A Word From Our Director
The 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
“Talk to Someone You Can Trust”
Essential Estate Planning Documents
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 Health Care Surrogate
This legal document allows you to appoint an individual(s) to make decisions about your healthcare if you become unable to do so.
This legal document states your expressed wishes for medical care if you were to be under certain end-of-life medical circumstances.
Revocable Living Trust
This is a popular, probate-avoiding estate planning tool used to determine who gets your estate after your death.