schedule your demo

Become the quarterback of your clients’ future

Create new Wills or Trusts, lickety split.

Guide your clients to create new Wills or Trusts in under 20 minutes right within Snug. You have the option to pass along or absorb costs.
Get started

Review legal documents, without the headaches.

Upload existing estate plans to automatically extract key details and personal action plans, saving a boatload of time in legal document review.
Get started

Build a bridge to the next generation.

By handling the total estate planning process yourself, without a lawyer, you can expand relationships with the next generation.
Get started

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.
Schedule your demo
Unlimited plans start at $2,950 per year

What do you get with a Pro account?

Others
Client Accounts
Unlimited
None
Estate Plan Analysis
Unlimited
$600+
Wills
Unlimited
$500+
Trusts
Unlimited
$4,000+
Powers of Attorney
Unlimited
$200+
Health Care Directives
Unlimited
$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
$$$
Schedule your demo

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

Get Snug and plan with confidence.
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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