Legacy Foundation

The Legacy Foundation, situated in Fort Myers, FL, is a non-profit organization dedicated to helping individuals manage their financial affairs and preserve their legacies. With a focus on financial management and estate administration, they provide essential services such as wills, bequests, and daily money management through a team of experienced professionals. As part of the Shell Point Retirement Community, the foundation plays a critical role in ensuring that clients' wishes are respected while addressing broader community needs for financial security and planning. Their commitment to professionalism and privacy ensures that personalized solutions are tailored to each client's unique circumstances. Explore the range of support services available to help secure your legacy.