What makes Cadence different from a checklist?

Written by

Amy Liebaert

What makes Cadence different from a checklist?

After losing a loved one, the complex and ambiguous tasks associated with executorship often overwhelm families. Even when provided with a standard estate settlement checklist, the endless array of tasks can lead to confusion and stress. While checklists offer structure, they lack the compassionate aspects of personalization and knowledgeable support that leads to potential complications. 

Cadence recognizes that funeral directors aim to provide exceptional care before and after the arrangement process but are often stretched thin. With Cadence, funeral directors enhance their aftercare services, improve family satisfaction, and offer a truly effective estate settlement solution.

Challenges With Traditional Checklists

While traditional checklists can serve as a starting point, they often fall short in several critical areas:

  • Lack of Customization: Each family's needs are unique and no two estates will look the same. A one-size-fits-all checklist fails to address specific circumstances, leading to overlooked tasks or unnecessary steps.
  • Time-Consuming Process: Traditional checklists often lack actionable steps making it hard for executors to confidently complete tasks. This leads to added stress, confusion, and extra time spent researching, ultimately prolonging the estate settlement process.
  • Overwhelming Nature: Taking on executor responsibilities is daunting in itself, but a long list of tasks upfront can intensify the feeling. This burden often becomes emotionally overwhelming when executors are unsure where to begin and which tasks to prioritize.
  • Outsourced Guidance: Without reassurance and knowledgeable advice, executors often feel isolated in their role. While estate lawyers are valuable, they can incur unnecessary fees in less complex estate cases.

A Solution that Goes Above and Beyond

Cadence revolutionizes end-of-life processes with the Executor Assistant, a digital solution that offers a suite of personalized tools and features specifically designed to alleviate the burdens faced by executors and their families.

1. Personalized Roadmaps: By completing an intuitive questionnaire, executors receive a customized roadmap that breaks down necessary tasks into actionable steps with a clear timeline. This tailored guide allows them to track progress and prioritize tasks visually.

2. Form Filler Feature: With Cadence’s Form Filler feature, avoid the tedious and repetitive paperwork involved in end-of-life processes. By streamlining document preparation, executors save time and reduce errors.

3. Grief Care: Access to emotional support is crucial during this time. Cadence offers compassionate care through a certified grief coach, online support group, and numerous digital resources to help families navigate their grief while managing estate tasks.

4. Certified Support Team: Executors have the opportunity to receive expert advice from Cadence’s Certified Support Team. This guidance reduces anxiety and helps manage the unknowns, ensuring executors feel supported and informed throughout the process.

5. Cadence Concierge: For families needing additional support, the Cadence Concierge is an opt-in service providing hands-on guidance from a dedicated Estate Specialist.  This one-on-one assistance ensures that executors are fully supported and that no detail is overlooked.

Continuous Mutual Benefit

The advantages of Cadence extend beyond families to funeral homes as well:

  • Improve the Aftercare Experience: Provide families a more streamlined, supportive aftercare experience, enabling them to focus on healing rather than struggling with the complexities of executorship through a checklist alone.
  • Offer Enhanced Support: Funeral directors can offer a higher level of care without adding to their workload, ensuring families feel fully supported during a challenging time.
  • Build Long-Lasting Relationships: By providing a second to none aftercare service, funeral homes can build lasting relationships with the families they serve. This not only enhances their reputation but also fosters retention and trust within the community.

Don’t Just Take Our Word For It.

"Providing simple, affordable and high-quality services is at the heart of everything we do. We understand that the process can be overwhelming, so we chose a partner that values providing supportive and compassionate services as much as we do." - Mallory G., Funeral Home Owner

"Cadence has been a wonderful stress reducing service during a very difficult time." - Jason G., Former Executor 

"We have enlisted their help to assist our funeral families with final estate document services, and it has been a real win-win partnership.  Their customer service approach is an extension of our service to families and their care and attention is evident in the feedback we receive from our clients." - Morgan E., Funeral Home Operator

Interested in Learning More?

Cadence is here to transform the estate settlement process, making it as seamless and supportive as possible. To discover how our Executor Assistant will enhance your funeral home and the families you serve, book a free consultation with a Cadence representative today.