Terms and Conditions

Last Updated: February 18, 2026

These Terms and Conditions govern your use of Fortis Planning, LLC services, including our website, educational seminars, appointment scheduling, and our SMS and email communication programs. By using our services or opting into communications, you agree to these Terms and our Privacy Policy.

1. Program Description

Fortis Planning, LLC provides estate planning education, seminar registration, appointment scheduling, and client support services.

Users who voluntarily opt in may receive SMS and/or email communications related to:

- Seminar confirmations and reminders

- Appointment confirmations and reminders

- Follow-up communication related to requested services

- Educational updates related to estate planning topics

- Administrative notifications regarding scheduled meetings

- Occasional promotional announcements related to our educational services

Message frequency varies depending on user interaction. Some users may receive only appointment reminders, while others may receive periodic educational updates.

2. Opt-In Methods

Users may opt in to receive SMS communications by:

- Submitting a website form that includes SMS consent language

- Registering for a seminar or event

- Scheduling an appointment

- Providing written or electronic consent

By providing your mobile phone number and opting in, you authorize Fortis Planning, LLC to send SMS messages to your mobile number.

Consent to receive SMS communications is not a condition of purchase.

3. Consent to Receive Messages

By opting in, you acknowledge and agree that:

You are the authorized user of the mobile number provided

You consent to receive text messages from Fortis Planning, LLC

Message frequency varies

Message and data rates may apply

4. Opt-Out

You can cancel the SMS service at any time by texting "STOP" to (503) 308-7767.

After you send the SMS message "STOP" to us, we will send you an SMS confirmation message that you have been unsubscribed. After this, you will no longer receive SMS messages from us unless you opt in again.

5. Rejoining the Program

If you opt out and later wish to rejoin, you may opt in again using the original method of enrollment or by contacting us directly.

6. Help and Support

If you are experiencing issues with the messaging program, you can reply with the keyword HELP for more assistance, or contact us directly at:

Email: [email protected]

Phone: (503) 308-7767

7. Message Frequency and Rates

Message frequency varies based on your interaction with Fortis Planning, LLC.

Message and data rates may apply for messages sent to you from us and to us from you. For questions about your text or data plan, please contact your wireless provider.

8. Carrier Disclaimer

Carriers are not liable for delayed or undelivered messages.

9. Privacy

Your participation in our messaging program is also governed by our Privacy Policy, which can be viewed here:

https://fortisplanning.com/privacy

10. Age Restriction

You must be at least 18 years of age to use our services or enroll in our messaging program.

11. Changes to Terms

We may update these Terms and Conditions periodically. Updates will be posted with a revised Last Updated date.

12. Contact Information

Fortis Planning, LLC

1235 NE Division Street

Phone:(503) 308-7767

Email: [email protected]