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Capital Legacy

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Quick try with Dylan B from capitallegacy.co.za

Capital Legacy company description

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

Key Employees

  • Dylan B
    IT Infrastructure Manager
  • Juan Lee Landsdale
    Senior Business Consultant
  • Yashik Singh
    Wills Specialist

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New team members of Capital Legacy

Tamarynd Van Aarde
Compliance Officer
Paul Brummer
Corporate Training Development Manager
Paula Murray
Business Analyst
Alex Simeonides
Chief Executive Officer
Chanel Bhima
Broker Consultant
Duncan Daniels
Business Consultant
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