Cadence

The estate

management

solution
professionals trust.

Build incredible client connections with Cadence’s intelligent

estate planning & settlement platform.

As seen in

Where does your quality of

service stand?

Our easy-to-use online platform and team of Certified Executor Advisors provide
personalized, comprehensive, and accurate guidance
for clients, wherever they are in the estate management process.

OUR ESTATE MANAGEMENT PRODUCTS

Our end-to-end estate solution

Our easy-to-use online platform and team of Certified Executor Advisors provide
personalized, comprehensive, and accurate guidance
for clients, wherever they are in the estate management process.

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

Go to Legacy Planner

Executor Assistant

Personalized task lists for executors based on key estate details

Step-by-step instructions and guidance that's reflective of location & circumstance

Step-by-step instructions and guidance that's reflective of location & circumstance

Go to Executor Assistant

ESTATE MANAGEMENT PRODUCTSESTATE MANAGEMENT PRODUCTS

Why businesses choose Cadence

Business growth

Client connections

Privicy & Security

Smart self-service

Customized options for business growth

You’ll be fully onboarded in 30 min or less with our pre-recorded videos, allowing us to hit the ground running in no time and enabling you to kick start your business’s growth. Our onboarding session is designed keeping in mind your strategic business requirements and time constraints

Differentiate with client connection

We will dive deep into your target audience and market scope, review past ads, and gather relevant information to run your ads effectively. Every week, we schedule recurring check-ins and set up our slack channel for direct 24/7 communication.”

Private and secure

We will conduct keyword research to create targeted Facebook and Google ads to increase your reach and boost brand value. Also, our specialists research the angles that are best to target.”

Tailored guidance delivered through smart self-service

We will create enticing ad copies and creatives based on our research to boost your brand’s promotion. We will follow up with you for final approval before executing the campaigns.

Who we Serve

Businesses

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

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

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-