Getting organized before a crisis is one of the most practical gifts you can leave the people who love you.

You have worked hard, invested responsibly, and dutifully done your estate planning. You’ve raised a family—or been a dedicated and loving Auntie, Uncle, or friend—and you care deeply about what you will leave behind after you’re gone.

An estate plan determines who inherits and who administers your estate. But it’s doesn’t explain how.

• How will your loved ones identify your assets?
• How will they locate your important documents?
• How will they access your digital files?
• How will they know what matters?

Estate organization provides the roadmap that’s missing from legal estate plans.

I help individuals assemble the information, documents, decisions, and practical details their loved ones would need in an emergency or after a death. I also help clients think through the more personal side of preparation: what they want others to know, remember, understand, or carry forward to future generations.

Unlike generic binders, books, and boxes, Undermountain’s Estate Organization Services are designed to capture what’s unique about your complex, nuanced, and beautiful life.

Estate organization is not a substitute for legal estate-planning documents or advice. Instead, it helps ensure that the legal plan is translated into an an executable plan.

You won’t need to prepare anything or get organized before we talk—we’ll figure out our starting point together.

Estate organization is offered in the following packages. If none of these options suit your needs, let’s discuss how I might help.

Packages at a glance

Need support managing the practical work after a loved one has died?