For Professionals: Elevate Your Client Relationships

At Fortis Planning, we empower professionals to deliver greater value by integrating estate planning education and partnership opportunities into their practice. Whether you are a financial advisor, CPA, attorney, or real estate professional, our services enhance your expertise, strengthen client trust, and position you as a go-to resource in your field.

If you are one of the following...Take advantage of our Estate

Planning Education AND Estate Planning Partnership!

banker

CPA

Real Estate Agents

Mortgage BROKER

insurance agents

medicare advisor

business ADVISOR/COACH

hospice

healthcare

Three ways we can work together...

1. Estate Planning Education

We recognize that estate planning can feel overwhelming for professionals outside the legal field. That is why Fortis Planning offers complimentary, in-depth seminars designed to simplify the essentials for you and your team. These sessions provide practical knowledge that equips your team with the confidence to engage clients in meaningful estate planning conversations while staying within professional boundaries.

During each seminar, we explain how to introduce estate planning topics without crossing into the practice of law, and we share insights into common client concerns such as wills, living trusts, and tax-advantaged strategies. Our goal is to give you actionable tools and resources that make estate planning approachable and relevant for your clients.

To fit your needs, we offer flexibility in where these sessions are held. They can take place in your office, virtually, or at another convenient location. By the end of the seminar, your team will feel empowered to help clients protect their assets, preserve their wealth, and secure their legacies—strengthening both your client relationships and the trust they place in you.

2. Estate Planning Partnership

Partnering with Fortis Planning allows you to stand out in your field while offering your clients a service that is both unique and highly valuable. Estate planning appeals to a wide range of individuals—from young families to retirees—and integrating it into your practice can expand your reach while strengthening the services you already provide.

By addressing estate planning needs, you demonstrate a holistic approach to client care that deepens trust and builds lasting loyalty. Few professionals in financial, legal, or real estate services offer estate planning solutions, which means this partnership gives you a clear competitive edge and positions you as a forward-thinking leader in your field.

Our partnership model is simple. Fortis Planning works alongside you to deliver expert estate planning solutions, allowing you to meet a critical client need without assuming the full responsibility of implementation. Together, we ensure your clients receive the comprehensive guidance they deserve, while you amplify both your impact and your reputation.

3. Join Our Referral Partner Program

Our Referral Partner Program is designed to help you provide added value to your clients while strengthening your professional impact. When you connect a client to Fortis Planning, you will know they are in good hands and you will stay updated every step of the way. From the moment a referral is submitted, you will receive confirmation, progress updates, and clear communication so you can be confident your client is well cared for. Partner with us today and give your clients the estate planning support they need while elevating the trust they place in you.

Take the First Step to Elevate Your Practice!

Expand the value you provide to clients and stand out in your industry with Fortis Planning’s estate planning partnerships. We understand the unique needs of professionals and support you with resources, expertise, and collaborative opportunities that strengthen both your practice and your client relationships.

Here’s what you can expect from partnering with us:

  • Exclusive Resources: Access to educational seminars and tailored estate planning tools to enrich your offerings.

  • Client-Centered Strategies: Collaborate with our team to develop estate planning solutions that align with your clients' financial and personal goals.

  • Comprehensive Support: From addressing your clients’ needs to ensuring compliance with legal standards, we’re here to enhance your services at every step.

  • Strengthened Relationships: Add value to your client relationships by offering solutions that go beyond traditional financial or legal advice.

Why Wait? Elevate Your Practice Today.

Don’t miss the chance to deliver unmatched value to your clients. Partner with Fortis Planning and let’s build a stronger future together, one client at a time.

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Fortis Planning, LLC is not a law firm and does not provide legal advice. All documents are reviewed by licensed attorneys in the appropriate state.

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