Build your business, on your terms

😍

No annual or monthly fees.

Stay and use the platform because you (and your clients) love it, not because you're trapped in a contract.
Get started

💰

Keep more of the profit.

Simple base fees for Wills ($150) and Trusts ($400) mean you can design and control your profit margins.
Get started

💪

Bring the whole team.

Stop sharing passwords and get the whole team onboard. Fine-tuned controls for managing access.
Get started

Plan today and avoid headaches tomorrow.

550

hrs

An executor or trustee spends 500+ hours cleaning up a messy estate.
43

%

Many families report conflict due to poor planning and communication.

Join 1,000+ professionals nationwide

Demo

Try it yourself.
Free for 7 days.
Get started
Features:
Demo client accounts
Demo white label branding
Demo documents
Total planning
Sharing and collaboration
Recommended

Pro

Grow your business.
Onboarding starts at $500.
Get started
Features:
Unlimited clients
White label or co-branding
Onboarding specialist
Total planning
Sharing and collaboration

Enterprise

Custom platform.
Flexible pricing.
Talk to sales
Features:
SCIM user provisioning
Advanced permissions
SAML single sign-on
Custom contract terms
Custom integrations

Something for every client

🏠
Wills
🏰
Trusts
✨
Analysis
🎯
Total Planning
🚀
Collaboration
Simple and effective. Every Will Package comes with a state-specific Last Will & Testament, Financial Power of Attorney, and Health Care Directive. All Wills and Trusts handle guardianship for children and backup caretakers for pets.
Powerful and private. Trust Packages come with a Joint or Individual Trust, Pour Over Will, Quitclaim Deed, Power of Attorney, and Health Care Directives. Advanced controls for Special Needs planning and other beneficiary controls.
Many of your clients will already have an estate plan - and many of those estate plans are sitting in a filing cabinet collecting dust. Upload your clients' full set of documents to get a detailed analysis and action plan for updates and maintenance.
Surprises in life can be fun - surprises after death, not so much. Total Planning is a digital filing cabinet for all of life's important details, including personal contacts, legal documents, medical history, assets, debts, insurance, real estate, and digital assets.
During life, estate plans need to be shared and discussed. After death, the plans needs to be operationalized and settled. Snug's platform is designed for family and professional participation, with read-only and collaborator roles.
“I'm amazed how simple the planning process can be with a little structure and guidance.”
Stacy, mom in Colorado
“We used Snug to help my 80-year-old dad get organized and think through heirlooms.”
Mark, son in Ohio
“I went for a Power of Attorney for myself and left with one for the whole family!”
Calvin, dad and husband in Georgia

Help your clients get organized

Personal

Family, pets, personal history, and wisdom to pass along to the next generation.

Legal

Estate planning, marriage (and divorce), business documents and succession plans.

Financial

List of assets and debts to make clear inventories and avoid discovery efforts.

Insurance

Life, home, auto, and health insurance policies and beneficiaries.

Taxes

Historical state and federal tax returns and supporting documents.

Property

Vehicles, real estate, and other property to create a Personal Property Memorandum.

Digital

Social media, cloud storage, photo services, and more digital assets.
Try it yourself
Book a demo

Comprehensive guides for clients and their families.

Complete Guide to Planning

Estate planning can sound scary and complex, but we're here to help simplify the process and decisions for you.

Complete Guide for Executors

Being an Executor or Personal Representative can be a rewarding, yet challenging role. This guide helps to light the way.

Complete Guide for Trustees

Being a Trustee is a significant legal and operational role. This guide includes everything you'll need.