Is Capital Legacy worth partnering with as your wills provider?

Capital Legacy is a fiduciary company specialising in wills and estate services. Over the past decade, this company has made its mission to make the loss of a loved one easier by ensuring that South Africans get their wills drafted and has created innovative solutions to cover the legal fees associated with winding up an estate. Thus becoming SA’s #1 wills and estates specialists.

When was Capital Legacy started and where are their offices?

Capital Legacy was founded in 2012 and has grown from a staff headcount of 4 to over 1000, based in 11 offices countrywide – namely: Johannesburg, Cape Town, East London, Gqeberha, Potchefstroom, Nelspruit, George, Bloemfontein, Durban, Pretoria and Polokwane. Capital Legacy’s offerings have expanded to include life cover and education protection cover.

Why choose Capital Legacy?

Over the years, the company has offered its clients professional and compassionate service, which has resulted in them winding up thousands of deceased estates and drafting over 650 000 wills to date. This number grows monthly, averaging around 15,000 new clients entrusting Capital Legacy to assist them with getting their affairs in order.

As the leading providers of wills and estate services in South Africa, the team has first-hand experience in how the loss of a loved one not only puts emotional strain on the ones left behind but can also have a detrimental financial effect and create hostile dynamics within a family when there is no will in place. With that, the drive to get more people educated on the importance of wills is their number 1 priority.

Moreover, Capital Legacy aims to ensure their services and solutions are innovative and raise the industry standard. In 2023, a strategic transaction took place between Capital Legacy and Sanlam Life Insurance Limited (Sanlam Life). Capital Legacy decided to raise the bar by purchasing Sanlam Trust and Sanlam Life purchased a strategic stake in the enlarged Capital Legacy Group.

The merged entity will be managed by Capital Legacy, while leveraging the strengths of both companies to provide the best quality estate administration services in SA. Sanlam Trust will continue to operate under the trusted and market-recognised Sanlam brand to service the Sanlam customer base and its various distribution channels.

Capital Legacy client experiences

At Capital Legacy, client satisfaction is of utmost importance. Their skilled staff prioritise the journey with the client, from the first call to the final signing. Understanding the client experience often comes with interactions beyond consultations. You can book a complimentary consultation with a Capital Legacy wills expert by visiting their website and submitting your details. A friendly booking consultant will then call you to arrange a date and time of your choice. Once you have completed your consultation, you will receive your draft email within 48 hours for your review. Once happy with the details you would need to ensure your will is signed and witnessed correctly, Capital Legacy will arrange a courier to collect your will for safekeeping at no cost to you. If you have any queries or complaints, you can contact Capital Legacy’s Customer Care team who are ready and able to assist you: 087 352 2925 / [email protected].

Capital Legacy goes the extra mile when it comes to customer service, as can be seen in the following examples of employee and will consultation reviews.

“I phoned Capital Legacy and a customer care agent answered. Let me tell you...you don't get service like this anymore. She was very friendly and went out of her way to help me. She wanted to confirm something and ask me if she could phone back, and she did. Was not even 15 minutes. I don't know how the rest of the people are at Capital Legacy but if they’re anything like her...then you have a winning recipe.” JHB Client

“I received very helpful, fast and friendly customer care service at Capital Legacy. They get 5/5 for customer service.” Client on Google Reviews

“Excellent customer service, good communication, and best follow-up team ever.” – Client on Google Reviews

“OUTSTANDING CUSTOMER SERVICE. Shout out to Capital Legacy who go beyond the call of duty to assist clients. Professional, meticulous and patient! So happy to have chosen Capital Legacy next level service THANK YOU – Client on HelloPeter

To date, the company has a 100% response rate and a 4.3 rating on Google My Business. Capital Legacy has also reached 828 5-star reviews and 100% response rate on HelloPeter. They have achieved a ‘TrustIndex’ rating of 7.8/10, miles ahead of Capital Legacy’s competitors for this respected indexing method used by HelloPeter.

For more information on wills, contact Capital Legacy or speak to your financial advisor.

Whether you’re in need of a will, life insurance, education cover,
or the power of all three, we have got you covered.