Selling estate plans is simple, here's how it works.

Sharing Plans with Family

Empower your clients to securely share and manage their estate details with Snug.

Running an Annual Review Process

Efficiently update and review estate plans annually.

Marketing Tools

Use Snug's resources to effectively market estate planning services.

Client Plan Download

Help clients easily export and download their plans.

Integrating into Your Website

Enhance your client onboarding with Snug's easy website integration.

Demo Accounts

Explore how to make the most of your Snug demo account.

Total Planning Overview

Provide a comprehensive and organized planning experience with Snug's Total Planning modules.

Creating a Will or Trust

Navigate Snug's will and trust creation features with ease.

High-Touch Service Workflow

Provide a high-touch experience for your estate planning clients.

Low-Touch, DIY Client Workflow

Set up a low-touch, DIY workflow for client independence.

Client Pricing

Learn to set and manage pricing for estate planning services.