WE OFFER A COMPLETE SOLUTION TO SECURE YOUR 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 INDEMNITY PLAN™

The Indemnity Plan™ effectively indemnifies the costs of the Executor & Trustee services, Conveyance Attorney fees as well as Non-executable Estate Assets that are necessary to wind-up the deceased Estate.

WHY THE INDEMNITY PLAN™

By having a dedicated provision for the necessary professional fees to administrator a deceased Estate, your beneficiaries will save tremendously both in time and money, ensuring your legacy is delivered as you intended it.

PRODUCT DESCRIPTION

Every plan type offers the following minimum Legacy Services™:

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

The cost of these legacy services are then provided for or covered through our unique Maximum Indemnity Benefit™ (MIB™). Therefore with the right plan type selection, your loved ones will not have the bills to pay but will have the professional services they need to benefit from your legacy.

In other words, depending on the plan type selection, one can get between 25% – 100% effective discount on their Estate fees. The value of fees saved versus the nominal monthly premium is unheralded, starting with no charge for our starter or CorePlan™.

To ensure comprehensiveness, certain additional benefits have been integrated into the Indemnity Plans. These benefits include the provision of immediate liquidity for final expenses; a cash benefit in the event of the simultaneous passing of you and your Spouse as well as funds to cover the cash costs necessary for the Estate.

The Indemnity Plan™ is the complete solution to securing ones legacy and reaches far beyond any current solution involving the simple provision of a Will.

Legacy Protection Plan™:
Indemnity Plan™ Explainer
The World’s first solution to help you protect your legacy by indemnifying you against the professional fees associated with the cost of dying.

INDEMNITY PLAN™

A world class 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

THE INDEMINTY PLAN™

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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