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Fiduciary Services

Drawing up your Last Will & Testament is about taking control of your estate and taking care of the ones you love. Too many people delay the important task of drafting a Will, until it’s too late. Failing to have a valid Will in place, will leave your estate to be distributed in terms of the law of intestate succession. This may result in beneficiaries that you might not have wished to inherit and those that are dependent and that you genuinely wish to leave a legacy to, might be left with no legal entitlement to do so.

Our partnership with Capital Legacy allows us to offer a unique and innovative fiduciary solution to our clients. We can draft a tailored Last Will & Testament that suits all your testamentary needs and wishes, regardless of the simplicity or complexity.

WHY TRUST US WITH YOUR LEGACY?

CONVENIENT

We come to you, either at work or at home, during or after office hours to meet with you to discuss your Last Will & Testament and Estate planning needs.

EFFICIENT

Our expert Capital Legacy Consultants will draft your Will within 48 hours.

FLEXIBLE

From simple to complex Wills and Estate planning requirements, we have all the solutions you might need. We have industry-leading solutions for purpose-driven Trusts, from Testamentary Trusts for your minor Children to Widow and Provider (Special Needs) Trusts, to cater for every Estate scenario.

AFFORDABLE

We don't charge for drafting, updating or safekeeping of your Will. Our Capital Legacy Consultants will calculate your real costs of dying and show you how best you can plan for these costs through a unique Legacy Protection Plan™. These plans indemnify your loved ones against all legal fees such as Executor Fees, Conveyance Attorney Fees, Testamentary Trust Fees, and other expenses that arise when you pass away.

CONTACT ME

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