Estate planning for life's biggest transitions
Launch a white-label estate planning platform alongside your family law practice in under a week. Give clients the post-transition documents they need — without referring them out.
Everything your firm needs to serve clients in transition. All in one platform.
Keep the client, keep the revenue
Estate plans after divorce are inevitable. Capture that work instead of referring it out.
Post-transition documents
Updated Wills, Trusts, POAs, and Health Care Directives — ready when your client's decree is.
Guided client workflows
Clients answer simple questions. Documents assemble. Your team reviews. Less back-and-forth.
Branded to your firm
Your logo, your domain. Estate planning that feels like a natural extension of your practice.
Staff & paralegal tools
Guided onboarding for your full team. Paralegals manage intake — attorneys review final plans.
Revenue & volume tracking
Plans sold, revenue earned, and team activity across your family law practice 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.