Education for Current Clients

A large part of our approach to estate planning centers around education.  We believe that our clients should have the opportunity to make informed decisions as they create and maintain their estate plans.  It is also important to us that "Helpers" are well informed as well.  We encourage our clients and their "Helpers" to use our Client Login feature often to have access to our latest materials and information about upcoming events.

 

Estate Planners for Life  Member Events

We have made commitments to each of our clients that we will help them create and maintain an estate plan that really works.  It is necessary for us to provide and for our clients to participate in the special Estate Planners for Life events in order to achieve that goal together.  Below is a list of the events we hold each year for our Members, and a brief description. 

  • Annual Client Meetings

Annual Client Meetings are held once a year to provide clients with a status of the law as well as the firm.  We encourage all of our clients to attend an Annual Client Meeting each year to learn about new developments in estate planning laws, and how they can impact their current plans.  This is also an opportunity for us to learn about changes in our clients lives that may also need to be taken into consideration while maintaining and updating estate plans. 

  • Client Update Program Meetings

All of our clients’ estate plans are updated every other year to address our clients’ changing needs and goals. This formal review process is also instrumental in keeping the plan current with the latest laws and estate planning techniques.

  • Back to Basics  

Prior to our Client Update Program meetings we provide this "refresher course".  This meeting helps prepare our clients to take full advantage of our maintenance program.   

  • Estate Planners for Life Program™ Orientation Meeting

The Estate Planners for Life™ Program is a professional relationship in which we mutually commit to developing, maintaining, and carrying out a plan that will accomplish all of your estate planning goals.  The Member Orientation Meeting is where the entire Estate Planners for Life™ Program is explained in detail.  In Step One of our relationship, you chose to develop your plan with counseling-oriented planning partners.  As a result, we created multiple custom legal documents designed to accomplish your estate planning goals.  You are now at the point where we need to efficiently and effectively transition you, and more importantly your family members and helpers, into Step Two of our relationship.

In Step Two of the Three Step Strategy™, you committed yourself and your family to a formal and continuous maintenance and education program.   This Meeting is designed so that our new and existing clients, their family members, trustees, health care agents, and helpers can see the big picture of HOW WE WORK TOGETHER in the years to come to create and maintain estate plans that work!   You will attend this meeting early in our relationship while you are already highly focused on getting even more education and understanding of how your plan is designed to work.  More importantly, we want to educate and integrate your family members and helpers into the Program early in our relationship when they are more likely to be energized and participate.  

 

  • Family Education Program

The Family Education Program is an opportunity for family members, beneficiaries, and "Helpers" to learn about the basics of estate planning as well as our process for creating estate plans that really work.  Many or our clients' families and helpers are thankful for the opportunity to learn about a future "role" they have been given in a loved one's estate plan, and also to learn about the goals that estate planning helps their loved one accomplish.  


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Frequently Asked Questions

+ How do clients access materials?

Clients may use the Client and Family Login on this website to gain access to a variety of materials and information specifically for our Estate Planners for Life Members and their beneficiaries and Helpers. You must enter your name, email and a password to access the materials.

We encourage our clients to use this feature on our website often as we are continually adding new materials and updating old materials as well.

+ How do clients' beneficiaries and Helpers access educational materials?

All members of the Estate Planners for Life program will be provided a password to access the materials on our website. Anyone who is not a member of the Estate Planners for Life Program must be given the password from an active client.

+ How do I obtain a password?

We will provide the password to each of our clients. If you were given the password and do not remember it you may contact our office to get the password again. Only clients will be given the password by the Cain & Cain law firm. Beneficiaries and Helpers may request the password from a client.

+ What is a "Helper"?

A "Helper" is an individual who may be a family member, friend, or professional colleague or advisor who has been given a "role" in one of our clients' estate plans. There are many roles that a Helper can be given, for example, Trustee, Successor Trustee, Beneficiary, Healthcare Power of Attorney, and Power of Attorney for Property are some of the roles an individualcan be given.

Education is a top priorty at our firm. In addition to providing education for our clients so that they can make confident and well informed decisions regarding their estate planning, we also like to extend education to our clients' helpers so they can also be well informed if are placed into one of these roles in the future. Please sign your helpers up for the Family Education Programs that we provide.

 

 

 

 

 

Upcoming Estate Planners for Life™ Member Events:

Upcoming Events for Prospective Clients:

Upcoming Events for Professional Advisors:



External Links

We have gathered a collection of helpful links for your convenience.