Poor processes and customer care
Had a long video call to discuss writing a new will after my husband passed away, which determined that a basic free will would not be appropriate as it was more complex than that. I agreed with this and awaited the follow up. Nothing for a month. When I chased them, Bequeathed informed me that they had lost my call transcript and I’d need to send them my information for the Free Basic Will again or I could schedule another call. I informed them that we had determined it was not a basic will and that I might as well go to a local solicitor to get my will prepared as it would be less time consuming. Only positive is that, as requested, they deleted my data promptly.
I chair a charity who pay for this service and we are very concerned that our members and beneficiaries may be having a similar experience.








