Simple and effective. Every Will Package comes with a state-specific Last Will & Testament, Financial Power of Attorney, and Health Care Directive. All Wills and Trusts handle guardianship for children and backup caretakers for pets.
Powerful and private. Trust Packages come with a Joint or Individual Trust, Pour Over Will, Quitclaim Deed, Power of Attorney, and Health Care Directives. Advanced controls for Special Needs planning and other beneficiary controls.
Many of your clients will already have an estate plan – and many of those estate plans are sitting in a filing cabinet collecting dust. Upload your clients’ full set of documents to get a detailed analysis and action plan for updates and maintenance.
Surprises in life can be fun – surprises after death, not so much. Total Planning is a digital filing cabinet for all of life’s important details, including personal contacts, legal documents, medical history, assets, debts, insurance, real estate, and digital assets.
During life, estate plans need to be shared and discussed. After death, the plans needs to be operationalized and settled. Snug’s platform is designed for family and professional participation, with read-only and collaborator roles.
