Are you covered against the following fees at death?
Client Full Names
Financial Advisor full names
Have your recently experienced a life changing event: Marriage, Divorce, Pregnancy etc.
Do you have minor children?
Do your children need to inherit some of your life insurance and estate?
Is there anyone, other than your spouse and children, who need to inherit from your estate?
Do you own any property?
Do you have any last wishes?
Are you divorced?
Executor Fees (i.e. this fee at 3.99% of your gross estate is applicable to everyone)
Trustee Fees (i.e. only applicable if a testamentary trust is needed)
Conveyance attorney fees (i.e. only applicable if your estate contains property(ies) that need to be transferred)
I consent to be contacted by Capital Legacy to book an appointment with a specialised Legacy my estate, such as Executor Fees, Testamentary Trust Fees and Conveyance Fees, and provide an option to cover such Fees upon deat
Date of submission
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