Cadence

Cadence for individuals

Your personalized

estate settlement

assistant

If you’re an executor or surviving family member, we can help you

carry out responsibilities efficiently and correctly. Spend less time o

n forms, and more time with those you care for.

Get started now

Cadence helps families with

Probate & tax guidance

Government notifications & benefits

Insurance & pension claims

Subscription & account closures

Identity theft protection

What Sets Cadence Apart

Get personalized assistance

Our software will analyze your unique situation and give you a personalized, step-by-step roadmap to guide you.

Stay organized

We’ve created focused views and simple instructions to ensure you can focus on one thing at a time without getting overwhelmed by information.

Save time & money

Cadence streamlines tedious paperwork and time consuming tasks. We help maximize benefits, and avoid costly mistakes by recommending tasks and auto-filling necessary documents.

Talk to people who care

With our expert support team, you'll never have to tackle challenging tasks alone. From answering questions to making referrals - we’re only one call or chat away.

Keep information safe & secure

We use sophisticated two-factor authentication, encryption technology and cloud hosting services from trusted industry providers to ensure the utmost security of your information.

Go to Executor Assistant

How it works

Provide 'best-in-class'

meaningful conversations

Be there for transitions

Retain beneficiaries

1 Tell us about the estate

Complete our easy questionnaire and let our intelligent algorithm create a personalized roadmap tailored just for you.

2

Work through your personalized roadmap

Your roadmap provides all the resources you need - from custom task lists specific to your state or province, step-by-step instructions to a helpful form-filling tool. Move forward confidently, ticking off tasks as you progress at the pace that's right for you.

3 Reach out for support when

you need it

When you need to talk to an expert, our Certified Executor Advisors are available to answer questions, make referrals and help with hard-to-do tasks.

Ready to plan your legacy?

Executor Assistant Software

$295.00

Buy Now

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-