Future-proof your business with estate planning and aftercare services

Cadence's comprehensive estate planning and aftercare platform is designed to open up communication between bequestors and successors, so you can retain more assets when wealth is transferred.

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Do you know where your clients' assets are going?

The Great Wealth Transfer is coming. With total bequests projected to exceed $84 trillion among U.S. residents by 2045, it's important for financial advisors to understand their clients' wealth transfer plans. The initial challenge for financial advisors is facilitating timely and useful communication between current clients and beneficiaries, and Cadence's comprehensive estate management and aftercare platform provides a framework for initiating these conversations.

Cadence can help

Including Cadence as part of your services not only helps you understand your clients' future plans, but also allows you to gain insight into and start building relationships with their successors. Building this trust and demonstrating your value early helps make it easier for successors to make decisions about how, and by whom, their future assets will be managed.

LEGACY PLANNER

Start the estate planning process with the click of a button

Invite your clients to Legacy Planner from our intuitive business dashboard, and leave the rest to us. Our guided Legacy Planner allows clients to work through adding information and documents about their accounts and assets at their own pace.

Once complete, the Legacy Planner provides an easy framework for you to open up discussions about your clients' estate plans, and gain insight into their full financial picture.

EXECUTOR ASSISTANT

Ensure a seamless transition to successors

Upon a client's death, named successors receive an Executor Assistant account. Successors are provided with all of the information from the Legacy Planner, including your contact details, so they can easily get in touch.

The seamless transition from Legacy Planner to Executor Assistant makes it easier for successors to make decisions about their inheritance, knowing that their loved one took the time to make a plan.

A trusted solution for financial advisors

An extension of your business
Cadence looks and feels like your business. We integrate into your current workflows and processes, so clients and their families feel connected to you long term. With Cadence, no two advisors will have the same experience—we tailor our solutions to reflect your business and goals. 

Private and secure
We take data security seriously, proactively protecting your clients' sensitive information with the utmost care. We are SOC 2 certified, meaning that bank-level security measures are upheld.

Differentiate from competitors
Offer additional value to your client, and establish yourself as a compassionate partner for their future plans, with Cadence.

Book your personalized consultation with Cadence