Snug is an estate planning platform that provides modern tools for professionals such as financial advisors, attorneys, and insurance brokers to streamline the estate planning process. Their software allows users to create wills and trusts using attorney-approved templates, ensuring compliance across all 50 states. With features like white labeling, unlimited client accounts, and a focus on user experience, Snug differentiates itself by offering a simple, transparent pricing model and dedicated support. The platform has gained traction with thousands of businesses nationwide, making it a strong player in the estate planning market.

Denver, CO, USA

Snug

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