Cadence is your personalized estate settlement assistant.
If you’re an executor or surviving family member, we can help you carry out responsibilities efficiently and correctly. Spend less time on forms, and more time with those you care for. Cadence helps families with:
· Probate & tax guidance
· Government notifications & benefits
· Insurance & pension claims
· Subscription & account closures
· Identity theft protection
Cadence is your personalized estate settlement assistant.
Benefits:
Get personalized assistance
Our software will analyze your unique situation and give you a personalized, step-by-step roadmap to guide you.
Stay organized
We’ve created focused views and simple instructions to ensure you can focus on one thing at a time without getting overwhelmed by information.
Save time & money
Cadence streamlines tedious paperwork and time consuming tasks. We help maximize benefits, and avoid costly mistakes by recommending tasks and autofilling necessary documents.
Talk to people who care
With our expert support team, you'll never have to tackle challenging tasks alone. From answering questions to making referrals - we’re only one call or chat away.
Keep information safe & secure
We use sophisticated two-factor authentication, encryption technology and cloud hosting services from trusted industry providers to ensure the utmost security of your information.
How it works:
1. Tell us about the estate: Complete our easy questionnaire and let our intelligent algorithm create a personalized roadmap tailored just for you.
2. Work through your personalized roadmap: Your roadmap provides all the resources you need - from custom task lists specific to your state or province, step-by-step instructions to a helpful form-filling tool. Move forward confidently, ticking off tasks as you progress at the pace that's right for you.
3. Reach out for support when you need it: When you need to talk to an expert, our Certified Executor Advisors are available to answer questions, make referrals and help with hard-to-do tasks.