PZ
Pieter Z

1 reviews | Active since Oct 2020

07 Oct 2024, 12:30

Look for someone reliant to handle your estate!

I am actually lost for words, I cannot believe how Capital Legacy work with estates, this review is based on facts and not hear say, Capital Legacy are welcome to make an appointment with me and and I can lay down every anomaly based on inside information, if they want to make an appointment I want superiors and the executor in the meeting, my beloved partner is unfortunately not hear thus I will be his mouth and want to keep his dignity in place.

Let me start from the beginning, when I saw Capital Legacy shortly after my partner's death I was not in the position to process the information, I have lost my memory for 3 months, I requested another meeting and my mum were their with me. They spoked the living hell into me, should we add his car to the estate the estate will be bankrupt and they can come after the house for the shortfall, mum bought the car out of the estate as we can't afford to lose the house, I am sitting with a car now that cost me R11,000 per month as I have a massive shortfall, I tried to sell the car but at the dealerships offer me too less to cover the shortfall.

I picked up a trend, every time a policy pays out to my account they call 2 or 3 days later to collect funds for something, when my partner's pension paid out 89K I gave R45k to my folks as they are pensioners and assisted me with expenses and repaid them. Guess what happened 3 days later, I were advised that they must pay debtors, first I was told by Gemma Kaselman that I need to pay R95K, we had a teams meeting and was advised it's now R170K, I immediately paid the R170K as again I was told that they can come after the house.

The car were financed through Wesbank and they have serial emails and phone calls to speak to the executor and they were told the executor don't take calls, eventually Wesbank gave up and just financed the car, till today we don't understand why the executor can't take calls or reply to emails.

When it came to my partner's tax I was advised that they use a 3rd party to do the tax, I was under the impression all is done with Capital Legacy, ended up they just use 3rd parties and there are a lot of estates waiting for the new company to process.

I asked my auditors to audit the P & L but Capital Legacy don't want to release documents from them. I closed my Capital Legacy account and FNB are taking over as I can't put my love ones through all this.

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Replies (1)
Capital Legacy
Capital Legacy's reply08 Oct 2024, 05:36
Official
Hi there Pieter

Thank you for bringing your concerns to our attention, please accept our apologies for any frustration caused, we will certainly look into this and provide you with feedback.
We will be in contact with you. 

Have a lovely day! 

Lesego Mabaso 
Senior Team Leader – Customer Care