What were your deciding factors for creating an estate plan?
- We are moving out of the country and wanted the assurance that everything was in place for the future. Mary Beth & Jesse H – Ankeny, IA
- What sold me was the fact that I own a home and the amount of money the state or a lawyer can take for their services if I don’t have a trust. It can also take 2-3 years before an estate is sealed unless you have a trust instead of a will, trust does not go through probate!!! Janice O – Ankeny, IA
- Convenience, timing, availability and price. Jennifer & Joe B – Ankeny, IA
- It became urgent to me to create an estate plan when my parents’ health began to decline and we realized they hadn’t done this for us. I didn’t want to create the same situation for my children. Kristen & Mark S – Pleasant Hill
- The deciding factor for me was that he was going to be there to walk me through it all not just leave me hanging and try to figure it out all by myself. He was so so very helpful. Tina M – Des Moines, IA
- Make sure I had a plan that was easy for the family. Tim R – Altoona, IA
- He puts everything you need in a binder. He helps you understand everything. Celeste M – Urbandale, IA
- After looking at various options for our estate planning-including what Cory has to offer- it was clear to us that Cory is who we wanted to work with. We did so and it was a great decision. Our Expectations were met, Cory did an excellent job and the price was made very clear up front and was reasonable. Warren B – Des Moines, IA
- He met All of my needs and then some, I got everything I needed, and everything was smooth and easy with Cory’s guidance. Carole P – Bondurant, IA
