What are the benefits of making a bequest?
How do I make a bequest?
Bequest of Cash
Bequest of a Percent of the Estate
TAX I.D. Number
Want to Learn More?
If you would like to learn more about wills, bequests and trusts you can view our brochure
by clicking here or through the preview below.
Otherwise, any extra inquiries should be forwarded to Jeff Cory at JeffCory@shellpoint.org or by calling us at (239) 466-8484.
How Do I Get Started?
If you are not sure where to begin, the first step would be to review our Legacy Planner which you can do by clicking here or through the preview below.