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JHB - 087 352 2958 JHB - 087 352 2825 KZN - 087 352 2970 WC - 087 352 2950

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JHB - 087 352 2958

JHB - 087 352 2825

KZN - 087 352 2970

WC - 087 352 2950

Broker Login

At what age should you / may you write a Will?

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You may draft a Will at the age of 16.

Client Testimonials

Baie dankie Capital Legacy. Hierdie is great diens! Dankie vir julle.

Received from a Financial Advisor

Financial Advisor

The Consultant who helped us was so friendly and knowledgeable. An absolute pleasure to deal with.

Received from a couple in Bryanston

Happy clients from Bryanston Capital Legacy

We were so very happy with the first class service and advice we received. Thank you!

Received from a family in Cape Town

Happy Family Capital legacy

Dear Estates Team. Thank you for all your help with our father’s Estate. You have made this tough and emotional process bearable through all your efforts.

Message attached to a bouquet of flowers from a family in JHB

Thank you so much again for the excellent service. The turnaround time was phenomenal. Keep up the brilliant work.

Received from a client in Durban

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

Received from a Financial Advisor in JHB

Financial advisor

I learnt so much from the Consultant I met with. He is a pleasure to work with.

Received from a Financial Advisor in Durban

Financial Advisor in Durban

Such amazingly prompt assistance and fantastic service. Thank you

Received from a client in Port Elizabeth

Client Testimonial Port Elizabeth Capital Legacy

I’ve been putting off doing my Will for too long now, but your quick and simple process and helpful consultant made it easy to get it all sorted – hassle free. Thank you.

Received from a couple in Pretoria

Happy couple Capital Legacy

Did you know?

Nearly 80% of South Africans pass away without a valid or up-to-date Will in place – causing massive negative ramifications for their families.

Drafting your Last Will & Testament doesn’t have to be a difficult or complicated process – Capital Legacy helps over 4,000 new Clients every month. Our Consultants meet you when and where it is convenient for you.

Most people don’t think about or plan for the legal expenses associated with dying including Executor fees, conveyancing fees and Trust fees. Lack of planning can financially cripple your Estate and erode your intended legacy.

If you want to leave an inheritance for your minor Children, the best way to protect it is through a Trust. Without this, their inheritance could end up going to the Government Guardian's Fund or to their legally appointed Guardian.

Estates can take many months, often years, to wind up. Capital Legacy prides itself in an average of between 6 and 9 months turnaround time on Estates – more than half the industry average time.

Upon death, your bank account is frozen making it difficult for your family to transact. Capital Legacy’s Immediate Liquidity™ benefit makes sure there is cash available for your family to deal with the immediate costs of dying such as travel, funeral and other costs.

Most people think that life cover or their Estate will cover month to month living expenses such as rates, bills, rent, groceries when they pass away. But often life cover is delayed and the Estate can’t be distributed until it’s finalised, leaving the family in a tough cash flow position. Capital Legacy’s Estate Overheads Protector™ helps cover these essential monthly bills.

Your Will is not valid if you haven’t signed it correctly and had it witnessed by two independent parties. An invalid Will is as bad as having no Will.

A witness to your Will cannot be a Beneficiary of your Will. This means if your Spouse has witnessed your Will then it may be rejected by the courts as invalid.

Capital Legacy

We make it easy to protect your Legacy

Your will

There’s a Will for your needs
Why entrust us with your Legacy?
Our process is simple

Your cover

The real cost of dying
What are the costs of dying?
Legacy Protection Plan™
Our plans
Integrated benefits
Why the Legacy Protection Plan™?

Your estate

Why use Capital Legacy for Estate Administration?
Getting help when a loved one passes away
What makes us different?
Our Estate Administration process

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Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan™ is underwritten by Guardrisk Life Ltd.

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