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

Why Capital Legacy for our Corporate Offering?

Our Legacy Protection Plan™ safeguards your employee’s deceased estate against legal fees i.e. Executor, Conveyance and Testamentary Trust fees, as well as an immediate cash benefit available within 48 hours of their passing. Our Legacy Protection Plan™ thus insures your employee’s assets are preserved for their loved ones and is affordable and attainable to all income brackets.
As part of our offering, we integrate with the HR Team and or Marketing Team to provide for mailers, marketing material as well as other offerings and we set up informative presentations on Wills at no cost with an invitation to individually consult thereafter to address their needs.
We integrate with the companies inductions to ensure a long last relationship that is sustainable and continues to change the lives of your employees over the years to come.
Education to all employees on the importance of a Last Will & Testament

• Free drafting, consultation for and safe custody of their Will, with unlimited amendments as and when needed
• The ability for an employee to appoint any Executor and Trustee of their choice
• A sophisticated system for safe custody of their signed Will
• Calculation to illustrate the applicable Legal Fees

4. Please insert a section ‘Foundation for the Corporate Offering’ and insert the diagram
We are dedicated to creating a sustainable program based on the following foundations:

ARE YOUR EMPLOYEES PROTECTED?

Take care of your Employees and give them the advantage of protecting their legacy by protecting their loved ones with the Capital Legacy Corporate Offering.

Benefits to the employee

• Staff will receive an educational presentation on Wills, as well as an invitation to individually consult thereafter to address their needs
• Those that have the consultation, will receive a draft Will and safe custody thereof at no cost, nor any requirement to appoint Capital Legacy as the Executor or Trustee
• A calculation will be done for the employess to illustrate what their applicable Legal Fees will be upon death
• They will be offered the optional Legacy Protection Plan™ that is appropriate for their needs
• Through the Legacy Protection Plan™ staff can also mitigate or eradicate their deceased estate legal expenses such as Executor, Conveyance and Trustee fees and provide for their families’ immediate cash needs
• Member choice wherein individuals can appoint their own alternate or concurrent Trustees and Executors in their Wills

Benefits to the organisation

Certainly that all members have an opportunity to be advised on and provided with a simply comprehensive Will
• Assistance to the Trustees of any approved group life, pension and provident fund by providing guidance for these benefits in each employees’ Will
• Certainty that member’s beneficiary nominations on unapproved group life compliment their wishes in terms of their Will and are enforceable and deliverable
• Group scheme flexibility in that memebers can opt out without affecting the scheme validity
• Certainty that memebrs with minor children can provide for them through Testamenary Trusts and avoid the common pilferage via Government’s Guardian Fund or the guardian themselves
• Low or Zero administration as members have full access to our consultants and service centre for any assistance they may need
• By providing Wills, the company and/or the Trustees of their retirement fund can go a long way to ensuring minor cheldren’s inheritances are protected and facilitated for via Testamentary Trusts

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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 BRANCHES CLOSER TO YOU

  • Johannesburg

    087 352 2800
    1st Floor, Roland Garros, The Campus, 57 Sloane Street, Bryanston, 2191

    Kwazulu - Natal

    087 352 2800
    Unit 108, Beacon Rock, 21 Lighthouse Road, Umhlanga

    Cape Town

    087 352 2800
    Unit 709, 7th Floor, Office Block 2, The Cliffs, Niagara Road, Tyger Falls, Bellville

    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

    George

    087 352 2800
    105 Eden Office Park, 4 Platinum Drive, George, 6546