Start selling
estate plans
today.

Join thousands of professionals who trust Snug’s estate planning software to deliver a fresh, modern client experience.
Free demo account – No credit card required
Estate Plan Sales
Trust
$1,250
Will
$550
Trust
$1,250
Total Sales: $3,050

Join thousands of businesses nationwide.

⚖️

Attorneys

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

💰

Advisors

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

🔒

Insurance

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

🗂️

Tax & Accounting

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

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
$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

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.

📣

Marketing

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

🤝

Integrations

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

🚀

Lead Gen

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

🛟

Support

Dedicated support to understand and integrate your workflows.

🚦

Dashboard

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

🎓

Education

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

😍

Referrals

Unlimited base fee credits available for referring friends and colleagues.
© Copyright – 2022 Snug, Inc.
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.