ESTATE PLANNING EDUCATION
Free Resources to Help You Plan With Confidence
Explore practical guides and educational resources about trusts, wills, powers of attorney, and other estate planning topics. Use them to build your understanding and prepare better questions.
ESTATE PLANNING EDUCATION
Free Resources to Help You Plan With Confidence
Explore practical guides and educational resources about trusts, wills, powers of attorney, and other estate planning topics. Use them to build your understanding and prepare better questions.
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.
Educational Disclaimer: These guidebooks are for general educational purposes only. They are not legal advice and do not replace advice from a qualified professional familiar with your circumstances.
PLAN AHEAD
Resources to Help You Work on Your Estate Plan
Use this section for worksheets, checklists, and other downloads that help visitors organize their thoughts and prepare for estate-planning conversations. They can explore topics such as trusts, wills, powers of attorney, and the information they may want to gather.
Probate Avoidance Strategies You Need to Know
Keep Your Estate Out of Probate - Avoid the stress and costs of probate with this guide. Learn simple, effective strategies to ensure your estate is smoothly transferred to your heirs.
5 Estate Planning Mistakes to Avoid this year
Avoid Costly Errors - Learn from the common mistakes others make in estate planning. This free PDF provides expert insights and actionable tips to protect your assets and legacy.
Financial Legacy Organizer and Workbook
Simplify the Transfer of Your Assets -
Use this downloadable workbook to organize key financial and legal information. Ensure your loved ones have everything they need to honor your legacy.
Seminar Companion Workbook
Learn with Confidence - Put your seminar insights into action with this practical, easy-to-follow workbook. Review key concepts, reflect on your goals, and take the next steps for your estate plan.
Estate Planning Checklist
Plan with Confidence - Discover everything you need to create or update your estate plan in this comprehensive, step-by-step guide. This checklist ensures no critical detail is overlooked.
GUIDANCE FOR THE NEXT STEPS
Guidebooks for When Someone Dies
When someone dies, families can face unfamiliar responsibilities while they are grieving. These guidebooks offer general educational information to help readers understand common next steps, organize questions, and find the agencies or resources relevant to their situation.
After the Loss of Your Spouse:
A Gentle Guide to What Comes Next: A compassionate overview of practical first steps after losing a spouse, with guidance on gathering key records and handling matters at your own pace.
After the Loss of Your Parents:
When There Is No Will: Learn what families may need to consider when a parent dies without a will, including locating important records and understanding common next steps.
After the Loss of Your Parents:
When There Is a Will: Explore common steps after a parent dies with a will, including finding the document, identifying named roles, and organizing the most important follow-up tasks.
After the Loss of Your Parents:
When There Is a Living Trust: Understand common next steps when a parent leaves a living trust, including locating trust documents and identifying the successor trustee.
Guide for an Executor
Guide for an Executor: Organize important estate information, keep track of responsibilities, and prepare for common tasks involved in serving as an executor.
Guide for a Successor Trustee
Guide for a Successor Trustee: Locate trust records, organize asset and contact information, and keep track of common responsibilities as successor trustee.
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.