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Estate Administration

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A Word From Our Director

T

he Legacy Foundation is delighted to offer estate administration services to Shell Point residents. If you are searching for someone to manage your affairs when the time comes, the Legacy Foundation is prepared to offer professional, personal services at a very affordable price. Our estate administration services include serving as the following:

  • Personal Representative in Your Will
  • Successor Trustee for Your Revocable Living Trust or Charitable Remainder Trust
  • Attorney-in- Fact (Durable Power of Attorney)
  • Healthcare Surrogate

To learn more about our estate administration services designed especially for Shell Point residents, please contact Jeff Cory, CFP, CTFA at the Legacy Foundation at (239) 466-8484 to schedule a complimentary appointment.

legacy donor wall at pavilion

“Talk to Someone You Can Trust”

The Five

Essential Estate Planning Documents

Will

A will is a legal document used to express your last wishes. It dictates how your estate will be distributed after death.

Durable Power Of Attorney

This gives an individual the ability to make financial decisions in the case that you become incapacitated and cannot handle matters yourself.

Designation Of Healthcare Surrogate

This legal document allows you to appoint an individual(s) to make decisions about your healthcare if you become unable to do so.

Revocable Living Trust

This is a popular, probate-avoiding estate planning tool used to determine who gets your estate after your death.

Need a review? Contact Jeff Cory today at (239) 466-8484 to schedule an appointment.