Press Kit

This press kit is designed to help journalists, podcast hosts, event organizers, collaborators, and partners quickly understand Cassidie's work, message, and areas of expertise.

Researcher • Speaker • Public Policy Practitioner

Cassidie Carmen Bates, MPP

Cassidie Carmen Bates, MPP, is a researcher specializing in grief and bereavement policy. Her work specifically explores how grief impacts the brain and the body, and how these insights can be best interpreted through a policy lens to create bereavement leave structures that are both pro-employer and pro-employee, especially for those with fiduciary responsibilities to their loved one's estate.

Snapshot

TEDx Speaker
MPP, Duke Sanford
Published Grief Researcher
Certified Grief Support Specialist
Public Policy Practitioner
Founder & CEO of Soul Executor
Master's Research Death Is Inevitable. Grieving Is Universal. Bereavement Leave Is Neither.

Cassidie Carmen, LLC

Featured Work

Cassidie Carmen Bates, MPP, is a leading voice in grief and bereavement policy, bringing together academic research, lived expertise, public policy, and workplace advocacy. Her work recognizes that death is inevitable and grieving is universal, bringing together the lived expertise of grievers and subject-matter research to advance evidence-backed, accessible policies and systems that reflect the realities of loss.

Featured Talk

TEDx: Grief, Purpose, and the Power of Lived Expertise

Cassidie’s TEDx Talk presents two of her signature concepts: lived expertise and grief-informed policy. Through relatable, uplifting, and engaging storytelling, she translates qualitative and quantitative research into ideas that resonate across backgrounds and make complex conversations about grief more accessible to all.

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Published Research

Author of Death Is Inevitable. Grieving Is Universal. Bereavement Leave Is Neither., Cassidie examines the gaps in current bereavement policies and advocates for more equitable, evidence-backed workplace standards that better reflect the realities of grief and loss.

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Research Accolades

Cassidie's grief and bereavement policy research has received multiple awards. She was also named a 2026 Duke Pioneer for her substantial contribution to establishing grief-informed support on Duke University's campus.

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Policy & Advocacy Awards

Named the 2023 California Hunger Fighter, with additional advocacy honors recognizing her leadership in developing effective policy models rooted in food security and lived expertise.

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Lived Expertise as the Foundation

Cassidie’s work in grief and bereavement policy was inspired by the sudden loss of her dad, John, at 25, when she became the sole executor of his estate. This experience deepened an approach she had already spent years developing, integrating lived expertise with subject-matter research to advance evidence-backed policies.

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Education Meets Practice

Cassidie brings nearly a decade of public policy experience to her work in grief and bereavement, alongside earning her master’s at Duke’s Sanford School of Public Policy and her undergraduate degree in Legal Studies from the University of California, Berkeley.

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Leading Voice in Grief Policy

Cassidie is a leading voice in grief and bereavement policy, combining lived experience, research, public policy, and workplace advocacy to advance accessible, evidence-backed systems that reflect the realities of loss.

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Cassidie Carmen, LLC

Writing Materials

Copy-ready language and reference materials for Cassidie’s press features, speaker pages, event listings, podcast appearances, collaborations, websites, and professional opportunities.

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Short Description

Cassidie Carmen Bates, MPP is a researcher specializing in grief and bereavement policy. Her work specifically explores how grief impacts the brain and the body, and how these insights can be best interpreted through a policy lens to create bereavement leave structures that are both pro-employer and pro-employee, especially for those with fiduciary responsibilities to their loved one's estate.

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Medium Description

Cassidie Carmen Bates, MPP, is a researcher specializing in 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 alongside subject-matter data.

She is the founder and CEO of Soul Executor, which offers personalized 1:1 estate settlement navigation for executors, trustees, and other fiduciaries.

With nearly a decade of public policy experience, she transitioned into grief policy following the sudden passing of her dad, John. At 25, Cassidie served as the sole executor of her dad’s estate, an experience that demonstrated how little infrastructure exists to support grieving workers, specifically those with fiduciary roles.

Cassidie spent over five years in nonprofit leadership within the Feeding America network, directing media, partnerships, and a food security policy team with a scope of 18 counties, and leading advocacy at the local, state, and federal levels. During this time, Cassidie developed and implemented award-winning legislative advocacy models at dozens of non-profits nationwide.

Cassidie earned her Master of Public Policy from the Duke Sanford School of Public Policy, where she conducted original research on grief and bereavement. She is an alumna of the University of California, Berkeley, in Legal Studies, and a former Public Policy & International Affairs (PPIA) Fellow at the Goldman School of Public Policy.

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Long Description

Cassidie Carmen Bates, MPP, is a researcher specializing in grief and bereavement leave, a public policy practitioner, a TEDx speaker, and a certified grief support specialist. Her grief research has received multiple awards; she is a frequent keynote speaker, panelist, and moderator on grief-related topics, policy, advocacy, lived experience, etc., and is regularly featured in the media and as a podcast guest.

Her work explores how bereavement leave policies are strengthened, in both pro-employer and pro-employee ways, when informed by the lived expertise of grievers alongside subject-matter data. She researches the effects of grief on the brain and body, and how those insights can be interpreted through a policy lens so more robust, grief-informed policies can be built to support grievers in the workplace.

She is the founder and CEO of Soul Executor, which offers personalized 1:1 estate settlement navigation for executors, trustees, and other fiduciaries.

With nearly a decade of public policy experience, she transitioned into grief policy following the sudden passing of her dad, John. At 25, Cassidie served as the sole executor of her dad’s estate, an experience that demonstrated how little infrastructure exists to support grieving workers, specifically for those with fiduciary roles. Cassidie had a rare bereavement leave experience, relative to many in the American workforce; she was able to cobble together her earned vacation and sick leave to, in essence, create the bereavement leave she needed, not the leave she was entitled to or that any of us are legally guaranteed in the United States. As an only child, and her dad not being married at the time he passed, Cassidie moved by herself to her dad’s home, in another state, at 25 years old, and largely taught herself how to settle an estate, with the support of a few very trusted humans.

Cassidie actively serves on the Board for various non-profits, in addition to leading the formation of multiple 501(c)(3)s in her non-profit consulting capacity. She’s currently the Community Engagement Director for Grieftastic, Inc., co-producing the nation’s premier book fair for grief-specific authors.

Cassidie spent over five years in nonprofit leadership within the Feeding America network, directing media, governmental partnerships, and a food security policy team with a scope of 18 counties, and leading advocacy at the local, state, and federal levels. Named the 2023 California Hunger Fighter of the Year, Cassidie’s leadership in the public policy sector has been recognized consistently over the years. During her time with the Feeding America network, Cassidie developed and implemented award-winning legislative advocacy models, which integrated the expertise of those who have personally experienced food insecurity as a component of the qualitative evidence for the legislative efforts the network was advocating for. These models were so effective in securing funding and bill passage, along with sustainable policy implementation that reflected the needs of those the policies are intended to serve, that Cassidie went on to direct the adoption of this client-centered advocacy model at dozens of nonprofits nationwide.

Cassidie earned her Master of Public Policy (MPP) from the Duke Sanford School of Public Policy, where she conducted original research on grief and bereavement, served as Grieve Leave’s first Graduate Researcher, and established inaugural grief support on Duke's campus. She is an alumna of the University of California, Berkeley, with a B.A. in Legal Studies. While at Cal, she served as President of her Panhellenic sorority, gained membership to Prytanean, the oldest women’s collegiate honors society in the U.S., and she participated in international research, respectively in Spain and then in Israel, Palestine, and Syria. She is a former Public Policy & International Affairs (PPIA) Fellow at the Goldman School of Public Policy.

Originally from the outskirts of Lake Tahoe, Nevada, Cassidie grew up with a love instilled for the outdoors and competed in downhill ski racing. Cassidie is working towards her goal of visiting each National Park, all 50 states, and every continent! She only has 19 of 63 national parks to go, six U.S. states left, and three continents remaining. She has a senior Pekingese, Missy, whom she rescued in 2019. She loves a lavender chai latte, running, crocheting, and reading. Cassidie lives in Sedona, Arizona - somewhere that’s remained her favorite location on earth for decades, no matter how much she travels and explores new places.

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Research Summary

Cassidie's research explores how bereavement leave policies are strengthened, in both pro-employer and pro-employee ways, when informed by the lived expertise of grievers alongside with subject-matter data. She researches the effects of grief on the brain and body, and how those insights can be interpreted through a policy lens so more robust, grief-informed policies can be built to support grievers in the workplace. Her work has advanced and helped define the concepts of grief-informed and lived expertise.

Approved Quotes

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Core Message
Lived Expertise

"Lived expertise is critical. Not only from a policy lens where policies are made the most effective and sustainable when informed by the insights of those they're intended to serve. But for each of us as individuals, in our own lives. Because when you are basing what it is that your pursue in this world on that driving factor, that same inspiration that stems from your unique set of lived experiences, then you are showing as the subject-matter expert that ONLY you can be. And living in the truest sense of alignment."

"Lived expertise is beyond what can be learned from any degree or credential alone, because this is the human experience, and your lived expertise is uniquely yours."

"What is so profound about the lived expertise policy model, is that is forces the person to reflect on how their life journey has led them to pursue what it is that they are most passionate about."

When a person starts thinking through the lens of their lived expertise, they gain crystal clear clarity; on their values, where they want to have an impact, and what inspires it all."

"Lived expertise is the most pivotal driving factor for effective policy change."

"It is the storytelling about our expertise that resonates."

"The lived expertise [of grievers] can be viewed as the qualitative evidence, while the subject-matter data on how grief impacts our brains and bodies can be viewed as the quantitative evidence. They are a duo of absolute polarity. but they need each other, to set a complete picture."

“Lived expertise is knowledge, and it belongs in the policy process.”

"Lasting and resonating change occurs when those who know their why are integrated into the change-making process and stay rooted in their lived expertise."

“Lived expertise, which I think of as the inherent knowledge and insights that an individual possesses on a certain subject matter because they’ve lived it, is critical in the development and implementation of grief-informed policies.”

Grief, Culture, and Change

"I know there is a way for us to talk about this inevitability [grief/death] without it getting us down."

"We all have this connection between what we ultimately pursue, and how that connects to our unique experiences. And we can all refine how we articulate that in order to drive the change we are most passionate about."

"Stay open to what life brings, it may only be in retrospect that its meaning becomes clear. Stay strong so you're able to move through the hard moments. Embrace the expertise that is uniquely yours, and let it transform you."

Bereavement Leave Policy

“In my greatest time of need, I was given bereavement leave.”

“Policy solutions are not one-size-fits-all; to be effective, they must be context-dependent.”

“The standard three-day norm for bereavement leave, which is still largely observed, is not rooted in subject-matter data or expertise on the needs of grieving workers.”

“The absence of uniform, effective, and adequate bereavement leave policies has led to significant economic loss to employers and bereaved Americans going unsupported.”

“It’s imperative to tailor bereavement leave policies to the employer's financial solvency and capacity, while simultaneously recognizing that each employee's loss is unique.”

Estate Executors and Fiduciaries

"As sole executor, I learned what cannot be planned for."

“With this support from my company, I had the capacity to undertake the time-intensive responsibilities of an executor.”

"I can see retrospectively how much I compartmentalized so I could prioritize the estate settlement during my bereavement leave.”

“Effective bereavement leave structures have the potential to support all grieving workers; however, those with fiduciary responsibilities to their loved one’s estate, such as executors, have additional commitments they must deliver on.”

“Estate fiduciaries are not simply grieving employees. They are grieving employees carrying legal, financial, and administrative responsibilities that cannot simply be postponed.”

Company Snapshot

Soul Executor™, LLC

Soul Executor™, LLC is a grief-informed estate-navigation company founded by Cassidie Carmen Bates, MPP. It was created to support executors, trustees, and others responsible for administering a loved one’s estate.

What It Offers

Grief-Informed Estate Navigation

Soul Executor™, LLC provides tailored, one-on-one guidance for people managing the legal, financial, household, and practical responsibilities that follow a death. The service helps estate fiduciaries approach the settlement process with greater clarity and confidence while preserving space to grieve and focus on what matters most.

“What I needed when I was sole executor, and what my research demonstrates executors, trustees, and other estate fiduciaries need, is the impetus of Soul Executor: a comprehensive, wrap-around service that can support a grieving fiduciary through every phase of the process.” — Cassidie Carmen Bates, MPP, Founder and CEO of Soul Executor™

At a Glance

Founder Cassidie Carmen Bates, MPP
Company Soul Executor™, LLC
Founded August 6, 2026
Based In Sedona, Arizona
Audience Served Executors, trustees, and grieving estate fiduciaries

Why It Matters

Soul Executor serves the gap between grief support and estate administration. It does not replace attorneys, accountants, financial professionals, mental-health providers, or other specialists. Instead, it helps fiduciaries understand the larger process, organize the work, and identify the next appropriate steps.

Cassidie Carmen, LLC

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