Unprofessional, untimely & most dissatisfactory!
Honestly, when I first spoke to the estate planning person at the CoOp, I was so pleased with what I thought we’d achieved in terms of my estate planning. When the paperwork came through 49 days later (despite the fact I’d waived the 14 day cooling off period privilege!), it was inaccurate. Instead of 4 will executors, only 1 was named. Instead of the people I had named as Power of Attorney, this was also inaccurate. Naturally, I was confused & upset after all the time & thought I’d put into planning my estate (not a pleasant job but an important one). When I asked for a transcript of the original call made with the estate planner, it took the CoOp several weeks to inform me that not only had the person I spoke to left the organisation but that there was no recorded phone call! I have filed a complaint, have no satisfactory will at the current time (!!) and now have to wait up to 28 days until investigated. I simply want to use a local solicitor as I have lost faith in the CoOp’s estate planning service. Not just disappointing but deeply concerning service. I’d definitely advise: avoid the CoOp’s estate planning service.
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