Estate Settlement

Estate Settlement

Sometimes estate settlement is one of the hardest aspects of dealing with the death of a family member. This doesn't have to be the case if proper preparation of all estate documents took place prior to the death. If you have the services of an experienced  estate lawyer at your disposal, there can be even less worry and strife.

Cadence - Executor's Assistant

Cadence is your personalized estate settlement assistant. If you’re an executor or surviving family member, we can help you carry out responsibilities efficiently and correctly. Spend less time on forms, and more time with those you care for.

01

Get Personalized Assistance

Our software will analyze your unique situation and give

you a personalized, step-by-step roadmap to guide you.

02

Stay Organized

We’ve created focused views and simple instructions to ensure you can

focus on one thing at a time without getting overwhelmed by information.

03

Save Time & Money

Cadence streamlines tedious paperwork and time consuming tasks.

We help maximize benefits, and avoid costly mistakes by recommending tasks and autofilling necessary documents.

04

Keep Information Safe & Secure

We use sophisticated two-factor authentication,

encryption technology and cloud hosting services from trusted industry providers to

ensure the utmost security of your information.

How Cadence Works

01 About the Estate

Complete our easy questionnaire and let our intelligent algorithm create a personalized roadmap tailored just for you.

02 Roadmap

Your roadmap provides all the resources you need - from custom task lists specific to your province, step-by-step instructions to a helpful form-filling tool. Move forward confidently, ticking off tasks as you progress at the pace that's right for you.

 

03 Support

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

 

Tools and Information


Hiring an Attorney


Losing a loved one can be an overwhelming experience and when you add in estate settlement issues, the months following the death can be much more than we bargained for. That's when it might be advantageous to hire an attorney.


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