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Guides & e-Document Safekeeping

Get documents in order and make your wishes known

The opinions contained in these materials are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Advisors LLC cannot guarantee or represent that it is accurate or complete.

What Matters to Me: A Patient's Guide to Serious Illness Conversations

What Matters to Me: A Patient's Guide to Serious Illness Conversations

This Workbook is designed to help people with COVID-19 or other serious illnesses get ready to talk to their health care team (doctor, nurse, social worker, etc.) about what is most important to them — to make sure that they get the care they want. Provided by The Conversation Project.

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Essential Planning Guides

Survivors Guide: Financial & Legal Document Organizer

Survivors Guide: Financial & Legal Document Organizer

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Caregiving Planning & Resources

Caregiving Planning & Resources

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Caring for Loved One with Dementia: Caregiver's Guide from Interim Healthcare

Caring for Loved One with Dementia: Caregiver's Guide from Interim Healthcare

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Estate Strategies: Critical Elements of an Estate Plan

Estate Strategies: Critical Elements of an Estate Plan

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e-Planners & Document Safekeeping

AdviceWorks

AdviceWorks

This innovative digital platform delivers a powerful combination of claritycollaboration, and security, allowing you to quickly view all your financial accounts in one place, share important information, and measure your progress in real time— all from a single log in. Complimentary access upon request.

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Everplans

Everplans

Bring order to chaos and get everything important organized once and for all -- Wills, Life Insurance policies, healthcare documents, pet information, digital accounts, and so much more. 1-year complimentary access when you sign up for Treece Financial's FIscaleFit.

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The Conversation Project: Helping People Talk About Their End-of-Life Wishes

“The Conversation Project emphasizes having a conversation on values — what matters to you, not what‘s the matter with you.”

Your Conversation Starter Kit

Your Conversation Starter Kit

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Your Conversation Starter Kit: For Families and Loved Ones of People with Alzheimer's Disease or Other Forms of Dementia 

Your Conversation Starter Kit: For Families and Loved Ones of People with Alzheimer's Disease or Other Forms of Dementia 

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How to Choose a Health Care Proxy & How to Be a Health Care Proxy

How to Choose a Health Care Proxy & How to Be a Health Care Proxy

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