The responsibilities that follow a loss can be overwhelming when you’re already stretched thin. We help you make sense of what needs to be done to settle your loved one’s affairs and guide you through each step with clarity and calm support.
You don’t know where to begin.
You’re worried you’ll miss something.
You need support along the way.
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We help you make sense of what your loved one left behind by identifying accounts, benefits, and responsibilities you may not even know exist — giving you a clear, accurate picture of the estate and the confidence to take the first step.
We’ll create a personalized estate-settlement plan tailored to your situation, your bandwidth, and the unique details of the estate — organizing everything in one place so nothing gets missed, duplicated, or left to guesswork.
e work alongside you throughout the process, offering expert guidance, accountability, and calm reassurance — helping you move through each step at your own pace and ensuring everything is documented along the way.
Hello! I’m Tracy
I founded Undermountain Partners because I’m drawn to helping people through major life transitions, the kinds of moments when everything feels disorienting and uncertain.
As a user-research leader in financial services, my work focused on understanding people’s needs and giving voice to the emotional complexity of money during times of stress, change, and loss.
In recent years, I watched friends and colleagues lose parents and spouses. Again and again, I saw people in the busiest stages of midlife juggling careers, kids, and caregiving while also being asked to settle a loved one’s affairs with little time and no clear guidance, all while carrying profound grief.
The grief is unavoidable. The project management, paperwork, and nonstop decisions do not have to be carried alone.
My role is to offer clear next steps and thoughtful guidance through the practical aspects of loss, so you can focus on everything else that matters.
Member, Professionals of After Loss Services
