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Sagaren C

1 reviews | Active since May 2022

11 Jun 2024, 20:21

Unresponsiveness in validating executorship appointment

I had discussed with Capital Legacy my last will and testament in October 2023 and was content with them being appointed to oversee both my will and testament as well as the wife's, subject to the following. That they correct disclosures made to the consultant which was not correctly captured so that I can proceed with the agreed monthly premiums which was tied to Capital Legacy appointment as executor. My wife and I personally had an appointment at Capital Legacy offices in Century City and had in the presence of 2 Capital Legacy signed off on relevant documentation that appointed Capital Legacy as Executors. To date despite several whatsapp messages since October 2023 they have not responded. On 1 December 2023 I wrote the following in a whatsapp message:"This serves to indicate that Capital Legacy is not entitled to be our Executor until the incorrect information by ???? (a person's name was provided) is corrected."

Until Capital Legacy does not correct the incorrect information and I do not make monthly premiums as agreed to they will not be my Executors. They must forthwith confirm to me in writing the way forward.

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Replies (10)
Capital Legacy
Capital Legacy's reply12 Jun 2024, 07:23
Official
Hi there Sagaren,
 
Thank you so much for reaching out, we will be sure to give you a call shortly to address and resolve your concerns.
 
Have a lovely day.

Lesego Mabaso
Senior Team Leader – Customer Care
 
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Sagaren C's update26 Jun 2024, 16:11
Reviewer Update
I had someone call me from Capital Legacy on 12 June promising to get to the bottom of this matter after I furnished her with compelling evidence that Capital Legacy had "dropped the ball". To date the matter is going nowhere slowly. Please urgently respond Capital Legacy . Other clients are going to regard you of making empty promises and be guarded against purchasing any products from you.
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Sagaren C's update05 Jul 2024, 06:05
Reviewer Update
I had to follow up when no response was forthcoming. The person who called me indicated that she investigated the matter by contacting the consultant who sold me the policy and concluding to the effect that I am wrong and that the consultant is right (this related to me informing the consultant that I had several high risk health conditions which he did not capture in the health questionnaire but stated the conditions as good. This would have had a bearing on me being quoted low premiums. I have been asking Capital Legacy since October 2023 to correct this so that I can proceed thd policy to no avail).

Clearly, bad faith and devious marketing of their policy in my case. Until they give me in writing that the last will and testament for me and my wife that I signed and handed personally to their offices in Century City Cape Town making Capital Legacy our Executors is NULL AND VOID, I will continue to keep this complaint active.

My advice, STAY AWAY FROM THIS COMPANY.
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Sagaren C's update09 Jul 2024, 21:55
Reviewer Update
Can I get your response please.
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Sagaren C's update15 Jul 2024, 20:24
Reviewer Update
It is 17 July 2024 and Capital Legacy is not replying. I will continue to await their response and at the same time potential clients considering purchasing their products can watch this space.
Capital Legacy
Capital Legacy's reply30 Jul 2024, 11:47
Official
Hi there Sagaren,

I hope you are doing well.

My apologies that your query has been overlooked. Maleesha will be in contact with you to assist before end of business today.

Have a lovely day.

Lesego Mabaso
Senior Team Leader – Customer Care 
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Sagaren C's update30 Jul 2024, 13:13
Reviewer Update
I did receive the following email contents :

Good day Mr Chetty, I trust this email finds you well. With regards to retrieving your Last will and testament, Kindly complete and sign the attached retrieval form and return to me along with a copy of your ID or driver’s license. Please let me know if you wish the Will to be delivered, if so, kindly provide me with the address, contact person, and contact details. By retrieving your Will from safe custody, you may destroy it should you wish, this will render the Will null and void.

We seem to eventually be making progress. I have requested Maleesha in a replying email to populate box and wallet numbers where our wills are kept so that we can sign off and get back our wills.
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Sagaren C's update20 Aug 2024, 21:06
Reviewer Update
I have emailed Maleesha enquiring when I can expect to receive our wills so that we can destroy it. Despite 2 emails, no response. Lesego, your kind intervention please.
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Sagaren C's update26 Aug 2024, 18:29
Reviewer Update
I am still awaiting a response.
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Sagaren C's update02 Sept 2024, 21:02
Reviewer Update
Lesego when can I expect a response.