Estate planning that works year-round
Add white-label estate planning to your practice in under a week. No legal experience required. Turn tax season conversations into a year-round revenue stream — from clients who already trust you.
Everything your practice needs to deliver estate plans. All in one platform.
Revenue beyond tax season
Estate plans sell year-round. Turn a seasonal practice into a 12-month revenue stream.
Leverage client trust
Your clients already share their most sensitive data with you. This is the logical next offer.
No legal experience needed
Guided workflows and attorney-approved documents. Start offering estate plans in under two hours.
Branded to your practice
Your name, your logo, your domain. Clients see their tax preparer, not a third party.
Legally compliant everywhere
Trusts, Wills, POAs, and Health Care Directives. Attorney-approved templates, legally compliant in all 50 states.
Simple performance tracking
See plans sold, revenue earned, and client engagement — all in one clean 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.