The estate planning platform
built for your business
Everything you need to launch white-labeled estate planning - your pricing, your brand, your team, with compliance in all 50 states.
< 5 days
to launch
1.5 hours
agent onboarding
50 states
legal coverage
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 or without licensees, 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.
Ready to see for yourself?
See how Snug works with your brand, your agents, and your clients — in a live demo built just for you.