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Executor Assistant Features and Best Practices

Tips and advice to efficiently move through the estate settlement process using the Executor Assistant.

Nina Drew avatar
Written by Nina Drew
Updated over 5 months ago

1. Bookmark the login page in your browser

Easily remember and access Cadence by bookmarking the login page. First visit the login page (app.cadenceco.com) or by clicking 'Log In' on www.cadenceco.com.

If you're not comfortable using bookmarks, we suggest writing down the link so you can find the website again.

2. Explore the roadmap

After you complete the questionnaire, your roadmap will be created. Here you'll find a list of tasks guiding you through the important steps of wrapping up your loved one's affairs.

You can click into tasks to see detailed instructions and necessary forms. You can also assign tasks to collaborators, set reminders, and take notes.


3. Submit notifications

Use our EasyNotice feature to automate notifications. Enter your information once and let us do the work for you.

4. Utilize our Grief Care

We are proud to offer some tools to help navigate grief. You can find recordings, email newsletters, and an online grief group in our platform.

5. Read about Estate Administration

Many people are dealing with this for the first time, and there is a lot of new terms and information when starting out. Our Learn section provides information about all the processes associated with administering an estate.

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