CLIENT DOCUMENTS
Documents You Need, Ready When You Need Them
Find and download the forms and documents provided for Fortis Planning clients. If you’re unsure which document applies to you, contact our team for help.
CLIENT DOCUMENTS
Documents You Need, Ready When You Need Them
Find and download the forms and documents provided for Fortis Planning clients. If you’re unsure which document applies to you, contact our team for help.
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.
FIND YOUR PLANNING DOCUMENTS
Choose the Documents That Match Your Plan
Text: Looking for documents related to your estate plan? Choose the section that fits your planning path to find the available downloads.
Trust-Based
Estate Plans
Find documents and resources for clients working through a trust-based estate plan.
INDIVIDUAL
Individual Trust-Based Estate Plan Questionnaire + Tangible Personal Property (TPP) + Exhibit A (Asset Inventory) addendums
Healthcare Statement of Wishes
COUPLES
Couple Trust-Based Estate Plan Questionnaire + Tangible Personal Property (TPP) + Exhibit A (Asset Inventory) addendums
Healthcare Statement of Wishes
Will-Based
Estate Plans
Find documents and resources for clients working through a will-based estate plan.
INDIVIDUAL
Individual Will-Based Estate Plan Questionnaire + Tangible Personal Property (TPP)
Healthcare Statement of Wishes
COUPLES
Couple Will-Based Estate Plan Questionnaire + Tangible Personal Property (TPP)
Healthcare Statement of Wishes
Powers of Attorney Medical & Financial
Find documents and resources related to financial powers of attorney and health care directives.
INDIVIDUAL
Individual Powers of Attorney, used for Financial and Medical POA, Advanced Directive,
COUPLES
Core Trust-Based Estate Plan Questionnaire + Tangible Personal Property (TPP) + Exhibit A (Asset Inventory) addendums
Other documents
Find documents and resources for clients working through a trust-based estate plan.
Guide to Understanding the Healthcare Statement of Wishes
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.