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Welcome to SCG Financial, Inc dba SHALOM, Trust and Estate Planning, powered by Snug!

Introducing our Trust and Estate Planning Services, where we prioritize your peace of mind and ensure that your assets are protected for future generations. Our expert team is dedicated to providing comprehensive solutions to meet your specific needs, offering Will-Based Estate Plans and Trust-Based Estate Plans at affordable rates.

Will-Based Estate Plans – $195: Our Will-Based Estate Plans are designed to provide a straightforward and cost-effective way to outline your final wishes. Our streamlined process allows you to create a legally sound Last Will and Testament that addresses the distribution of your assets, guardianship preferences, and other crucial decisions. For just $195, you can secure your legacy with confidence.

Trust-Based Estate Plans – $500: Opt for our Trust-Based Estate Plans for a more robust and flexible approach to estate planning. At $500, this comprehensive service includes the creation of a Joint or Individual Revocable Living Trust, tailored to meet your state’s specific requirements and legal language. Enjoy the peace of mind that comes with a well-crafted trust, allowing for efficient asset management, potential tax benefits, and the seamless transfer of assets to your chosen beneficiaries.

Key Features:

  1. Tailored to Your State’s Requirements: We understand that estate planning is not one-size-fits-all. Our plans are customized to adhere to the legal nuances and requirements of your state.
  2. Quick and Efficient: Create a Joint or Individual Revocable Living Trust in just 20 minutes, saving you time and ensuring a hassle-free experience.
  3. Expert Guidance: Our team of experienced professionals is ready to guide you through the entire process, addressing any concerns and ensuring that your wishes are accurately reflected in your estate plan.

Secure your family’s future and protect your hard-earned assets with our Trust and Estate Planning Services. Choose the plan that suits your needs and gain the peace of mind that comes with thorough and well-executed estate planning.

Trust & Estate Administration

Trust Bank Account

We can help you setup your Trust Bank Account. When setting up your trust bank account you will need the following:

  • Certificate of Trust
  • EIN Letter from Internal Revenue Services (IRS)
  • Trustee Drivers License

Funding your Trust Account with Life Insurance.


JOIN OUR SALES TEAM!

Join the elite ranks of SCG Financial, Inc Business Advisors. Secure your spot by scheduling an interview today! Unleash your potential and embark on an exciting journey with us. We can’t wait to discover the exceptional skills and passion you bring to our team. Let’s make tax season extraordinary together – book your interview now

Visit SCG Financial’s local branch office.