SM
Simon M
1 reviews | Active since Oct 2010
13 Jan 2026, 07:50
Capital Legacy wasted weeks of my time — *********** and misleading Very poor service, incompetence, and no accountability
I engaged Capital Legacy around 11 December for estate administration. After weeks of delays, document requests, and false reassurance, they withdrew, claiming they could not handle the estate. The reasons they cited (intestate estate, minor child, business interests, Guardians Fund, customary marriage) are basic estate issues that were known upfront and should never have resulted in weeks of wasted time. This demonstrates gross incompetence and poor management. Capital Legacy appears interested only in signing people up for will products, not in competently administering estates. Avoid them. This was a complete waste of time and resources.
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Replies (3)SM
Simon M's updateReviewer Update
13 Jan 2026, 07:58 These are not unusual or exceptional circumstances. They are standard features of many deceased estates, and any competent estate administrator should be able to identify and assess these issues before accepting a matter and stringing a client along for over a month.
SM
Simon M's update13 Jan 2026, 07:58
Reviewer Update
These are not unusual or exceptional circumstances. They are standard features of many deceased estates, and any competent estate administrator should be able to identify and assess these issues before accepting a matter and stringing a client along for over a month.
SM
Simon M's updateReviewer Update
13 Jan 2026, 08:02 This is not “careful consideration” — it is poor screening, poor management, and a complete lack of upfront competence. The clear impression is that Capital Legacy is primarily focused on signing people up for wills and policy products, but lacks the capability or willingness to administer estates that require real legal work I was ultimately told to “approach an attorney” — advice that should have been given from day one, instead of wasting my time, resources, and emotional energy during an already traumatic period
SM
Simon M's update13 Jan 2026, 08:02
Reviewer Update
This is not “careful consideration” — it is poor screening, poor management, and a complete lack of upfront competence. The clear impression is that Capital Legacy is primarily focused on signing people up for wills and policy products, but lacks the capability or willingness to administer estates that require real legal work I was ultimately told to “approach an attorney” — advice that should have been given from day one, instead of wasting my time, resources, and emotional energy during an already traumatic period
Capital Legacy's replyOfficial
13 Jan 2026, 08:45Hi Simon,
Thank you for bringing this matter to our attention again, your complaint has been noted and escalated for internal investigation. We take your concerns very seriously.
A member of our team will be in contact with you shortly to assist further and to ensure this matter is resolved as promptly and professionally as possible.
Nicole Marais
Senior Team Leader
Thank you for bringing this matter to our attention again, your complaint has been noted and escalated for internal investigation. We take your concerns very seriously.
A member of our team will be in contact with you shortly to assist further and to ensure this matter is resolved as promptly and professionally as possible.
Nicole Marais
Senior Team Leader
Capital Legacy's reply13 Jan 2026, 08:45
Official
Hi Simon,
Thank you for bringing this matter to our attention again, your complaint has been noted and escalated for internal investigation. We take your concerns very seriously.
A member of our team will be in contact with you shortly to assist further and to ensure this matter is resolved as promptly and professionally as possible.
Nicole Marais
Senior Team Leader
Thank you for bringing this matter to our attention again, your complaint has been noted and escalated for internal investigation. We take your concerns very seriously.
A member of our team will be in contact with you shortly to assist further and to ensure this matter is resolved as promptly and professionally as possible.
Nicole Marais
Senior Team Leader