Estate planning that scales like you should
Launch a white-label platform for your estate planning practice in under a week. Attorney-approved templates, legally compliant in all 50 states. Handle more clients without hiring more attorneys.
Everything your firm needs to scale estate planning. All in one platform.
Scale without hiring
Handle 10x the client volume with guided workflows. More plans, same headcount.
Attorney-approved templates
Trusts, Wills, POAs, and Directives built to the standard your name demands. All 50 states.
Paralegal & staff workflows
Guided onboarding for your full team. Paralegals and staff handle intake — you review.
Branded client portal
Your firm's name, logo, and domain. Clients see their attorney, not a software company.
Automated plan assembly
Clients answer guided questions. Documents assemble automatically. You review and approve.
Practice performance dashboard
Plans completed, revenue earned, and team throughput — tracked 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.