Your logo and domain, front and center, ensuring every plan, email, and document reflects your brand and the promise you make to every client. Choose between a fully white-labeled experience or co-branding alongside Snug.
Full control over pricing (and profit) for Wills and Trusts, with no annual or monthly fees. Easily set default pricing, custom pricing for an individual client, or use your own payment processor and skip the Snug paywalls.
Create Wills, Trusts, and other essential documents in under 20 minutes. Every document template is attorney-approved with proven, state-specific legal language.
Many of your clients will already have an estate plan - and many of those estate plans are sitting in a filing cabinet collecting dust. Upload your clients' full set of documents to get a detailed analysis and action plan for updates and maintenance.
Snug's platform is designed for family and professional participation, with read-only and collaborator roles. Connect with the next generation with family conversations about plans and everybody's role as executors, trustees, beneficiaries, etc.
Build your business, on your terms
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No annual or monthly fees.
Stay and use the platform because you (and your clients) love it, not because you're trapped in a contract.
Simple and effective. Every Will Package comes with a state-specific Last Will & Testament, Financial Power of Attorney, and Health Care Directive. All Wills and Trusts handle guardianship for children and backup caretakers for pets.
Powerful and private. Trust Packages come with a Joint or Individual Trust, Pour Over Will, Quitclaim Deed, Power of Attorney, and Health Care Directives. Advanced controls for Special Needs planning and other beneficiary controls.
Many of your clients will already have an estate plan - and many of those estate plans are sitting in a filing cabinet collecting dust. Upload your clients' full set of documents to get a detailed analysis and action plan for updates and maintenance.
Surprises in life can be fun - surprises after death, not so much. Total Planning is a digital filing cabinet for all of life's important details, including personal contacts, legal documents, medical history, assets, debts, insurance, real estate, and digital assets.
During life, estate plans need to be shared and discussed. After death, the plans needs to be operationalized and settled. Snug's platform is designed for family and professional participation, with read-only and collaborator roles.
Help your clients get organized
Personal
Family, pets, personal history, and wisdom to pass along to the next generation.
Legal
Estate planning, marriage (and divorce), business documents and succession plans.
Financial
List of assets and debts to make clear inventories and avoid discovery efforts.
Insurance
Life, home, auto, and health insurance policies and beneficiaries.
Taxes
Historical state and federal tax returns and supporting documents.
Property
Vehicles, real estate, and other property to create a Personal Property Memorandum.
Digital
Social media, cloud storage, photo services, and more digital assets.
