How prepared is your family if something happened to you tomorrow?
Take the free 2-minute Estate Readiness Assessment to identify potential gaps in your Will, estate planning and family protection.
Evaluate Your Family's Preparedness In 8 Simple Questions
Answer each scenario honestly to identify potential gaps in your Will, estate planning and family protection.
Estate Readiness Assessment™
FreeIdentify potential gaps in your Will, estate planning and family protection
1. Do you currently have a signed, legally valid Last Will and Testament?
A valid Will is the single most critical foundation for protecting your family.
National Benchmark Findings
Capital Legacy Estate Readiness Index™ Scores
National Health Scores from the Capital Legacy Estate Readiness Index™ 2026. Your own results are not scored against these figures.
Key Research Findings
experienced financial pressure following the death
of those under financial pressure experienced a cash shortage within 3 months
saw estate administration take under 6 months, while 52% had expected it to
Source: Capital Legacy Estate Readiness Index™ 2026, Adviser Guide.
Who Is Behind This Assessment
Capital Legacy pioneered South Africa's will-integrated insurance category through the Legacy Protection Plan®, introducing the first insurance solution designed to help cover the legal fees and costs associated with dying.
This assessment and your consultation are provided by Eugene (Geno) du Toit, a Financial Services Consultant based in East London and Authorised Representative of World Focus 877cc t/a Niton Finance, a licensed financial services provider (FSP No. 26050). Geno is not employed by Capital Legacy.
Geno works with Barend Johannes Fouche, Financial Services Consultant, who co-consults on estate planning and Wills (www.quillcs.co.za).
Eugene (Geno) du Toit
Barend Johannes Fouche
Areas Covered During Your Review
Will Drafting & Review
Complimentary drafting and review of your Last Will and Testament with professional safekeeping.
Legacy Protection Plan®
Pioneering insurance solution designed to help cover legal fees and costs associated with estate wind-up.
Family Cash Relief
Liquidity solutions designed to assist surviving dependents while bank accounts remain subject to administration.
Estate Administration
Guidance through Master of the High Court procedures, tax clearances, and property transfers.
Frequently Asked Questions
Everything you need to know about estate wind-up, executor costs, and protecting your family in South Africa.
Check Where Your Family Stands
Take the free 2-minute Estate Readiness Assessment to identify potential gaps in your Will, estate planning and family protection.
Free assessment • Approximately 2 minutes • No obligation