• 010 140 1575 | 087 330 3200
  • info@usorted.co.za
U-Sorted Financial Services

LAST WILL AND TESTAMENT

The U-Sorted Financial Services is a proud partner of Capital Legacy, South Africa’s leading provider of Wills and Estate Administration.

We provide a single point of contact for all your life admin needs, Wills and Testaments being one of our value-added services.
About us

Who we are

The U-Sorted Financial Services is a proud partner of Capital Legacy, South Africa’s leading provider of Wills and Estate Administration.

We provide a single point of contact for all your life admin needs, Wills and Testaments being one of our value-added services.
  • Last Will and Testament
  • Estate Administration
  • Legal Fee & Protection
Our services

What Are the Costs to Consider After Death?

Testamentary Trust Fees

This is the fee charged by the Trustees to administer the Trust you create in terms of your Will.

Executor Fees

This is the fee charged by the Executor or assisting professional to wind-up your Estate

Conveyance Attorney Fees

This is the fee charged by the transferring Attorney when property needs to be inherited.
Protection Plan

What Is the Legacy Protection Plan?

The unique, first-to-market Legacy Protection Plan™ is a complete solution that accompanies your Will and covers you and your loved ones from the inevitable legal fees associated with dying.

Why the Legacy Protection Plan?
  • To protect you and your loved ones from exorbitant legal fees
  • No Executor Fees, Testamentary Trust Fees or Conveyance Attorney fees
  • An Immediate Cash benefit within 48 hours
  • Underwritten and Non-underwritten options
  • A maximum entry age of 60 and easy-to-use pricing

Ensure inheritances go to your loved ones

Without a Will You forfeit the opportunity to decide who inherits what and your Estate is distributed according to South African law.

Protect your Children’s inheritance

Your Children’s inheritance could pass to the Government Guardian’s Fund or appointed Guardian rather than to a Trust that will ensure your wishes for them are carried out.

Appoint professionals to administer your Estate

Winding up your Estate can take years – without a Will appointing a professional Executor, the government is essentially in control of the process.
our main goal

Ensure that your wishes are carried out

The path to financial success is both personal and suited to you alone, but this does not mean that you must take the journey by yourself. The way we build and manage client relationships at U Sorted further reflects our values. We view this relationship as a partnership and not just a business contact.

Consistent with our mission to democratize financial services, we are committed to both bring about change and adapting to change. The way people work in the future will impact the way the financial services industry needs to serve them. As recent events shape future needs, we evolve to provide financial services that meet these changing needs.
Let us help you

Book an Appointment