Estate Closure at it's best.
Here
is a perfect example of why families hire us to help them close an
estate. This was a real conversation that our office had today. All I
have to say is seriously??
THEM - Thank you for calling *** wireless my name is *** how may I help you.
US - We’re calling to report the death of *** and would like to cancel service.
THEM - I’m sorry for your loss. What is the account number or phone number?
US - ***-***-**** in Arizona.
THEM - What was the date of death?
US - **/**/2012. Can we fax a copy of the death certificate for your records?
THEM - We have no need for verification. Please hold the line while we cancel this service.
ON-HOLD approximately 2 minutes.
THEM – Thank you for holding. Would you like the IPAD service canceled as well?
US – Yes, I don’t believe he is going to be using the IPAD either.
THEM – Thank you, hold the line please.
ON-HOLD approximately 3 minutes.
THEM – Thank you for holding. We have credited the account and will send this to the address of record.
US – Why are you crediting the account when they are deceased? They
will not be opening another account since they are deceased.
THEM – Hold the line please.
ON-HOLD for approximately 5 minutes.
THEM – Thank you for holding. We will issue a refund check after 60 days.
US – How do you know who to make the refund to?
THEM – We’ll issue it to the account holder.
US – They will not be able to sign and cash that check since they are deceased.
THEM – Hold the line please.
ON-HOLD approximately 5 minutes.
THEM – Thank you for holding. That check will be issued to the Executor.
US – How do you know who the executor of the estate is if you don’t require documentation for verification purposes?
THEM – Hold the line please.
ON HOLD approximately 5 minutes.
THEM – Thank you for holding. The account holder will need to bring documentation into a *** wireless store.
US – The account holder is deceased and will not be able to go into a *** wireless store.
THEM – Hold the line please.
ON-HOLD approximately 5 minutes.
THEM – Thank you for holding. If you could take documentation into the
*** wireless store, they will issue a refund check to the account
holder.
US – The account holder will not be able to sign and cash
that check since they are deceased. Could *** wireless make the check
payable to the trust?
THEM – Hold the line please.
ON-HOLD approximately 5 minutes.
THEM – Thank you for holding. I’m sorry but we won’t be able to release that information.
US – What information?
THEM – Who the check is payable to.
US – You just told us that we could take documentation into a store and
that a refund check would be issued. All we are asking is that the
refund check be made payable to the trust account so it can be
distributed to the beneficiaries.
THEM – I’m sorry but we won’t be able to release that information to you.
US – So we need to go into a *** wireless store with documentation for the deceased.
THEM – Yes.
US – Then a refund check will be issued, correct?
THEM – Yes, it will be issued to the account holder.
US – We’ll make sure the DECEASED person signs their name legibly.
THEM – OK. Is there anything else I can help you with today?
US – No, I think we’re very clear on your process. Thank you for your time.
THEM – Thank you for calling *** wireless. Have a nice day.
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