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What is Cadence & how does it work?

Cadence is an easy-to-use website that provides estate pre-planning and settlement services.

Nina Drew avatar
Written by Nina Drew
Updated over 3 months ago

Cadence is an easy-to-use website that provides estate pre-planning and settlement services. Our end-to-end, self-service solution is complemented by our human support, with advisors who can lend expert support to families whenever they need it.

Legacy Planner

  • Learn about organizing your future estate

  • Store key information & documents

  • Keep your information up-to-date

  • Collaborate with professionals

  • Plan your funeral

In the event of death, a designated Successor can transfer the information within the Legacy Planner to the Executor Assistant.

Executor Assistant

  • A personalized task lists for executors depending on key estate details

  • Step-by-step instructions for tasks, customized according to location

  • Automatic form and letter filling

  • Grief resources

  • Automated death notifications

  • On-demand support from our team

Grief Care

As part of Executor Assistant, you have access to our grief resources. We have made our own content and have carefully selected outside resources for you to check out.

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