At Cadence, we understand that every life transition comes with unique challenges—and we’re here to provide seamless, compassionate support through it all. Our platform is designed for professionals in deathcare and wealth management, offering a suite of tools that serve families and individuals both in times of need and for future planning.
Our flexible, full-service platform unites aftercare, legacy planning, and grief support features, enabling deathcare and wealth management professionals alike to deliver unparalleled value and continuity. From supporting families after a loss to helping clients organize their affairs proactively, Cadence brings an adaptable solution for every need.
Provide the comprehensive guidance that families need, including tailored checklists, automatic notifications to agencies, grief resources, and a clear pathway for executors and next of kin. Our partners can extend their services with this valuable support, ensuring no detail is overlooked.
Learn more about Executor Assistant >
Help clients manage their estate with confidence. With tools like Legacy Planner and Executor Assistant, Cadence supports professionals across both fields in offering an approachable, clear path to estate organization and planning.
Learn more about Legacy Planner
Our flexible, full-service platform unites aftercare, legacy planning, and grief support features, enabling deathcare and wealth management professionals alike to deliver unparalleled value and continuity. From supporting families after a loss to helping clients organize their affairs proactively, Cadence brings an adaptable solution for every professional need.
Whether providing guidance to families after a loss or assisting with legacy planning, Cadence’s features serve both immediate and long-term needs.
Cadence empowers you to deliver exceptional service, increase client loyalty, and drive growth—all on one flexible, intuitive platform.
Our platform is designed to empower your practice in ways that suit the needs of every client and family. Ready to experience Cadence’s full range of features? Explore solutions tailored to your industry below:
The platform was intuitive, tremendously helpful, and beautifully designed. Subtle things like how quickly it moves to the next question in the opening survey are delightful UX elements.
Jordan D.
Within minutes of my first meeting with Cadence, my stress level reduced. I was taken through the steps I required and were thorough and precise to my needs. They then sent me information and forms, and phoned me to see if I needed further assistance or had any questions. I would highly recommend Cadence— so helpful during a stressful and tough time.
James S.
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!
Anonymous
Cadence has been so helpful and professional in dealing with the estate of my mother. They responded immediately and we felt that they always went the extra mile for us. Thank you!
Aldine P.
An included service of my funeral home was a connection to Cadence, where I met my advisor. She assisted me with going through all the steps as an Executor and provided me with a structure to work from.
Carolyn J.
Organized, great website, professionalism, customized dashboard.
Ninha M.
Cadence has been a wonderful stress reducing service during a very difficult time.
Jason G.
It has long been a disappointment of mine that we well serve so many aspects of a client’s financial life, yet upon death, we had limited abilities to take away the volume of tasks and the executors’ frustration. Cadence has delivered a solution by designing a user-friendly portal to manage tasks combined with an empathetic, efficient process and suite of services. Cadence is an easy way to differentiate ourselves, while reminding clients how much we care.
John Davis, Blackburn Davis Financial
I found the quality of the on-line support very good and the Process support document provided me with useful items that I was unaware of. Thank you!
Paul K.
Very helpful during a difficult time.
John M.
I feel so much better. At least I have made a start thanks to Cadence and each of you with your kind communication and understanding when needed.
Elsie W.
Very friendly and understanding staff. The web site is very helpful for the executor of a will. Thank you!
Robert H.
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.
Krista E.
You were able to tell me what needed to be addressed in order, gave me unlimited support following the loss of my mother. You've been so very much help and word everything delicately to assist in the executor roadmap!
Bonnie H.
Excellent service from my advisor. She was very easy to speak to and answered all my questions. Would recommend to any dealing with the loss of someone.
Travis B.
They were there when I was ready to deal with the business aspect of my mother's death. I cannot say enough positive things about how much Cadence helped me through the most difficult time in my life. I highly recommend this service.
Christine L.
A dedicated hour on the phone with Carly and I was well on way to settling my husbands affairs. A website where I could access letters etc. was amazing. Would highly recommend the services of Cadence Aftercare.
Marilyn D.
When my mom passed away in Sept 2021, I was not only shocked and grieving, but very worried about what to do next. My dad is almost blind and hard of hearing and in his grief was no help to me at all. I will always be grateful for the help the team at Cadence gave me and for their kindness. I highly recommend their services to anyone in this trying situation.
Terry B.
The site has everything that’s needed in categories and stages of probate. It clearly outlines legal expectations, personal risks and has all the forms required.
Connie L.
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.
Morgan E.
Our partnership with Cadence ensures families can navigate the estate settlement process with ease.
Mallory G.