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How Financial Advisors Can Approach End-of-Life Cost Conversations with Clients

Written By:

Amy Liebaert

The passing of a loved one is a difficult time for their family and friends, yet in the midst of grief there are also cost considerations to be taken into account. With average end-of-life expenses costing thousands and necessary paperwork taking hundreds of hours, families are left feeling overwhelmed. Cadence provides a solution to a notoriously complicated process, making end-of-life cost conversations easier to have with your clients.

Two people filling out paperwork.

Form Filler: Speeding Up A Historically Slow Process

Written By:

Amy Liebaert

When dealing with the loss of a loved one, there are few tasks more difficult than managing the complex paperwork and financial obligations associated with settling their estate. By utilizing our innovative Form Filler technology, the traditionally slow process of completing documents and letters for estate closure becomes simpler than ever— allowing more time for meaningful connection with those who are grieving.

Woman financial advisor sitting at a white desk with her male client, helping him with his finances.

Why Your Clients Should Pre-Plan Their Funeral

Written By:

Kayleigh Feschuk

The loss of a loved one is one of the most challenging situations anyone can face. Giving clients the tools to pre-plan their funeral will not only make sure their wishes are honored, but also provide their family and friends with emotional and financial support. In this way, the ability to assist your clients with the end-of-life process will positively reflect on you in the eyes of both your clients and their families. 

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How Cadence Advisors Provide Aftercare Support to Executors And Families

Written By:

Melissa Perepelkin

Cadence has Certified Executor Advisors (CEAs) available to answer questions, assist clients with research and tasks, and provide referrals to professionals. Most importantly, our CEAs bring human support back to a process that was never supposed to be done alone. CEA Melissa Perepelkin, the author of this article, has been with Cadence for just under a year. In this article, her experience is recounted.

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How To Choose The Right Estate Management Partner For Your Funeral Home

Written By:

Kayleigh Feschuk

In this blog post, we will explore some key considerations and provide some practical advice to ensure that you make an informed decision about which partner will be right for you. Choosing the best estate management partner for your funeral home will ultimately help you provide outstanding service to each and every one of your grieving clients. 

Hand on a blackboard, drawing a life timeline from teens to their eighties. Elements such as marriage, monetary savings, and medical support are highlighted.

Why Is End Of Life Planning Important?

Written By:

Melissa Perepelkin

End-of-life planning can feel daunting, especially when you don't plan on dying anytime soon. However, having all of your important documents and end-of-life plans in place and up to date can give you peace of mind and make life easier for those around you when the time comes.

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Find Your Local Probate Court in Canada

Written By:

Vanessa Roberts

The local courthouse that administers applications for probate can be a wealth of knowledge. Therefore, we have provided links to all Canadian provincial and territorial offices for you.

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What Is Probate and Do I Need It?

Written By:

Vanessa Roberts, Amber Hoffart, and Rachelle Perron

If you’re like most people, you only have a vague idea of what probate is—it might even be the first time you are hearing the term. If you’ve recently experienced a loss and are wondering about the ins and outs of probate in Canada, this is the article for you!

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Navigating Grief During the Holidays

Written By:

Brenda Gibbs MC, B.Ed., B.A.

Grief is hard work no matter the time of year. It affects every part of our health: emotional, mental, physical and spiritual. Many people experience heightened grief around significant dates such as birthdays or anniversaries. The holiday season can be especially challenging because it is a season, not just a day, that is full of memories and traditions. Tears will likely be a part of your season and may even take a sacred place at the holiday table. That is just fine! A helpful idea is to create your own holiday grief map. Here are a few suggestions to get you started.

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