Do-it-yourself. You get the full platform and a guided start, then you work through the documents at your own pace.
It arrives in your inbox within a minute or two. If it does not, check spam before you worry, then email us.
The next screen gives you Tim’s calendar. Your 30-minute walkthrough is where the real work starts.
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.