Cadence for Funeral Homes

Enhance your aftercare with digital executor support

Create a lasting impression by offering intelligent estate settlement technology paired with compassionate, expert support.

Book a Demo
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Cadence Helps Families 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

Begin ID: a blue line art icon of a document, with a checkmark beside it. End ID.

Government notifications & benefits

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Insurance & pension claims

Begin ID: A light red icon in line-art style of three people in a group, with a large strike going through all of them. End ID.

Subscription & account closures

Begin ID: A blue line art icon of a domed government building. End ID.

Probate & tax guidance

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Help your families with everything on their plate without adding to yours.

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Elevate your Aftercare

Increase Revenue

Funeral directors work hard to earn the trust of their families. Foster this relationship by helping them seamlessly settle their loved ones’ affairs.

Increase repeat business, referrals, and pre-need sales without lifting a finger.

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Save Time for Staff

Create Long-lasting Connections

Reduce time spent fielding estate-related questions and making referrals.

The estate settlement process takes time. Stay top of mind by offering real value long after the service ends.

Begin ID: a purple-ish red icon of a person standing on the ground beside an arrow pointing straight up. End ID.

Elevate your Aftercare

Funeral directors work hard to earn the trust of their families. Foster this relationship by helping them seamlessly settle their loved ones’ affairs.

Begin ID: A green icon of an outstretched hand, with a dollar sign hovering above it. End ID.

Increase Revenue

Increase repeat business referrals, and pre-need sales without lifting a finger.

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

Save Time for Staff

Reduce time spent fielding estate-related questions and making referrals.

Begin ID: a yellow icon of a simple drawing of a sun. It is a circle with lines extending from outside the circle, outwards. End ID.

Create Long-lasting Connections

The estate settlement process takes time. Stay top of mind by offering real value long after the service ends.

Practical aftercare services for Funeral Homes

Relevant & reliable executor guidance

  • Location & situation-specific instructions
  • Custom to-do lists complete with automated form filling
  • Certified Executor Advisor support via phone or chat

Easy case management

  • 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 clients

Custom content & branding

  • Year-long branded email distribution
  • Customizable content for funeral home partner referrals, programs and resources
  • API integration

Pre-need education

  • Proactive and timely pre-planning education
  • Ongoing engagement with a platform that spotlights your funeral home
  • Easy connection to families wishing to plan ahead

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.

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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.

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.

What Funeral Homes are saying

As Cadence does not provide legal services, they are able to connect me as the lawyer with ideal clients. I absolutely love that the team at Cadence and I share the same passion for guiding people through this difficult time.

Krista E.

Cadence is an extension of our service to families, it has been a real win-win partnership. 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.

Our partnership with Cadence ensures families can navigate the estate settlement process with ease.

Mallory G.

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