Simple pricing. Easy profit.

Pay a one-time onboarding fee, then pay a flat rate for each client purchase. No monthly or annual fees.

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
Best for small businesses who want to begin selling estate plans with minimal setup cost.
Standard White Label
$1,000 setup fee
Best for businesses who want their brand to be front and center in the client experience.
Agency White Label
$6,000 setup fee
Best for agencies who want a white labeled back-office dashboard for agents.

Step 2
Invitations

Securely add your team and invite unlimited clients to the platform.
Agent Accounts
Unlimited
Admin Accounts
Unlimited
Client Accounts
Unlimited
Unlimited agent seats: Bring your whole team onboard at no additional cost.
Unlimited client accounts: Add as many clients as you can handle at no additional cost.

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%
Flat rates: Pay a flat rate when clients purchase Will or Trust packages
Pay when you profit: Snug only charges you once a client creates a document.
Control your margins: Customize your client pricing to scale your revenue.

Frequently asked questions

When do I get paid?
We settle all transactions at the end of each month. If you have made client sales in a given month, you can expect payment to be initiated on the 1st of the next month. Coming soon, real-time payments!
Are there any recurring fees?
We don’t do those. Snug’s pricing is simple: a one-time onboarding fee and per-document charges when you create them. No subscriptions, no monthly fees, just fair, pay-as-you-go pricing that keeps things stress-free.
How many clients can I have?
The sky’s the limit! Snug allows for unlimited clients, so you can keep building your business without worrying about hitting a cap.
How many users from my team can I add?
With Snug, your entire team can join—unlimited users, no extra cost. Scale your practice and collaborate freely!
What if I want to upgrade from co-branding to white label later?
No problem! You’ll only need to pay the $500 difference to upgrade—no additional $1000 fee. Snug makes it easy to transition as your needs evolve.
Onboarding Fees
Pro
Enterprise
Client App - Co-branding
$500
$500
Client App - White Label
$1,000
$1,000
Agent Dashboard - Co-branding
Included
Included
Agent Dashboard - White Label
$5,000
$5,000
1,000+ Zapier Integrations
Included
Included
Custom Integrations
-
Available
SAML / SSO
-
Available
Training Seminars
-
Available
Usage Fees
Pro
Enterprise
Client Accounts
Unlimited
Unlimited
Team Accounts
Unlimited
Unlimited
Last Will & Testament
$150
Custom
Revocable Living Trust
$400
Custom
Joint Revocable Living Trust
$400
Custom
Special Needs Trust
$400
Custom
Pour Over Will
Included with Trust
Included with Trust
Certificate of Trust
Included with Trust
Included with Trust
Quitclaim Deed
Included with Trust
Included with Trust
Financial Power of Attorney
Included with Will or Trust
Included with Will or Trust
Health Care Directive
Included with Will or Trust
Included with Will or Trust

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.