NM
Nammie M

1 reviews | Active since Sept 2020

24 Sept 2020, 20:30

STANDARD TRUST AND LIBERTY LIFE LOSING CLIENTS WILLS

Liberty Life and Standard Trust have been loosing peoples Wills and Testaments. Standard Trust stands on the leg that Liberty Life is meant to submit WIlls to them. A financial advisor can help a Liberty client draft a Will, then up to the client they can elect to keep it in safe custody or supposedly leave with it. The process is a client writes an application, pays the fee, does the Will and it is witnessed by 2 independent people. Step 2 the financial advisor gives the client a copy of their Will and the original is sent to Standard Bank. They are working together in this.

My mother left her Last Will and Testament with Liberty Life and Standard Bank . She had a terminal cancer and told me where to look for her Will. When she passed away, I went to Liberty to ask for the Will and Liberty said they do not have it. I asked her financial advisor and he said she never did a Will with them. I asked Standard Bank and they said they do not have a Will for this person. I asked every lawyer and attorney in town for the Will because I was certain she had one. We did not find it and her estate was wound up intestate succession. Months later, I was still searching through her documents and I tried to get into her emails. I got into my late mothers emails and did a keyword search for 'Will' 'testament' etc , I found an email from Liberty, it was from her financial advisor and it read " Hello *** please find attached a copy of your Will and Testament signed xyz Liberty financial advisor"

I don't know what happened but Liberty lost the original. I had emailed and asked numerous times from Standard bank and Liberty for the Will but they had no documents pertaining to the Will.

I asked the financial advisor and he said that Liberty had a change in system and many of emails were lost. Marilyn Benjamin on the ***0 called from Standard Trust called and I told her that Liberty and Standard Trust are losing Wills, she asked me if its the original or a copy that I found. I asked her why she was asking and she rep**** that if it is a copy then the original should be with us, if its the original then she never asked to keep it in safe custody. I told her it was a scanned copy sent via email. Then she disappeared because she realised the gravity of what had happened. It probably is not the first time but maybe the first time someone was able to find the copy. The gag is: their clients who leave Wills and make these arrangements cannot contest them on their negligence because dead people cannot speak for themselves. That is how they have been getting away with it for years. For everyone person that speaks consider how many more never spoke, then consider how many more never found the copy to the Last Will and Testament. That is how Liberty Life and Standard Trust continue to take advantage of their clients dead and alive, peoples lives do not matter. A Will is an important document for it to get lost like that. Liberty cannot find the original and they are so comfortable with their incompetence, they enjoy it. Their system is broken and they have no interest in fixing it. They have made no steps to ensure this doesn't continue happening because it benefits them. They have admitted their don't have any documents . They have been doing an investigation for 2,5 months and still have no leads. Shame on them. I have made it my mission to ensure everyone of their clients will be warned of this lackadaisical and nonchalant attitude. After I sent them a copy of the Will, they return and tell me they have found something. I ask what? They tell me a copy of the Will, the very same Will I sent them. They have no application, no receipt which are the steps prior to doing the Will.

I also found that even when they do have something they hide it. i asked for their twitter handle and they chose not to give it to me because they want to hide this. I asked for their ombudsmen and they did not respond. It is clear that they are in actuality ******* and care not about their clients or beneficiaries of clients but only about their bottom line (profit).

Tony Hakime and Benita Coetzee want me to find proof of payment for this but actually that's their job, they keep expecting me to do their job. First I found the Will they lost, now they want me to look through my late mothers documents and trunks to find a statement showing she paid for this service. When by virtue of the copy having been sent to her it is clear that she did. I forwarded the email to them, in the very Will that is signed and witnessed it states step 1 the client fills a Will application and pays.

All this shows is that the custody controls, software change programmes and internal controls at Liberty and Standard trust are not operating efficiently and cannot be re**** upon.

I asked them to forward me the documents for step 1 to show the completeness of their documents. They do not have it, they lost it. It is actually shameful.

The relations manager and Liberty tells me that Wills are not Liberty Life main service. As if that matters, I mean, just because Garden Court is mainly accommodation doesn't mean they cannot be held to book for their breakfast buffet or gym facilities if something goes wrong! Unbelievable. I responded asking why Liberty Life has an email domain for wills and trusts ? Herman Lebona could not respond.

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