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STRATUM WILLS & LEGACY PLANNING

Proudly offered as one of our LIFESTYLE BENEFITS

PROTECT YOUR LEGACY…

THEY SAY NOTHING IS CERTAIN BUT DEATH AND TAXES…

As your Gap Cover and Health Insurance Provider, we look after the here-and-now-medical-shortfalls but that doesn’t mean your future wellbeing is far from our minds.

 

Say hello to CAPITAL LEGACY SOLUTIONS (PTY) LTD – a Wills, Estate Administration Services and complementary Legacy Planning Products provider – and our newest Lifestyle Benefits partner.

SADLY, DEATH COMES AT A COST

There are fees associated with carrying out your wishes and tying up loose ends. These fees, such as Executors Fees and Testamentary Trust Fees can amount to thousands of Rands that eat into the benefit you intend to leave to your beneficiaries if not provided for properly.

 

You need a Will because…

  • It is recognised by law as the expression of your wishes;
  • It ensures that your wishes are carried out;
  • Proper planning ensures you save on fees; and
  • A professional and accountable person should be appointed to manage your affairs when you cannot.

 

As a valued Stratum Benefits client, you have access to a non-obligatory consultation and drafting of the best suited Will and Testament that addresses your needs and wishes at absolutely no cost to you. You also don’t pay for any future changes or amendments to your Will or for keeping it safely locked away. A Legacy Protection Plan will be discussed and proposed in the meeting to illustrate to you the fees that your Estate or family will be liable to pay when you pass away.

 

There’s no time like the present. Book your free consultation with a skilled Testamentary Consultant and take the first step in protecting the legacy you leave behind.

BOOK A FREE CONSULTATION WITH US TODAY!