Make Estate Planning YOUR Love language

End-of-life planning is too late when the end is near.

Answering these questions now so you’re not leaving hard choices to chance, to courts, or family members in crisis:

“Who will make decisions if I can’t speak for myself?”

“Will my loved ones be protected—or overwhelmed?”

“How do I maximize what I leave behind to benefit others?”

the most caring Gift You Can Give

It isn’t just about who gets what—it’s about caring.

Team Treece helps you create a solid, comprehensive, and compassionate estate plan where everything is spelled out—clearly and legally. We work with you to answer these life-affirming questions:

Who do I trust to speak for me if I can’t?
How can I make this easier for the people I care about?
How can my assets be distributed to make the most difference?

Plan for BOTH the Practical & Emotional

Death triggers a massive wave of financial and legal tasks.

From titling accounts to filing claims, retitling property, updating beneficiaries, and handling RMDs—it can get complicated fast.

We walk you and your loved ones through every step.
We collaborate with attorneys.
We help avoid delays, taxes, and family stress.

And we don’t wait for a crisis. TreeceFi helps clients prepare in advance so important documents can be organized ahead of time.

Pop Pop’s Pottery

The studio always smelled like earth and memory.

Every Saturday morning, Thomas would roll up the sleeves of his worn blue shirt, tie on his apron, and lift his grandson onto the stool beside the pottery wheel. The boy’s small hands would press awkwardly into the spinning clay, while Thomas guided them—steady, patient, knowing exactly how much pressure to apply.

“Not too hard,” he’d whisper. “Let it take shape ...”

When Tomorrow Is Terminal

His diagnosis came on a Thursday afternoon.

By Friday morning, Javier and Elena were sitting silently at their kitchen table, coffee growing cold between them, trying to understand how life had changed so quickly.

For twenty-three years, they had done everything “right” …

Love Made Legal

Michael used to think love alone was enough.

And for a long time, it was.

He and Daniel built a beautiful life together—Sunday pancakes, bedtime stories, scraped knees, preschool photos taped to the refrigerator. Their little boy, Noah, had a laugh that filled every corner of the house. The kind of joy that makes you believe the future will always unfold exactly as planned.

But one evening, after putting Noah to bed, a simple conversation changed everything …

An Unexpected Education

Angela never imagined she would become the person everyone depended on overnight.

One phone call changed everything.

Her husband, Marcus, passed away suddenly from a heart attack at just forty-eight years old. No warning. No time to prepare. One moment, they were discussing college visits for their daughter, Nia… and the next, Angela was sitting alone at the dining room table trying to understand bills, accounts, passwords, and paperwork she had never needed to manage on her own.

What made the grief harder was the uncertainty …

Growing It Forward

For most of her life, Claire believed independence was her greatest strength.

She built her business from a folding table in a tiny apartment, working late into the night with more determination than certainty. Twenty years later, her company employed dozens of people, supported local nonprofits, and reflected everything she valued: sustainability, integrity, and community.

People often told her how lucky she was.

What they did not see were the quiet questions that kept her awake at night …

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KEY Elements of a Strong Estate Plan

Will

This is your legal instruction manual. We help connect you with estate attorneys to get it done right—and that it’s easily accessible when the time comes.

Trusts

Want to avoid probate or protect specific assets? We help you evaluate whether a trust is right and which kind.

Power of Attorney

Designate someone to handle your finances if you can’t. This keeps decisions in trusted hands.

Living Will

Spell out your healthcare wishes clearly—before a crisis hits. Don’t leave this blank.

Beneficiary Review

We help ensure your beneficiary designations match your wishes—and are kept up to date.

Ongoing Guidance

We’re there for your loved ones after you're gone—to help carry out your plan and manage every financial detail.

Get Real About Your Legacy

David Treece is here to help bring your wishes into reality with a comprehensive estate review, recommendations, and planning resources. TreeceFi offers access to Wealth.com—an online estate planning platform which offers tools for creating, managing, and updating your legal estate documents.

Learn More

Access to the Wealth.com website is granted to you by Wealth, Inc. through your Cetera associated financial professional solely in his/her capacity as a subscriber, which provides you with access to certain estate planning documents. Should you choose to use Wealth.com to access estate planning documents, you will supply information directly to Wealth.com, and Wealth.com will provide you with draft estate planning documents. None of Cetera financial professionals, or Wealth, Inc. are acting as an attorney or providing legal advice in any fashion. All such documents generated by Wealth.com are subject to Wealth.com’s terms and conditions, which you should review. You should not rely on these documents until, at a minimum, you have reviewed and finalized them with an attorney from Wealth.com’s nationwide network of attorneys on retainer. Prior to finalizing any documents, Cetera also encourages you to seek personalized estate planning advice from as many qualified professionals as appropriate to evaluate your individual estate planning needs and to review your estate plan documents.

Please note that Cetera and their affiliates are not related to or otherwise affiliated with Wealth, Inc. by common ownership or control. Neither Cetera nor its financial professionals receive compensation from Wealth, Inc.