Estate Planners for Life™ Planning Partners
Let’s establish a Planning Partner relationship for the benefit of you, your practice, and your clients
Schedule a Planning Partner Session
This meeting is all about you and your practice. You will learn five specific ways the Cain, Cain & Janik, Estate Planners for Life™ process can support your financial practice. Provide your contact information below, and someone from our office will call you to schedule a date and time for a Planning Partner Session with an attorney.
If you prefer, you may call our office directly at 405-364-2246 to speak with our Client Services Coordinator and schedule your Planning Partner Session.
Attend a Partners in Planning Lunch & Learn
Enjoy a free lunch and learn about our Three Step Strategy™ of estate planning and how it can strengthen and solidify your existing client relationships. You will learn how to move clients beyond mere estate planning. Our Wealth Reception Planning™ offers a fresh, transformational perspective on planning for the client, the beneficiary, and the advisor. This type of opportunity enables collaboration focused on wealth reception, directly benefiting both the client and the advisors.
The Cain, Cain & Janik philosophy is to create estate plans that really work.
You can teach your clients:
How to select and work with an estate planning attorney.
How to keep your planning current as tax laws change, family circumstances change, and assets change.
How to protect your loved one's inheritance from creditors and predators—including the risk of divorce and lawsuits.
How to transfer your values along with your valuables
Frequently Asked Questions About Becoming an Estate Planners for Life™ Planning Partner
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We believe that the most effective client-focused planning occurs when all of a client's trusted advisors collaborate in an environment of shared goals and ideas. We like to use the term "Planning Partner" to refer to other financial service professionals our clients work with. We believe that the client is best served when his or her advisors work together as partners in planning.
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Cain, Cain & Janik offers an Estate Planning Review for prospective clients. During this review, we will examine their last will, trust, and any other planning documents to identify any legal technical issues. We will also meet with the prospective client to discuss their goals, helping them determine if their current documents align with their objectives and fit their present circumstances.
When bankers, financial advisors, and accountants refer their clients to us for an Estate Planning Review, we provide this service—valued at $500—at no charge as a courtesy to our professional planning partners.
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We invite all types of professional advisors to familiarize themselves with our estate planning process in two ways: first, by attending an educational program, such as a lunch-and-learn session at our office. Second, by scheduling a Planning Partner Session with one of our attorneys to discover five specific ways that the Cain, Cain & Janik, Estate Planners for Life™ process can enhance your financial practice.
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It’s not about documents. It’s about results!
The key to proper estate planning is clear, comprehensive, customized instructions for your own care and that of your loved ones. These instructions can be included in a will, a trust, and in several other related documents. We find that most of our clients are best served with a combination of these tools, backed up by the three-step strategy.
Over the years, we have enjoyed getting to know many of the bankers in our extended community and learning about their experiences with their clients. As we have learned, many of the bankers we know are excellent at building long-term relationships with their clients. We like to support and strengthen long-term client-advisor relationships. When a long-term trusting relationship has been developed, we believe it is beneficial to both clients and advisors to seek opportunities to extend the relationship by involving beneficiaries and Trustees. Learn more about how we can collaborate with you by setting up a meeting or attending one of our lunch-and-learn events.
Bankers
For a revocable living trust-centered estate plan to achieve the client’s goal, all assets a client owns must be appropriately titled in the name of their trust or named as a beneficiary of their trust. We can provide financial advisors a comprehensive overview of which assets should be titled in the name of the trust and which assets should name the trust as a primary beneficiary, and why. We like to collaborate with our clients' existing financial advisors to examine the client's circumstances and counseling issues that may affect how the trust is funded, as well as allocation of assets between separate trusts for married clients. We will discuss the documentation necessary to confirm accurate and complete trust funding. Finally, we will explore how the clients' financial advisor can assist them in funding their trust and how the funding process can be used to increase assets under management.
Financial Advisors
We have found that most of our clients share a common trait: they diligently and proactively plan for their futures and those of their family and loved ones. It is not surprising that an overwhelming majority of our clients, across every background and age group, own one or more life insurance policies. We take great care to properly fund these policies into our clients’ trusts, which is why we appreciate the Life Insurance Agents we have had the honor of working with and collaborating with to ensure we are achieving our mutual clients' goals. Please contact us to set up a meeting so that we can learn more about the service you provide your clients, and learn more about our estate planning strategies by attending one of our Lunch & Learn events.