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Estate Planning for Federal Employees

Comprehensive estate planning services are included for our clients through our partnership with Wealth.com, including wills, trusts, powers of attorney, and advance healthcare directives.

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Where your federal benefits meet the plans you leave behind.

Our services don’t end when you die. That’s when your family needs us most.

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Your legacy isn’t measured by what you leave behind. It’s measured by how well you’ve prepared the people you love for the future.
The greatest gift you can leave isn’t just financial. Clear instructions and organized planning can spare your family unnecessary stress and conflict.
A will or trust is only part of a legacy plan. We help you organize your wishes, protect the people you love, and make life’s hardest moments a little easier for your family.
Retirement planning and legacy planning shouldn’t happen in separate conversations. We coordinate your income, beneficiaries, and estate plan so everything works together.

Do Your Beneficiary Forms Still Match Your Wishes?

Your TSP and federal life insurance follow the form on file, not your will. We will sit down with you, pull each one up, and check that they still say what you mean.

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Why Estate Planning Matters for Federal Employees

Federal benefits do not always follow your will. Without a few clear decisions, the wrong person can inherit, or your family can wait months for answers. Estate planning closes those gaps.
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Beneficiary Forms Win

Your TSP and FEGLI go to whoever is named on file. A current form keeps your benefits from landing in the wrong hands.

Less for Your Family to Sort Out

Clear documents and matching forms mean fewer letters, fewer phone calls, and fewer delays for the people you leave behind.

Survivor Choices Last a Lifetime

The survivor annuity you pick at retirement cannot be changed later in most cases. It deserves a careful look while you still have options.

Life Keeps Changing

A marriage, a divorce, or a new grandchild can change your wishes. Reviewing your plan keeps it in step with your life.

Frequently Asked Questions

Estate Planning for Federal Employees

The answer depends on your goals, your family, and what you want your estate plan to accomplish. We’ll help you understand the differences before you decide.
Any major life event—marriage, divorce, retirement, the birth of a grandchild, or the death of a loved one—is a good reason to review your beneficiary designations.
Yes. Your TSP, FEGLI, and many other retirement accounts pass according to their beneficiary forms, not your will. That’s why keeping those designations current is so important.

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