Bring your documents to life.

Create new documents or bring your own.
Every estate plan deserves to live inside Snug.
Your logo and domain, front and center, ensuring every plan, email, and document reflects your brand and the promise you make to every client. Choose between a fully white-labeled experience or co-branding alongside Snug.
Full control over pricing (and profit) for Wills and Trusts, with no annual or monthly fees. Easily set default pricing, custom pricing for an individual client, or use your own payment processor and skip the Snug paywalls.
Create Wills, Trusts, and other essential documents in under 20 minutes. Every document template is attorney-approved with proven, state-specific legal language.
Many of your clients will already have an estate plan - and many of those estate plans are sitting in a filing cabinet collecting dust. Upload your clients' full set of documents to get a detailed analysis and action plan for updates and maintenance.
Snug's platform is designed for family and professional participation, with read-only and collaborator roles. Connect with the next generation with family conversations about plans and everybody's role as executors, trustees, beneficiaries, etc.

Build your business, on your terms

😍

No annual or monthly fees.

Stay and use the platform because you (and your clients) love it, not because you're trapped in a contract.

💰

Keep more of the profit.

Simple base fees for Wills ($150) and Trusts ($400) mean you can design and control your profit margins.

💪

Bring the whole team.

Stop sharing passwords and get the whole team onboard. Fine-tuned controls for managing access.

Start selling estate plans in less than a week.

$1,200
Average profit per estate plan sold for current professional customers.
3

days

Average time to complete onboarding for a new white label account.

Simple, clear pricing with no surprises.

Step 1
Onboarding

Choose between white label and co-branding options for your client and agents.
Client Experience (choose one)
Co-branding: $500
White label: $1,000
Agent Experience (choose one)
Co-branding: $0
White label: $5,000

Step 2
Invitations

Securely add your team and invite unlimited clients to the platform.
Agent Accounts
Unlimited
Admin Accounts
Unlimited
Client Accounts
Unlimited

Step 3
Purchases

Pay a flat rate when clients purchase Will or Trust packages.
Will Package
$150
Trust Package
$400
Payment Processing
Collected by you: 0%
Collected by Snug: 5%

Something for every client

Simple and effective. Every Will Package comes with a state-specific Last Will & Testament, Financial Power of Attorney, and Health Care Directive. All Wills and Trusts handle guardianship for children and backup caretakers for pets.
Powerful and private. Trust Packages come with a Joint or Individual Trust, Pour Over Will, Quitclaim Deed, Power of Attorney, and Health Care Directives. Advanced controls for Special Needs planning and other beneficiary controls.
Many of your clients will already have an estate plan - and many of those estate plans are sitting in a filing cabinet collecting dust. Upload your clients' full set of documents to get a detailed analysis and action plan for updates and maintenance.
Surprises in life can be fun - surprises after death, not so much. Total Planning is a digital filing cabinet for all of life's important details, including personal contacts, legal documents, medical history, assets, debts, insurance, real estate, and digital assets.
During life, estate plans need to be shared and discussed. After death, the plans needs to be operationalized and settled. Snug's platform is designed for family and professional participation, with read-only and collaborator roles.

Help your 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.

Comprehensive guides for clients and their families.

Complete Guide to Planning

Estate planning can sound scary and complex, but we're here to help simplify the process and decisions for you.

Complete Guide for Executors

Being an Executor or Personal Representative can be a rewarding, yet challenging role. This guide helps to light the way.

Complete Guide for Trustees

Being a Trustee is a significant legal and operational role. This guide includes everything you'll need.