Founders of Chartered Legacy and Trust: Barclay Hoar, John Campbell, Kim Potgieter and Kerryn Franck

Founders of Chartered Legacy and Trust: Barclay Hoar, John Campbell, Kim Potgieter and Kerryn Franck

Chartered Legacy and Trust, part of the Chartered advisory group.

Chartered Legacy and Trust brings together the skills of lawyers, financial planners and life planners to offer a comprehensive estate planning service.  Our aim is to give you an opportunity to assess the plans you have for your life and the legacy you wish to leave, and then to ensure that the correct processes and structures are in place to make your legacy binding.

The insights we gain into you and your life guarantees that your Will is not simply a list of how your assets should be divided upon your death, but rather a living document that is instrumental in helping you leave a lasting legacy.

We believe that the process of drawing up your Will should be a life-enhancing exercise that affords you and your family peace of mind.