Cadence for Individuals

Your personalized estate settlement assistant

If you’re an executor or surviving family member, we’ll make sure you have everything you need, all in one place. Spend less time on forms, and more time with those you care for.

Get Started Now

Cadence helps with

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Identity theft protection

Government notifications & benefits

Insurance & pension claims

Subscription & account closures

Probate & tax guidance

Cadence helps with

Begin ID: An icon of a Pink shield with a heart inside the boundaries of the shield. End ID.

Identity theft protection

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

Government notifications & benefits

Begin ID: A Yellow icon of a credit card, done in a line-art style. End ID.

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

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Probate & tax guidance

How it works

1

Sign Up

Create an account to get started. If you’re not sure how to do this, contact us for support. Anyone with internet access will be able to use Cadence's web-based app, so you won't have to download or update any software.

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

Tell us about the estate

Once you sign up for our website, we’ll gather some information about your loved one’s estate. This information will be used to create a personalized roadmap for you to work through at your own pace.

3

Work through your personalized roadmap

Your roadmap contains step-by-step instructions unique to your location and situation. Convenient forms & letters are also included, so you won’t have to waste hours searching for the right documents. Our software makes it easy to track tasks, see what’s ahead, and return to where you left off.

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

Reach out for support when you need it

If you want to talk to an expert, our Certified Executor Advisors are available to answer questions, make referrals and help with hard-to-do tasks.

How it Works

1

Sign Up

Create an account to get started. If you’re not sure how to do this, contact us for support. Anyone with internet access will be able to use Cadence's web-based app, so you won't have to download or update any software.

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

Tell us about the estate

Once you sign up for our website, we’ll gather some information about your loved one’s estate. This information will be used to create a personalized roadmap for you to work through at your own pace.

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

Work through your personalized roadmap

Your roadmap contains step-by-step instructions unique to your location and situation. Convenient forms & letters  are also included, so you won’t have to waste hours searching for the right documents. Our software makes it easy to track tasks, see what’s ahead, and return to where you left off.

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

Reach out for support when you need it

If you want to talk to an expert, our Certified Executor Advisors are available to answer questions, make referrals and help with hard-to-do tasks.

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.

What people are saying

Cadence has been so helpful and professional in dealing with the estate of my mother-in-law. They responded immediately to queries and we felt that they always went the extra mile for us. Thank you!

Almereau P.

This service was super helpful. When I didn't know where to start with my Dad's estate, my 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!

Anonymous

I feel so much better. At least I have made a start thanks to Cadence and each of you with your kind communication and understanding when needed.

Elsie W.

Pricing

Executor Assistant Software

  • Access to the Cadence’s Executor Assistant Web App (available to anyone with access to the internet)
  • Access to On-demand Expert Support from Certified Executor Advisors
  • Form-filling and letter templates for your location & situation
  • Executor Log
  • Live Chat

$295.00