Our Partners:
- Who We ARE
Excall Legacy (Pty) Ltd, specialises in estate planning with an upfront review of taxes, estate duty and deceased estate administration fees to ensure that our clients are in a position to make well-informed decisions with regards to their estates, and to work with them actively to manage their legacy.
We ensure that our client’s estates are well managed and liquid when they pass away, with a strong focus on generational wealth creation.
Why Do you need a Will?
Freedom of testation
Upholding a cornerstone of South African law of succession by preserving your right to bequeath assets.
Asset protection
A will guarantees your property and assets are given as per your wishes, avoiding potential inheritance by estranged family members.
Childcare assurance
In the absence of a will, a minor child's inheritance is held in the Guardian’s fund until they're 18. A will provides direction.
Legal clarity
Without a will, your estate decisions fall under the intestate succession act, potentially leading to undesired results.
- Why Choose Us
Where Experience Meets Forward-Thinking Estate Planning
- Access to specialist estate planning advisors.
- A convenient way to secure your will.
- Assistance with guardian nomination for your children.
- Protection of your children’s inheritances until an age determined by you.
- Protection of assets bequeathed to beneficiaries from legal consequences of existing or future marriages.
- Flexibility to choose any executor, with specialist independent executors and agents available.
- Option to cover estate administration costs up to 100% upfront.
- Option to create a testamentary trust for your loved ones.
- Established deceased estate administrations guiding estate planning, administration and finalisation.
