GET TO KNOW FORTIS PLANNING
About Fortis Planning
We come to you when signatures matter.
Estate planning involves important decisions about the people, property, and priorities that matter to you. Fortis Planning helps families understand their options, ask informed questions, and coordinate next steps with licensed legal professionals when needed.
Based in Oregon, we support families in multiple states through a clear, education-first process.
About Fortis Planning
Helping families understand their options and protect what matters most.
We come to you when signatures matter.
Estate planning involves important decisions about the people, property, and priorities that matter to you. Fortis Planning helps families understand common planning approaches, ask informed questions, and coordinate next steps with licensed legal professionals when needed.
Based in Oregon, we support families in multiple states through an education-first process designed to make estate planning easier to understand.
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.
THE PEOPLE BEHIND FORTIS PLANNING
Meet the Fortis Planning Team
Our team brings experience in financial services, estate-planning education, business coaching, and client support. We believe families deserve clear explanations, thoughtful service, and room to make decisions at their own pace.
Michael D. Taylor, CPFA
Managing Member
Michael brings more than 38 years of experience in financial services, including work with retirement plans for private-sector employers, hospitals, government organizations, and churches. At Fortis Planning, he contributes a wealth-management perspective, helping families consider their financial priorities and long-term goals as they prepare for the future.
Christopher D. Moore
Managing Member
Chris is an estate-planning educator, business coach, speaker, and ministry leader. He helps families, entrepreneurs, and veterans understand planning options, prepare thoughtful questions, and coordinate next steps with licensed legal professionals. His approach centers on clear education, practical guidance, and helping people protect what matters most.
Maheen Omar
Administrative Assistant
Maheen is a finance graduate who supports client coordination and scheduling at Fortis Planning. She helps organize conversations, communicate with clients, and keep each interaction welcoming and well managed. Her focus is making the planning process easier to navigate from the first inquiry through the next steps.
EDUCATION FIRST
Clear Guidance for Important Decisions
Estate planning can feel complicated when you’re comparing trusts, wills, powers of attorney, and other planning tools. We explain these options in plain language, help you identify questions to consider, and coordinate next steps when you’re ready.
Fortis Planning, LLC is not a law firm and does not provide legal advice. Legal documents are prepared or reviewed by licensed attorneys in the applicable state.
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.