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Join thousands of businesses nationwide.

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Attorneys

Easily combine our Trust and Will templates with your own legal documents.

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Advisors

All-in-one platform, check. Compliance and security, check and check.

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Insurance

Estate planning goes well with life insurance, long-term care, and disability.

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Tax & Accounting

Tax preparation and planning are critical to gift and trust strategies.

Trusted by teams who love their clients.

“Strong relationships are what good businesses are made of. The Snug team has been a great partner.”
Mynor Ramos, Planning Consultant
“The platform is easy to use, intuitive, and delivers a seamless client experience from start to finish.”
Alan Guerra, Financial Strategist
“I can't say enough about the wonderful and consistent customer service I receive. Thank you so much!”
Dawn Hinrichs, Tax & Estate Assistant

Set your prices,
collect your profit.

Full control over pricing for Wills and Trusts, with simple, transparent base fees for each document package sold.

Bring your brand,
be the hero.

Clients and their families will experience the modern estate planning process through your brand and website. Agent white labeling also available.

Perfect for teams,
big or small.

With no seat licenses, you can bring the whole team. Admins help manage everything, while agents build their personal book of business.

Compliant docs,
in all 50 states.

Every client document is created with attorney-approved templates using state-specific legal language.

Everything you need,
plus a bit more.

We go above and beyond for you, so you can go above and beyond for your clients.

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Marketing

16x ready-to-use marketing assets with your brand and our best-performing copy.

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Integrations

Simple integration with Salesforce, Wealthbox, Redtail, and 1,000's more.

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Lead Gen

Embed the "Will vs. Trust" quiz on your website and convert more leads.

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Support

Dedicated support to understand and integrate your workflows.

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Dashboard

Dashboard app for your team to manage clients and track business success.

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Education

Over 2,000 blog posts to get clients and teammates up to speed on estate planning.

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Referrals

Unlimited base fee credits available for referring friends and colleagues.

Simple, clear pricing with no surprises.

Standard
White Label

Best for businesses who want their brand to be front and center in the client experience.
Setup Fee (one-time)
$1,250
Usage Fees
Will Package - $200
Trust Package - $500
Membership - Coming soon!
Features
White label client portal
Snug-branded back office dashboard
Unlimited clients
Unlimited agents and admins

Agency
White Label

Best for agencies who want a white labeled back-office dashboard for their agents.
Setup Fee (one-time)
$6,000
Usage Fees
Will Package - $150
Trust Package - $400
Membership - Coming soon!
Features
White label client portal
White label back office dashboard
Unlimited clients
Unlimited agents and admins

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.

Get started today.

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1. Try it yourself

Start a free demo account to experience how our platform simplifies estate planning for your clients and your team.

✨

2. Upgrade to Pro

Choose the plan that best suits your business, add your team, and integrate into your website.

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3. Start selling

Start providing your client with modern, professional estate planning services, including wills and trusts.