You are about to close the gap between what you meant and what is written down.
Most federal families have a will that says one thing and a TSP beneficiary form that says another. After this, they will agree.
- 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
Done together. An attorney reviews the plan, Tim audits your federal benefits, and you sit down once a year to keep it true.
- Everything in The Foundation
- Attorney review in your state, included and not billed to you
- Federal beneficiary audit across TSP, FEGLI and FERS
- Documents for both spouses
- What-if scenario modeling
- Trust funding and retitling walkthrough
- FERS survivor benefit election guidance
- Annual plan review, once a year, on the calendar
- Executor orientation session for your family
- A sounding board when the hard questions come up
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 60-minute working 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.