Products - Executor Assistant

Industry-leading Estate Settlement that your clients will appreciate

Unlock the potential to create real client impact without adding to your workload. Provide comforting, reliable care at key moments in life with ease and efficiency.
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Cadence helps families with

Probate & tax guidance
Government notifications & benefits
Insurance & pension claims
Subscription & account closures
Identity theft protection

An estate settlement solution that is so much more than a checklist.

Executor guidance vetted by experts

Generate customized checklists based on your client's unique situation & location – we’re your one-stop shop for the most current instructions, documents and forms. No need to waste time printing or sending anything else.

Branded platform, custom content & integrations

With Cadence, you get a custom-branded platform that spotlights your business. We also offer options to add custom tasks, resources, and referrals for an even more engaging client experience.

Help clients start planning ahead

With our unique, end-to-end solution, your clients get the executor tools they need and can start planning ahead using our Legacy Planner.

Easy-to-use dashboard

Invite clients and manage employee permissions in a snap. Stop wasting time on tedious sign-ins thanks to API integrations that eliminate duplicate data entry.

Support from Certified Executor Advisors

When you or your clients have questions, our Certified Executor Advisors are available to help, make referrals, and provide guidance with hard-to-do tasks. We even offer onboarding resources to help train staff.

How it works


Invite clients through the business dashboard

Simply log in to invite clients and track invitations through the Cadence business dashboard.


Clients work through their personalized roadmap

Your client proceeds through the roadmap at their own pace, empowered with clear instructions, auto-filled documents, and task-tracking tools along the way.


Access support when you or your clients need it

Our compassionate, expert team of Certified Executor Advisors is available by phone or chat to provide additional guidance for both staff and families.

Who we work with


Maximize your impact by focusing on your specialized services.
Funeral Homes
Financial Advisors


Feel secure knowing your responsibilities are handled confidently, quickly, and reliably.
I'm planning ahead
I'm settling an estate

Request your demo today.

Ready to see what Cadence looks like in practice? We'd love to chat. Request a demo today, and we'll give you an obligation-free quote tailored to your business needs.
Request Demo