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Estate Experts: Our Certified Support Team

Written By:

Amy Liebaert

From managing documents to understanding legal requirements, the estate settlement process can be an overwhelming experience for executors. However, our exceptional Client Support team at Cadence understands that estate settlement is not just about the documents; it's about supporting you through the grieving process and ensuring a smooth transition during this challenging time.

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The Cadence Experience with Serese Selanders

Written By:

Amy Liebaert and Kayleigh Feschuk

CEO of Solusguard, Serese Selanders, shares her personal experience and insights on how Cadence played an instrumental role in lifting the administrative burden of settling her father’s estate.

A man and woman are sitting at a laptop working together, looking focused.

Collaborative Capabilities: Our New Multi-User Feature

Written By:

Amy Liebaert

Cadence is proud to introduce multi-user collaboration for executors! In-app collaborative capabilities have been enhanced in order to create a community-centric environment that eases the burden of estate settlement, increases lead-generation for our partners, and ensures a smoother aftercare experience for everyone involved.

An adult daughter helping her elderly mother navigate the estate planning process digitally.

Designating an Executor for Your Estate

Written By:

Amy Liebaert

End-of-life conversations are essential, especially about the designation of an executor. Organizing your estate ahead of time ensures that the settlement process is completed efficiently and that your assets are distributed according to your final wishes. In this blog post, we will guide you through the process of choosing an executor, why it matters, and how to ensure the transition is as smooth as possible.

A women pointing out important information on a document to a man.

Creating A Will: A Step-by-Step Guide

Written By:

Amy Liebaert

One of the most responsible things that you can do for yourself and your loved ones is to begin the pre-planning process. Creating a will ensures that your assets are distributed according to your wishes, rather than immediately going through the complicated process of probate. In this blog, we will discuss why creating a will is essential and provide a step-by-step guide on how to navigate the process.

Two women sitting across from each other at a table while discussing the paperwork between them.

When is the right time to bring up pre-planning?

Written By:

Amy Liebaert

Pre-planning is an essential aspect of end-of-life preparation. However, the question remains: when is the most appropriate time to discuss pre-planning with clients? To gain expert insight, we reached out to four trusted funeral professionals that partner with Cadence. In this blog, we'll explore their opinions on initiating pre-planning conversations and their advice for navigating client hesitancy.

Elderly father and his daughter happily looking at a laptop.

What documents do I need to begin the settlement process?

Written By:

Amy Liebaert

Losing a loved one is never easy, and it can be even more challenging if you're the executor tasked with settling their estate. Preparing yourself in advance will greatly reduce the stress and confusion that can come with the daunting task of sifting through seemingly endless paperwork. In this blog, we’ll discuss what documents you need to begin the settlement process, so you can focus on what's important: grieving and healing.

Father and his playful toddler looking at a laptop with papers scattered across the table.

Are Online Wills Safe?

Written By:

Amy Liebaert

Creating a will is a crucial part of planning for your future and ensuring that your final wishes are executed. However, many people delay creating their wills due to the nature of the topic, potential costs, or the time it takes to sit down with a lawyer. In this blog, we will explore the advantages of online will services, their level of legitimacy, and introduce Cadence's trusted online will creation partner, Willful.

Man and woman sitting far apart on a couch, with woman looking frustrated.

Sibling Disputes During Estate Settlement

Written By:

Amy Liebaert

The loss of a parent is one of the most challenging situations that people experience in their lifetime. While individuals are navigating grief and attempting to divide family assets fairly amongst surviving family members, it’s common for disputes to arise. At Cadence, we understand the complexity of such cases and have gathered useful tips about how to resolve issues, and tools to prevent them in the future.

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