Industry Insights By Cadence

Cadence is a comprehensive estate planning service, complemented by personalized one-on-one human support. We collaborate with financial advisors to enhance their estate planning offerings and facilitate discussions about wealth transfer, along with helping their clients navigate the complex financial and emotional challenges that arise after a loss. Cadence’s software creates a tailored roadmap for next steps, automates essential forms and notifications, and provides expert guidance as needed. By offering both estate administration support and grief care, Cadence elevates the standard for estate planning with a holistic approach that addresses the full spectrum of client needs in today’s financial landscape.

Futureproof your firm with estate planning and aftercare services

Cadence

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Futureproof your firm with estate planning and aftercare services

Ensure a smooth transition of wealth and keep more assets under your management with collaborative legacy planning.

September 3, 2024

3 min read

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