TRUST US TO HELP YOU LEAVE A LEGACY

  • 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:











WHAT IS THE LEGACY PROTECTION PLAN™?

Our unique Legacy Protection PlanTM was initially developed to fend-off the high cost of deceased Estate legal expenses. Our signature product has now evolved into the complete solution for deceased Estates. Ground-breaking in its approach and comprehensive in its offering, every Customer will now be seen as a Legacy Protection Plan™ holder.

WHY THE LEGACY PROTECTION PLAN™?

  • The Legacy Protection PlanTM accompanies your Will to protect you and your loved ones from exorbitant legal fees when you pass away.
  • With the correct product, you will have NO Executor Fees, NO Testamentary Trust Fees and NO Conveyance Attorney fees.
  • An Immediate cash benefit will be paid to a beneficiary of your choice within 48 hours.
  • Both Underwritten (with no medical tests) and Non-underwritten (with waiting periods) options available to suit every client’s needs.
  • Five plan types, a maximum entry age of 60 and easy to use pricing options with no quote required.

THE 5 SERVICES, PLANS & BENEFITS

LEGACY PROTECTION PLANTM

Legacy services are the Testamentary and Fiduciary services in respect of Wills, Estates and Trusts.

  • Last Will & Testament
  • Secure-Custody
  • Executor Appointments
  • Trustee Appointments
  • Deceased Estate Administration
  • Testamentary Trust Administration
  • Other Assets Administration
  • Estate Property Transfers

The World’s 1st solution to help you protect your legacy by indemnifying the professional fees associated with the cost of dying.

  • CorePlan™
  • FeePlan™
  • Bronze
  • Silver
  • Gold
  • Platinum
  • Diamond
  • Unlimited

Insure yourself, your family or Parents from the need for immediate liquidity upon death with a seamless extension of cover.

  • Principal Immediate Liquidity – Lite
  • Principal Immediate Liquidity – Classic
  • Principal Immediate Liquidity – Premium
  • Family Immediate Liquidity – Lite
  • Family Immediate Liquidity – Classic
  • Child Immediate Liquidity
  • Parent Immediate Liquidity

A world class Executor-guided Benefit to protect your family from the complex funding problem of short and medium term Estate overheads such as medical aid, home utilities and school fees. The benefit can pay an initial and/or monthly benefit.

  • Estate Overheads Protector – Lite
  • Estate Overheads Protector – Classic
  • Estate Overheads Protector – Premium

Ensure that your loved ones fill the financial gap created on the death of the last surviving Spouse and are free from the burden of inheritance taxes and other costs.

  • Estate Gap Cover – Lite
  • Estate Gap Cover – Classic
  • Estate Gap Cover – Premium

Legacy Protection Plan™
Find out how the Legacy Protection Plan™ can help you leave a lasting legacy for the ones you love. An overview of the Services, Plans and Benefits associated with the Legacy Protection Plan™.

SPEAK TO US ABOUT
YOUR LEGACY PROTECTION PLANTM






APPLICATION FORM

Download the Application form below to start the process of having your Last Will & Testament done.

Otherwise please contact us to have one of our Teleconsultants contact you to set up a time and place, convenient to you, to go through the Application Form and help you set up your Last Will & Testament.

WHAT ARE THE COSTS TO CONSIDER AFTER DEATH?

EXECUTOR FEES

This is the fee charged by the Executor or assisting professional to wind-up your Estate.

A maximum of 3.5% + VAT of your GROSS Estate will be charged.

Example: An Estate worth R3 Million will pay R120 750 in fees

TESTAMENTARY TRUST FEES

This is the fee charged by the Trsutees to administer the Trust you create in terms of your Will, normally to look after the money you leave to your minor Children.

On average 1.14% initially charged on the Net assets and 1.6% charged annually.

Example: The total cost with R1.5 Million in assets over 15 years is R367 000

CONVEYANCE ATTORNEY FEES

This is the fee charged by the transferring Attorney when property needs to be inherited.

The Attorney charges according to the tariff as provided for by the S.A. Law Society, effectively a percentage of the value of the property(ies) being conveyed.

Example: A home worth R1 850 000 being transferred to a beneficiary will cost
R16 750 in fees to the Estate

The above fees are based on industry norms and do not reflect Capital Legacy Fees.

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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

  • 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