Life Insurance / Estates & Wills

An affordable trust for the middle market

Capital Legacy Shakes Up the South African Financial Services Industry

Capital Legacy, South Africa’s leading provider of Wills, has been operating in the fiduciary and financial industries since 2012. Over the last eight years they have provided more than 300 000 clients with Wills and indemnified over R 70 billion in fees that arise during the estate administration process, which has aided them in gaining invaluable experience and insight into consumer needs and trends.

How to avoid leaving a legacy of financial burden

When it comes to passing away, many South Africans don’t have enough money in their estate to cover critical expenses such as executor’s fees, the costs of transferring any fixed property or motor vehicles to beneficiaries, taxes, existing debt, sworn appraiser’s valuation fees, fees to the Master of the High Court of South Africa and trustees.

The real cost of grief without estate planning

Death can unfortunately leave undesirable outcomes. There are often bonds, motor vehicle finance, credit cards and overdrafts to be settled.