Ken set the schedule, John came in emptied the pool next day ground surfaces as neededAcid washed the next dayThe plasters went to Thursday started filling pool pm full Saturday amJohn came Monday am pool startedjust like clock work, they all did a great job
Following, please find my response to Ms ***’s responseI have numbered each response to correspond with each of her concerns 1- I honestly believe that we have addressed every issue and concern that has been brought to our attentionI also honestly believe that we have provided all information and documentation voluntarily and upon requestWe have fol***ed procedures handling the trust and accommodated specific requests as well 2-We have provided periodic updates to keep administration costs down and now are rendering weekly reports upon requestSince the inception of the trust administration, we have provided copies of bank statements, register reports and our invoices which are itemized and descriptive of work performedAll items were provided via e-mail as attachments Because of the complaint filed, we have contacted and inquired from some of the beneficiaries if they have been receiving statements, reports, etc sent to them via e-mail by attachmentsWe are advised that some of them were not able to open some of the attachments, so may not have had access to the documentation we have been providingWe had not received word of this occurrence, until nowTo address this- we have started to provide hard copies and mail all documents, statements and reports to each of the beneficiaries 3- As mentioned above, we have provided progress reports and all information necessary to all the beneficiaries, without alleged coercionAdditionally, we now have incorporated all information into a spreadsheet that details each item being handled for the trust, status of each item, including pending items needing to be addressed and the estimated time of completionThis spreadsheet will be provided to all the beneficiaries on a weekly basis, as requested 4- We have always tried to give our best efforts to provide quality service to all our clients in a cost effective mannerWe are accommodating Ms***’s request to provide weekly reports, with or without any transaction for the week 5- Trust matters take a minimum of at least one year (depending on the complexity of the case) to settleIt is unfortunate that Ms [redacted] misunderstood the whole processThe three months was referring to the handling of the [redacted] accounts which were completed prior to the end of the year 6-Ms [redacted] alleged that “we never saw an actual INVOICE” .This is not true as we have sent invoices to all four beneficiaries on the following dates of 9/16/14; 10/1/14; 11/7/14; 12/8/and 01/09/We have received responses to our e-mails so we are sure they have received the e-mails with attachmentsYour attention is brought to the fact that we have been reducing our feesI personally review each invoice and mark some entries as NO CHARGEAgain, if some of the beneficiaries have not received copies, we were not aware of this, until nowTo remedy this, hard copies of all the invoices were mailed to Ms [redacted] on 12/24/along with copies of all bank statements, deposits, register, spreadsheet, inventory and documents processedHenceforth, we will also mail instead of sending by attachments all documentation to all beneficiaries 7- Regarding the [redacted] accounts, Ms [redacted] alleged that she had an account established at [redacted] since June To refresh everyone’s memory, Ms [redacted] and her late father were co-trustees of the family trustUpon his death, her powers as co-trustee were invalidatedThe original account she established at [redacted] named her as trustee of the family trust [redacted] advised that the account was invalid and that there was a need for the new trustee to establish a new accountAlso, all the beneficiaries needed to establish a new personal account to effect distributionMr [redacted] from [redacted] advised me on 12/19/that he was still waiting for Ms [redacted] to establish her personal account 8- We have handled probate matters including Trusts for the last years and have not had a complaint filed with the Revdex.comI urge Ms [redacted] to review everything sent to her and we can discuss questions or concerns without being accusatory and demeaningWe can settle concerns in a professional manner and we welcome questions that are demanding an explanation 9-We plan to continue working with all the beneficiaries and we are open to suggestions or recommendations so everyone will have a better understanding of the Trust proceedings Additionally, we thank the Revdex.com for handling this complaint with utmost professionalism
Ken set the schedule, John came in emptied the pool next day ground surfaces as neededAcid washed the next dayThe plasters went to Thursday started filling pool pm full Saturday amJohn came Monday am pool startedjust like clock work, they all did a great job
Following, please find my response to Ms ***’s responseI have numbered each response to correspond with each of her concerns 1- I honestly believe that we have addressed every issue and concern that has been brought to our attentionI also honestly believe that we have provided all information and documentation voluntarily and upon requestWe have fol***ed procedures handling the trust and accommodated specific requests as well 2-We have provided periodic updates to keep administration costs down and now are rendering weekly reports upon requestSince the inception of the trust administration, we have provided copies of bank statements, register reports and our invoices which are itemized and descriptive of work performedAll items were provided via e-mail as attachments Because of the complaint filed, we have contacted and inquired from some of the beneficiaries if they have been receiving statements, reports, etc sent to them via e-mail by attachmentsWe are advised that some of them were not able to open some of the attachments, so may not have had access to the documentation we have been providingWe had not received word of this occurrence, until nowTo address this- we have started to provide hard copies and mail all documents, statements and reports to each of the beneficiaries 3- As mentioned above, we have provided progress reports and all information necessary to all the beneficiaries, without alleged coercionAdditionally, we now have incorporated all information into a spreadsheet that details each item being handled for the trust, status of each item, including pending items needing to be addressed and the estimated time of completionThis spreadsheet will be provided to all the beneficiaries on a weekly basis, as requested 4- We have always tried to give our best efforts to provide quality service to all our clients in a cost effective mannerWe are accommodating Ms***’s request to provide weekly reports, with or without any transaction for the week 5- Trust matters take a minimum of at least one year (depending on the complexity of the case) to settleIt is unfortunate that Ms [redacted] misunderstood the whole processThe three months was referring to the handling of the [redacted] accounts which were completed prior to the end of the year 6-Ms [redacted] alleged that “we never saw an actual INVOICE” .This is not true as we have sent invoices to all four beneficiaries on the following dates of 9/16/14; 10/1/14; 11/7/14; 12/8/and 01/09/We have received responses to our e-mails so we are sure they have received the e-mails with attachmentsYour attention is brought to the fact that we have been reducing our feesI personally review each invoice and mark some entries as NO CHARGEAgain, if some of the beneficiaries have not received copies, we were not aware of this, until nowTo remedy this, hard copies of all the invoices were mailed to Ms [redacted] on 12/24/along with copies of all bank statements, deposits, register, spreadsheet, inventory and documents processedHenceforth, we will also mail instead of sending by attachments all documentation to all beneficiaries 7- Regarding the [redacted] accounts, Ms [redacted] alleged that she had an account established at [redacted] since June To refresh everyone’s memory, Ms [redacted] and her late father were co-trustees of the family trustUpon his death, her powers as co-trustee were invalidatedThe original account she established at [redacted] named her as trustee of the family trust [redacted] advised that the account was invalid and that there was a need for the new trustee to establish a new accountAlso, all the beneficiaries needed to establish a new personal account to effect distributionMr [redacted] from [redacted] advised me on 12/19/that he was still waiting for Ms [redacted] to establish her personal account 8- We have handled probate matters including Trusts for the last years and have not had a complaint filed with the Revdex.comI urge Ms [redacted] to review everything sent to her and we can discuss questions or concerns without being accusatory and demeaningWe can settle concerns in a professional manner and we welcome questions that are demanding an explanation 9-We plan to continue working with all the beneficiaries and we are open to suggestions or recommendations so everyone will have a better understanding of the Trust proceedings Additionally, we thank the Revdex.com for handling this complaint with utmost professionalism