17/10/2018
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 will illustrate to you your applicable Executor, Testamentary Trust, Conveyance Fees and Non-Executable Assets Fees applicable at death and offer you an optional Legacy Protection Plan™ to cover all these fees from as little as R53.00 per month.
We use the first of its kind, cutting-edge technology to make the process extremely convenient for you with the ability to draft simple to complex Wills that meet all your wishes and needs. There is no initial fee for this and no charge for amendments and safe custody.
WHAT IS THE LEGACY PROTECTION PLAN™?
Our unique Legacy Protection Plan™ was initially developed to fend-off the high cost of deceased Estate legal expenses. Our signature product has now evolved into the complete solution for deceased Estates. Ground-breaking in its approach and comprehensive in its offering, every Customer will now be seen as a Legacy Protection Plan™ holder.
• The Legacy Protection Plan™ accompanies your Will to protect you and your loved ones from exorbitant legal fees when you pass away.
• 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 our families experience when a loved one passes away.
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 ORENCO YOUR DETAILS AND WE’LL CONTACT YOU TO DRAFT YOUR WILL TODAY.
Capital Legacy Solutions (Pty) Ltd is an Authorised Financial Services Provider and is underwritten by Guardrisk Life Ltd, a subsidiary of MMI Holdings Ltd.
