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.
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.
With our unique, end-to-end solution, your clients get the executor tools they need and can start planning ahead using our Legacy Planner.
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.
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.
Simply log in to invite clients and track invitations through the Cadence business dashboard.
Your client proceeds through the roadmap at their own pace, empowered with clear instructions, auto-filled documents, and task-tracking tools along the way.
Our compassionate, expert team of Certified Executor Advisors is available by phone or chat to provide additional guidance for both staff and families.
