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Our mission is to ensure that more South Africans have valid Wills in place and to lower the legal fees at death for our clients.
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Inheritance oddities: A world tour of weird rules and customs
While no one likes to dwell on their end of life, it is an inevitability, which is why having a last will and testament is crucial. This helps ensure that loved ones who are left behind are able to handle your personal responsibilities and wishes in the ways that you would want them to. On the other hand, without a valid, up-to-date will, things may not turn out as you would have liked them to. 21 Nov 2023 Read more

Client Consent’s solutions adopted by Capital Legacy
In an era where the sanctity of data privacy and regulatory compliance takes centre stage, Client Consent proudly announces the adoption of their POPIA Compliance solution by Capital Legacy. This strategic move supports Capital Legacy's approach to data protection and compliance with the Protection of Personal Information (POPI) Act. 20 Nov 2023 Read more

New online system to streamline access to Masters' Offices
On 10 October, Justice and Correctional Services Minister Ronald Lamola unveiled an online system aimed at revolutionising deceased estate registrations and offering protection against fraudulent activities. In the era of digitisation, this is a welcomed initiative by the Department of Justice and Constitutional Development. 8 Nov 2023 Read more

Capital Legacy makes the loss of a loved one easier for 15,000 families
You may be thinking, okay, okay enough about Wills Month - we get it. But did you get your will drafted or updated this September? We hope so! We won't stop beating this drum, with more than 75% of South Africans still without a will. If you haven't had a chance yet, we understand that life gets busy, but don't worry, it's not too late. You can still get your affairs in order. 19 Oct 2023 Read more

Stories of wills, loss, and legacy
It's easy to dismiss the idea that a last will and testament could genuinely ease the emotional toll of losing someone dear, but real-life stories underscore the significance of this legal document. 11 Sep 2023 Read more

Where there's no will, there's drama, chaos... and greedy family members
We all know the old saying, "Where there's a will, I want to be in it". Well, this couldn't be closer to the truth, especially when it comes to family. 1 Sep 2023 Read more

National Wills Week - Why it's important for all South Africans
Capital Legacy officially endorses the Law Society of South Africa's (LSSA) "National Wills Week", running from 11 to 15 September this year. This initiative takes place annually, where participating firms offer basic will drafting services for free. 29 Aug 2023 Read more

More than 3.2 million South Africans may become spouses in 2023
More than 3.2 million people in South Africa involved in life partnerships will breathe a collective sigh of relief at the news that Parliament has released the Judicial Matters Amendment Bill ("the Bill"). 21 Apr 2023 Read more

Where there's no will, there's drama!
Talking about your will is not exactly exciting stuff. It's not on the top of most people's "to-do" lists. But watching the drama unfold when there's a death in the family with no will in place is enough to form the script of almost any TV soapie. The drama is real. 30 Mar 2023 Read more

Priscilla contests will of only daughter Lisa Marie Presley
Fans of Lisa Marie Presley (Elvis Presley's only child) recently got a double shock. 23 Feb 2023 Read more

Strategic transaction between Capital Legacy and Sanlam Limited announced
South Africa's fast-growing wills and estates administrator Capital Legacy and the diversified financial services group Sanlam Limited (Sanlam) have announced that they are joining forces by creating an even more compelling wills, estates and trusts business together. 6 Feb 2023 Read more

Who will pay the school fees if you pass away?
"While most people understand the value of insuring, for example their bond, insuring their child's education isn't usually something that is top of mind or discussed when planning for the unforeseen. Clients are choosing EduCare™ because this is what it does and all it does; it uses a trust so there is peace of mind knowing that your insured funds for your child's future are not at risk if something should happen to you," - Alex Simeonides, CEO and co-founder of Capital Legacy 7 Nov 2022 Read more

Cape Town: The city that keeps on growing and growing
Our Mother City has many captivating qualities and is the top "semigration" destination in South Africa. 4 Nov 2022 Read more

Capital Legacy moving up in KZN
With the KZN economy being so hard hit with Covid, looting and then the floods, it's encouraging to see the resilience of many local businesses that not only weathered these storms but continue to grow from strength to strength. 21 Oct 2022 Read more

Capital Legacy: The new brand
Capital Legacy has evolved from its inception 10 years ago from a cheeky, entrepreneurial startup to a truly category-defining business. 18 Oct 2022 Read more

Celebrating 10 years of helping South Africans leave a legacy
Capital Legacy is South Africa's undisputed champion in the financial services industry for integrated wills and estates with insurance cover to indemnify the legal fees associated with passing away. 9 Sep 2022 Read more

National Wills Week - Official announcement and endorsement
Capital Legacy supports and endorses the Law Society of South Africa's Wills Week. National Wills Week is traditionally held every year in September where participating firms offer Basic Will drafting for free. 6 Sep 2022 Read more

September is Wills Month
"Most people know that they need a will, but statistics show that one of South Africans' major weaknesses is procrastination." 17 Aug 2022 Read more

The South African Reserve Bank announces intention to declare cryptocurrency as a financial product
The South African Reserve Bank (Sarb) recently announced its intention to declare cryptocurrency as a financial product, which is in line with current worldwide trends as well as the Financial Sector Conduct Authority (FSCA) which published a draft declaration of crypto assets as financial products in 2020. 18 Jul 2022 Read more

Tazkiya continues to add more value to the local Muslim community
Tazkiya™, the first-of-its-kind Sharia'h-compliant will, family takaful, life cover and estate administration offering in South Africa, has been further enhanced by now paying R10,000 towards the costs of burial services for its Muslim clients at no additional cost. 7 Jun 2022 Read more

Nearly a million South Africans live abroad - but how does this affect their wills?
Between 2015 and 2020 more than 128,000 people have emigrated from South Africa. To put it in perspective, this is more people than the whole population of Mbombela (Nelspruit), the capital of Mpumalanga. 6 Jun 2022 Read more

Mauritius: A country to die in
When thinking of Mauritius, one usually thinks of golden, sun drenched beaches, azure water, a lifestyle of leisure, and friendly people. Not to mention a very stable electricity grid, with no power blackouts, except the ones caused by the occasional cyclone . . . 11 May 2022 Read more

Mother's Day - an ode from a father
Did you know that a mother can do anything? No? Well, mothers can see around corners, they can hear children through thick walls, and they can even interpret the silence of their children as if it is a fully developed language. 6 May 2022 Read more

Capital Legacy - a success story
In these trying times of companies downscaling and more and more people losing their jobs, it's encouraging to know that there are some companies bucking this trend. 22 Apr 2022 Read more

The shock of 134,500 Covid orphans in South Africa
The impact of only 25% of parents having a valid will in place. 30 Mar 2022 Read more

Thinking of setting up a trust? Here are some facts you need to know
Most people know about trusts, but few people know the details. And as everybody knows, the devil is in the details. As Capital Legacy is the country's leading provider of wills we get to set up and manage hundreds of trusts for our clients and have learnt a few things over the years we would like to share. 23 Mar 2022 Read more

Planning for when you're not around? Make sure you consider these 4 things!
As South Africa's largest provider of wills and estates, we have seen our fair share of heartache, tears, despair and frustration when dealing with the family that has been left behind. 22 Feb 2022 Read more

Forget the red roses - show your love by getting your affairs in order!
February is the month of love and we all want to show our better half how much they mean to us. This year we suggest that you forget the red roses and rather show your love by getting your affairs in order. 8 Feb 2022 Read more

Have you thought about your estate plan?
Estate planning probably isn't your top New Year's Resolution - but it should be. 21 Jan 2022 Read more

Why you need a Will
Death is certainly not dinner table talk, but the reality is that it is something that we cannot avoid. This can especially be seen in recent times where we are faced with a global pandemic. The Covid-19 virus has seen people lose loved ones sooner than they expected and often losing multiple family members in a short space of time. This has forced more and more people to deal with the consequences of death in their families. 29 Nov 2021 Read more

20 questions with Brandon Garbutt
Capital Legacy is a business that strives to make the loss of a loved one easier. It's also a business that has completely turned the insurance industry on its head and a business that has experienced unprecedented growth. Meet the managing director, Brandon Garbutt. 8 Oct 2021 Read more

September is Wills Month - Here's what you need to know!
The last few months have been nothing short of a whirlwind of unprecedented events for our country. As a nation we have had to navigate another level 4 lockdown and watch helplessly as friends and family lose their assets and experience the stresses associated with the recent destructive riots. We're a unique nation, though, and our tenacity and determination to keep the spirit of Ubuntu alive, saw communities, individuals and corporates coming together to uplift those in dire need. 1 Sep 2021 Read more

Relentlessly tenacious - the Alex Simeonides story!
When 'change-preneur' Alex Simeonides, CEO of Capital Legacy, discovered a gaping hole in the Wills and Estate Administration industry in South Africa, nobody thought he would turn it into one of South Africa's greatest business success stories - and he did it in less than 10 years! 30 Aug 2021 Read more

Special needs children need specialist estate planning
Being a parent is both challenging and rewarding. From the day our children are born they need us for everything. Obviously, babies require attention almost 24 hours a day - but every stage of their lives requires a new level of input and investment. Time, money, guidance, counsel and advice (when they take it). Then, one day, they spread their wings and fly the proverbial coop. 28 Jul 2021 Read more

To trust or not to trust
It is a global misconception that trusts are only for the rich, and the benefits of a trust are only enjoyed by 'trust fund babies'. This misconception is perpetuated by misinformation and often ignorance. Testamentary trusts are trusts you create through your will and when set up correctly they provide financial provision, safeguarding of assets and certainty for beneficiaries until the beneficiaries are able to manage their inheritances effectively on their own. This means they enable 'financial guardianship' for your beneficiaries, much like a guardian who will care for your children. At Capital Legacy, we have packaged such trusts into purpose-driven trusts that can meet the unique needs of beneficiaries. 7 Jul 2021 Read more

How does Sars treat cryptocurrency in your estate?
Cryptocurrency is a hot topic at the moment and, as such, has arrested the attention of the South African Revenue Service (Sars). Many people are jumping on the bandwagon and becoming crypto traders overnight. For some, it's just for extra pocket money. For others, however, they are shifting real value to these platforms as part of their investment and retirement plans. For these people, it's prudent to keep abreast of how Sars views these investments and transactions. 17 May 2021 Read more

Would you leave your children's inheritance in the hands of the government?
As parents, we dedicate our lives to looking after our children and making sure their needs are met - physically, emotionally and, of course, financially. Our aims are to raise happy, healthy, well-rounded young adults who can make good decisions to, hopefully, give them a head start in life through our hard work and good stewardship, and to protect them from the big, bad world while they are still young. 25 Mar 2021 Read more

Tazkiya™ - A South African first for Muslim communities
South Africa is a diverse country with many different cultures and religions, each with its unique characteristics. One religion that has very specific governing principles when it comes to financial aspects is Islam. Until now, there have been very few feasible financial services solutions for South African Muslims who want to honour their Islamic faith in this regard. 25 Feb 2021 Read more

'Girlfriend' loses fight for husband's estate - Was it really necessary?
We spend all our time trying to create wealth and building our legacies for our loved ones, and yet so few people dedicate any time to estate planning that creates clarity and certainty for when we're gone. 23 Feb 2021 Read more

This Valentine's Day it's about more than chocolate hearts - it's about really giving your heart away
"There are only 300,000 registered organ donors in South Africa - that is less than 1% of the national population." 12 Feb 2021 Read more

It just makes sense to do your life cover with the people you trust to do your will
Thirty years ago, you would never have imagined that life cover would be sold over the phone, never mind online. It was the domain of revered men in suits and briefcases with jargon and phrases that made you think you needed a PhD in finance to understand what you were buying. With life speeding up and the proliferation of the internet into our lives, we all got smart and figured out that life cover is just a commodity and can be bought in minutes online. I mean, who has time for a consultation these days? It's only life cover (sarcasm intended). 1 Feb 2021 Read more

Leaving a lasting legacy - Your will, your family and organ donation
"The reality is that most people are living month to month and have very little time to think about the future - never mind thinking about the legacy they want to leave behind one day." 27 Oct 2020 Read more

National Wills Week - Why you should take note!
"More than 75% of South Africans pass away without a valid Will in place." 2 Oct 2020 Read more

Industry-first financial services solutions for Islamic communities in South Africa - Tazkiya
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 R70bn in fees that arise during the estate administration process, which has aided them in gaining invaluable experience and insight into consumer needs and trends. 28 Sep 2020 Read more

Capital Legacy Shakes up the home-buyers' market with HomeVantage
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 R70bn in fees that arise during the estate administration process, which has aided them in gaining invaluable experience and insight into consumer needs and trends. 15 Sep 2020 Read more

Capital Legacy shakes up the life insurance market with MyCover
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 R70bn in fees that arise during the estate administration process, which has aided them in gaining invaluable experience and insight into consumer needs and trends. 10 Sep 2020 Read more

Women in leadership leaving a legacy
Interview with Deenisha Nadesan, director at Capital Legacy Fiduciary Services - South Africa's leading provider of wills 28 Aug 2020 Read more