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 Standard to Agency later?
No problem! You’ll only need to pay the $4,750 difference to upgrade. Snug makes it easy to transition as your needs evolve.
Onboarding
Standard
Agency
Setup Fee
$1,250
$6,000
Client Portal - Branding
Custom
Custom
Client Portal - Domain
Custom
Custom
Back Office Dashboard - Branding
Snug
Custom
Back Office Dashboard - Domain
Snug
Custom
1,000+ Zapier Integrations
Included
Included
Custom Integrations
-
Available
Training Seminars
-
Available
Usage Fees
Standard
Agency
Client Accounts
Unlimited
Unlimited
Team Accounts
Unlimited
Unlimited
Last Will & Testament
$200
$150
Revocable Living Trust
$500
$400
Joint Revocable Living Trust
$500
$400
Special Needs Trust
Optional with Trust
Optional with Trust
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.
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1. Try it yourself
Start a free demo account to experience how our platform simplifies estate planning for your clients and your team.
