Within the Cadence platform, a Successor is a person receiving information from someone planning ahead.
This person plays an important role in planning ahead. This person should ideally be your executor, but it could also be someone you trust with your information and plans.
This person:
Will be invited to accept their role as the Successor
Will have access to your planning information after death.
Some basic details will be available to them immediately
Further information will be released upon verification of identity and verification of death
Will transition your Legacy Plan into the Executor Assistant after you die. All details from the Legacy Planner will be moved into the Executor Assistant, where this information will auto-populate a personalized roadmap for moving through the estate settlement process with ease