Treece Financial | Planning Guides & e-Document Solutions

Complimentary resources to help you organize your essential documents, find support, and share your wishes with loved ones.

e-Planners: Gather Info. Upload. Share. You've got it organized!

This innovative digital platform delivers a powerful combination of clarity, collaboration, 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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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. Complimentary access upon request.

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Essential Planning Guides

Caregiving Planning & Resources

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

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Estate Strategies: Critical Elements of an Estate Plan

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Identity Theft: A Recovery Plan

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

The Conversation Project is a national public awareness initiative dedicated to ensuring that everyone’s wishes for care through the end of life are understood and respected. We are happy to share their guides to help you begin the conversation about what matters most to you and those important to you.

NEW! What Matters to Me: A 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. Published by The Conversation Project.

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Download English | Descargar Espanol

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

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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.