Estate planning your advisory clients expect from you
Add white-label estate planning to your firm in under a week. Round out the full-service relationship your clients already depend on — with a new recurring revenue line and zero legal overhead.
Everything your firm needs to deliver estate plans. All in one platform.
Full-service, finally
Your clients expect comprehensive advisory. Estate planning fills the biggest remaining gap.
Recurring revenue line
Earn on every plan sold across your firm. A new service line with automatic, transparent payouts.
Zero legal overhead
Attorney-approved documents and guided workflows. Your team advises — no legal hire required.
Seamless firm branding
Your logo, your domain. Estate planning that looks like another service from your firm.
Advisory-grade documents
Trusts, Wills, POAs, and Health Care Directives. Compliant in all 50 states, ready to sign.
Cross-practice reporting
Track plans sold, revenue, and adoption across partners, CPAs, and client-facing staff.
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.