Simple pricing. Easy profit.

Set your price for a Will and Trust, then pay a flat rate for each client purchase and collect your profit.

Solo

$99 per month

Snug Fees
Clients - Unlimited
Will Package - $200
Trust Package - $500
Team
Admins - Up to 2
Agents - $95/agent/month
White Label Upgrades
Client App - $600 (one-time)
Back Office - $3,500 (one-time)

Team

$249 per month

Snug Fees
Clients - Unlimited
Will Package - $175
Trust Package - $450
Team
Admins - Unlimited
Agents - $75/agent/month
White Label Upgrades
Client App - $400 (one-time)
Back Office - $3,000 (one-time)

Agency

$499 per month

Snug Fees
Clients - Unlimited
Will Package - $150
Trust Package - $400
Team
Admins - Unlimited
Agents - Unlimited
White Label Upgrades
Client App - Included
Back Office - $2,500 (one-time)

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?
Pay for only what your team needs with Solo, Team, and Agency price tiers. Upgrade or downgrade at any time.
Are there long contracts and commitments?
Not at all! Choose between paying monthly or annually, and cancel your account anytime.
Platform Fees
Solo
Team
Agency
Monthly Access
$99/mo
$249/mo
$499/mo
Annual Access (optional)
$999/yr
$2,499/yr
$4,999/yr
White Label - Client App
$600 (one-time)
$400 (one-time)
Included
White Label - Back Office
$3,500 (one-time)
$3,000 (one-time)
$2,500 (one-time)
1,000+ Zapier Integrations
Included
Included
Included
Custom Integrations
-
-
Available
Training Seminars
-
-
Available
Usage Fees
Solo
Team
Agency
Client Accounts
Unlimited
Unlimited
Unlimited
Team Accounts - Admins
Up to 2
Unlimited
Unlimited
Team Accounts - Agents
$95/agent/mo
$75/agent/mo
Unlimited
Last Will & Testament
$200
$175
$150
Revocable Living Trust
$500
$450
$400
Joint Revocable Living Trust
$500
$450
$400
Special Needs Trust
Optional with Trust
Optional with Trust
Optional with Trust
Pour Over Will
Included with Trust
Included with Trust
Included with Trust
Certificate of Trust
Included with Trust
Included with Trust
Included with Trust
Quitclaim Deed
Included with Trust
Included with Trust
Included with Trust
Financial Power of Attorney
Included with Will or Trust
Included with Will or Trust
Included with Will or Trust
Health Care Directive
Included with Will or Trust
Included with Will or Trust
Included with Will or Trust