The estate plan your financial plan is missing
Add white-label estate planning to your practice in under a week. No legal background needed. Turn the estate planning conversation you're already having into a service — and a revenue stream.
Everything your planners need to deliver estate plans. All in one platform.
Complete the financial plan
Close the estate planning gap your clients already ask about. No referral needed.
Revenue from every plan
Earn on every estate plan sold. Transparent payouts — new income from existing conversations.
No legal background needed
Attorney-approved documents and guided workflows. Your planners advise — platform handles the rest.
Branded to your practice
Your logo, your domain. Estate planning that looks and feels like your firm, not ours.
One client dashboard
Clients track progress, sign documents, and manage beneficiaries in a single clean interface.
Practice-level insights
Track plans sold, client engagement, and revenue across your entire planning practice.
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.