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.

Snug
Cobranding

Best for small businesses who want to begin selling estate plans with minimal setup cost.
Setup Fee (one-time)
$500
Usage Fees
Will Package - $150
Trust Package - $400
Features
Snug-branded client experience
Snug-branded back office dashboard
Unlimited clients
Unlimited agents and admins

Standard
White Label

Best for businesses who want their brand to be front and center in the client experience.
Setup Fee (one-time)
$1,000
Usage Fees
Will Package - $150
Trust Package - $400
Features
White label client experience
Snug-branded back office dashboard
Unlimited clients
Unlimited agents and admins

Agency
White Label

Best for agencies who want a white labeled back-office dashboard for their team of agents.
Setup Fee (one-time)
$6,000
Usage Fees
Will Package - $150
Trust Package - $400
Features
White label client experience
White label back office dashboard
Unlimited clients
Unlimited agents and admins

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 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
Cobranding
Standard
Agency
Setup Fee
$500
$1,000
$6,000
Client Portal - Branding
Snug
Custom
Custom
Client Portal - Domain
Snug
Custom
Custom
Back Office Dashboard - Branding
Snug
Snug
Custom
Back Office Dashboard - Domain
Snug
Snug
Custom
1,000+ Zapier Integrations
Included
Included
Included
Custom Integrations
-
-
Available
Training Seminars
-
-
Available
Usage Fees
Cobranding
Standard
Agency
Client Accounts
Unlimited
Unlimited
Unlimited
Team Accounts
Unlimited
Unlimited
Unlimited
Last Will & Testament
$150
$150
$150
Revocable Living Trust
$400
$400
$400
Joint Revocable Living Trust
$400
$400
$400
Special Needs Trust
Optional with Trust
Optional with Trust
Optional with Trust
Pour Over Will
Included with Trust
Included with Trust
Included with Trust
Certificate of Trust
Included with Trust
Included with Trust
Included with Trust
Quitclaim Deed
Included with Trust
Included with Trust
Included with Trust
Financial Power of Attorney
Included with Will or Trust
Included with Will or Trust
Included with Will or Trust
Health Care Directive
Included with Will or Trust
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.