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

March 7, 2023

Why does offering an Estate Management solution matter?

Estate settlement can be an arduous process, both emotionally and practically. There are typically over 120 tasks to complete in the 6-24 month period after the death. Some tasks are urgent, some need to be done at specific times, and some can lead to personal liability or lawsuits if not done correctly. Few of us are knowledgeable about estate settlement prior to beginning the process, and it all comes at a time when we are grieving the loss of a loved one. 

Funeral homes are uniquely positioned to educate and support families through the estate settlement process.  However, it is unrealistic for most funeral homes to offer this support themselves because your team is already at capacity supporting more immediate needs. Finding a partner for Estate Management— a term that encompasses both estate planning and settlement efforts— means your funeral home can focus on what you do best, while extending the impact you have on families and the community. 

Choosing the right partner for your funeral home

For a long time the only options were to provide generic paper checklists or refer people to an expensive professional who can only support part of the process. Fortunately, there are a number of new ways to support your clients. Finding the right Estate Management partner is crucial to elevating your service while maintaining confidence in the quality standards. Every offering is an extension of your brand and can impact your reputation. 

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. 

5 Essential Factors

There are 5 essential factors to consider when choosing an Estate Management partner. We outline each of them below in order to help with your decision.

1. Is it personalized?

‍ The advice and guidance should be specific to the estate, not a generic checklist.

No two estates are the same: a solution that walks through the few elements that will ring true for every single estate is not providing enough value to your clients. The best solution is a fully personalized solution to the estate’s needs. Generic online tools or paper checklists can provide a decent framework, but lack the depth of specific tasks that many digital solutions provide. As mentioned above, there are on average 120 tasks to settle an estate, in addition to what is required in the will. With that in mind, every task formed by the estate management partner should be relevant to that particular estate.

2. Is it comprehensive?

‍ It should cover every aspect of the estate and go deep into what the tasks are and how to complete them.

The best tools are able to provide guidance across the entire settlement journey, rather than just select portions of it. Thorough and all-encompassing solutions serve your clients better than a one-size-fits-all, overview style solution. This is because the smallest of details can alter the whole process. For example, the difference between owning versus renting a property can make one’s estate planning and settlement process vastly different. The ideal Estate Management solution adapts to any situation and is able to provide clarity to users on how to complete tasks and in what order, down to what specific URLs they need to click to download paperwork.

3. Is it client-centric?

‍ The tool should not be a funnel for more expensive services, and it should have expert support.

Because the solution will act as an extension of your brand, it is important to know what the end-user flow looks like. If a solution offers additional value for purchase then that can be acceptable, but you need to know what is included and what isn’t. If the user experience is to be consistently prompted to pay more money then it may not have the impact you would like it to. The other aspect to consider is the level of support provided; how and when families can reach their support team (if one exists) and what they can ask. Through your chosen estate management partner, you should be able to elevate service impactfully, yet indirectly. 

4. Will you be proud to offer this?

‍ The tool should be an extension of the incredible service you already provide to families and help you have even more impact on their lives.

A funeral home influences some of the most intimate and difficult processes of a person’s life— your estate management partner should care for your clients just as delicately and compassionately as you do. If the tool isn’t an extension of your level of care then it likely isn’t the right partner. 

5. Is there business impact?

The right solution will be a win for clients and for your funeral home by helping you generate online reviews, get feedback, and earn pre-need clients.

While you may be making this decision with the client experience as your priority, you should also consider the impact on your funeral home. Generating online reviews, receiving feedback, and earning pre-need clients are all part of the benefits to offering a best-in-class tool. The right partner should leave an impression on clients that centers around how you, the funeral professional who offered you the estate management solution, made them feel. 

Final thoughts

Funeral homes have a unique opportunity to support their clients with an Estate Management solution. Choosing the right solution will ultimately help your funeral home continue to adapt to consumer preferences and help you use technology to differentiate. 

Cadence was designed with the 5 key factors above in mind. Ultimately our goal is to help funeral homes and other professionals extend their service offering and build incredible client connections. If you’d like to book a demo to see if Cadence checks all of your estate management boxes, you can do so here

February 9, 2026
When my mom died, I left the funeral home with a checklist. It didn’t feel helpful. It felt crushing. I remember sitting at my kitchen table afterward, crying, staring at a list of things I was suddenly responsible for—forms to fill out, accounts to close, tasks to complete. I searched online for guidance, typed my mom’s date of death into one form after another, and felt the weight of it all pressing down at a moment when I was least able to cope. What struck me most wasn’t just the grief. It was the absence of a clear path forward. Instead of structure or support, I found broken, fragmented systems—and an overwhelming amount of responsibility placed on people in the rawest moments of their lives At the time, I assumed this was just my experience. Discovering a Shared Reality Over the years, that assumption proved wrong. Through volunteering in hospice, talking with families, and working alongside care providers, I began to hear the same story again and again. The confusion. The overwhelm. The feeling of being left alone to navigate a complicated web of tasks after loss. What I experienced wasn’t the exception. It was the norm And that realization stayed with me. A Better Way After Loss The period after a death is one of the most vulnerable times in a person’s life. Yet it’s also when we ask families to become administrators, coordinators, and decision-makers—often without guidance, clarity, or continuity of care. That didn’t feel right. Cadence exists because that time after loss deserves more structure, more clarity, and more care than it’s been given That belief is the foundation of everything we do. Built for Families, With Funeral Homes We built Cadence for families—but we work hand in hand with funeral homes. Why? Because funeral homes are often the last place families feel truly supported , and at the same time, the first place where responsibility begins Funeral professionals show up for families at an incredibly meaningful moment. Cadence is designed to extend that care beyond the service itself—helping families navigate what comes next with confidence instead of confusion. Doing This Together Cadence is not about replacing human connection. It’s about strengthening it. We’re here to do this work together—with funeral homes, care providers, and families—so no one feels abandoned once the ceremony ends. Supporting families long after the service isn’t an extra. It’s the work. And that’s why I built Cadence. About Rachel Drew, CEO & Founder of Cadence Rachel Drew is the Founder and CEO of Cadence. She founded the company after recognizing a critical gap in support for families following a death. With experience working alongside hospice providers, care teams, and funeral professionals, Rachel leads Cadence with a focus on extending care beyond the service and strengthening the role funeral homes play in supporting families long-term.
By Cydney Schwartz January 27, 2026
When someone dies, their identity doesn’t automatically disappear. And for families, that reality can create risks they never expected to manage. In the weeks and months that follow a death, families are juggling grief, paperwork, and a long list of unfamiliar responsibilities. During this time, a person’s identity is often still active across financial institutions, government agencies, and digital platforms, quietly creating an overlooked window of vulnerability. This risk is commonly referred to as deceased identity theft or “ghosting.” While it’s rarely talked about, consumer protection agencies consistently warn that it’s a real and ongoing issue—one that can add unnecessary stress and financial harm to families already navigating loss. This Identity Theft Awareness Week we’re helping families understand the risks after a loss, and how to limit them.
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