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 supports and tools specific to your situation, including:

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


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 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. Create an account
  2. Complete a simple questionnaire
  3. Fill in the data boxes
  4. Upload the death certificate
  5. Digitally sign and submit

You will receive a confirmation for all digital submissions. Government forms requiring a “wet ink” signature will be mailed to you within two weeks for review and signature. 

Once the mailed package is received:

  1. Sign where indicated
  2. Place the contents into the pre-addressed, postage-paid envelopes along with the supporting documents
  3. Drop the envelopes in the mail

$475 plus tax

*Cadence can be deducted as an estate expense

One-on-one executor advice 

If you would prefer to work with one of us directly, we’re happy to provide services over the phone.

Sometimes, it’s easier to talk to someone who has been there. Our experts are happy to speak with you directly and help manage the workload remotely.


Getting started is easy:

  1. Request a meeting
  2. Schedule a 30-minute phone call to provide the advisor with necessary information
  3. The advisor will complete the paperwork and mail you the documents for signature
  4. Sign where indicated
  5. Place the contents into the pre-addressed, postage-paid envelopes along with the supporting documents
  6. Drop the envelopes in the mail

Cadence associates are available at no extra cost for twelve months following the completion of the file to answer any questions.

$635 plus tax

*Cadence can be deducted as an estate expense

Don't know where to start?