Deceased Estate Protection
Last Will & Testament
Immediate Death Benefits
Additional Insurances

Why we are in business...

Capital Legacy’s principal reason for existence is to effectively drive down the legal costs borne by deceased estates. Such legal costs come in the guise of executor fees, trustee fees and conveyance attorney charges and diminish the value of your intended legacies by stealth.

With our Legacy Protection Plan and unique "Maximum Insured Benefit" in force, your deceased estate is safeguarded against such fees and your assets preserved for your loved ones.

The benefit of a simply comprehensive Will…

The results of leaving your loved ones behind without a valid Will can be catastrophic. Your Last Will & Testament is a vital document that ensures the following:

  • Your last wishes will be delivered upon
  • Your bequests are binding and not dictated to by intestate succession
  • Your children’s inheritances avoid the governmental “Guardian Fund” and are preserved in their own trust for their sole benefit
  • Inheritances are precluded from subsequent marital contracts
  • The appointment of capable, professional and accountable persons to execute your deceased estate and manage the testamentary trust assets thereafter

Cash & support when they need it most...

Through our Legacy Protection Plan, provision is made for the immediate payment of a cash benefit to your nominated beneficiary following your death.

In addition, your family will be able to use your membership card to quickly and easily access these funds. At hand is our team of professional support staff to help your loved ones with advice and the fulfilment of the necessary tasks that follow from such an unfortunate event.

Putting the benefit back into insurance...

As a Legacy Protection Plan holder, you will be entitled to access any of our Allied Insurance Benefits at preferential rates. This additional insurance suite includes the following quality benefits:

  • Family Funeral Cover
  • Parent Funeral Cover
  • Extended Immediate Liquidity Cover
  • Retrenchment Protection Cover

Private Bag X3; Bryanston; South Africa; 2021 | T: 011 575 3335 | F: 086 552 7195 | E: lifeinfo@capitallegacy.co.za

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Capital Legacy Solutions (Pty) Ltd is an Authorised Financial Services Provider (FSP Number 43826) and underwritten by Guardrisk (Pty) Ltd, a subsidiary of MMI Holdings.