Support for estate fiduciaries navigating loss, logistics, and everything in between.
More than legal advice. More than grief support. A wraparound path through the full picture.
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
Looks at 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.