Estate planning your reps can count on
Add white-label estate planning to your product shelf in under a week. Guided onboarding gets reps offering plans fast — a compliant, revenue-generating service that deepens every client relationship.
Everything your reps need to offer estate plans. All in one platform.
Product shelf expansion
Add estate planning to your existing product mix. No new licensing or compliance burden.
Branch-level onboarding
Guided training gets reps offering estate plans in under two hours. Track by branch.
Compliant in all 50 states
Attorney-approved Trusts, Wills, POAs, and Health Care Directives. Built for regulated firms.
Rep-level revenue sharing
Reps earn on every plan sold. Your broker-dealer earns across all reps. Automatic payouts.
Branded client portal
Clients track progress and sign documents under your firm's brand — not a third party's.
Multi-branch reporting
Plans sold, rep activity, and revenue — sliceable by branch, region, and individual rep.
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.