Estate planning your clients won't put off
Add white-label estate planning to your firm in under a week. Your clients already trust you with their finances — now give them the estate plan that makes it all hold together. New revenue, year-round.
Everything your firm needs to deliver estate plans. All in one platform.
Year-round revenue
Stop leaving money on the table after April. Estate planning generates income in every quarter.
Built on existing trust
Your clients already share their financials with you. Estate planning is the natural next step.
No attorney required
Attorney-approved documents and guided workflows. Your CPAs advise — no bar license needed.
Your firm's brand
White-labeled under your firm's logo and domain. Clients see their CPA, not a tech platform.
Tax-aligned estate plans
Trusts, Wills, POAs, and Directives that complement the tax strategies you already deliver.
Firm-wide reporting
Track plans sold, revenue earned, and team adoption across partners and staff in real time.
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.