The estate management solution professionals trust.

Build incredible client connections with Cadence’s intelligent estate planning & settlement platform.
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Where does your quality of service stand?

The quality of your service is the only true differentiator in a world where information is easy to find but meaningful connections are rare. Cadence equips professionals to forge strong, meaningful relationships with their clients by facilitating end-of-life planning and guiding estate settlement.
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

Executor Assistant

Personalized task lists for executors based on key estate details
Step-by-step instructions and guidance that's reflective of location & circumstance
Document auto-filling to speed up paperwork
On-demand support from Certified Executor Advisors
ESTATE MANAGEMENT PRODUCTS

Why businesses choose Cadence

Differentiate with client connection

Our service offers tailored end-of-life planning and estate settlement solutions that take the burden off your shoulders, leaving you free to focus on growing your core business.

Tailored guidance delivered through smart self-service

Our expert-built algorithm analyzes users’ unique situations and delivers personalized, step-by-step guidance for the road ahead.

Customized options for business growth

Transform ordinary interactions into meaningful connections with custom tasks, prompts, and recommendations that lead to conversations, referrals, and reviews.

Private and secure

We take data security seriously, proactively protecting your clients' sensitive information with the utmost care.

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 people are saying

Book your demo today.

Let us help you take client service to the next level. Our team is ready and excited to explore how Cadence can power your goals.
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