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Welcome to SCG Financial, Inc dba SHALOM, Trust and Estate Planning.

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 – $350: 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 Last Will and Testament that addresses the distribution of your assets, medical care preferences, and other crucial decisions. For just $350, you can secure your legacy with confidence with the following will estate plan:

  • Last Will & Testament
  • Durable Power of Attorney
  • Advance Medical Directive

Trust-Based Estate Plans – $750: Opt for our Trust-Based Estate Plans for a more robust and flexible approach to estate planning. At $750, this comprehensive service includes the creation of a Joint or Individual Revocable Living Trust, tailored to meet your specific estate tax planning requirements. 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. You can secure your legacy with confidence with the following trust estate plan:

  • Certificate of Trust
  • Declaration of Trust
  • Pour Over Will
  • Durable Power of Attorney
  • Advance Medical Directive

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 complete our online questionnaire, we will prepare your estate documents using the information you provided 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.

Getting started is easy, just complete the estate planning questionnaire. You can download it and fax it to us at 540-670-2010 or you can do it online by clicking on Start Your Estate Plan.

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:


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.

Disclaimer

SHALOM IS NOT A LAW FIRM, AND DOES NOT PROVIDE LEGAL ADVICE. OUR DOCUMENT PREPARATION SERVICES IS EXCLUSIVE FOR PRO SE, THEY ARE MEANT PURELY AS SELF-HELP. THE MATERIALS AND SERVICES ARE NOT SUBSTITUTES FOR THE ADVICE OF AN ATTORNEY.

NO ATTORNEY-CLIENT RELATIONSHIP IS CREATED THROUGH THE USE OF OUR SERVICES. ANY AND ALL COMMUNICATIONS BETWEEN YOU AND SHALOM ARE PROTECTED BY OUR PRIVACY POLICY BUT NOT BY ATTORNEY-CLIENT PRIVILEGE.

Shalom is not a law firm and does not provide any legal advice. As part of our Services, we offer self-help, “fill in the blank” form. If you buy or download a formon the Website, the Terms of Service control. You understand that your purchase, download, and/or use of a form document is neither legal advice nor the practice of law. Our Services are not substitutes for the advice of an attorney and if you need legal advice for your specific matter, or if your matter is too complex to be addressed by our tools, you should consult a licensed attorney in your area. At no time is an attorney-client relationship or any other special relationship created between you and Shalom or any employee or other person associated with Shalom, and any information you provide us is not protected by attorney-client privilege or as work product. You are and will be representing yourself in any matter you undertake using the Services