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Efficient & compassionate
estate administration.

Winding up the Estate of a loved one can be an emotional, time-consuming and burdensome process. It is a time
fraught with legal, financial and procedural hurdles. Our Estate Administration team takes care of the entire
process from beginning to end, removing this pressure and burden from your family.

book free consultationBOOK YOUR COMPLIMENTARY CONSULTATION
or contact your financial advisor

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WHY USE CAPITAL LEGACY FOR
ESTATE ADMINISTRATION?

We offer professional, compassionate and burden-free Estate Administration that alleviates all the pressures that families experience when a loved one passes away.

Our Estates are wound up much quicker than the industry-standard, with distributions made within 6-9 months. Our advanced communications system ensures that Beneficiaries receive regular feedback on progress.

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Has a loved one passed away?
let us help you

Last will & testament

    We can help you if a loved one has passed away and:
  • They did not leave a Will.
  • They left a Will and nominated you as Executor.
  • They left a Will and someone you know has been nominated as the Executor.

Fees

  • Legal fees and expenses are covered if there is a Legacy Protection Plan™ from Capital Legacy.
  • Even without a Legacy Protection Plan™ you automatically received a 25% discount in legal fees.
  • Estates without a Legacy Protection Plan™ further benefit from increasing fee concessions proportionate to the size of the Estate, and can be as low as 0.67%.

Efficient & compassionate

  • Estates wound up within 9-12 months.
  • Dedicated Estate Consultant.
  • Manage the entire process, from beginning to end.

What makes us different?

We are dedicated, innovative and professional without compromising on the quality, when it comes to assisting you or your family during the Estate Administration process.

DEDICATED ESTATE CONSULTANT

The unique Estate Consultant role has been crafted to guarantee the Estate Administration experience is compassionate, efficient and burden-free. They are dedicated to building a relationship with you or your loved ones to ensure constant communication and feedback between everyone involved.

INNOVATIVE TECHNOLOGY

We have developed cutting-edge Estate Administration technology that ensures efficient workflow for quick turnaround times and regular reporting on the progress of the Estate.

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ALL PROFESSIONALS UNDER ONE ROOF

You or your family have access to the expertise of our professionals who work together under one roof to provide a complete solution and superior service.

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Our estate administration process

    1

    THE FAMILY BEGINS THE PROCESS

    The Family begins the process. We are informed of the Client’s passing.

    The Claims process begins where an Estate Consultant is allocated.

    2

    WE SET UP AN APPOINTMENT

    We contact the Heirs to set up an appointment.

    The Master’s office recommends reporting to the Estate within 14 days of death.

    3

    MEETING WITH FAMILY

    At the meeting we get the relevant documentation and signatures.

    4

    HAND OVER TO THE ADMINISTRATOR

    We open the Estate file and check if all requirements listed are met.

    Go to the Master of the High Court and submit the application for LOE.

    5

    LOE REQUIRED

    The Master’s Office examines the documents and issues a query sheet for more documents or issues the LOE.

    6

    DRAFT L&D

    The Administrator prepares the Liquidation and Distribution (L&D) Account and has meetings to discuss the late Estate with the Client’s Beneficiaries and Heirs.

    7

    L&D ACCEPTANCE REQUIRED

    We submit the L&D to the Master for approval.

    8

    AWAIT TRANSFERS & TAX COLLECTIONS

    Once approval is obtained, we place a Section 35 advertisement, and lodge a copy of the L&D Account at the local Magistrate’s Court which lies open for inspection for 21 days.

    9

    FINAL DISTRIBUTION

    Taxes are paid, creditors are settled, and transfers are made.

    Final distribution takes place when the Heirs & Beneficiaries are paid.

    10

    FILING SLIP REQUIRED

    When the Filing Slip is obtained from the Master of the High Court, we have permission to close the file.