Snug
The platform automates the creation of estate planning documents, including wills and trusts, utilizing state-specific templates to enhance efficiency and reduce costs. It also features a digital filing system for organizing essential legal documents, supporting comprehensive estate management.
- Industry: Estate & Life Planning
- Location: Denver, Colorado, United States
- Founded: 2021-01-01
- Website: https://getsnug.com
Product & Features
- Snug offers an all-in-one estate planning platform for professionals, enabling seamless client experiences.
- Users can customize Trust and Will templates with their own legal documents for personalized service.
- The platform provides compliance and security for estate planning documents across all 50 states.
- It features a white label client portal, allowing businesses to maintain their brand throughout the client experience.
- Snug integrates easily with popular CRM systems like Salesforce and Wealthbox for streamlined workflows.
- The dashboard app helps teams manage clients and track business success effectively.
- Users gain access to over 2,000 educational blog posts to enhance client understanding of estate planning.
- Dedicated support is available to assist with workflow integration and platform usage.
Founders & Team
- Scott Cary — Co-founder & CEO
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Frequently Asked Questions
What is Snug?
The platform automates the creation of estate planning documents, including wills and trusts, utilizing state-specific templates to enhance efficiency and reduce costs. It also features a digital filing system for organizing essential legal documents, supporting comprehensive estate management.
What does Snug do?
Snug offers an all-in-one estate planning platform for professionals, enabling seamless client experiences. Users can customize Trust and Will templates with their own legal documents for personalized service. The platform provides compliance and security for estate planning documents across all 50 states.
Who founded Snug?
Snug was founded by Scott Cary.
What category does Snug fall under?
Snug is a legal technology company in the Estate & Life Planning category.
Where is Snug based?
Snug is based in Denver, Colorado, United States.
When was Snug founded?
Snug was founded in 2021.