Snug provides a white-labeled platform for professionals to offer modern, attorney-approved estate planning documents, including wills and trusts, across all 50 states. The system allows firms to control pricing, manage their team through a central dashboard, and integrate the client-facing process directly into their own branding. This solution streamlines document creation and client onboarding while offering marketing assets and integrations with common CRM tools.
Funding
Funding not disclosed
Founders
Product
Problem
Many individuals and families lack comprehensive estate plans due to the complexity and high costs associated with traditional legal services. Existing estate plans are often static documents that become outdated quickly, requiring ongoing maintenance and updates to reflect changing life circumstances and asset allocations.
Solution
Snug provides a digital estate planning platform that empowers families and professionals to create and manage legally compliant wills, trusts, and other essential documents. The platform offers attorney-approved templates and state-specific legal language, streamlining the document creation process and reducing the need for expensive legal consultations. Users can analyze existing estate plans, collaborate with family members and advisors, and maintain their documents through a centralized digital platform. Snug's white-labeling options allow businesses to integrate estate planning services into their existing offerings, enhancing brand visibility and client engagement.
Target Audience
Snug targets individuals and families seeking affordable and accessible estate planning solutions, as well as financial advisors, attorneys, insurance brokers, accountants, HR departments, and real estate agents looking to offer estate planning services to their clients.
Features
- Attorney-approved document templates for wills, trusts, power of attorney, and healthcare directives
- State-specific legal language and compliance
- Document analysis tool for identifying gaps and areas for improvement in existing estate plans
- Collaboration features for families and professional advisors with role-based access controls
- Secure digital storage for all estate planning documents
- White-labeling options for businesses to customize the platform with their own branding
- Integration capabilities with Zapier for connecting with other business applications
- Total Planning feature for organizing personal, legal, financial, insurance, tax, property, and digital asset information