You are about to build something that outlives you on purpose.
Two generations out, somebody is going to open a folder and find that you thought of them. That is what you are buying.
- Attorney-reviewed documentsDrafted on the Wealth.com platform, valid in your state.
- Your information stays yoursBank-level encryption. Never sold, never shared.
- A federal benefits specialistTSP, FEGLI and FERS are the whole point, not a footnote.
Your details are just below.Takes about four minutes. Then Tim takes it from there.
Here is everything you just said yes to
Everything, twice a year, with Tim on call. For blended families, larger estates, or anyone thinking two generations out.
- Everything in The Legacy Plan
- Bi-annual reviews, twice a year, every year
- Debt Explosion Consultation included
- Direct line to Tim, concierge access and not a call center
- Multi-generational wealth transfer mapping
- Blended-family and second-marriage structuring
- Business and rental property interests worked in
- Direct coordination with your CPA and attorney, each with their own secure access
- Family legacy meeting that Tim facilitates
- Priority scheduling
What happens the moment you submit
- 1
Your receipt lands first
It arrives in your inbox within a minute or two. If it does not, check spam before you worry, then email us.
- 2
You book your session
The next screen gives you Tim’s calendar. Your 90-minute deep-dive session is where the real work starts.
- 3
Your documents get built
You will get a short list of what to gather. Nothing painful, and nothing you do not already have in a drawer somewhere.
A plan nobody can find is not a plan. It is a rumor.
You have watched what happens when a family has to guess. The arguments are not about money, not really. They are about not knowing what you would have wanted. That ends here.
FedUp Group provides estate planning services and financial education. Documents are prepared and attorney-reviewed through the Wealth.com platform. Attorney review and mobile notary availability vary by state and by account. Nothing here is legal, tax or investment advice, and nothing here creates an attorney-client relationship. FedUp Group is not affiliated with, endorsed by, or acting on behalf of the U.S. Office of Personnel Management, the Thrift Savings Plan, or any federal agency.