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 your free 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 6-9 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.

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

    We meet with the Family.

    2

    Obtain a Letter of Executorship.

    3

    Place advert in newspapers.

    4

    Draft the Liquidation and Distribution Account.

    5

    Meet with Family to discuss the Liquidation and Distribution Account.

    6

    Await Liquidation and Distribution Account acceptance from the Master of the High court.

    7

    Await taxes, transfers and collections.

    8

    Final Distributions.