Simple pricing. Easy profit.

Pay a one-time onboarding fee, then pay a flat rate for each client purchase. No monthly or annual fees.

Standard
White Label

Best for businesses who want their brand to be front and center in the client experience.
Setup Fee
$1,250 (one-time)
Usage Fees
Will Package - $200
Trust Package - $500
Annual Minimum - $1,000
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
$6,000 (one-time)
Usage Fees
Will Package - $150
Trust Package - $400
Annual Minimum - $5,000
Features
White label client portal
White label back office dashboard
Unlimited clients
Unlimited agents and admins

Frequently asked questions

When do I get paid?
Instantly! We settle all transactions as soon as the client makes their purchase. All payments on the platform are handled securely via Stripe.
How many clients can I have?
The sky’s the limit! Snug allows for unlimited clients, so you can keep building your business without worrying about hitting a cap.
How many users from my team can I add?
With Snug, your entire team can join—unlimited users, no extra cost. Scale your practice and collaborate freely!
What if I want to upgrade from Standard to Agency later?
No problem! You’ll only need to pay the $4,750 difference to upgrade. Snug makes it easy to transition as your needs evolve.
Onboarding
Standard
Agency
Setup Fee
$1,250
$6,000
Client Portal - Branding
Custom
Custom
Client Portal - Domain
Custom
Custom
Back Office Dashboard - Branding
Snug
Custom
Back Office Dashboard - Domain
Snug
Custom
1,000+ Zapier Integrations
Included
Included
Custom Integrations
-
Available
Training Seminars
-
Available
Usage Fees
Standard
Agency
Annual Minimum
$1,000
$5,000
Client Accounts
Unlimited
Unlimited
Team Accounts
Unlimited
Unlimited
Last Will & Testament
$200
$150
Revocable Living Trust
$500
$400
Joint Revocable Living Trust
$500
$400
Special Needs Trust
Optional with Trust
Optional with Trust
Pour Over Will
Included with Trust
Included with Trust
Certificate of Trust
Included with Trust
Included with Trust
Quitclaim Deed
Included with Trust
Included with Trust
Financial Power of Attorney
Included with Will or Trust
Included with Will or Trust
Health Care Directive
Included with Will or Trust
Included with Will or Trust
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Snug is not a law firm, and does not provide legal advice. While Snug strives to ensure that its automated services are complete, they are meant purely as self-help forms. The materials and services are not substitutes for the advice of an attorney.