After the loss of a loved one, the responsibilities of settling their estate can be overwhelming. Undermountain Partners helps executors and estate administrators navigate the practical work of settling an estate. Like a compassionate project manager, we help you make sense of what needs to be done and provide guidance throughout the estate settlement process.
Undermountain Partners can help when
… you don’t know where to begin.
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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.
… you’re worried about mistakes.
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.
… you need ongoing support.
We work alongside you throughout the process, offering expert guidance, accountability, and reassurance — helping you move through estate settlement at your own pace and ensuring every task and decision is documented along the way.
How I support clients
Individuals planning ahead
- Identify the information your loved ones would need in an emergency or after your death
- Organize key documents, accounts, policies, and practical details in one place
- Clarify your wishes for personal, logistical, and legacy matters
- Prepare for conversations with attorneys, financial advisors, and other professionals*
- Identify where outside professional support may be needed and connect you with appropriate resources
- Create a plan to reduce confusion, delay, and unnecessary stress for your family
- Put systems in place so the people you love are not left scrambling later
Families and executors after a loss
- Identify assets, accounts, policies, and unanswered questions
- Organize information and create a clear picture of what needs attention
- Prepare for meetings with attorneys, financial institutions, and probate court*
- Build a practical plan for the many steps involved in settling an estate
- Coordinate communication with heirs, relatives, and other stakeholders
- Help identify, research, and connect with outside professionals as needed
- Track progress, document decisions, and help keep the process moving forward
* Undermountain Partners does not provide legal, financial, or tax advice. Clients are encouraged to consult with their own legal, financial, or tax professionals for such matters.
Hello! I’m Tracy
I founded Undermountain Partners to help people in the “sandwich generation” make space for healing amid loss.
When my father died in 2023, it felt impossible to accommodate my grief while balancing the demands of parenting and my career as a leader in fintech. I couldn’t find the time and bandwidth to grapple with the loss.
Since then, I’ve witnessed many of my high achieving peers in the sandwich generation say goodbye to people they love too. And like me, they’ve been too busy to process loss, make time for healing, or seek meaning amid all their other responsibilities.
These experiences changed how I think about death and what people need in its immediate aftermath.
The period following a death brings intense emotional strain alongside the burden of navigating unfamiliar, high-stakes legal and financial tasks. I believe that it can also be a time to reflect and connect, but only if people are given space to engage with their loss. That space is too often cluttered by the practical demands of settling a loved one’s affairs.
Undermountain Partners exists to support the work that comes after a loss, giving executors the space to attend to the emotional weight of loss and begin to heal.
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