Estate Settlement

"Cadence has been a wonderful, stress-reducing service during a very difficult time."

- Jason G

We really want to give you space to grieve.

When a loved one passes, often the biggest unexpected stress for executors is closing the estate. That’s why we’re offering all our clients Executor Assistant—an easy-to-use digital platform that provides comprehensive guidance through every challenge that loss brings.

The Benefits:

  • Easy organization with simple instructions and progress tracking
  • Up to 90 hours saved on paperwork with autofill features
  • 1:1 guidance and advice from our dedicated Support Specialists
  • Bank-level 256-bit encryption to store and transmit data

How it works:

1) Add Estate Information
Complete a brief questionnaire and receive a personalized estate settlement checklist.
2) Work Through Tailored Tasks
Move forward confidently and progress at your own pace using curated task lists, step-by-step instructions, and form-filling tools.
3) Receive Support Along the Way
Cadence’s Support Specialists are equipped to help with hard-to-do estate tasks and questions. Plus, Executor Assistant is designed to support you through your grief journey.