Abrandthathaspositioned itselfasaplayersinthe fiduciaryindustry

LEGACY FS provides an array of fiduciary services that involves the drafting of wills, administering deceased estates and trusts, but our ethos extends far beyond simply executing these services.

We aim to add value to our clients by providing these services in a context that transcends the usual boundaries of business.

Since opening our doors three years ago, we’ve evolved from Legacy into Legacy FS – a brand that has positioned itself firmly as one of the major players in the fiduciary industry.

We believe our success is based firmly on principles that form the backbone of our company: objectivity, expertise and long-term client relationships.

At Legacy FS, we believe in the value of family and we encourage our clients to involve their loved ones in planning for the future – a crucial step to avoiding stress and complications often associated with settling an estate during times of grieving.

A hallmark of our business – and one that sets us apart from many others – is the fact that Legacy FS is an entirely independent consultancy.

We pride ourselves on offering pure, practical advice based on an in-depth analysis of our clients’ individual needs.Legacy FS is not affiliated to any umbrella financial institution, and any management solutions we propose are a direct consequence of this objective approach.

One of the major issues with estate settlements is that they frequently take a long time to resolve, costing families of the deceased financial loss and emotional distress in the process.

To avoid lengthy delays, we ensure that all our clients fill in an estate planning document so that we have all the necessary details on hand to achieve the expedient resolution possible.

To show our commitment to this cause, we will discount our rates if a client’s estate takes longer than one year to settle.

Looking ahead, we plan to continue on the path that has taken us so far in such a short space of time – staying true to our principles, nurturing our client relationships and continually striving to be the best at what we do.