Welcome to SCG Financial, Inc dba SHALOM, SimpleTrust Document Services.
Introducing our SimpleTrust Document Services, where we prioritize your peace of mind and ensure that your assets are protected for future generations.
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
Get Started- Intake (PDF)
Visit SCG Financial’s local branch office.
Disclaimer
SCG Financial, Inc dba SHALOM is not a law firm, and does not provide legal advice. While SHALOM strives to ensure that its automated services are complete, they are meant purely as self-help forms. The materials and services provided by SHALOM are not substitutes for the advice of an attorney. No attorney-client relationship is created between you and SHALOM through the use of our estate planning platform. Any communications between you and SHALOM through our estate planning platform are protected by SHALOM privacy policy but not by attorney-client privilege