Federal Employee Estate Planning Assessment
How confident are you that your federal benefits would transfer smoothly to your spouse or family if something unexpected happened?
Very Confident
Somewhat confident
Not very confident
I honestly don’t know
When was the last time you reviewed or updated your TSP beneficiary designations?
Within the past year
1–3 years ago
More than 3 years ago
I don’t remember / not sure
How clearly do you understand how your federal survivor benefits would work for your spouse?
Very clearly
Somewhat
Not clearly
I’ve never looked into it
Do your will or trust documents specifically coordinate with your federal benefits and TSP?
Yes
I think so
No
I don’t have estate documents
If something happened to you tomorrow, how prepared would your spouse be to navigate your federal benefits?
Very prepared
Somewhat prepared
Not prepared
I’m not sure
Are you confident that all beneficiary designations (TSP, life insurance, etc.) reflect your current wishes?
Yes
Mostly
Probably not
Unsure
Do you have backup (contingent) beneficiaries listed in case your primary beneficiary passes first?
Yes
Not sure
No
Have you discussed how probate could impact your federal assets with a professional?
Yes
Briefly
No
How confident are you that your current plan protects your assets from unnecessary delays, taxes, or legal complications?
Very confident
Somewhat confident
Not confident
Unsure
Which best describes your current situation?
I feel confident everything is coordinated
I think things are mostly in place
I know there may be gaps
I haven’t really reviewed this
Federal Estate Score