Cadence

Products - Legacy Planner

Grow your business

while helping

clients plan ahead

Cadence facilitates meaningful conversations with your clients by helping them plan for the future.

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Cadence helps your clients to:

Complete the steps to put their affairs in order

Gather key information & documents

Keep information up-to-date

Plan a secure hand-off to their executor

Collaborate with professionals

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

What sets Cadence apart

Provide 'best-in-class'

Meaningful conversations

Be there for transitions

Retain beneficiaries

An easy-to-use tool for planning ahead

Cadence offers your clients step-by-step guidance for organizing their affairs, so that every asset, every account, all important information is documented, up-to-date and organized.

Bank-level security features

Two-factor authentication, data encryption, cloud-based hosting services with industry-leading providers mean you can rest easy knowing clients’ data is private and secure.

Resources for onboarding staff

We offer complementary marketing assets featuring your brand, like printable two-page explainers and landing pages. Your staff can also access online webinars and resources showcasing our tools.

Intuitive business dashboard

Invite clients with the click of a button. Easily edit or change permissions. API integrations mean that business users can avoid repetitive sign-ins and duplicate data entry.

Seamless handoff to the executor

Planning is half the battle of estate settlement. Through our end-to-end solution, you can encourage your clients to plan ahead and give their executor the tools they need.

How it Works

1 Invite clients through the business dashboard

Invite clients and track invitations through the Cadence business dashboard, which you can access simply by logging on to a website.

2 Clients work through the planner at their own pace

Your client proceeds through the app at their own pace, adding relevant information about accounts, IDs, key documents, and password locations. In the process, they’ll learn why each piece of information is important and how it would be used in the event of their death.

3 Review the plan together

Working together, you and your client assess their plan on a regular basis to pinpoint any potential issues or opportunities. Through ongoing collaboration, they can stay the course for achieving their financial goals.

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!"

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