We are leaders in the provision of Wills and complimentary financial products. Our approach to the need for a Will is highly differentiated and involves the integration of our Legacy Protection Plan.
The integration of our Legacy Protection Plan™ enables many unique benefits for our policyholders and intermediaries alike. The Legacy Protection Plan™ is a first for South Africa. Its innovation is projected to save our policyholders millions in legal expenses related to their deceased estates. Capital Legacy Solutions (Pty) Ltd is an Authorised Financial Services Provider (FSP Number 43826).
1. Last Will & Testament
- Professionally drafted and personalised to your needs
- Safe custody service available
- Amendments available at anytime
2. Legacy Protection Plan™
- Zero drafting and safe custody fee
- No expensive Executor, Trustee and Conveyance fees upon your death
- Immediate cash that pays within 48 hours of your death
- Access to funeral cover at preferential rates
3. Deceased Estate Administration
- Quick turnaround times
- Executorship services are performed by experienced and knowledgeable personnel
- Administration for Estates where there is no valid Will are welcome
- Fee discounts available according to value and make-up of the deceased Estate
Legacy Protection Plan
Last Will & Testament
Allied Insurances
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