After the loss of a loved one, the responsibilities of settling their affairs can be overwhelming. Undermountain Partners helps executors and families navigate the practical work that comes after a loss. Like a compassionate project manager, we help you make sense of what needs to be done and provide ongoing guidance and support so you can focus on healing.
Undermountain Partners can help when
… you don’t know where to begin.
/w=1920,quality=90,fit=scale-down)
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 and the confidence to take the first step.
… you’re worried about mistakes.
We’ll create a personalized plan tailored to your situation, your bandwidth, and the unique details of your loved one’s affairs — organizing everything in one place so nothing gets missed, duplicated, or left to guesswork.
… you need ongoing support.
We work alongside you and your legal & financial professionals throughout the process, offering expert guidance and accountability. We help you move through estate settlement at your own pace and ensure every task and decision is documented along the way.
How I support clients
Individuals planning ahead
- Identify the information your loved ones would need in an emergency or after your death
- Organize key documents, accounts, policies, and practical details in one place
- Clarify your wishes for personal, logistical, and legacy matters
- Prepare for conversations with attorneys, financial advisors, and other professionals*
- Identify where outside professional support may be needed and connect you with appropriate resources
- Create a plan to reduce confusion, delay, and unnecessary stress for your family
- Put systems in place so the people you love are not left scrambling later
Families and executors after a loss
- Identify assets, accounts, policies, and unanswered questions
- Organize information and create a clear picture of what needs attention
- Prepare for meetings with attorneys, financial institutions, and probate court*
- Build a practical plan for the many steps involved in settling an estate
- Coordinate communication with heirs, relatives, and other professionals
- Help identify, research, and connect with outside professionals as needed
- Track progress, document decisions, and help keep the process moving forward
* Undermountain Partners does not provide legal, financial, or tax advice. Clients are encouraged to consult with their own legal, financial, or tax professionals for such matters.
Hello! I’m Tracy
I founded Undermountain Partners to help people make space for healing amid the practical demands that follow a loss.
After my father died in 2023, I saw how quickly grief can get crowded out by paperwork, logistics, and the pressure of everyday life. That experience changed how I think about what people need in the aftermath of a death, and it is why I do this work.
With a background financial services leadership and training in estate administration and grief support, I bring knowledge, organization, and kind reassurance to complex situations.
Learn more about me and why I started Undermountain Partners.
Testimonials
“Tracy has a rare gift for illuminating the blind spots before they become liabilities. She helped me identify the questions I didn’t yet know to ask, ensuring that by the time I sat down with legal and financial professionals, I wasn’t just prepared—I was empowered. Our work together turned a complex process into a sound plan, and left me with the genuine peace of mind that nothing important had been overlooked.”
“I appreciate Tracy’s generosity and the thoughtful questions she brings to our meetings. Thank you for your sage leadership and insightful guidance.”
“Tracy’s thoughtfulness, preparation, reliability and mindset make her an excellent partner.”
Learn about my services here: https://undermountainpartners.com/services