HL
Helena L
1 reviews | Active since Nov 2022
07 Sept 2023, 11:00
Appleton is the worst.
Appleton doesn't even deserve 1 star. Biggest mistake ever trusting them with our Mothers estate. All they are there for is trying to get every single penny out of you. They prey on your ignorance of law. Most unprofessional and sloppy work. I cry soooo much for our attorney that immigrated. An honest, professional and efficient man that looked out for his clients not his own pocket. Change your will to someone else ASAP to avoid disappointment and frustration.
Helpful (0)
Replies (4)0
Replies (4)Appleton Fiduciary Services (Pty) Ltd's replyOfficial
11 Sept 2023, 15:58 Ms Lee,
You do not provide a surname to your post on 7 September 2023, so I am making the assumption that I am addressing Helena Lee in respect of the Estate Late Maria Fatima Meneses. While we are fully aware that dealing with deceased estates is a traumatic and emotional matter for the family, given our decades of experience, we always treat family members and heirs with great respect and sensitivity. Client care is the core of our business.
We maintain a full record of our communications with all clients and in this regard, we have a full record of all our extensive, clear and regular communications with you while administering the estate.
With respect to the administration of the estate, despite family, legal and jurisdictional complications, this was concluded highly efficiently and within approximately one year. By any standard this is efficient.
The fee charged by Appleton was in accordance with the prescribed tariff of 3,5% (plus VAT).
All monies within the estate were transferred efficiently and accurately to the nominated beneficiaries, including you and both the cash statements and Liquidation and Distribution accounts were sent to you explained to you and discussed with you personally. No monies were lost, nor are monies missing. In fact, the value of the assets within the estate grew during the administration period and you and your father were beneficiaries of this.
Appleton has in the past, suggested holding a Teams meeting with you and your financial advisors in order to again explain fully the estate’s cash accounts and Liquidation and Distribution accounts. You have not taken up this offer. Neither had you raised your concerns with Appleton management (either the Managing Director, nor Chairman) before making your scurrilous, libelous and wholly inaccurate claims and accusations on a public platform.
In this regard, the Appleton Managing Director called you twice recently and on both occasions the call was cut without response. The Appleton Managing Director has also sent you an email inviting you to discuss your misunderstandings, which again, has gone unanswered.
Despite this, you are again invited to contact the Appleton Managing Director on our Toll-free number ***or email, *** in order for us to explain again where you are misunderstanding the full distribution that has been made to you and your Father.
You do not provide a surname to your post on 7 September 2023, so I am making the assumption that I am addressing Helena Lee in respect of the Estate Late Maria Fatima Meneses. While we are fully aware that dealing with deceased estates is a traumatic and emotional matter for the family, given our decades of experience, we always treat family members and heirs with great respect and sensitivity. Client care is the core of our business.
We maintain a full record of our communications with all clients and in this regard, we have a full record of all our extensive, clear and regular communications with you while administering the estate.
With respect to the administration of the estate, despite family, legal and jurisdictional complications, this was concluded highly efficiently and within approximately one year. By any standard this is efficient.
The fee charged by Appleton was in accordance with the prescribed tariff of 3,5% (plus VAT).
All monies within the estate were transferred efficiently and accurately to the nominated beneficiaries, including you and both the cash statements and Liquidation and Distribution accounts were sent to you explained to you and discussed with you personally. No monies were lost, nor are monies missing. In fact, the value of the assets within the estate grew during the administration period and you and your father were beneficiaries of this.
Appleton has in the past, suggested holding a Teams meeting with you and your financial advisors in order to again explain fully the estate’s cash accounts and Liquidation and Distribution accounts. You have not taken up this offer. Neither had you raised your concerns with Appleton management (either the Managing Director, nor Chairman) before making your scurrilous, libelous and wholly inaccurate claims and accusations on a public platform.
In this regard, the Appleton Managing Director called you twice recently and on both occasions the call was cut without response. The Appleton Managing Director has also sent you an email inviting you to discuss your misunderstandings, which again, has gone unanswered.
Despite this, you are again invited to contact the Appleton Managing Director on our Toll-free number ***or email, *** in order for us to explain again where you are misunderstanding the full distribution that has been made to you and your Father.
Appleton Fiduciary Services (Pty) Ltd's reply11 Sept 2023, 15:58
Official
Ms Lee,
You do not provide a surname to your post on 7 September 2023, so I am making the assumption that I am addressing Helena Lee in respect of the Estate Late Maria Fatima Meneses. While we are fully aware that dealing with deceased estates is a traumatic and emotional matter for the family, given our decades of experience, we always treat family members and heirs with great respect and sensitivity. Client care is the core of our business.
We maintain a full record of our communications with all clients and in this regard, we have a full record of all our extensive, clear and regular communications with you while administering the estate.
With respect to the administration of the estate, despite family, legal and jurisdictional complications, this was concluded highly efficiently and within approximately one year. By any standard this is efficient.
The fee charged by Appleton was in accordance with the prescribed tariff of 3,5% (plus VAT).
All monies within the estate were transferred efficiently and accurately to the nominated beneficiaries, including you and both the cash statements and Liquidation and Distribution accounts were sent to you explained to you and discussed with you personally. No monies were lost, nor are monies missing. In fact, the value of the assets within the estate grew during the administration period and you and your father were beneficiaries of this.
Appleton has in the past, suggested holding a Teams meeting with you and your financial advisors in order to again explain fully the estate’s cash accounts and Liquidation and Distribution accounts. You have not taken up this offer. Neither had you raised your concerns with Appleton management (either the Managing Director, nor Chairman) before making your scurrilous, libelous and wholly inaccurate claims and accusations on a public platform.
In this regard, the Appleton Managing Director called you twice recently and on both occasions the call was cut without response. The Appleton Managing Director has also sent you an email inviting you to discuss your misunderstandings, which again, has gone unanswered.
Despite this, you are again invited to contact the Appleton Managing Director on our Toll-free number ***or email, *** in order for us to explain again where you are misunderstanding the full distribution that has been made to you and your Father.
You do not provide a surname to your post on 7 September 2023, so I am making the assumption that I am addressing Helena Lee in respect of the Estate Late Maria Fatima Meneses. While we are fully aware that dealing with deceased estates is a traumatic and emotional matter for the family, given our decades of experience, we always treat family members and heirs with great respect and sensitivity. Client care is the core of our business.
We maintain a full record of our communications with all clients and in this regard, we have a full record of all our extensive, clear and regular communications with you while administering the estate.
With respect to the administration of the estate, despite family, legal and jurisdictional complications, this was concluded highly efficiently and within approximately one year. By any standard this is efficient.
The fee charged by Appleton was in accordance with the prescribed tariff of 3,5% (plus VAT).
All monies within the estate were transferred efficiently and accurately to the nominated beneficiaries, including you and both the cash statements and Liquidation and Distribution accounts were sent to you explained to you and discussed with you personally. No monies were lost, nor are monies missing. In fact, the value of the assets within the estate grew during the administration period and you and your father were beneficiaries of this.
Appleton has in the past, suggested holding a Teams meeting with you and your financial advisors in order to again explain fully the estate’s cash accounts and Liquidation and Distribution accounts. You have not taken up this offer. Neither had you raised your concerns with Appleton management (either the Managing Director, nor Chairman) before making your scurrilous, libelous and wholly inaccurate claims and accusations on a public platform.
In this regard, the Appleton Managing Director called you twice recently and on both occasions the call was cut without response. The Appleton Managing Director has also sent you an email inviting you to discuss your misunderstandings, which again, has gone unanswered.
Despite this, you are again invited to contact the Appleton Managing Director on our Toll-free number ***or email, *** in order for us to explain again where you are misunderstanding the full distribution that has been made to you and your Father.
HL
Helena L's updateReviewer Update
12 Sept 2023, 10:13Wow... there is a star for you.
1 year?? Try 2 years and don't attack me for your faults. When I tried to contact you, Miss Hean, In regards to the estate I was given the run around but write something publicly and you contact me within 2/3 hours. This just proves my point.
1 year?? Try 2 years and don't attack me for your faults. When I tried to contact you, Miss Hean, In regards to the estate I was given the run around but write something publicly and you contact me within 2/3 hours. This just proves my point.
HL
Helena L's update12 Sept 2023, 10:13
Reviewer Update
Wow... there is a star for you.
1 year?? Try 2 years and don't attack me for your faults. When I tried to contact you, Miss Hean, In regards to the estate I was given the run around but write something publicly and you contact me within 2/3 hours. This just proves my point.
1 year?? Try 2 years and don't attack me for your faults. When I tried to contact you, Miss Hean, In regards to the estate I was given the run around but write something publicly and you contact me within 2/3 hours. This just proves my point.
Appleton Fiduciary Services (Pty) Ltd's replyOfficial
12 Sept 2023, 10:32Ms Lee, once again you are factually incorrect. The facts as elaborated above by Appleton are now public and on record and yet again, you have failed to avail yourself of the opportunities offered to you to correct your misunderstandings and misrepresentations. The offer remains open.
Appleton Fiduciary Services (Pty) Ltd's reply12 Sept 2023, 10:32
Official
Ms Lee, once again you are factually incorrect. The facts as elaborated above by Appleton are now public and on record and yet again, you have failed to avail yourself of the opportunities offered to you to correct your misunderstandings and misrepresentations. The offer remains open.
HL
Helena L's updateReviewer Update
12 Sept 2023, 10:50Once again ... check your email and give a phone number that gets answered before spewing your insults.
HL
Helena L's update12 Sept 2023, 10:50
Reviewer Update
Once again ... check your email and give a phone number that gets answered before spewing your insults.
