Cadence

Cadence for Individual

Take client

connection to

the next level

Make a lasting difference in your clients' lives with Cadence's

powerful estate management capabilities.

Request Demo

Cadence helps you to

Complete the steps to put your affairs in order

Gather key information & documents

Keep your information up-to-date

Plan a secure

hand-off to your executor

Collaborate with professionals to plan ahead

to provide it

What Sets Cadence Apart

Features built for you and your loved ones

Cadence unites families and friends to collaborate like never before - allowing you to plan and manage end-of-life transitions smoothly.

User-friendly design

We pride ourselves on accessible language, design, and navigation, so that anyone can use our platform, no matter what their device.

Expert, human support

Cadence unites families and friends to collaborate like never before - allowing you to plan and manage end-of-life transitions smoothly.

Secure sharing

Cadence supports ongoing connection between professionals and clients, so you can plan in a collaborative, communicative way.

Cloud-based data storage

Have the ease and convenience of accessing vital information at your fingertips. No downloads or updates necessary.

Go to Executor Assistant

How it works

Provide 'best-in-class'

meaningful conversations

Be there for transitions

Retain beneficiaries

1 Add essential information

Gather the important pieces of your life in one place: account and ID numbers, key documents, and passwords. We’ll take this and create a personalized roadmap that will help your loved ones navigate through any difficulties if something were to happen to you.

2

Set up your contacts

Create an exclusive roster of the most important contacts in your life- both professionally and personally.

3 Plan your hand-off

Designate a Successor to inherit your account information in the event of your death. This person can then use your information to settle your estate

Ready to plan your legacy?

Legacy Planner

Software

$10.00/month

Be the first to experience exclusive access to our Legacy Planner. Sign up for our waitlist now and get ahead of the crowd when it launches later this year.

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-