Real Documents. Real Protection.

What’s Actually Included in Your Plan

Preview Your Estate Plan — Before You Commit

Your Plan Shouldn’t Be a Mystery

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Last Will and Testament

Sample Will

(Usually if you don't own a home)

📎 See Sample Will Above

Here's what you get with your Will package:

Attorney-written Last Will and Testament
Outlines your wishes for distributing assets, naming guardians, and final instructions.
Financial Power of Attorney
Appoints someone you trust to handle financial matters if you’re ever unable to.
Healthcare Directive (Living Will)
Documents your medical preferences and relieves loved ones from making hard choices.
Plan Summary
Gives a clear, simplified overview of your plan and all key people involved.
Secure Online Dashboard
Access your plan anytime, make updates, and download copies as needed.

$495

Choose a will

Link goes to free account first!

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Revocable Living Trust

Sample Trust

(Usually if you own a home)

📎 See Sample Trust Above

Here's what you get with your Trust package:

Attorney-written Revocable Living Trust (individual or joint)
A flexible legal document that avoids probate, protects your privacy, and allows full control of your assets during your lifetime.
Pour-Over Will
Acts as a backup to ensure any assets not included in the trust are still distributed according to your wishes.
Certificate of Trust
A simplified document you can present to banks or institutions without revealing private details of your full trust.
Financial Power of Attorney
Names someone to handle financial matters if you become incapacitated.
Healthcare Directive (Living Will)
Clearly outlines your medical preferences to guide loved ones and medical professionals.
Trust Funding Guide
Step-by-step instructions for transferring assets into your trust.
Includes deed transfer documents to move your home into the Trust, helping you avoid probate
Plan Summary
A streamlined overview of your full plan and everyone involved.
Secure Online Dashboard
Edit, update, or download your full plan anytime from your private portal.

$1995

Choose a trust

Link goes to free account first!

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Healthcare Directive

Sample Healthcare Directive

(For Everyone)

📎 See Sample Healthcare Directive Above

Included in all packages:

Living Will
Clearly states your wishes for end-of-life care, life support, and major medical interventions.
Healthcare Power of Attorney (Healthcare Agent)
Appoints someone you trust to make medical decisions if you're unable to communicate.
HIPAA Release
Authorizes your agent and other trusted individuals to access your medical information when needed.
Plan Summary
A concise outline of your healthcare preferences and the people involved in your plan.
Secure Online Dashboard
Update or download your directive at any time from your private portal.

$ -- Included

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Financial Power of Attorney

Sample Financial Power of Attorney

(For Everyone)

📎 See Sample Financial Power of Attorney Above

Included in all packages:

Durable Financial Power of Attorney
Appoints a trusted individual to manage your finances if you're ever unable to do so yourself.
Customizable Powers
Choose which responsibilities your agent will have — from managing bank accounts to handling real estate, taxes, and more.
Immediate or Springing Activation
Decide whether your POA takes effect right away or only if you're incapacitated.
Plan Summary
A clear breakdown of your financial agent's role and the scope of their authority.
Secure Online Dashboard
Access and update your POA documents anytime from your private portal.

$ -- Included

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Certificate of Trust

Sample Certificate

of Trust

(Part of Trust Package)

📎 See Sample Certificate of Trust Above

Included in Trust:

Certificate of Trust Document
A simplified summary of your trust used to prove its existence without disclosing sensitive details.
Institution-Ready Format
Accepted by banks, title companies, and financial institutions when transferring assets or opening accounts.
Privacy Protection
Keeps the full contents of your trust confidential while still providing necessary legal proof.
Plan Summary
Includes key information like trustee names and signing authority in a streamlined format.
Secure Online Dashboard
Instantly access, download, or update your Certificate anytime.

$ -- Included

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Pour-Over Will

Sample Pour-Over Will

(Part of Trust Package)

📎 See Sample Pour-Over Will Above

Included in Trust:

Pour-Over Will Document
Serves as a safety net to ensure any assets not placed in your trust during your lifetime are transferred into it at death.
Trust Backup Protection
Works hand-in-hand with your Revocable Living Trust to ensure your full estate plan is honored.
Guardianship Nominations
Allows you to name guardians for minor children, even when using a trust-based plan.
Final Wishes Section
Optionally include preferences for burial, cremation, or memorial instructions.
Plan Summary
A clear overview of what the Pour-Over Will does and how it integrates with your trust.
Secure Online Dashboard
Access, update, or download your Pour-Over Will at any time.

Included

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My Plan Summary

Sample Plan Summary

(Part of Both Packages)

📎 See Sample Plan Summary Above

Included in Trust and Will Packages:

Personalized Overview of Your Estate Plan
Summarizes all key documents, agents, and roles in one easy-to-understand format.
Contact & Responsibility List
Clearly identifies your decision-makers — including trustees, agents, executors, and guardians.
Document Inventory
Lists every document included in your plan, along with its purpose.
Instructions & Next Steps
Outlines what to do after signing — from funding a trust to notifying key people.
Print & Share Friendly
Easily downloadable and designed to share with family or trusted advisors.
Secure Online Dashboard
Always accessible for updates, reviews, or reprinting when needed.

Included

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Security Policy

Security Policy

(Part of Both Packages)

📎 See Security Policy Above

Included in Trust and Will Packages:

How We Keep Your Plan Secure

Bank-Level Encryption
All data is encrypted in transit and at rest using 256-bit encryption — the same level used by banks and financial institutions.
Private and Confidential
Your documents and information are never shared without your explicit consent.
Secure Account Access
Multi-factor authentication and strong password protections help keep your account safe.
Cloud-Based Redundancy
Your documents are safely backed up in the cloud and accessible only through your private dashboard.
U.S.-Based Infrastructure
All systems and data are hosted in secure U.S. data centers, compliant with relevant privacy laws.
Regular Compliance Audits
Snug regularly reviews its infrastructure for SOC 2, HIPAA, and state-level legal compliance.

Included

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Estate Plan Analysis

Sample Estate Analysis

(If you need to update your current plan)

📎 See Sample Estate Analysis Above

Do you already have an estate plan? Need a second look or an update?

Comprehensive Review of Existing Documents
We examine your current Will, Trusts, Powers of Attorney, Healthcare Directives, and more.
Identification of Gaps or Outdated Elements
We highlight what’s missing, inconsistent, or no longer aligned with your wishes or current law.
Plain-Language Summary of Your Current Plan
We break down legal complexity into a format that’s easy to understand and share with family.
Recommendations for Improvement
We provide actionable next steps to strengthen, simplify, or modernize your estate plan.
Coordination with Beneficiaries and Fiduciaries
We identify how your documents interact and suggest ways to streamline roles and designations.
Personalized Support
You’ll get one-on-one help reviewing your plan and identifying whether a new plan is needed or just a few key updates.

$ 295

One-Time Flat Fee
Not sure what your current plan actually does?
I'll personally review your Will, Trust, Power of Attorney, and other documents — and give you a clear breakdown of what’s solid, what’s missing, and what needs to change.
No pressure. No upsell. Just the truth — in plain English.