About Excall

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EXCALL LEGACY (PTY) LTD Wills & Estate Planning

Excall Legacy (Pty) Ltd, specialises in estate planning with an upfront review of taxes, estate duty and deceased estate administration fees to ensure that our clients are in a position to make well-informed decisions with regards to their estates, and to work with them actively to manage their legacy. We ensure that our client’s estates are well managed and liquid when they pass away, with a strong focus on generational wealth creation.

WHY DO YOU NEED A WILL:

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Freedom of testation: Upholding a cornerstone of South African law of succession by preserving your right to bequeath assets.

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Asset protection: A will guarantees your property and assets are given as per your wishes, avoiding potential inheritance by estranged family members.

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Childcare assurance: In the absence of a will, a minor child's inheritance is held in the Guardian’s fund until they're 18. A will provides direction.

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Legal clarity: Without a will, your estate decisions fall under the intestate succession act, potentially leading to undesired results.

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Fiscal savings: A structured will can reduce estate duties and administration costs, ensuring maximum benefit for your heirs.

WHO WE ARE:

Danie Bezuidenhout

DANIE BEZUIDENHOUT

After obtaining his Bachelor of Laws (LLB), Danie spent time developing his law skills in various law firms specializing in Labour law. He decided to start his own law consultancy firm, LE Consult Group, in 2009. LE Consult Group is a group of consulting specialists departments which include Labour Law and HR Solutions, Legal consulting specializing in commercial and compliance law, Trust & Fiduciary Services, and Skills development & training. He has been actively involved in trust administration since 2007 and also been assisting clients with estate planning and wills since 2012.

Wouter van Schaik

WOUTER VAN SCHAIK

After obtaining his Honours in Accounting sciences (HCompt), whilst doing his SAICA articles at a small firm in Durbanville focusing on audits, trusts, and estates, Wouter joined the Star Motor Group of companies (now known as MyRide Group) where he was appointed as Financial Director and Operational Director of numerous subsidiaries. In 2013 he became a shareholder in the Group. Here he started Global Motor Administration with other partners, that provided and administered warranty products to the Star Motor Group and numerous other Motor groups. Due to his role in this company, he is also a Key Individual and a qualified representative for short-term insurance products. He decided to start his own Consulting, Accounting, and Tax Planning firm, that focuses on proper structural, financial planning, and tax assistance to Small and Medium enterprises that cannot afford a full-time Financial Manager in their Business. Wouter has been involved in trust management and estate planning since 2011.

Ruan Meyer

RUAN MEYER

After obtaining his BComm Management Sciences degree majoring in Investment Management and Financial Management, Ruan decided to study an additional year to include modules in Economics, Financial Accounting, and Marketing Management. In 2013 he decided to become a Financial Advisor at Hereford Group where he has achieved the following achievements to date:

  • Mentoring and managing young advisers since 2015
  • Became the youngest Shareholder of the group in 2018
  • Won multiple awards of excellence and have always been in the top 3 performance for the Western Cape over the last decade
  • Member of the MDRT (Million Dollar Round Table)

Ruan is also a qualified representative on long- and short-term insurance products.