"I'm amazed how simple the planning process can be with a little structure and guidance."
Estate planning made simple
Peace of mind
in every plan.
Create your Will or Trust online in minutes. Starting at $595.
"We used Snug Estate to help my dad get organized and think through heirlooms."
"I went for a Power of Attorney for myself and left with one for the whole family."
The essentials
Let's focus on what matters.
Build the core documents your family may need, without turning the process into a second job.
Wills & Trusts
Create a new Will or Trust through a guided process built for clarity, confidence, and simplicity.
Get startedHealth Care Directive
Document your medical wishes so your family is not forced to guess during a stressful moment.
Complimentary
Get started
Power of Attorney
Choose who can help manage important financial and legal matters if you are unable to do so.
Complimentary
Get started
Simple pricing
Choose your estate plan.
Start with the plan that fits your family today. Keep your documents organized and easier to update as life changes.
Most popular
Will-Based Estate Plan
Personalized planning for your assets, children, medical care, and final arrangements.
$595
1 year of updates included
Documents included:
- Last Will & Testament
- HIPAA Authorization
- Living Will
- Power of Attorney
Most comprehensive
Trust-Based Estate Plan
All of the coverage of a Will, plus added structure to help avoid probate and reduce family burden.
$1,295
1 year of updates included
Documents included:
- Revocable Living Trust
- Schedule of Assets
- Pour Over Will
- HIPAA Authorization
- Living Will
- Power of Attorney
- Certification of Trust
Beyond documents
Legacy Planning + Tax Advisory
Creating a Will or Trust is an important first step. True legacy planning goes beyond documents. It brings together your estate plan, tax planning, wealth organization, beneficiary designations, and long-term family goals into one coordinated strategy.
A more complete planning experience
For individuals, families, and business owners seeking a more comprehensive approach, we offer ongoing Legacy Planning and Tax Advisory services designed to help protect assets, improve financial organization, reduce unnecessary taxes, and create greater clarity for future generations.
- Proactive tax planning and advisory
- Will and trust planning guidance
- Power of Attorney and Health Care Directive review
- Beneficiary and asset coordination
- Wealth aggregation and financial organization
- Business succession planning support
- Coordination between financial, tax, and legacy goals
Why it matters
Plan today and avoid headaches tomorrow.
A little organization now can save your family time, stress, and unnecessary confusion later.
550
Hours an executor or trustee may spend cleaning up a messy estate.
43%
Families can experience conflict when planning and communication are unclear.
Organization
Now, let's get organized.
Estate planning is easier when your documents, accounts, and instructions are not scattered everywhere like a financial junk drawer.
Personal
Family, pets, personal history, and wisdom to pass along.
Legal
Estate documents, business documents, and succession plans.
Financial
Assets, debts, accounts, and key financial records.
Insurance
Life, home, auto, health policies, and beneficiaries.
Taxes
Tax returns and supporting records your family may need.
Property
Vehicles, real estate, and important personal property.
Digital
Social media, cloud storage, photos, passwords, and subscriptions.
Ready
Keep everything organized for the people who may need it.
Guides
Helpful guides for you and your loved ones.
Make the process easier to understand before anyone has to deal with it under pressure.
Estate Planning
A practical starting point for understanding what documents your family may need.
Executors
A simple overview of the responsibilities that can come with settling an estate.
Trustees
A clear look at trust administration duties and why organization matters.
FAQ
Common questions.
No. This is a guided estate document creation and organization process. It is designed for people who want a practical, streamlined way to create basic estate planning documents.
You should speak with an attorney if your situation involves Medicaid planning, blended family disputes, special needs planning, business succession, creditor issues, unusual assets, or anything likely to become contested.
Many users can complete the guided process in under 20 minutes. The actual time depends on how prepared you are with family names, beneficiary choices, asset information, and the people you want to name for important roles.
The Will-Based Estate Plan includes a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney.
The Trust-Based Estate Plan includes a Revocable Living Trust, Schedule of Assets, Pour Over Will, HIPAA Authorization, Living Will, Power of Attorney, and Certification of Trust.
Yes. Your plan includes 1 year of updates, so you can adjust your documents as your life changes. Updates are helpful after major events such as marriage, divorce, a new child, a home purchase, a move, or a change in the people you trust to serve as decision-makers.
Start with the names and contact information for family members, beneficiaries, guardians, executors, trustees, and agents under your Power of Attorney or Health Care Directive.
It also helps to have a rough list of your bank accounts, investment accounts, real estate, insurance policies, business interests, vehicles, digital accounts, and other important assets.
Legacy Planning goes beyond creating legal documents. It helps coordinate your estate plan, tax planning, financial accounts, beneficiary designations, and family goals into a more complete strategy designed to protect what you've built and make life easier for the people you care about.
A Will explains how you want certain assets handled after death and can name guardians for minor children. A Trust can provide added structure for managing assets and may help your family avoid probate when it is properly funded.
A Trust is often a better fit when privacy, probate avoidance, real estate, minor beneficiaries, or smoother family administration are important goals.
Ready when you are
Trust comes standard.
Start your estate plan today and make things easier for the people you care about.
Get started for free