for the inevitable
Not aware
of the steps needed to settle an estate
Legacy Planner
Secure digital vault for storing essential plans and information
Education on the whys & hows of planning ahead
Ability for end users to engage with their trusted professionals
Seamless digital handoff to executor
Executor Assistant
Personalized task lists for executors based on key estate details
Step-by-step instructions and guidance that's reflective of location & circumstance
On-demand support from Certified Executor Advisors
Convert
Increase revenue
Save staff time
Protect yourself
Online shopping has made it easier than ever to compare funeral home offerings. Close more deals by promising
executor support that is convenient, comprehensive,
and expert-guided.
Increase revenue
Garner positive online reviews and foster organic growth
when customers invite others to collaborate though
Cadence.
Reduce staff time spent fielding estate-related questions
and making referrals. Invite families with the click
of a button and rest assured they’ll get the answers
they need.
Protect yourself from
cyber-security threats
Do-it-yourself solutions for collecting information online
are risky. Cadence keeps vital statistics and pre-planning
details safe withbank-level security protocols,
guaranteeing the integrity of important data.
Let us help you take client service to the next level.
Our team is ready and excited to explore how
Cadence can power your goals.
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