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Cadence Online Vault for Documents
Through our partnership with Cadence, the Legacy Planner gives you a guided way to organize your wishes, documents, and accounts in one secure place, so the people you love have a clear path forward when they need it most.
Insurance covers the costs. The Will provides the directions.
Legacy Planner organizes it all together, for the days after.
The hardest part of pre-planning isn't the paperwork. It's starting the conversation. Because when 'the talk' comes up, it can feel like too much. What needs to be decided? Where do you even start? It’s easy to shut it down or put it off.
Legacy Planner gives you a gentle, structured way to start. It takes everything you need to discuss, and breaks it down into simple steps to make the process feel more manageable and a lot easier to begin.
Why use Cadence Legacy Planner?
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Guided prompts help you talk through your wishes naturally
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Shareable access so the whole family stays informed
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Progress tracking keeps the conversation going over time
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Everything stays in one place, ready when it's needed
If we have invited you to the platform Sign In Here
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