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.
11+
Years in business
816K+
Wills drafted
R 448M+
Fees we've saved families who have lost a loved one
550+
Will consultants countrywide ready to help you
17200+
Financial Advisors trust us to help their Clients with their Wills
11
Offices countrywide
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 aim to WOW in everything we do
Why choose
Capital Legacy?
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.
Simple
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.
Efficient
Within 48 hours our expert consultants draft your will using first-of-its-kind, cutting-edge technology and send it to you to review.
Flexible
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.
Affordable
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 105.87
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.
That’s where
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
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.