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Creating A Will: A Step-by-Step Guide

Written By:

Amy Liebaert

One of the most responsible things that you can do for yourself and your loved ones is to begin the pre-planning process. Creating a will ensures that your assets are distributed according to your wishes, rather than immediately going through the complicated process of probate. In this blog, we will discuss why creating a will is essential and provide a step-by-step guide on how to navigate the process.

Two women sitting across from each other at a table while discussing the paperwork between them.

When is the right time to bring up pre-planning?

Written By:

Amy Liebaert

Pre-planning is an essential aspect of end-of-life preparation. However, the question remains: when is the most appropriate time to discuss pre-planning with clients? To gain expert insight, we reached out to four trusted funeral professionals that partner with Cadence. In this blog, we'll explore their opinions on initiating pre-planning conversations and their advice for navigating client hesitancy.

Elderly father and his daughter happily looking at a laptop.

What documents do I need to begin the settlement process?

Written By:

Amy Liebaert

Losing a loved one is never easy, and it can be even more challenging if you're the executor tasked with settling their estate. Preparing yourself in advance will greatly reduce the stress and confusion that can come with the daunting task of sifting through seemingly endless paperwork. In this blog, we’ll discuss what documents you need to begin the settlement process, so you can focus on what's important: grieving and healing.

Father and his playful toddler looking at a laptop with papers scattered across the table.

Are Online Wills Safe?

Written By:

Amy Liebaert

Creating a will is a crucial part of planning for your future and ensuring that your final wishes are executed. However, many people delay creating their wills due to the nature of the topic, potential costs, or the time it takes to sit down with a lawyer. In this blog, we will explore the advantages of online will services, their level of legitimacy, and introduce Cadence's trusted online will creation partner, Willful.

Portrait of Karla Combres.

Celebrating Life With Karla Combres

Written By:

Amy Liebaert

As a Life Cycle Celebrant, Karla Combres helps families create personalized ceremonies for life's milestone moments, including funerals. She believes that by honoring the life that was lived in an authentic way, we can make the grieving process a little easier. In this blog post, we'll discuss the importance of honest end-of-life conversations, the process for arranging a one-of-a-kind ceremony, and how to keep the memory of a loved one alive.

Man in black long-sleeved shirt covering his face with his hands whilst in a treed area at sunset.

Can’t Find a Will? This Is What Happens.

Written By:

Vanessa Roberts

It is important to note what happens to the deceased’s assets when there is no Will. If there is no Will or the Will is not valid, the person is considered to have died “intestate.” This means there are no instructions the family can follow to distribute the estate. As a result, each province/territory has specific laws that deal with these situations.

Two women sitting and having a meeting

How Financial Advisors Can Approach End-of-Life Cost Conversations with Clients

Written By:

Amy Liebaert

The passing of a loved one is a difficult time for their family and friends, yet in the midst of grief there are also cost considerations to be taken into account. With average end-of-life expenses costing thousands and necessary paperwork taking hundreds of hours, families are left feeling overwhelmed. Cadence provides a solution to a notoriously complicated process, making end-of-life cost conversations easier to have with your clients.

Woman comforting someone with a hand on their shoulder.

Maintaining Your Mental Health In The Funeral Profession

Written By:

Amy Liebaert

Assisting bereaved families through the grieving process is a challenging task for funeral staff. We spoke to Joseph Thomas, a seasoned funeral expert, to give us insight into how funeral staff maintain their mental health while balancing their responsibilities. In this interview, Joseph shares his personal experience in the industry, strategies for maintaining mental health, and humor’s effectiveness in coping.

Woman financial advisor sitting at a white desk with her male client, helping him with his finances.

Why Your Clients Should Pre-Plan Their Funeral

Written By:

Kayleigh Feschuk

The loss of a loved one is one of the most challenging situations anyone can face. Giving clients the tools to pre-plan their funeral will not only make sure their wishes are honored, but also provide their family and friends with emotional and financial support. In this way, the ability to assist your clients with the end-of-life process will positively reflect on you in the eyes of both your clients and their families. 

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