Sell deeds for a profit
Quitclaim deeds are now their own SKU. Set your price and profit. Works with all Trusts. Clients still get a free deed with Trust purchase.
Access for clients and agents
Clients can request additional deeds directly from the client portal. Agents can request deeds on their behalf. You control both.
Preview county data
Preview the current legal description and ownership details before generating the deed. If county records are off, upload a prior deed and we use that instead.
Estate planning has been complicated.
Now, it's your competitive edge.
Your brand, front and center
Fully white-labeled with your logo and domain. Clients experience estate planning as your product — Snug stays invisible.
Agents onboarded in under an hour
Guided, self-paced training that gets agents selling estate plans fast. No classroom sessions, no scheduling headaches.
Track every document from draft to signature
Visibility into customer progress creating, signing, and notarizing Trusts, Wills, and other essential documents.
See every plan, every dollar, every agent
Real-time reporting across your entire organization. Track agent performance, plan completion, and revenue down to the penny.
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.