BASED IN SEDONA, AZ | SERVING CLIENTS NATIONWIDE
Estate navigation, tailored to your needs and your grief.
Soul Executor supports executors, trustees, and other estate fiduciaries in navigating the paperwork, decisions, timelines, and logistics that follow a death, with practical structure and grief-informed care.
Soul executor™ may be for you if…
✔ You were named sole executor, trustee, personal representative, or estate fiduciary.
✔ You keep thinking “I don’t know what to do first or next."
✔ You are balancing estate responsibilities with work, family, travel, and/or caregiving.
✔ You are grieving and trying to manage estate tasks at the same time.
✔ You need help preparing for conversations with attorneys, real estate professionals, etc.
✔ You want practical support without being rushed, judged, or overwhelmed by jargon
F.A.Q.S
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If you've been named the estate executor, trustee, administrator, or another type of estate fiduciary, Soul Executor can support you through the estate settlement process. Please book a discovery call to learn more about the tailored estate navigation plan we can create for your unique situation.
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Soul Executor, LLC is an Arizona-based company. We work with clients nationwide on a remote-basis and have systems in place to ensure any sensitive information is protected. Soul Executor only serves estates within the U.S. If you're interested in in-person support with our Founder, Cassidie, please book a discovery call to discuss availability.
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That's great you have a trusted attorney. Working with Soul Executor, alongside a legal professional, can ensure that nothing slips through the cracks and you get your time back.
Soul Executor offers a comprehensive and tailored service that guides you through each facet of the estate settlement process, the legal aspect only being one portion of what's on your plate during this time. Attorneys often do not provide guidance beyond a specific set of legal estate matters. Soul Executor creates a customized strategic plan for your specific estate, providing you with the clarity and confidence that all loss and estate-related responsibilities are addressed.
Soul Executor, LLC is not a law firm, and our Founder, Cassidie Carmen Bates, is not a licensed attorney. We do not provide legal advice, legal representation, or legal services. Any information provided is for educational and informational purposes only and should not be construed as legal advice. -
No, Soul Executor, LLC is not a healthcare entity. Our Founder, Cassidie Carmen Bates, is a Certified Grief Support Specialist, a researcher specializing in grief and bereavement leave policy, and she personally lost her dad at 25, which led her to serve as the sole executor for his estate. Therefore, the practices of and guidance provided by Soul Executor is evidence-backed and grief-informed. Soul Executor offers integrated best practices for processing your grief in the immediate-term and on an ongoing basis, while we ensure all of the estate settlement administration is being fully addressed.
Soul Executor, LLC is not a mental health practice, and our Founder, Cassidie Carmen Bates, is not a licensed therapist, psychologist, psychiatrist, counselor, or other mental health professional. While our services are grief-informed, they are not a substitute for mental health care. If you are experiencing a mental health crisis or require immediate emotional support, call 911 if you are in immediate danger, or contact the 988 Suicide & Crisis Lifeline by calling or texting 988, or by visiting the online chat at https://988lifeline.org/chat/
Still have questions? Take a look at the FAQ or reach out anytime.
Meet the Founder
Cassidie Carmen Bates, MPP, is a published researcher on grief and bereavement leave, a public policy practitioner, a TEDx speaker, and a certified grief support specialist. Her work explores how bereavement policies are strengthened when informed by the lived expertise of grievers, in combination with subject-matter data.
GRIEF IS ALREADY A LOT. YOU DO NOT HAVE To FIGURE THIS OUT ALONE.
When someone dies, the world often expects you to grieve and administer at the same time. You may be sorting through accounts, documents, deadlines, professionals, family dynamics, and decisions you never expected to make, often while still working, caregiving, or simply trying to get through the day.
Soul Executor exists for the gap between grief support and estate administration: the place where people need both emotional understanding and practical structure.