Help Clients Get Organized with Total Estate Planning

Documents are just the start of a solid estate plan. A few hours of planning and organizing all of life's details can help clients leave a legacy for loved ones, not a mess.
September 13, 2023

Need some help?

Snug partners with Marble Law, an online law firm built for your peace of mind. Marble lawyers have extensive experience in all matters of estate planning, including the important task of funding a trust.
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Are you an executor or trustee?

Snug can help you get organized by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to get organized?

Snug can help you organize all of life's details by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to offer estate planning?

Snug is a complete estate planning solution built for Financial Advisors who want to save time and offer their clients more. Whether you have an UHNW client who needs their documents analyzed or a mass affluent client getting their first Trust, we can help.
Get started for free

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free

Need a Will or Trust?

Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free

Invite Clients

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.

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.

Personal Planning

Share words of wisdom and key family details in under 10 minutes. Clients will be able to add details including...

  • Key family members and contact details
  • Pets and details about their care and history
  • Words of wisdom for the next generation and beyond
  • Personal history from military service to education

Legal Planning

Organize all of your legal documents for easy access and sharing. Clients will be able to add details including...

  • Estate planning documents and key details
  • Marriage (and divorce) documents
  • Business documents and succession plans

Financial Planning

Inventory assets and debts for quick and easy reference. Clients will be able to add details including...

  • Bank, investment, and retirement accounts
  • Credit card list, location, and details
  • Mortgage and HELOC information
  • Student, personal, and other loan details

Property Planning

Inventory important personal property, from vehicles to real estate. Clients will be able to add details including...

  • Personal Property Memorandum
  • Real estate maintenance and history
  • Vehicle deeds, titles, and other details
  • Jewelry, collectibles, and other heirlooms

Insurance Planning

Organize all of the insurance policies, coverage details, and more. Clients will be able to add details including...

  • Life insurance policies and beneficiaries
  • Home and auto policies and coverage
  • Health insurance details and history
  • Claim history and documentation

Tax Planning

History of federal and state tax returns for easy reference. Clients will be able to add details including...

  • Details to file final estate tax return
  • Federal tax return history
  • State tax return history

Digital Asset Planning

Preferences for social media, online photos, and the rest of the digital footprint. Clients will be able to add details including...

  • Social media memorialization wishes
  • Photos and cloud storage hand-off
  • Subscription and membership details
  • Digital assets, like crypto or airline miles

Still have questions?

Email us at hello@getsnug.com with any questions and we'll be in touch with 1 business day.

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