Empower Your Future with Our Free Estate Planning Resources

Get the tools, guides, and insights you need to make informed decisions about your financial legacy. These free resources are designed to simplify estate planning, protect your assets, and provide peace of mind for you and your loved ones.

Top 5 Mistakes to Avoid in Estate Planning

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.

Probate Avoidance Strategies ...........

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.

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.

Financial Legacy Organizer . ...................

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.

Personalized Estate Plan Assessment Quiz

Evaluate Your Estate Plan in Minutes -

Take our quick, interactive quiz to see if your estate plan has all the essential components in place. Receive recommendations to fill any gaps.

Long-Term Care

Planning Roadmap

Plan for Tomorrow, Today - Secure your future with this roadmap to funding long-term care needs. It includes essential strategies for trusts, Medicaid planning, and asset protection.

Medicaid Asset Protection

Trust Guide

Protect Your Assets While Qualifying for Medicaid - This easy-to-follow guide explains how Medicaid Asset Protection Trusts (MAPTs) work, eligibility requirements, and how they shield your assets.

Special Needs Trust

Planning Toolkit

Support Your Loved One with Special Needs - Simplify the process of setting up a Special Needs Trust with this toolkit. It includes templates, FAQs, and clear instructions to help you protect your loved one's future.

VA Benefits Eligibility Checklist ..........

Discover the Benefits You Deserve -

Designed for veterans and their families, this checklist helps you determine eligibility for VA Aid & Attendance benefits and other veteran-specific financial planning tools.

Think These Tools Are Great? Meet with a Fortis Planning Professional

These tools are only the beginning. Imagine the impact of working directly with a Fortis Planning professional who is dedicated to helping you protect loved ones, preserve assets, and minimize taxes. The decisions you make today will shape the future you leave tomorrow, and our team is here to guide you with clarity, care, and expertise. Connect with us and experience the difference personalized planning can make.

Take the First Step Today!

Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.

Here’s what you can expect from your complimentary consultation:

  • A Comprehensive Review of Your Needs: We’ll take the time to understand your financial and family situation, your goals, and your concerns.

  • Clear Explanations: Estate planning can feel overwhelming, but we simplify the jargon and outline your options in straightforward terms.

  • Tailored Strategies: Whether it’s asset protection, tax advantage accounts, or veterans’ trusts, we provide recommendations that align with your specific circumstances.

  • A Path Forward: You’ll leave with a clear understanding of your next steps and how we can support you in achieving your estate planning goals.

Why Wait? Your Future

Deserves Attention Now.

Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.

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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