The Legacy Foundation at Shell Point is a non-profit organization based in Fort Myers, FL, dedicated to providing financial management and estate administration services. With a team of experienced professionals, they offer a range of services including wills and bequests, money management, and daily money management.
As part of the Shell Point Retirement Community, The Legacy Foundation aims to assist individuals in planning and managing their financial affairs, ensuring their legacy is preserved and their wishes are carried out. Committed to privacy and professionalism, they provide personalized solutions to meet the unique needs of their clients.
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