About Us

We are a not-for-profit entity that serves as Trustee for a “Pooled Trust” that enables Florida residents to obtain and maintain public benefits while preserving their own assets.

Who Are We

We are a Florida not-for-profit corporation that has 501(c) status as a charitable organization.

Our Mission

Is to provide affordable special needs trust services to any disabled Floridian and to fund guardianship services to SouthWest Florida residents that are covered by Public guardianship.

What We Do

We serve as the trustee for the Lee Guardianship Services pooled trust and for individual private special needs trusts.

Our History

Lee Guardianship Services, Inc. is a not for profit Florida Corporation organized to benefit local indigent elders, mentally ill and developmentally disabled individuals in need of guardianship services. The Lee Guardianship Services, Inc. Pooled Trust was established on November 30, 2004.

Our Charitable Activities

Lee Guardianship Services, Inc. is a not for profit Florida Corporation organized to benefit local indigent elders, mentally ill and developmentally disabled individuals in need of guardianship services. Lee Guardianship Services, Inc. also serves as the Trustee of the Lee Guardianship Services, Inc. Pooled Trust.

Each year, the charity accepts grant applications from registered professional guardians who have provided pro bono services. To be eligible, you must have provided pro bono services to a ward and meet the following criteria:

  • Be a registered professional guardian in Lee County; or
  • Be a registered professional guardian in any county in Florida with a ward who placed funds into the Lee Guardianship Services, Inc. Pooled Trust.

Although we are fortunate in Lee County to have a funded public guardian, the cases needing attention by professional life care managers seem to far exceed available funding. It is the goal of Lee Guardianship Services, Inc. to help make up this shortfall and we are the only local pooled trust program to benefit local residents by providing grants for professional guardian services.

We have also provided support to the following local chartiable organizations as they all provide stellar support or protection to our disabled local community:

Would you like to open a pooled trust account with us?

Scroll to Top