Services

At Fortis Planning, we create and maintain estate plans designed around your unique goals and circumstances. Our team helps you establish Living Trusts, Wills, and other essential documents while ensuring your estate is properly funded and kept current as life changes. We also guide families through the estate settlement process, provide contingency planning for business owners, and offer ongoing education and advice to keep you confident in your decisions. Whether you are building your first plan or updating an existing one, Fortis Planning is here to protect your legacy with care, expertise, and a long-term commitment to your peace of mind.

Estate Planning

At Fortis Planning, we equip you with the knowledge and guidance to make confident decisions about your future. Our goal is to help you protect your assets, care for your loved ones, and create a plan that reflects your wishes.

Living Trusts

At Fortis Planning, we design fully customized living trusts to match your goals and circumstances. The right trust helps protect your assets, simplify transfers, and ensure your wishes are carried out.

Always Here for You

Every Fortis Planning estate plan includes both a financial power of attorney and healthcare directives, ensuring trusted decision-makers can act on your behalf when needed most.

Funding Your Living Trust

A living trust only works if it is properly funded. At Fortis Planning, we handle the funding process for you, ensuring your trust is set up correctly and delivers the protection it was designed to provide.

Business Contingency Plans

Without a plan, incapacity or death can leave your business in uncertainty. Fortis Planning helps you establish clear legal directions so your company transitions smoothly and your legacy remains protected.

Current Estate Plan Review

Already have a will or living trust? Fortis Planning will review your existing plan at no cost to ensure it reflects your wishes, covers all assets, and provides the protection your family deserves.

Estate Settlement Assistance

When a loved one passes, Fortis Planning is there to guide families through the estate settlement process with care and clarity. For our trust clients, we provide this service at no cost, honoring our commitment to be there when you need us most.

Keeping Plan Current

At Fortis Planning, we review your estate plan with you annually to ensure it always reflects your wishes and any changes in your life or the law. This keeps your plan current and your legacy secure.

FREE Estate Education

With Fortis Planning, ongoing guidance is part of the commitment. We answer all future estate-related questions at no cost to you, and we extend the same support to your immediate family members, whether they are clients or not.

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.

Copyright 2025. Fortis Planning, LLC. All Rights Reserved.