Trust us to help you Leave a Legacy.
 
WHY CAPITAL LEGACY FOR YOUR WILL?
We meet at the convenience of your work or home, during office hours or after hours, to provide a tailor-made Last Will and Testament that suits all your Testamentary needs and wishes.  
 
We use cutting-edge technology to make the process convenient for you with the ability to draft simple to complex Wills that meet all your needs. There is no initial fee for this and no charge for amendments and safe custody.
 
WHAT IS THE LEGACY PROTECTION PLAN™?
• The Legacy Protection Plan™ accompanies your Will to protect you and your loved ones from exorbitant legal fees when you pass away, from as little as R82.76 per month.
• An Immediate cash benefit will be paid to a beneficiary of your choice within 48 hours. 
• With the correct product, you will have NO Executor Fees, NO Testamentary Trust Fees and NO Conveyance Attorney fees. 
• Both Underwritten (with no medical tests) and Non-underwritten (with waiting periods) options available to suit every Customer’s needs. 
 
WHY CAPITAL LEGACY FOR ESTATE ADMINISTRATION?
 
Capital Legacy offers professional, compassionate and burden-free Estate Administration that alleviates all the pressure on families.
 
Our Estates are wound up much quicker than the industry standard, with distributions within 6-9 months. 
 
Our advanced system ensures that beneficiaries receive regular feedback on progress. 
 
Our Administrators and Relationship Managers take ownership of all tasks and work together with the families to ensure continuous and efficient communication.
 
LEAVE YOUR LEGACY. SEND US YOUR DETAILS AND WE’LL CONTACT YOU TO DRAFT YOUR WILL TODAY. 

YOUR #1 PROVIDER OF WILLS & ESTATES
 
Capital Legacy Solutions (Pty) Ltd is an Authorised Financial Services Provider, and is underwritten by Guardrisk Life Ltd, a subsidiary of MMI Holdings Ltd.  087 352 2804

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Capital Legacy

Capital Legacy's headquarters in Bryanston, South Africa

Alex Simeonides

Leigh Ann Holtshuizen

Nic Stead

Monet Villet

Sarah Davis

The Estate Management Team at Capital Legacy is responsible for overseeing the administration of deceased estates, ensuring all legal and financial obligations are met efficiently and compassionately. This involves drafting, amending, and securely storing Wills, providing regular progress updates to beneficiaries, and managing the distribution of assets within a 6-9 month timeframe. The team works collaboratively to alleviate the pressure on families during a sensitive time, utilizing advanced systems and technologies to streamline the process and deliver exceptional service.

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Capital Legacy

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Estate Management Team

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Capital Legacy

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Teams

Estate Management Team

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