Scott Cary
Co-Founder & CEO,
Snug Estate Planning
Scott Cary is the Co-Founder and CEO of Snug, a modern estate planning platform helping organizations deliver estate planning at scale. Prior to Snug, Scott was an early employee at Uber, where he launched and scaled operations across multiple markets. Scott launched Snug with the mission of making estate planning more accessible to the 68% of Americans who don’t have an estate plan in place. Outside of work, Scott is a husband to his wife Jackie and a proud dad to Calvin and Laurel.
Scott Cary's Sessions
- March 24
- 7:30 am
- - 8:30 am
- Davidson C
- Breakout Session
- Advisor Development, Practice Management
a way to grow revenue, differentiate in agent recruiting and retention, and deliver more comprehensive client value. This session breaks down how innovative firms are using estate planning today without adding massive overhead or compliance headaches. You’ll see implementation models for organizations of different sizes, watch a live demonstration of white-labeled technology that makes estate planning scalable across your entire network, and leave with a practical roadmap for evaluating if and how this fits your business.
