Getting organized before a crisis is one of the most practical gifts you can leave the people who love you.
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.
Estate organization is offered in the following packages. If none of these options suit your needs, let’s discuss how I might help.
To learn more and discuss your unique needs, schedule a call with Tracy.
Packages at a glance
Organizer Starter Pack | Guided Estate Organization | A La Carte Guidance | |
Fireproof combination-lock file box with folders, doc bag, media & key storage | ✓ | ✓ | |
Undermountain’s custom estate-organization forms | ✓ | ✓ | |
Weekly guidance and accountability partnership | ✓ | ✓ | |
Investment | $800 | $2,400 | $3,000
3 months |
Additional months of support | $1,000
per month | $800
per month | $1,000
per month |