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Episode 215 | Alex Simeonides | Capital Legacy Wills And Trusts

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Manage episode 332677598 series 3350584
Kandungan disediakan oleh David Watts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Watts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, I chat with Alex about how he built Capital Legacy. We also talk about why Wills are so important.

Testament to their mandate of making it easier to get your Will in place is the 380,000 clients they have assisted over the last 10 years. This number grows monthly with, on average, 11,000 new clients placing their trust in Capital Legacy to ensure their Legacies are protected too.
Passing away without a Will is problematic in quite a number of ways. Shortly put, though, it means that the deceased dies intestate and his/hers last wishes will most probably not be adhered to.

Capital Legacy draws up Wills at no cost to their clients, puts plans in place to cover legal fees and takes care of deceased estates. Because of the company’s focus on wills and its specialised processes, it finalises estates on average much quicker than industry standards.
Word of mouth regarding Capital Legacy has been a big part of the thousands of enquiries the company gets every month and is a testament to their focus on good old-fashioned client service.

SOURCE: https://www.bizcommunity.com/Article/196/546/227250.html

  continue reading

258 episod

Artwork
iconKongsi
 
Manage episode 332677598 series 3350584
Kandungan disediakan oleh David Watts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Watts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, I chat with Alex about how he built Capital Legacy. We also talk about why Wills are so important.

Testament to their mandate of making it easier to get your Will in place is the 380,000 clients they have assisted over the last 10 years. This number grows monthly with, on average, 11,000 new clients placing their trust in Capital Legacy to ensure their Legacies are protected too.
Passing away without a Will is problematic in quite a number of ways. Shortly put, though, it means that the deceased dies intestate and his/hers last wishes will most probably not be adhered to.

Capital Legacy draws up Wills at no cost to their clients, puts plans in place to cover legal fees and takes care of deceased estates. Because of the company’s focus on wills and its specialised processes, it finalises estates on average much quicker than industry standards.
Word of mouth regarding Capital Legacy has been a big part of the thousands of enquiries the company gets every month and is a testament to their focus on good old-fashioned client service.

SOURCE: https://www.bizcommunity.com/Article/196/546/227250.html

  continue reading

258 episod

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