TRANSPARENCY & PROFESSIONAL RESPONSIBILITY
Legal Services Disclosure
At Fortis Planning, we believe informed decisions begin with clear information. Understanding our role, the services we provide, and the distinction between estate planning education and legal advice is an important part of helping you plan with confidence.
Last Updated: July 18, 2026
TRANSPARENCY & PROFESSIONAL RESPONSIBILITY
Legal Services Disclosure
At Fortis Planning, we believe informed decisions begin with clear information. Understanding our role, the services we provide, and the distinction between estate planning education and legal advice is an important part of helping you plan with confidence.
Last Updated: July 18, 2026
IMPORTANT: Fortis Planning is not a attornies licensed to practice law. We are not allowed give advice on legal matters, including immigration, or charge a fee for those activities.
OUR ROLE & RESPONSIBILITIES
Estate Planning Education, Not Legal Representation
Planning for the future often begins with questions. What happens to my property when I pass away? How can I prepare for unexpected circumstances? What is the difference between a will and a trust?
At Fortis Planning LLC, our mission is to help individuals and families better understand these important topics through accessible, practical estate planning education.
Fortis Planning LLC is an estate planning education company. We are not a law firm, and we do not practice law, provide legal advice, or offer legal representation.
Our educational services are intended to help you become familiar with estate planning concepts, terminology, and commonly available planning tools so you can have more informed conversations with qualified professionals.
Nothing provided through our website, educational presentations, consultations, written materials, or other services should be interpreted as individualized legal advice.
IMPORTANT LEGAL DISTINCTIONS
What Our Services Include...and What They Do Not
Understanding the difference between general estate planning education and individualized legal advice is essential.
Estate Planning Education
Fortis Planning provides general educational information about topics such as:
Wills and trusts
Powers of attorney
Advance healthcare directives
Probate and estate administration
Beneficiary designations
Common estate planning terminology and processes.
Our educational resources explain general concepts, potential considerations, and questions individuals may wish to discuss with licensed professionals.
Services We Do Not Provide
Fortis Planning LLC does not independently:
Provide legal advice
Determine which legal documents or estate planning strategies are legally appropriate for you.
Provide legal opinions or guarantee a particular legal outcome.
Interpret how particular laws apply to your personal situation.
Fortis Planning LLC does not independently:
Estate Planning Education
Estate planning documents can create significant legal rights, responsibilities, and consequences. For that reason, professional legal guidance may be important when determining how best to address your individual circumstances.
Where our services involve coordination with licensed attorneys, the attorney is responsible for exercising independent professional judgment regarding legal matters within the scope of the attorney's engagement.
Fortis Planning does not replace that professional judgment. Our educational role is separate from the legal services provided by a licensed attorney.
EDUCATIONAL INFORMATION & LIMITATIONS
Information Is Not a Substitute for Professional Advice
All information, articles, videos, seminars, tools, illustrations, examples, and other resources provided by Fortis Planning LLC are offered for general educational purposes.
Although we strive to provide useful and accurate information, laws and regulations vary by state, may change over time, and may apply differently depending on individual circumstances.
We do not represent or warrant that every educational resource is current, complete, or appropriate for every situation.
Information on this website should not be relied upon as a substitute for independent legal, tax, financial, or accounting advice from appropriately licensed professionals.
Fortis Planning LLC does not provide legal, tax, investment, or accounting advice.
Questions About Our Disclaimers?
We are happy to clarify questions about our notary services and these disclaimers.
Commissioned & Insured
Confidential & Secure
Detail-Oriented & Accurate
Focused & Respectful
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.