After the loss of a loved one, the responsibilities of settling their estate can be overwhelming. Undermountain Partners helps executors and estate administrators navigate the practical work of settling an estate. Like a compassionate project manager, we help you make sense of what needs to be done and provide guidance throughout the estate settlement process.

Undermountain Partners can help when

… you don’t know where to begin.

We help you make sense of what your loved one left behind by identifying accounts, benefits, and responsibilities you may not even know exist — giving you a clear, accurate picture of the estate and the confidence to take the first step.

… you’re worried about mistakes.

We’ll create a personalized estate-settlement plan tailored to your situation, your bandwidth, and the unique details of the estate — organizing everything in one place so nothing gets missed, duplicated, or left to guesswork.

… you need ongoing support.

We work alongside you throughout the process, offering expert guidance, accountability, and reassurance — helping you move through estate settlement at your own pace and ensuring every task and decision is documented along the way.

Hello! I’m Tracy

I founded Undermountain Partners to help people create meaningful endings.

When my father died in 2023, I was struck by how quickly grief was crowded out by the pressure to “move forward.” I found myself grappling with big questions and capital-g Grief, all while balancing the demands of family and work. That experience changed how I think about loss and what people need in its immediate aftermath.

Before founding Undermountain Partners, I built a career as a customer-research leader in financial services, where I focused on understanding and giving voice to the emotional complexity of our financial lives. I was particularly drawn to end-of-life planning and helped build a successful digital estate-planning platform at a major financial institution.

The period following a death brings intense emotional strain alongside the burden of navigating unfamiliar, high-stakes legal and financial tasks. It can also be a time to reflect and connect, but only if people are given space to engage with their loss. That space is too often cluttered by the practical demands of settling a loved one’s affairs.

Undermountain Partners exists to bring clarity and support to after-loss tasks, giving executors the space to attend to the emotional weight of loss and begin to heal.

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