Start selling
estate plans
today.

Join thousands of professionals who trust Snug’s estate planning software to deliver a fresh, modern client experience.
Free demo account – No credit card required
Estate Plan Sales
Trust
$1,250
Will
$550
Trust
$1,250
Total Sales: $3,050

Join thousands of businesses nationwide.

⚖️

Attorneys

Easily combine our Trust and Will templates with your own legal documents.

💰

Advisors

All-in-one platform, check. Compliance and security, check and check.

🔒

Insurance

Estate planning goes well with life insurance, long-term care, and disability.

🗂️

Tax & Accounting

Tax preparation and planning are critical to gift and trust strategies.

Set your prices,
collect your profit.

Full control over pricing for Wills and Trusts, with simple, transparent base fees for each document package sold.

Bring your brand,
be the hero.

Clients and their families will experience the modern estate planning process through your brand and website. Agent white labeling also available.

Perfect for teams,
big or small.

With no seat licenses, you can bring the whole team. Admins help manage everything, while agents build their personal book of business.

Compliant docs,
in all 50 states.

Every client document is created with attorney-approved templates using state-specific legal language.

Everything you need,
plus a bit more.

We go above and beyond for you, so you can go above and beyond for your clients.

📣

Marketing

16x ready-to-use marketing assets with your brand and our best-performing copy.

🤝

Integrations

Simple integration with Salesforce, Wealthbox, Redtail, and 1,000's more.

🚀

Lead Gen

Embed the "Will vs. Trust" quiz on your website and convert more leads.

🛟

Support

Dedicated support to understand and integrate your workflows.

🚦

Dashboard

Dashboard app for your team to manage clients and track business success.

🎓

Education

Over 2,000 blog posts to get clients and teammates up to speed on estate planning.

😍

Referrals

Unlimited base fee credits available for referring friends and colleagues.

Simple, clear pricing with no surprises.

Step 1
Onboarding

Choose between white label and co-branding options for your client and agents.
Snug Cobranding
$500 setup fee
Standard White Label
$1,000 setup fee
Agency White Label
$6,000 setup fee

Step 2
Invitations

Securely add your team and invite unlimited clients to the platform.
Agent Accounts
Unlimited
Admin Accounts
Unlimited
Client Accounts
Unlimited

Step 3
Purchases

Pay a flat rate when clients purchase Will or Trust packages.
Will Package
$150
Trust Package
$400
Payment Processing
Collected by you: 0%
Collected by Snug: 5%

Start selling estate plans in less than a week.

$1,200
Average profit per estate plan sold for current professional customers.
3

days

Average time to complete onboarding for a new white label account.

Get started today.

🔍

1. Try it yourself

Start a free demo account to experience how our platform simplifies estate planning for your clients and your team.

✨

2. Upgrade to Pro

Choose the plan that best suits your business, add your team, and integrate into your website.

🚀

3. Start selling

Start providing your client with modern, professional estate planning services, including wills and trusts.