Estate planning your downline can bank on
Launch white-label estate planning across your entire distribution network in under a week. Guided onboarding gets agents selling fast, and revenue sharing means everyone earns — from the top down.
Everything your distribution network needs to sell estate plans. All in one platform.
Multi-level revenue sharing
Automatic commission splits at every tier of your distribution. Transparent payouts, all the way down.
Downline management
Track onboarding, activation, and plan sales across every level of your hierarchy from one view.
White-label platform
Your logo, your domain, your brand. Agents and clients never see our name.
Bulk agent onboarding
Onboard hundreds of agents at once with guided, self-serve training that takes under two hours.
50-state legal compliance
Attorney-approved Trusts, Wills, POAs, and Health Care Directives. Legally compliant in all 50 states.
Network-wide reporting
Plans sold, revenue earned, and agent activity — across every tier, in one dashboard.
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.