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.
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 monthy 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 | ✓ | ✓ | ✓ | ✓ |
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 | $250 | $1,000 | $3,200 | $5,500 |
Additional months of support | $1,000
per month | $1,000
per month | $800
per month | $750
per month |