Inviting clients is easy and managing a couple as a household is even easier. You'll be able to add basic contact information and approximate net worth for downstream tracking and analytics.
Upload Existing Documents
Once the basic details are added, you can upload any existing estate planning documents for your client. They will always be able to add, remove, and update documents on their own, but this is a great way to show value in kickstarting their process. For any documents added, Snug performs an analysis to extract key details and build a personalized action plan to update and maintain the documents over time. For a Will or Trust, we extract key roles like trustees and executors, the beneficiary structures within the Will or Trust, and other key details.
Create New Documents
Snug works for any client and also any advisor business model, by allowing you flexibility in absorbing the cost of creating new documents or passing along a free discount to your clients. If you choose to absorb the cost for clients, you'll be billed a flat amount regardless of the documents that a client picks, which represents discounts between 50-80% off retail prices. Regardless of your choice, the white-labeled experience in-app for your clients celebrate the contribution you've made to their estate planning and overall life planning goals.
White-label Client Experience
Snug is a major value addition for clients of all types and we make it clear that the financial advisor is the hero in process. The Benefits page summarizes the exclusive discounts your've provided, as well as all the perks of membership. Your email and phone contact is just a click away, making connecting with next generation clients a natural extension of family planning.
Client Document Creation
Clients can easily create new Wills, Trusts, Powers of Attorney, and Health Care Directives. The client experience is simple, yet powerful, with options clearly laid out and explained with additional details like "What do most people do?".
Analysis & Action Plans
After documents are created or uploaded, key details and action plans are auto-magically extracted. This can include key details like executors, trustees, beneficiary structure, power of attorney authority, living will preferences, and more. Action plans are a powerful way to keep plans up to date and tailored to your client's specific life situation.
Still have questions?
Email us at firstname.lastname@example.org with any questions and we'll be in touch with 1 business day.