JW
Janie W

1 reviews | Active since May 2019

05 May 2022, 00:47

Check your Final Liquidation and Distribution Account VERY carefully

That 90% off Executors fees and 90% off transfer fees is because Capital Legacy can't even provide 10% service.

Duplicate billing, not taking off discounts, not changing values that go hand in hand, over stating values.

My late mother in law took the policy to protect her son from the drama surrounding an estate. She must be spinning in her grave, never mind turning in her grave.

Quick sign up, quick to get the initial documents to start processing (collected from our home after hours) and that's where the service ended. We received 4 different Liquidation and Distribution accounts with blatant mistakes on. (I say blatant from the perspective of working in finance). Have a zoom meeting to clarify some things. Get a new shortfall amount. Screenshot and highlighted duplicated values on account and they persist its correct - 3 times and only got it right the 4th time. Change the property value, but doesn't change the transfer value or the Executors fees linked to it. Billed the amount from the lawyers incorrectly 3 times. Suddenly half the people are KZN based and the people in PE only work from the office. They refuse to see us at home or after hours, but they did to sign us up. Only once received a break down of amount due in plain English which I recalculated and had checked before submitting my calculation to Capital Legacy. Eventually paid someone to deal with Capital Legacy after confirming our suspicions of the incompetence of Capital Legacy. Finally paid our dues to Capital Legacy and may I never have to deal with them again.

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Replies (1)
Capital Legacy
Capital Legacy's reply06 May 2022, 13:50
Official
Hi there Janie,

Once again, thank you for taking the time to discuss your concerns with me earlier. 

We strive to make the loss of a loved one easier and as such, I will be investigating the matter in order to provide you with sufficient feedback as to what went wrong and why.

Have a lovely weekend, 

Natasha Thysse
National Manager - Customer Care and Complaints