Estate planning your clients already need
Add white-label estate planning to your advisory practice in under a week. No legal expertise required. A new fee-based revenue stream from the AUM relationships you already have.
Everything your advisors need to deliver estate plans. All in one platform.
Fiduciary-aligned service
Estate planning that complements your financial plan — not a referral to someone else.
New revenue from existing AUM
Earn on every plan sold. A fee-based revenue stream from clients you already advise.
White-label under your RIA
Your firm's logo, domain, and brand. Clients see their advisor, not a tech vendor.
No legal expertise required
Guided workflows and attorney-approved documents. Your advisors sell — attorneys approved the templates.
Client wealth dashboard
Clients track estate plan progress and sign documents in one interface alongside your advice.
Firm-wide adoption tracking
See which advisors are active, how many plans are sold, and revenue earned across your RIA.
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.