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Reviews, get directions and information for Capital Legacy

Capital Legacy

About

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.

Description

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

Products

Legacy Protection Plan
Last Will & Testament
Allied Insurances



"Capital Legacy is South Africa’s #1 Wills and Estates Specialists. With over 400 professional Will consultants, we offer consultations at no cost to you and our expert advisors will setup an appointment at your convenience at home, work or wherever best suits you.Capital Legacy offers professional, compassionate and efficient Estate Administration helping families through the difficult process of losing a loved one. Our administrators and relationship managers take ownership of all the tasks and administration required to administer a deceased Estate, and work together with the family to ensure continuous and efficient communication throughout the process."
Address: 1st Floor, Wrigley Field, The Campus, 57 Sloane Street, Bryanston, 2021 Johannesburg
Phone: 086 199 0099
Email: az.oc.ycagellatipac@ofniefil
Parking: Lot
City: Johannesburg
Street Number: 1st Floor, Wrigley Field, The Campus, 57 Sloane Street, Bryanston
Zip Code: 2021
categories: estate planning lawyer, consulting agency, insurance company



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Reviews
Excellent Customer Service I had a query regarding my Capital Legacy policy and Jade van Amsterdam was very helpful and understanding about my query. Her professional and friendly attitude as well as her willingness to listen and assist was very commendable, which ensured that my concerns were addressed with care. Ms Amsterdam is an absolute asset to your company, and I would recommend her to any prospective client. Well done Jade Amsterdam and continue the excellent work. Thank you.
Signed up with Capital Legacy Cape Town in 2017 and have always had good service. My husband and I had our wills drafted and finalized and we have a family funeral plan through them which covers estate legal fees too. Had a query this morning and corresponded with Zukiswa Ntinga who was fantastic and got back to me very quickly. I am happy to continue doing business with them and would recommend them to others.
Fast. friendly and efficient was the service I received when dealing with this company. If you thought Natasha was the only person to talk to, do yourself a favour and speak to Jade van Amsterdam. She's a credit to her firm. Wish there were more people like her in service.
Poor service. From day one I battle to get my policy's correct . They do not response at all. I cancelled my policy's with them because my policies was not correct. But I paid this installments each month. After I cancelled my policy's they still deduct there fee from my account. I am taking this to the ombudsman, why must I pay the installments from the start if my policy's was not in place.
Had a great conversation with a consultant. I emailed directly after the call to let them know that I would need some time to think about going ahead and that I wanted to pause everything before it was confirmed / agreed. However before I knew it i was tied into a monthly debit order.I then requested everything to be cancelled after further research. I received a cancelation form roughly 2 weeks afterwards - keeping in mind I never agreed or signed anything formally in the first place. Not a great experience!
Phindi Twala assisted me so professionally and I was so happy after the call. She valued me as the client and gave me the best solution that fitted my needs. Great company and excellent employees.
I would hereby like to compliment and thank Phindi Twala for the professional manner in which she spoke to me regarding my Will. She demonstrated that she was very conversant with the issue at hand explained all details clearly. With the service I received from Phindi, I will recommend Capital Legacy to my family and friends.
Good service is a luxury these days. Thank you Jade van Amsterdam for your service! You actually made it very easy for me to work with you and your feedback was almost immediate. Thank you!
I would not even give them a star if I had an option. This is the worse company you can ever deal with, there is nobody that is efficient but especially Cher-Lee Smit, she is extremely incompetent. They do not care about your legacy and your family members that stays behind, they care about the money. They take months to respond and is very unreliable. I never ever ever want to deal with them again and will advise anyone to not do business with them
I was impressed with PATRICIA LEKALAKALA service when I was considering my policy with Capital Legacy. She listened to my concerned and addressed them with empathy. @Legacy, she's a keeper!
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