Do my professional contacts (lawyer, financial advisor, funeral director) need to know if I’m using the Cadence Legacy Planner tool ahead of time?

Yes, It would be beneficial for you to make them aware of your Cadence account. You can add all professional contacts and their information into the Legacy Planner. In the Contacts page, you can also designate a Successor to inherit your account. Your designated Successor will be given information on how to access the Executor Assistant app upon your death.