Geagte Kliënte,
CFA het met Capital Legacy in ooreenkoms getree om aan ons kliënte ‘n omvattende finansiële diens te lewer en glo ons dit is van groot waarde en voordeel vir u as die kliënt.
Waarom Capital Legacy vir u Testament?
Die agent ontmoet u in die gerief van u eie woning of plek van besigheid, het sy gedurende kantoorure of na-ure, vir ‘n nommerpas Laaste Wilsbeskikking en Testament wat voldoen aan al u wense en testamentêre vereistes.
Tydens die afspraak sal ook aan u verduidelik word hoe Eksekuteur-, Testamentiese Trust-, Prokureurs- en Nie-Uitvoerbare Batefooie van toepassing is na u dood en u sal beïnvloed.‘n Opsionele Legacy Protection Plan™ wat al hierdie kostes dek vir slegs ‘n maandelikse fooi van so min as R53.00 kan uitgeneem word en afhangende van u opsie keuse kan u 25% tot ‘n 100% dekking kry vir u eksekuteursfooie.
Ons gebruik die nuutste tegnologie met die vermoë om van die eenvoudigste tot die komplekste Testamente op te stel. Geen aanvangsfooi word gehef nie en is daar geen kostes verbonde aan veranderings of veilige bewaring nie.
Hoekom Capital Legacy vir boedelberedding?
Capital Legacy bied bekwame en kommervrye Boedelbereddering, wat al die druk verlig wat ondervind word deur families met die afsterwe van ‘n geliefde. Ons Boedels word gouer afgehandel as die industriële standaard.
Ons Administrateurs en Verhoudingsbestuurders neem eienaarskap van alle verantwoordelikheid en werk saam met die familie om deurgaande en doeltreffende kommunikasie te verseker.
Laat ‘n kommervrye nalatenskap. Indien u van die dienste wil gebruik maak kontak ons gerus om ‘n afspraak te reël.
Dear Client,
CFA has contracted with Capital Legacy in order to render a comprehensive financial service to our clients. We believe that this will be of benefit and value to our clients.
Why Capital Legacy for your Will?
An Agent meets with you in 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
In this meeting your applicable Executor, Testamentary Trust, Conveyance Fees, and Non-Executable Assets Fees applicable at death will be illustrated. An optional Legacy Protection Plan to cover all these fees from as little as R53 per month can be obtained and depending on your selection, one can get between 25% – 100% effective discount on your Estate fees.
We use 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 needs.
There is no costs for drafting, amendments and the safe custody of your will.
Why Capital Legacy for Estate Administration?
Capital legacy offers professional and burden-free Estate Administration that alleviates all the pressure families experience when a loved one passes away.
Our Estates are wound up much quicker than the industry standard.
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. Should you wish to make use of this service please contact us and we will arrange to schedule a meeting to draft your Will.
Legacy Protection Plan: Overview
Capital Legacy: Legacy Protection Plan™, Legacy Services Explainer
