Undermountain Partners offers two complementary services to support families as they settle a loved one’s affairs:
Estate-Settlement Planning
I meet with you to understand the full picture of your loved one’s affairs. Using professional-grade research tools, I help identify financial accounts, benefits, insurance policies, debts, and other key assets. Based on this information — and your personal capacity — I create a tailored, editable estate-settlement project plan that outlines what needs to be done, in what order, and how to document your progress. When appropriate, I connect you with trusted legal, financial, and grief-support professionals.
Estate-Settlement Coaching
Throughout the process, I meet with you regularly to keep you on track and ensure tasks and decisions are documented. I serve as a compassionate, knowledgeable companion — helping you adjust the plan as your needs change and referring you to vetted professionals as additional expertise is required.
Coming soon!
Soon, I’ll also be offering personalized celebrant services for memorial ceremonies. I’ll work closely with families to understand who their loved one was — their stories, values, quirks, and the relationships that shaped them — and craft a celebration that feels authentic and meaningful. I can also assist with writing or refining eulogies to help you express what’s most important with clarity and heart.