After a death, families are often forced to manage grief alongside a long list of unfamiliar administrative, financial, and logistical responsibilities.
Undermountain Partners provides grounded support through that process. I help identify what needs to be done, organize information, research & refer providers, document progress, and keep things moving without losing sight of the emotional reality of what you’re carrying.
I do not replace the attorney, accountant, financial advisor, or therapist. I help you stay organized around all of that work so the process is more manageable and less isolating.
You won’t need to prepare anything or get organized before we talk—we’ll figure out our starting point together.
After-loss support is offered in the following packages. If none of these options suit your needs, let’s discuss how I might help.
A la carte monthly support is available for $1000/month.
To learn more and discuss your unique needs, schedule a call with Tracy.
Packages at a glance
Asset & Liability Search | Executor Starter Pack | After-Loss Project Manager | Extended Project Manager | |
Report with bank accounts, investment accounts, life insurance policies, debts, bankruptcy history, credit report, and unclaimed funds | ✓ | ✓ | ✓ | ✓ |
Custom project plan | ✓ | ✓ | ✓ | |
Custom research and referrals to trusted service providers | ✓
one-time | ✓
ongoing | ✓
ongoing | |
Weekly meetings to update plan and progress | ✓
3 months | ✓
6 months | ||
Investment | $500 | $1,000 | $3,500 | $6,000 |
Additional months of support | $1,000
per month | $1,000
per month | $800
per month | $750
per month |
Have you organized your own affairs to remove administrative burden for your loved ones?