Estate Settlement for Individuals

Your personalized estate settlement assistant

If you’re an executor or surviving family member, we can help you carry out responsibilities efficiently and correctly. Spend less time on forms, and more time with those you care for. 

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Cadence helps families with

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

Customized, expert guidance for executors.

Get personalized assistance

Our software will analyze your unique situation and give you a personalized, step-by-step roadmap to guide you.

Stay organized

We’ve created focused views and simple instructions to ensure you can focus on one thing at a time without getting overwhelmed by information. 

Save time & money

Cadence streamlines tedious paperwork and time consuming tasks. We help maximize benefits, and avoid costly mistakes by recommending tasks and auto-filling necessary documents.

Talk to people who care

With our expert support team, you'll never have to tackle challenging tasks alone. From answering questions to making referrals - we’re only one call or chat away.

Keep information safe & secure

We use sophisticated two-factor authentication, encryption technology and cloud hosting services from trusted industry providers to ensure the utmost security of your information.

How it works


Tell us about the estate

Complete our easy questionnaire and let our intelligent algorithm create a personalized roadmap tailored just for you. 


Work through your personalized roadmap

Your roadmap provides all the resources you need - from custom task lists specific to your state or province, step-by-step instructions to a helpful form-filling tool. Move forward confidently, ticking off tasks as you progress at the pace that's right for you.


Reach out for support when you need it

When you need to talk to an expert, our Certified Executor Advisors are available to answer questions, make referrals and help with hard-to-do tasks.

What people are saying


Executor Assistant Software

  • Executor Assistant web app
  • On-demand expert support from Certified Executor Advisors
  • Auto document-filling and letter templates for your location & situation
  • Task-tracking and notes
  • Live Chat


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