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We make it simple for you to connect clients, friends, or family to trusted estate planning support. From the moment you submit a referral, you’ll know they are being taken care of and you’ll stay updated every step of the way.

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Need a More Personal Touch?

In today’s digital age, we understand that sometimes you want to speak with someone directly. Estate planning is deeply personal, and I believe that every question, concern, or story deserves the time and care it requires. If you’d prefer a more personal connection, We’d be happy to speak with you directly. Feel free to reach out to me by phone or email. We will connect you with one of our experienced estate planning educators.

Contact Details:

Phone: (503) 803-8873

Email: [email protected]

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Ready to take the next step? Use my Calendly link to choose a time that works best for you and get on the calendar today. It’s quick, easy, and the first step toward protecting your family and your future

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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