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.
Without a Will You forfeit the opportunity to decide who inherits what and your Estate is distributed according to South African law.
Winding up your Estate can take years – without a Will appointing a professional Executor, the government is essentially in control of the process.
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.
our main goal –
Ensure that your wishes are carried out
Services
Why Do I Need A Will?
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.
Book a FREE consultation
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.
Learn More
What Are the Costs to Consider After Death?
Services
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
Let us help you
Book an Appointment
our staff
Team of Professionals
Gerhard Maree
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.
Herman Maree
We strongly believe that everyone, not just those of high net worth and income, should have access to financial advice and education.