As the #1 wills & estates specialists in SA...
Trust us to help you look after your legacy
We are the pioneers of cover for legal fee indemnification
Since our Legacy Protection Plan™ launched, we have revolutionised the industry and our stats speak for themselves.
Years in business
Fees we've saved families who have lost a loved one
Will consultants countrywide ready to help you
Financial Advisors trust us to help their Clients with their Wills
Meet the CEO & founder
Coming from a successful financial advisor background, Alex Simeonides
experienced first-hand the emotional and financial trauma families go through when they lose
a loved one - especially where there's no will in place.
Alex and the team are constantly evolving to meet the needs of clients and the industry. As one of the founding members, he is driven by the passion to see fewer families affected by the unexpected consequences of not having a financial plan in place, as well as seeing more people educated on the importance of having a valid will.
Alex's desire to go above and beyond are what make him and Capital Legacy esteemed names in the industry.
His guiding principle can be summed up with:
We know that the loss of a loved one affects every aspect of life. Our compassionate team is committed to offering comprehensive assistance should anything happen to you.
We will come to you! Be it at your office or at home, during working hours or after, we are happy to meet you when it suits you to discuss your last will & testament and estate planning needs.
Within 48 hours our expert consultants draft your will using first-of-its-kind, cutting-edge technology and send it to you to review.
From simple to complex wills and estate planning requirements, we have all the solutions you might need. From testamentary trusts for your children, to widow and provider trusts, we cater for every estate scenario.
We don't charge for drafting, updating or safekeeping of your will. Our expert consultants will calculate your real costs of dying and how best to plan for these costs. If required, the solutions start from R 97.40
A scary reality
70% of South Africans pass away without a will in place, leaving their loved ones to pick up the pieces.
Add to this the unexpected legal fees and costs of dying, and your family could be left in a financial jam, scrambling to wind up your estate.
we come in
We created the solution
Through educating South Africans on the importance of having one's affairs in order and streamlining the will-drafting process, we have developed numerous solutions to alleviate the financial burden of you and your family.
By taking the first step and getting your will drafted, you are set on your way to ensuring you leave the legacy you envisioned.
Our History at a Glance
Launched the Legacy Protection Plan™ with just 4 staff.
Drafted 3 500+ wills and approved the first claim.
Opened our Cape Town office.
Wound up nearly 200 estates.
Opened our Durban office.
Grew to 50 staff and drafted close to 19 500 wills.
Pioneered Will’s Month, expanding on National Wills Week in September.
Relocated our Johannesburg HQ to larger offices.
Launched life insurance and a Shari'ah-compliant offering, despite Covid-19.
Celebrated 10+ years in the industry and rebranded!
Launched a first-of-its-kind education cover known as EduCare™.
600 000+ wills drafted,
1 000+ staff members and 14 offices.
We meet you wherever you are in life.
Our consultants are happy to meet you at your home or office.
Don’t like face to face meet-ups?
Let's take it online and meet you telephonically or virtually.