Face-to-face Will writing service


  • Revenue a new revenue stream
  • Available on a white-labelled or stand-alone basis
  • Seamless integration with any existing product or service
  • Employer/employee training workshop

With 70% of the South African population not having a Will, the ramifications are enormous.

Many people will pass away leaving their families, in particular their children, in a very uncomfortable position and potentially facing financial ruin.

Estate duties, conveyancing costs, trustees’ fees and other legal fees can amount to hundreds of thousands of Rands, which many people simply cannot afford. Capital Legacy offers an optional range of low-cost Legacy Protection PlansTM that cover the cost of winding up your estate.

Offer your clients or employees an invaluable service that is designed to meet an important South African need as well as generate revenue for your business.

The service is designed to be efficient and of the highest quality. It takes less than an hour to ensure the lives of your loved ones left behind are secure.

For each client referred to Capital Legacy via Epoq Legal, who invests in a Legacy Protection PlanTM, a percentage of the low monthly fees will be shared with you the introducer.

Capital Legacy are underwritten by Guardrisk Ltd, a subsidiary of the MMI Holdings Ltd and an authorised financial services provider.


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How it works

A consultant will get in touch with the end-client to arrange a day, time and place that is most convenient to meet – this could be their home, workplace or even a local coffee shop.

The consultant will take instructions and draft the end-client’s free Will.
Depending on requirements this can take between 20 and 40 minutes (considering the risks of not having a Will, this really isn’t much). During this time the consultant will be able to answer any questions the end-client may have.

The clients Will will be sent by email, along with instructions detailing what to do next. If any changes are required these will be implemented and a subsequent version again sent by email.

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