NS
Nisha S
1 reviews | Active since Mar 2020
12 Mar 2020, 09:58
BAD SERVICE> NO FOLLOW UP FROM CAPITAL LEGACY ,
they contacted me to make a will because of being an organ donar, it was a while before the consultant came to me , all was well in drawing up the will, they made themselves executors of my estate , why I don't know , I was informed of a an option to take out a policy to cover my estate duties , so that my beneficiaries can inherit free of any estate duties or transfer costs,
After I confirmed the go ahead for the policy and sent the consultant my bank details to deduct the premium, no policy schedule was sent to me,
upon query now , some three months later I am told no policy was taken out,
I have now done a new will and will no longer require the services of this inefficient company ,
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Replies (2)NS
Nisha S's updateReviewer Update
12 Mar 2020, 17:57a consultant has called me to now do the policy for the estate duties , I have done my own new will and will not be needing your services for my estate when it does become due ,
please use this as a benchmark to check up on all client wills you sign up, that all that was promised to the client was indeed done , I am a paralegal and have now resolved all of this for myself , I am a Financial manager as well, therefore I know to do all this for myself ,
Should I have not checked for this policy , my beneficiaries would not know how well I planned ,and you would not have been honest in any date in the future at the tiem my estate would come in existance
please use this as a benchmark to check up on all client wills you sign up, that all that was promised to the client was indeed done , I am a paralegal and have now resolved all of this for myself , I am a Financial manager as well, therefore I know to do all this for myself ,
Should I have not checked for this policy , my beneficiaries would not know how well I planned ,and you would not have been honest in any date in the future at the tiem my estate would come in existance
NS
Nisha S's update12 Mar 2020, 17:57
Reviewer Update
a consultant has called me to now do the policy for the estate duties , I have done my own new will and will not be needing your services for my estate when it does become due ,
please use this as a benchmark to check up on all client wills you sign up, that all that was promised to the client was indeed done , I am a paralegal and have now resolved all of this for myself , I am a Financial manager as well, therefore I know to do all this for myself ,
Should I have not checked for this policy , my beneficiaries would not know how well I planned ,and you would not have been honest in any date in the future at the tiem my estate would come in existance
please use this as a benchmark to check up on all client wills you sign up, that all that was promised to the client was indeed done , I am a paralegal and have now resolved all of this for myself , I am a Financial manager as well, therefore I know to do all this for myself ,
Should I have not checked for this policy , my beneficiaries would not know how well I planned ,and you would not have been honest in any date in the future at the tiem my estate would come in existance
Capital Legacy's replyOfficial
12 Mar 2020, 21:30Hi Nisha,
I do understand your frustration and once again I apologize for the inconvenience caused.
This was an internal error and the relevant process will be followed to ensure that something like this does not happen again.
I can, however assure you that we do not conduct business dishonestly in any way and we will never hold a Client liable for an internal error.
Please do let me know should you need any further assistance at all.
Have a lovely evening,
Natasha Thysse
Manager - Customer Care
I do understand your frustration and once again I apologize for the inconvenience caused.
This was an internal error and the relevant process will be followed to ensure that something like this does not happen again.
I can, however assure you that we do not conduct business dishonestly in any way and we will never hold a Client liable for an internal error.
Please do let me know should you need any further assistance at all.
Have a lovely evening,
Natasha Thysse
Manager - Customer Care
Capital Legacy's reply12 Mar 2020, 21:30
Official
Hi Nisha,
I do understand your frustration and once again I apologize for the inconvenience caused.
This was an internal error and the relevant process will be followed to ensure that something like this does not happen again.
I can, however assure you that we do not conduct business dishonestly in any way and we will never hold a Client liable for an internal error.
Please do let me know should you need any further assistance at all.
Have a lovely evening,
Natasha Thysse
Manager - Customer Care
I do understand your frustration and once again I apologize for the inconvenience caused.
This was an internal error and the relevant process will be followed to ensure that something like this does not happen again.
I can, however assure you that we do not conduct business dishonestly in any way and we will never hold a Client liable for an internal error.
Please do let me know should you need any further assistance at all.
Have a lovely evening,
Natasha Thysse
Manager - Customer Care