Support for estate fiduciaries navigating loss, logistics, and everything in between.
Soul Executor™ provides practical, grief-informed estate navigation for executors, trustees, personal representatives, and other fiduciaries who need help understanding, organizing, and moving through the responsibilities that follow a death.
Service offerings
Estate Navigation Support
Best for: comprehensive, start-to-finish guidance
Higher-touch support for executors, trustees, personal representatives, and other fiduciaries navigating the estate settlement process.
- Short-term and long-term strategic planning
- Immediate action-item identification
- First 12-month responsibility mapping
- Document, account, contact, and deadline organization
- Preparation for attorney, CPA, advisor, and banking conversations
- Grief-informed support for bandwidth and decision-making
Fiduciary Roadmap
Best for: clarity, strategy, and double-checking
A focused planning service for fiduciaries who can manage many responsibilities themselves but want a clear strategic roadmap.
- Estate task inventory
- Review of what has already been completed
- Identification of missing or unclear next steps
- Priority roadmap and recommended sequence
- Questions for legal, tax, and financial professionals
- Written follow-up summary and organization guidance
Estate Completion Support
Best for: unfinished tasks, loose ends, and estate closeout
Support for people whose loss happened months or years ago but who still have unresolved estate-related tasks, accounts, belongings, or paperwork.
- Identification of remaining estate loose ends
- Estate closeout checklist creation
- Organization of lingering accounts and documents
- Support with belongings and unresolved logistics
- Preparation of questions for outside professionals
- Momentum around delayed or emotionally difficult tasks
What Soul Executor™ can help with
Why this kind of support is different
Lived experience
Founded by someone who served as sole executor after the sudden death of her dad at 25.
Research-informed
Grounded in graduate research on bereavement leave, estate fiduciaries, and grief-informed systems.
Grief-informed
Designed with awareness that grief affects energy, memory, decision-making, capacity, and follow-through.
Wraparound
Incorporates estate logistics, professional support, family dynamics, work constraints, and emotional bandwidth.
Important scope note
Soul Executor™ does not provide legal advice, tax advice, financial advice, medical advice, mental health care, or therapy. Working together does not create an attorney-client, accountant-client, financial advisor-client, medical provider-patient, or therapist-client relationship.
Soul Executor™ can help you get organized, prepare questions, clarify next steps, identify where another licensed professional may be needed, and navigate the administrative and emotional weight of estate responsibilities with more support.
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/