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Help protect your wEALTH + WELLbeing

Some risks in life are worth taking.

Not planning how your assets will be shared after you die is not one of them. However, most people risk waiting until a crisis. Why? They think:

“It creeps me out—and makes my family uncomfortable.”

“I don’t have enough money to need a will.”

“I’ll do it later when I’m older.”

if you care about your loved ones and your wishes, it’s never too early to have a plan.

wealth.com estate planning service

wealth.com estate planning service

At TreeceFi, we believe in helping our clients be prepared for the unexpected - and the inevitable.

We're thrilled to announce the availability of Wealth.com—the industry's leading digital estate planning solution.

Our clients will now be able to create, update and manage their estate plan documents with Wealth.com's user-friendly yet comprehensive platform.

Built and maintained by leading estate attorneys, it facilitates high quality document creation, visualization of complex estates, and elegant reporting. 

By making Wealth.com available, it reinforces our commitment to the importance of estate planning in any financial plan and enables our clients to take control of their legacies.

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.

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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 that offers tools for creating, managing, and updating your legal estate documents.

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