Why organizations choose Snug over Estately

Estately is FreeWill's advisor-facing estate planning platform, primarily targeting wealth management firms. It offers an optional attorney-led experience at additional cost. The main differences are branding (Estately-branded, not white-labeled at the agent level), pricing (per-advisor subscription plus separate attorney fees), and distribution depth (designed for flat advisory firm structures, not multi-level insurance distribution). For an RIA that wants estate planning with an attorney option and doesn't need white-labeling, Estately is a legitimate choice. For organizations with complex hierarchies, agent channel protection, and volume economics, Snug is purpose-built.