Cadence

Products - Executor Assistant

Industry-leading Estate

Settlement that your

clients will appreciate

Unlock the potential to create real client impact without adding to your workload. Provide comforting, reliable care at key moments in life with ease and efficiency.

Request Demo

Cadence helps your clients to:

Probate & tax guidance

Government notifications & benefits

Insurance & pension claims

Subscription & account closures

Identity theft protection

Who we serve

Businesses

Maximize your impact by focusing on your specialized services.

Funeral Homes

Financial Advisors

Individuals

Feel secure knowing your responsibilities are handled confidently, quickly, and reliably.

I'm planning ahead

I'm settling an estate

An estate settlement solution that is

so much more than a checklist.

Provide 'best-in-class'

Meaningful conversations

Be there for transitions

Retain beneficiaries

Executor guidance vetted by experts

Generate customized checklists based on your client's unique situation & location – we’re your one-stop shop for the most current instructions, documents and forms. No need to waste time printing or sending anything else.

Branded platform, custom content & integrations

With Cadence, you get a custom-branded platform that spotlights your business. We also offer options to add custom tasks, resources, and referrals for an even more engaging client experience.

Help clients start planning ahead

With our unique, end-to-end solution, your clients get the executor tools they need

and can start planning ahead using our Legacy Planner.

Easy-to-use dashboard

Invite clients and manage employee permissions in a snap. Stop wasting time on tedious sign-ins thanks to API integrations that eliminate duplicate data entry.

Support from Certified Executor Advisors

When you or your clients have questions, our Certified Executor Advisors are available to help, make referrals, and provide guidance with hard-to-do tasks. We even offer onboarding resources to help train staff.

How it Works

1 Invite clients through the business dashboard

Simply log in to invite clients and track invitations through the Cadence business dashboard.

2 Clients work through their personalized roadmap

Your client proceeds through the roadmap at their own pace, empowered with clear instructions, auto-filled documents, and task-tracking tools along the way.

3 Access support when you or your clients need it

Our compassionate, expert team of Certified Executor Advisors is available by phone or chat to provide additional guidance for both staff and families.

What people are saying

"Cadence is an extension of our service to families, it has been a real win-win partnership. By simplifying the paperwork and details of estate documentation, they save the family so much time and stress. We highly recommend their services."

Alexa

"This service was super helpful. When I didn't know where to start with my Dad's estate, my advisor walked us through step by step in a friendly and helpful way. The system is personalized and very user-friendly, and gave me confidence as I moved through what could have been a complicated and overwhelming process. I'm thrilled!"

Adam

"As Cadence does not provide legal services, they are able to connect me as the lawyer with ideal clients. I absolutely love that the team at Cadence and I share the same passion for guiding people through this difficult time."

Robert

"Very friendly and understanding staff. The web site is very helpful for the executor of a will. Thank you!"

-kamron-