For Individuals

The estate settlement guidance you want

Whether you are an executor or a surviving family member, we make sure you have everything you are going to need, all in one place.

Our online platform and executor advisory services provide you with best-in-class support. We will help you:


Discover supports and tools specific to your situation, including:

  • Available benefits and financial supports
  • Important tasks and timelines
  • Information, forms and resources


Simplify the tasks involved in settling a person's affairs:

  • Access clear, step-by-step instructions
  • Avoid unnecessary repetition of work through form automation
  • Keep records and track progress


Collaborate with everyone involved to ensure efficient communication:

  • Create your support team and share responsibilities
  • Find professionals in your area
  • Work with Cadence advisors to tackle hard-to-do tasks

The Cadence Platform

*Patent Pending

Estate settlement software that is easy and safe to use.

Grief can take a lot out of you. If you are dealing with a death, our online software allows you to move through the estate settlement tasks with ease and at your own pace.

Our software is private and secure, designed to keep your personal information safe. We provide step-by-step guidance and our experts are ready to help you whenever you need it.

Getting started is easy

  1. Create an account to get started, or book an optional 30 minute intake call with an advisor. 
  2. Complete a short questionnaire to help us understand your unique situation and recommend important tasks, benefits and resources.
  3. Receive a personalized step-by-step guide, complete with instructions and paperwork tailored to your situation and location.
  4. Move through the process, one task at a time. Reach out to your Cadence advisor for ongoing support.

We help executors and families with:

Government Notifications & Benefits

Subscription & Account Closures

Insurance & Pension Claims

Identity Theft Protection

Probate & Tax Guidance

One-on-one executor support

We've been through this before and are committed to making it easier for you.

Chat with a Certified Executor Advisor when you need support. Our team of experts is available to answer questions, help with hard to do tasks and provide professional referrals. 


 What our customers are saying:

Excellent Service

Excellent service by Carly. She was very easy to speak to and answered all my questions. Would recommend to any dealing with the loss of someone.

Travis B.

A real win-win partnership

Saskatoon Funeral Home has been working with Cadence the past number of months. We have enlisted their help to assist our funeral families with final estate document services, and it has been a real win-win partnership. Their customer service approach is an extension of our service to families, and their care and attention is evident in the feedback we receive from our clients. By simplifying the paperwork and details of estate documentation, they save the family so much time and stress. We highly recommend their services. 

Morgan E., Funeral home owner, Saskatchewan

Put me at ease

They were so helpful and put me at ease. I am very grateful to them for their insight and they gave me not only the help I needed to deal with mom’s paperwork etc. but also helped me to start preparing ahead for when my dad is gone and also to get a portfolio arranged for ourselves so our children will have it easier when our time comes. I will always be grateful for the help the team at Cadence gave me and for their kindness. I highly recommend their services to anyone in this trying situation.

Terry B.

Supportive and compassionate services

 Our partnership with Cadence ensures families can navigate the estate settlement process with ease. We understand that the process can be overwhelming, so we chose a partner that values providing supportive and compassionate services as much as we do.

Mallory G., Cremation services provider, Ontario

Cadence was a lifesaver

Devastation is the word I would use to describe the feeling I felt when I lost my mom. Common sense and problem solving escaped me, because I was so filled with grief. Cadence was a lifesaver. The team of people were professional, kind and compassionate. They were there when I was ready to deal with the business aspect of my mother’s death.

Christine B.

Friendly and understanding staff

Very friendly and understanding staff. The website is very helpful for the executor of a will. Thank you!

Robert H.

This service was super helpful

This service was super helpful. When I didn’t know where to start with my Dad’s estate, our advisor walked us through step by step in a friendly and helpful way. The system is personalized and very user-friendly, and gave me confidence as I moved through what could have been a complicated and overwhelming process. I’m thrilled!

Karen U

High quality online support

I found the quality of the on-line support very good and the process support document provided me with useful items that I was unaware of. Thank you!

Paul K.

A powerful solution

There is tremendous value in the Cadence product and services. Cadence provides an effective overview of estate settlement steps and a powerful solution for a specific, time-consuming step. Kind of like providing a view of the chain while also being a link in the chain.

Ron Balachandra, CEO, Executor Depot