Prospera Investment Advisors has entered into an arrangement with Snug, a third-party technology platform that provides a comprehensive estate planning solution. Snug allows users to create, manage, and administer estate plans through their digital platform. As part of our arrangement, Prospera Investment Advisors purchases access to the Snug platform, which enables us to invite or refer our clients to create estate planning documents for an additional cost.
Snug's platform is designed to help clients create estate planning documents that align with the legacy objectives we have discussed and developed together. Once referred to Snug, clients enter the platform and are guided through the document creation process. As an advisor, I may assist clients in the role of a scrivener, helping to input client information and preferences into the Snug platform based on our prior discussions and the client's instructions. However, it is important to note that this assistance does not constitute legal advice, and the client maintains full control over the final decisions and selections made within the Snug platform. Prospera Investment Advisors is not a law firm, our advisors are not attorneys and do not provide legal advice or legal counsel.
Prospera Investment Advisors does not draft, modify, or create any legal language within the estate planning documents. The legal content and structure of the documents are predetermined by Snug and their legal team. My role as a scrivener is limited to facilitating the input of client data and choices within the parameters set by Snug's platform.
From a compliance perspective, offering access to Snug's platform and acting as a scrivener within the platform is similar to other estate planning referrals that Prospera Investment Advisors may provide. Snug prioritizes advisor compliance with industry best practices regarding legal ethics and professional rules of conduct.
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