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Canadian? Visit our Canadian blog for articles more appropriate to your country's laws.

Canadian Blog
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Supporting Different Grieving Styles During The Holidays

Written By:

Kayleigh Feschuk

During the holidays, grief tends to materialize in specific and noticeable ways. The grieving person could become the utilitarian griever, the withdrawing griever, or the social distraction-centric griever. In this blog, we explore the reasons why the holidays can be so difficult for those navigating life after loss, and how to best support those around you that may be grieving this holiday season.

Headshot of Wealth Advisor, Pedro Duque, against a purple patterned backdrop.

Financial Advisors and Their Crucial Role in Estate Planning

Written By:

Amy Liebaert

If a smooth and effective estate planning process is desired, the involvement of a financial advisor is vital. Join us as we explore how having a knowledgeable guide, like Pedro Duque of RBC Insurance, will ensure that your assets are distributed according to your wishes and your future is taken care of.

A man and a woman sitting at a desk together scattered with paper.

I became an executor, now what?

Written By:

Amy Liebaert

If you're new to the world of executorship, it's natural to feel overwhelmed and unsure of where to start. In this blog post, we are here to assure you that you're not alone. We will discuss the details of your new role and provide practical tips on how to navigate the settlement process with ease and confidence.

A man and woman are sitting at a laptop working together, looking focused.

Collaborative Capabilities: Our New Multi-User Feature

Written By:

Amy Liebaert

Cadence is proud to introduce multi-user collaboration for executors! In-app collaborative capabilities have been enhanced in order to create a community-centric environment that eases the burden of estate settlement, increases lead-generation for our partners, and ensures a smoother aftercare experience for everyone involved.

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The Cadence Experience with Serese Selanders

Written By:

Amy Liebaert and Kayleigh Feschuk

CEO of Solusguard, Serese Selanders, shares her personal experience and insights on how Cadence played an instrumental role in lifting the administrative burden of settling her father’s estate.

An adult daughter helping her elderly mother navigate the estate planning process digitally.

Designating an Executor for Your Estate

Written By:

Amy Liebaert

End-of-life conversations are essential, especially about the designation of an executor. Organizing your estate ahead of time ensures that the settlement process is completed efficiently and that your assets are distributed according to your final wishes. In this blog post, we will guide you through the process of choosing an executor, why it matters, and how to ensure the transition is as smooth as possible.

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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 looking happily 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.

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