For Individuals

The estate settlement assistance 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 software package provides you with best-in-class estate settlement services. We will help you:

  Discover

Discover supports and tools specific to your situation, including:

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

  Simplify

Simplify the tasks involved in completing the paperwork required after death:

  • Reduce administration time by 98%
  • Avoid unnecessary repetition of work through form automation
  • Manage the distribution of completed forms

Collaborate

Collaborate with everyone involved to ensure efficient communication:

  • Create your support team
  • Share responsibilities
  • Work with professionals

Are you an executor?

Cadence software package 

*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 paperwork 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. Schedule a 30-minute intake call to get started
  2. Complete a short assessment to help us understand your unique situation 
  3. Receive the completed documents and a personlized guide 
  4. Reach out to your Cadence advisor for ongoing support

One-on-one executor support

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

Chat with an 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. 

Grief is hard enough. We are dedicated to making estate settlement simple. 

Loss affects us all. At Cadence,  we are proud to support families from all backgrounds, regardless of race, ethnicity, age, religion, sexual orientation and gender identity.