Cadence

Do I need life insurance?

It's important that you communicate important details early on so they can be taken care of as soon as possible after your passing.

What conversations should I be having with my executor, family, or loved ones before I pass?

There are many ways that a person can pre-fund final expenses.

What does it mean to pre-pay, pre-purchase, or pre-fund final expenses?

Estate planning is important because it helps everyone involved in the distribution of your assets after your death.

How does estate planning help with estate settlement?

Legacy Planner users can appoint a Successor to take ownership of their planning information in the event of their death.

Appoint a Successor to take over your account

Nina Drew

Legacy Planner

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

How do I delete a contact?

Contacts

Pre-planning for a funeral or service ensures your wishes will be honored at the end of your life.

The benefits of pre-planning your funeral

Funeral Planning

Every adult should have a will, especially if there are assets, property, dependents, or a spouse.

Why do I need a will?

The will and any relevant documents should be stored in a secure place.

Where should I store my will or other key documents?

You should choose an executor that is trustworthy...

How do I choose an executor?

Your executor must be well aware of their role and responsibilities in advance of your death.

What does my executor need to know in advance and at the time of my death?

Making preparations in case of death can provide peace of mind and ensure that one's wishes are followed after they pass away.

Why is end of life planning important?

There are some benefits to preparing an obituary or eulogy in advance of your death.

Can I prepare my eulogy or obituary in advance?

There are five key documents that you should have prepared in advance of your death.

What documents will I need to have prepared before I die?

Can I have multiple beneficiaries?

Frequently Asked Questions

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