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Wills and estate planning

Get your will drafted by Capital Legacy, and read plain-words guides to what a will does and what happens to an estate.

The will and estate service on this page is provided by Capital Legacy Solutions (Pty) Ltd, an authorised financial services provider (FSP 43826). SortMyCover does not draft wills and gives no advice. It puts you in touch with a Capital Legacy consultant. Look the firm up on the FSCA register.

Book my will call

The call costs you nothing. Capital Legacy says it does not charge to draft, update, store or retrieve a will. It also offers optional cover for the costs of winding up an estate, at a monthly cost, and its consultant explains the terms.

Guides

Estate costs, and why a will does not pay themA will gives instructions but no cash. What estate costs are, when they are paid, and what the will provider says about giving an estate cash. Not advice.Guardians and children's trusts in a willHow a will can name a guardian for minor children and set up a children's trust that holds an inheritance until an age the will sets. Information, not advice.What a will does, and what it does not doWhat a will can record, what happens to an estate without one, and the jobs a will cannot do on its own, such as paying estate costs. Information, not advice.What estate administration involvesThe steps an executor follows after a death, as the will provider lists them: reporting the estate, Letters of Executorship, the L&D account and distribution.What happens at the will appointmentHow a will call booked through SortMyCover works: who you speak to, how the will is finalised, signed and witnessed, and what it costs. Information, not advice.Where a will is kept, and how it is found againWhat happens to a signed will after the appointment: courier collection, vault storage, the copy you keep, and updates and retrieval. Information, not advice.

What happens when you book

  1. Answer two quick questions

    Your age band and a monthly budget band. Then your first name and mobile number.

  2. Pick a time

    You get the name of your Capital Legacy consultant on WhatsApp, and choose a time that suits you.

  3. Talk to the Capital Legacy consultant

    By video, WhatsApp or phone, about your will. You decide afterwards. The call costs you nothing.

Questions people ask

Does the call cost anything?

The call costs you nothing. Capital Legacy says it does not charge to draft, update, store or retrieve a will. It also offers optional cover for the costs of winding up an estate, at a monthly cost, and its consultant explains the terms.

Who will I speak to?

A consultant from Capital Legacy Solutions (Pty) Ltd, an authorised financial services provider. You can look the firm up on the FSCA register.

Does SortMyCover draft the will?

SortMyCover does not draft wills and gives no advice. It puts you in touch with a Capital Legacy consultant. SortMyCover is not a financial services provider and gives no financial advice.

What happens to my details?

Lead Velocity (Pty) Ltd, trading as SortMyCover, looks after them under POPIA. They go to one adviser, the one you are introduced to, and are never sold. Ad measurement with Meta happens only if you give the separate optional consent. Reply STOP to any message and we stop.

Am I committed to anything?

No. You do not have to buy anything, on the call or after it. You can move or cancel the call from the WhatsApp message, at no cost.