About estate administration

Within a Will there should be a person nominated to wind up the estate and ensure that all funds, property(ies) and gifts are disbursed to the listed beneficiaries. The process can be very complex and may involve dealing with attorneys, conveyancers for property transfers, trustees for any minor children, as well as the Masters offices and SARS.

Capital Legacy offers a professional, compassionate and burden-free estate administration service that alleviates the stress and hassle families experience when a loved one passes away. Estates are wound up quickly and effectively with transparency every step of the way.

The three-step approach allows administrators and relationship managers to work together to ensure continuous and efficient communication with you, the client.

  1. Clients have access to two dedicated individuals who will be available on their direct lines, so no call centre experiences
  2. Clients will have access to their devoted relationship managers, reachable on their cell phones
  3. Clients are left to focus on themselves and on their families while dedicated staff attend to all tasks
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How it works

An advanced system ensures that beneficiaries receive regular feedback on progress. administrators and relationship managers take ownership of all tasks and work together with the family to ensure continuous and efficient communication every step of the way.

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A meeting is arranged with you to discuss the process and how everything works, including the service provided

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A letter of executorship is obtained

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Advertisements are placed in newspapers (a legal requirement)

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A liquidation and distribution account is set up (in order to pay off any outstanding dets)

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A meeting is held with you to discuss the liquidation and distribution account ahead of disbursing funds

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You are kept posted as the processes related to taxes, transfers and collections are completed

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Final distributions of moneys, gifts and property transfers

FAQ