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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.

Two people filling out paperwork.

Form Filler: Speeding Up A Historically Slow Process

Written By:

Amy Liebaert

When dealing with the loss of a loved one, there are few tasks more difficult than managing the complex paperwork and financial obligations associated with settling their estate. By utilizing our innovative Form Filler technology, the traditionally slow process of completing documents and letters for estate closure becomes simpler than ever— allowing more time for meaningful connection with those who are grieving.

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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How Cadence Advisors Provide Aftercare Support to Executors And Families

Written By:

Melissa Perepelkin

Cadence has Certified Executor Advisors (CEAs) available to answer questions, assist clients with research and tasks, and provide referrals to professionals. Most importantly, our CEAs bring human support back to a process that was never supposed to be done alone. CEA Melissa Perepelkin, the author of this article, has been with Cadence for just under a year. In this article, her experience is recounted.

A man in a beanie and a blonde woman sitting at a desk hunched over an iPad, verbally contemplating a decision with one another.

How To Choose The Right Estate Management Partner For Your Funeral Home

Written By:

Kayleigh Feschuk

In this blog post, we will explore some key considerations and provide some practical advice to ensure that you make an informed decision about which partner will be right for you. Choosing the best estate management partner for your funeral home will ultimately help you provide outstanding service to each and every one of your grieving clients. 

Hand on a blackboard, drawing a life timeline from teens to their eighties. Elements such as marriage, monetary savings, and medical support are highlighted.

Why Is End Of Life Planning Important?

Written By:

Melissa Perepelkin

End-of-life planning can feel daunting, especially when you don't plan on dying anytime soon. However, having all of your important documents and end-of-life plans in place and up to date can give you peace of mind and make life easier for those around you when the time comes.

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Executor vs. Administrator – What’s the difference?

Written By:

Krista Evanisky, founder of Clarity Law

The technical language that is often used in the estate administration context can be tricky to understand. The person handling an estate will either be called an executor or an administrator depending on where they get their authority to act.

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How to Help Someone Who is Grieving

Written By:

Brenda Gibbs

"I don't know what to say... I don't know what to do" Due to COVID-19, awareness of grief is on the rise. This is a subject that is skirted by many but cannot be ignored in our present situation. How can friends and family give sincere and meaningful help to bereaved relatives, friends, and neighbors? Certainly the option to say or do nothing is there, but often this option is not a good one. Be assured there is no perfect way to respond or to support the person you care about, but here are a few suggestions that may help you be more helpful. In the end, you will also learn about yourself.

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How to Notify Facebook After a Death

Written By:

Cadence

What happens to someone's Facebook account when they pass away? With the closure of a Facebook account, the deceased's account can be removed or memorialized.

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