WE ARE THE #1 PROVIDER OF WILLS, LEGACY PLANNING PRODUCTS AND ESTATE ADMINISTRATION IN SOUTH AFRICA

  • QUICK REACH

    For general enquires, claims assistance or servicing needs, please contact us on:

    087 352 2800
    queries@capitallegacy.co.za

    1st Floor, Wrigley Field,
    The Campus, 57 Sloane Street,
    Bryanston, Gauteng

  • YOUR FEEDBACK

    Contact us below regarding any compliments, queries or complaints:

  • BOOK AN APPOINTMENT

    Please complete your details below in order for us to contact you and set up a time for one of our Testamentary Consultants to meet with you, at your convenience:











Who are we?

Let us protect your legacy with the most cost-effective Will & Testaments, Estate Administration and Legacy Planning Products in South Africa.

What we Offer?

We are both an insurer and a fiduciary services business that is passionate about efficient, convenient solutions through the use of innovation and technology. We are underwritten by Guardrisk Ltd, a subsidiary of the MMI Holdings Ltd and an an authorised financial services provider.

We are passionate about reducing the legal costs that could erode the legacy you leave your family and beneficiaries by offering the most innovative services and products.

WHAT ARE THE REAL COSTS OF DYING

It is important that you are made aware of the fees associated with carrying out your wishes and tying up loose ends when you are gone. These fees are often an unknown or forgotten aspect of your legacy planning and can amount to thousands of rands that, if not provided for, can eat up a large chunk of the intended benefit you wish to leave to your beneficiaries in terms of your Will.

These legal fees come in the guise of Executors Fees, Testamentary Trust Fees, Conveyance Attorney Fees and Non-Estate Asset Administration Fees that are charged as a percentage of your total estate value.

Further unforeseen costs can occur directly after passing that can cripple your beneficiaries in the form of immediate funeral expenses, initial overheads (Masters Fees, property clearances etc.), monthly overheads (School fees, medical aid, rates and taxes, water and electricity etc.) and in the worst case scenario of you and your spouse passing away, exponentially high inheritance taxes.

All of these fees and services can be covered through the unique solution offered by Capital Legacy in the form of their Legacy Protection Plan™.

THE PROCESS BEHIND LEAVING YOUR LEGACY

  • SEND US YOUR DETAILS Speak to one of our Consultants about your Last Will & Testament
  • NULLIFY YOUR LEGAL COSTSat death
  • BOOK AN APPOINTMENT at no cost to you, at your home or office at a time that suits you
  • ADMINISTER YOUR ESTATE upon your death
  • DRAFT YOUR WILL & TESTAMENT for no fee with unlimited amendments
  • PLAN FOR THE LEAST IMPACT on your family with immediate liquidity
  • KEEP YOUR WILL IN SAFE CUSTODY until needed at no cost
  • REMOVE THE BURDEN of financial strain from your loved ones when you pass away
  • SEND US YOUR DETAILS Speak to one of our Consultants about your Last Will & Testament
  • BOOK AN APPOINTMENT at no cost to you, at your home or office at a time that suits you
  • DRAFT YOUR WILL & TESTAMENT for no fee with unlimited amendments
  • KEEP YOUR WILL IN SAFE CUSTODY until needed at no cost
  • NULLIFY YOUR LEGAL COSTSat death
  • ADMINISTER YOUR ESTATE upon your death
  • PLAN FOR THE LEAST IMPACT on your family with immediate liquidity
  • REMOVE THE BURDEN of financial strain from your loved ones when you pass away

Leave a Legacy: Cloe’s Story
Cloe turned a difficult situation into a positive one by making a difference in the lives of many customers through her work at Capital Legacy. Find out what Cloe went through and how Capital Legacy has changed her life.

Leave a Legacy: The Real Cost of Dying
The frightening realization of what it costs your loved ones when you pass away.
Find out how much it costs to die and how these costs can be indemnified

Speak to Us About
Your Will & Testament






WILL & TESTAMENT

We meet at the convenience of your work or home, during office hours or after hours, to provide a tailor-made Last Will and Testament that suits all your Testamentary needs and wishes. We use the first of its kind, cutting-edge technology to make the process extremely convenient for you with the ability to draft simple to complex Wills that meet all your wishes and needs. There is no initial fee for this and no charge for amendments and safe custody.

ESTATE ADMINISTRATION

Capital Legacy offers professional, compassionate and burden-free estate administration alleviates all the pressure our families experience when a loved one passes away. Our Estates are wound up much quicker than the industry standard, with distributions within 6-8 months. Our advanced system ensures that beneficiaries receive regular feedback on progress. Our Administrators and Relationship Managers take ownership of all tasks and work together with the families to ensure continuous and efficient communication.

LEGACY PROTECTION PLANTM

Ground-breaking in its approach, and comprehensive in its offering, every Customer will now have the peace of mind that a single solution has been found to exorbitant legal fees that come in the guise of Executor Fees, Testamentary Trust Fees (initial and ongoing), Conveyance Attorney Fees and Non Estate Asset Administration. Through our Legacy Protection Plan™, provision is also made for the immediate cash to cover any immediate unforeseen expenses such as bills, school fees, medical aid and funeral costs.

Our Mission

ASSOCIATIONS

Capital Legacy believes in giving back to the community. We have therefore partnered with the following Associations.

In less than a year Capital Legacy has assisted in registering in excess of 12 000 new Organ Donors in their pursuit to make a difference.

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I find that they are a caring company! They really go out of their way to give great service, like sending their consultants across the country to see clients to do their Wills. More important is when our client passed they appoint a caring case manager and will AGAIN go and see the families / beneficiaries to assist with explaining the process, completing forms and gathering info.

Financial Advisor regarding a Consultant

I have to congratulate you on your service – my client was so impressed with you and the way you explained the product.

Financial Advisor regarding a Consultant

The client said that the appointment was most pleasant and very informative.

Financial Advisor regarding a Consultant

The client is very happy with the A-class service and advice he received. Thank you.

Financial Advisor regarding a Consultant

Thank you so much for your prompt assistance and fantastic service. I appreciate your letter. I will definitely contact you in the future.

Received from a Client

I learnt so much in my joint call with him, he is a pleasure to work with.

Financial Advisor regarding a Consultant

Thank you so much for the excellent and quick way that you have handled this matter. I really, really appreciate it.

Quote from Independent Financial Advisor, Certified Financial Planner® and surviving Husband

Keep up the brilliant work and Capital Legacy should be really lucky to have you on board as it is very hard to find good efficient customer service and the turnaround time you did this in was phenomenal. Thank you so much once again.

Received from a Client

Dear Deenisha and co. Thank you for all your help with the estate of our Father. You have made the process as bearable as possible through all your efforts.

Message attached to a bouquet of flowers and delivered to our offices from the family who had recently lost a loved one

The client is very happy with the A-class service and advice he received. Thank you.

Financial Advisor regarding a Consultant

She is so friendly and extremely knowledgeable. An absolute pleasure to deal with.

Financial Advisor regarding Service Desk

YES MAN YES!!!! Baie dankie Capital Legacy hierdie is great diens! Dankie vir julle.

Received from a Financial Advisor

    I find that they are a caring company! They really go out of their way to give great service, like sending their consultants across the country to see clients to do their Wills. More important is when our client passed they appoint a caring case manager and will AGAIN go and see the families / beneficiaries to assist with explaining the process, completing forms and gathering info.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    I have to congratulate you on your service – my client was so impressed with you and the way you explained the product.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    The client said that the appointment was most pleasant and very informative.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    The client is very happy with the A-class service and advice he received. Thank you.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    Thank you so much for your prompt assistance and fantastic service. I appreciate your letter. I will definitely contact you in the future.

    Received from a Client

    Received from a Client

    I learnt so much in my joint call with him, he is a pleasure to work with.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    Thank you so much for the excellent and quick way that you have handled this matter. I really, really appreciate it.

    Quote from Independent Financial Advisor, Certified Financial Planner® and surviving Husband

    Quote from Independent Financial Advisor, Certified Financial Planner® and surviving Husband

    Keep up the brilliant work and Capital Legacy should be really lucky to have you on board as it is very hard to find good efficient customer service and the turnaround time you did this in was phenomenal. Thank you so much once again.

    Received from a Client

    Received from a Client

    Dear Deenisha and co. Thank you for all your help with the estate of our Father. You have made the process as bearable as possible through all your efforts.

    Message attached to a bouquet of flowers and delivered to our offices from the family who had recently lost a loved one

    Message attached to a bouquet of flowers and delivered to our offices from the family who had recently lost a loved one

    The client is very happy with the A-class service and advice he received. Thank you.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

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CONTACT US

  • QUICK REACH

    For general enquires, claims assistance or servicing needs, please contact us on:

    087 352 2800
    queries@capitallegacy.co.za

    1st Floor, Wrigley Field,
    The Campus, 57 Sloane Street,
    Bryanston, Gauteng

  • YOUR FEEDBACK

    Contact us below regarding any compliments, queries or complaints:

  • BOOK AN APPOINTMENT

    Please complete your details below in order for us to contact you and set up a time for one of our Testamentary Consultants to meet with you, at your convenience:











FIND US

JOHANNESBURG

087 352 2800

1st Floor, Wrigley Field, The Campus, 57 Sloane Street, Bryanston, Johannesburg, Gauteng

CAPE TOWN

087 352 2950

Unit 709, 7th Floor, Block Two, The Cliffs, Niagara Way, Tygerfalls, Cape Town, Western Cape

DURBAN

087 352 2970

Unit 108 Beacon Rock, 21 Lighthouse Road, Umhlanga Rocks, Durban, KwaZulu Natal

FIND BRANCHES CLOSER TO YOU

  • Bloemfontein

    087 352 2800
    Office 2, Preller Centre, Graaf Reinet St, Dan Pienaar, Bloemfontein

    Port Elizabeth

    041 581 1061
    250 Main Road, Walmer, Port Elizabeth

    Nelspruit

    087 352 2800
    Cnr of Van Der Merwe and Ferreira Street, Nelspruit

    Potchefstroom

    087 352 2800
    Block C, Totius Park, 77 Totius Street, Potchefstroom

    Polokwane

    087 352 2800
    11 Pierre Street, IT Park, Bendor, Polokwane