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.
Client Experience (choose one)
Co-branding: $500
White label: $1,000
Agent Experience (choose one)
Co-branding: $0
White label: $5,000
Client branding: Choose between white label and co-branding options
Agent branding: Choose between white label and co-branding options
Upgrade at any time: Upgrade your branding option and only pay the difference.

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?
Are there any recurring fees?
How many clients can I have?
How many users from my team can I add?
What if I want to upgrade from co-branding to white label later?
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.