Cadence for Employers and HR

Show you care by offering help when it’s needed most

Offer intelligent estate settlement support and lighten the workload for grieving employees.

Book a Demo
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Premium bereavement benefits that make a difference.

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Win the war for talent

Promote calm and reduce stress

Attract & retain employees by offering benefit plans to anticipate & handle end-of-life transitions.

Reduce absenteeism and boost productivity by reducing anxiety, stress and burnout.

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Build the culture you and your employees deserve

Support worker morale

Improve loyalty, engagement and retention by showing you truly care about their well-being.

Dealing with the bureaucracy during time off is no fun. Help your employees avoid working on estate-related matters during their lunch hours, evenings, and weekends.

Begin ID: A Red icon of a woman wearing a suit and tie. End ID.

Win the war for talent

Attract & retain employees by offering benefit plans to anticipate & handle end-of-life transitions.

Beign ID: A blue icon of the inner section of a human's head. We can see the shape of their brain. It looks like we're seeing an X-Ray of a person in profile. End ID.

Promote calm and reduce stress

Reduce absenteeism and boost productivity by reducing anxiety, stress and burnout.

Begin ID: a poweder blue icon of a timer the countdown is pointing to 10:30. End ID.

Build the culture you and your employees deserve.

Improve loyalty, engagement and retention by showing you truly care about their well-being.

Begin ID: A yellow icon of a smiley face winking. End ID.

Support worker morale

Dealing with the bureaucracy during time off is no fun. Help your employees avoid working on estate-related matters during their lunch hours, evenings, and weekends.

Cadence Helps Employees With:

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Identity theft protection

Government notifications & benefits

Insurance & pension claims

Subscription & account closures

Probate & tax guidance

Cadence helps with

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Identity theft protection

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Government notifications & benefits

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Insurance & pension claims

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Subscription & account closures

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Probate & tax guidance

Working with Employers to promote well-being

Tailored guidance for executors

  • Region & circumstance-specific instructions
  • Task lists complete with relevant forms & letters
  • Certified Executor Advisor support via phone or chat

Automated forms & templates

  • No software or apps to download or update
  • Easy-to-use website, available to anyone with access to the internet
  • Seamless hand-off: simply log-in & invite employees

Expert support from real humans

  • Optional intake calls to support onboarding
  • Certified Executor Advisors available via phone or chat throughought the planning or settlement processes

Custom branding, tasks, & resources

  • Year-long branded email distribution
  • Customizable content for referrals and resources
  • Options to add tasks relevant to your workplace (e.g., notification of leave)
  • API integration

How it works

1

Book a demo with our sales team

Book a demo to speak with our sales team who can provide pricing information. You will then gain access to the business dashboard where you can invite clients.

Begin ID: An illustration of the Cadence dashboard. It is in varying shades of purple, and shows one form field at the end highlighted. There is art of a phone ringing, as well as a picture of an avatar - the user is being onboarded. End ID.
Begin ID: An Illustration of the Cadence dashboard, as the user is working through it. There are question marks before the fields that haven't been completed yet. End ID.

2

Invite clients through the business dashboard

Invite clients and track invitations through the Cadence business dashboard, which you can access simply by logging on to a website.

3

Clients work through their personalized roadmap

Your client proceeds through the roadmap at their own pace, accessing clear instructions, pre-filled forms & letters, and task-tracking tools along the way.

Begin ID: An illustration of the Cadence dashboard. Now, all tasks are complete, as indicated by small checkmarks beside the fields. Above the scene is a thumbs up. End ID.
Begin ID: An illustration of a customer service flow with Cadence. There is a message feed, as well as an illustration of a headset that a member of the support team would be using to speak to clients. End ID.

4

Access support when you or your clients need it

Our compassionate, expert team of Certified Executor Advisors is available by phone or chat to provide additional guidance for both staff and families.

How it Works

1

Book a demo with our sales team

Book a demo to speak with our sales team who can provide pricing information. You will then gain access to the business dashboard where you can invite clients.

Begin ID: An illustration of the Cadence dashboard. It is in varying shades of purple, and shows one form field at the end highlighted. There is art of a phone ringing, as well as a picture of an avatar - the user is being onboarded. End ID.

2

Invite clients through the business dashboard

Invite clients and track invitations through the Cadence business dashboard, which you can access simply by logging on to a website.

Begin ID: An Illustration of the Cadence dashboard, as the user is working through it. There are question marks before the fields that haven't been completed yet. End ID.

3

Clients work through their personalized roadmap

Your client proceeds through the roadmap at their own pace, accessing clear instructions, pre-filled forms & letters, and task-tracking tools along the way.

Begin ID: An illustration of the Cadence dashboard. Now, all tasks are complete, as indicated by small checkmarks beside the fields. Above the scene is a thumbs up. End ID.

4

Access support when you or your clients need it

Our compassionate, expert team of Certified Executor Advisors is available by phone or chat to provide additional guidance for both staff and families.

Begin ID: An illustration of a customer service flow with Cadence. There is a message feed, as well as an illustration of a headset that a member of the support team would be using to speak to clients. End ID.

Book your demo today.

Our sales team will walk you through our platform & provide you with a free quote based on your business needs.

Book a Demo