ESTATE PLANNING EDUCATION & COORDINATION
Estate Planning Education and Coordination in Portland, Oregon
Understand your options. Coordinate your next steps.
Fortis Planning helps Portland-area families understand wills, living trusts and powers of attorney, organize their questions, and coordinate next steps with licensed attorneys. Start with a complimentary conversation about your goals.
Based in Oregon • Serving families in many states across the U.S.
ESTATE PLANNING EDUCATION & COORDINATION
Trust-Based Estate Planning for Families Who Want Clarity and Control
We come to you when signatures matter.
Fortis Planning helps families understand and coordinate trusts, wills, powers of attorney, and legacy planning: with a clear, educational process designed to protect the people and property that matter most.
Based in Oregon • Serving families in many states across the U.S.
ESTATE PLANNING EDUCATION & COORDINATION
Trust-Based Estate Planning for Families Who Want Clarity and Control
We come to you when signatures matter.
Fortis Planning helps families understand and coordinate trusts, wills, powers of attorney, and legacy planning: with a clear, educational process designed to protect the people and property that matter most.
Based in Oregon • Serving families in many states across the U.S.
Why Estate Planning Matters
Estate Planning Is About More Than Documents
A good estate plan is about making important decisions before someone else has to make them for you.
It can help define who manages your affairs if you become unable to do so, who receives your property, who cares for minor children, and how your family handles the transition when life changes.
At Fortis Planning, we focus on helping you understand your options first, so you can make decisions with clarity instead of confusion.
Your Planning Options
Choose the Plan That Fits Your Life
Every family is different. Your estate plan should reflect your property, your relationships, your concerns, and the kind of control you want to maintain.
Trust-Based
Estate Plans
A trust-based plan can help provide privacy, continuity, probate avoidance, and greater control over how assets are managed and transferred.
Will-Based
Estate Plans
A will-based plan can provide clear instructions for your property, name guardians for minor children, and create a foundation for a simpler estate.
Powers of Attorney & advanced Directives
Powers of attorney allow you to choose who can act for you if illness, injury, or incapacity prevents you from making important financial or healthcare decisions.
Will or Trust?
Will or Trust? Start With the Right Question.
The question is not whether a will or trust is “better.”
The better question is which approach fits your family, your assets, and what you want your plan to accomplish.
Some families may be well served by a will-based plan. Others may benefit from the additional privacy, continuity, and control that a trust-based plan can provide.
Fortis Planning helps you understand the differences so you can make an informed choice.
Trust-Based Planning
More Than a Document. A Plan for Continuity.
A living trust can help families create a smoother transition during incapacity and after death.
When properly created and funded, a trust may help avoid probate, maintain privacy, simplify the transfer of assets, and give you greater control over how and when property is distributed.
The key is not simply having a trust. It is making sure the rest of your estate plan works with it.
WHY FAMILIES CHOOSE FORTIS PLANNING
Relationship That Continues Beyond the Documents
Our dedicated staff helps you throughout the entire phase of your estate plan. Not just creating the documents.
Education Before Decisions
We explain trusts, wills, powers of attorney, and other planning tools in clear language, helping you understand how they may support the goals you have for your family.
Plan Around Your Priorities
Your family, property, and wishes are unique. We help you identify what matters most, compare planning approaches, and coordinate next steps around the future you envision.
Help With the Details
From coordinating with licensed legal professionals to organizing trust funding, we help keep the process moving and important details in view along the way.
Support That Continues
Planning continues after documents are signed. We remain available for educational questions, annual reviews, and updates when your family, assets, or goals change.
Broader Reach
Oregon Roots. Broader Reach.
Fortis Planning is based in Oregon, where much of our client work and community education takes place.
Our planning process also serves families in many states across the country.
Because estate-planning laws vary from state to state, appropriate state-specific legal review and coordination are incorporated when needed.
YOUR ESTATE-PLANNING JOURNEY
How It Works
Start With a Conversation
Tell us about your family, what you want to protect, and the questions on your mind. You don’t need every answer yet. We’ll listen and discuss what you hope your plan will accomplish.
Understand Your Options
We’ll explain how will-based and trust-based planning differ, and where powers of attorney and other tools may fit. You’ll leave with a clearer view of your options and useful questions to consider.
Coordinate Your Plan
When you’re ready to move forward, we’ll coordinate with licensed legal professionals familiar with your state’s requirements. We can support document signing, trust funding, and future reviews as your family’s needs change.
WHAT PEOPLE ARE SAYING
Trusted Education. Straightforward Answers.
"You can trust implicitly..."
"Chris Moore's the kind of man you can implicitly trust to have your interests at heart. A man of faith and integrity, Chris tackles estate planning strategies on your behalf with the mission focus and honor of a US Marine, which he was (and remains in heart).
- Bill O'Donnell
"Highly recommend..."
"As a business advisor, I highly recommend Chris and his services. Having all your assets and financials in order is a TOP priority today. For both your business and your personal affairs. Get the knowledge and strategies that match all the ongoing changes don't leave it to chance because you are busy. "
- Pamela S. Weir
"Critical to preserving wealth..."
"Chris has a heart for what he does and it shows in his excitement when he talks about it. Integrity unshakeable and he can help you in ways you'd probably never think of but that are critical to preserving wealth for yourself and your posterity."
- Chuck Harmon
WHY FAMILIES CHOOSE FORTIS PLANNING
ONGOING GUIDANCE
After your documents are signed, the details still matter. We help you understand trust funding, stay connected to your plan, and review it as your family, assets, or priorities change. When legal questions arise, we coordinate with licensed legal professionals.
Licensed & Insured
Confidential & Secure
Detail-Oriented & Accurate
Focused & Respectful
Getting Started
YOUR NEXT STEP
You don’t need to have everything figured out before we talk. Share what you want to protect, the questions you have about your planning options, or the decisions you’re trying to make. We’ll listen and help you identify a clear next step.
Estate planning education and coordination to help families protect what matters most.
By Appointment Only
CONTACT
Hours:
8:00 a.m. to 5 p.m. PST
Monday through Saturday
By appointment only
After-hours by request
Oregon Address
7307 SW Beveland St Ste 200 Tigard, OR 97223
Fortis Planning, LLC provides estate planning education and coordination. We are not a law firm and do not provide legal, tax, accounting, or investment advice. Legal documents are prepared and reviewed by licensed attorneys in the applicable state. Consult qualified professionals about your individual circumstances.
Copyright: © 2026 Fortis Planning, LLC. All rights reserved.