Disclaimer on Legal Services

Fortis Planning LLC is an estate planning education company. We are not a law firm and do not provide legal advice or legal representation. Nothing on this website or provided through our services should be construed as legal advice.

The information, tools, and resources we provide are for educational purposes only and are not a substitute for advice from a licensed attorney.

All estate planning documents generated through our process are subject to review and approval by licensed attorneys in the appropriate state to ensure compliance with applicable laws. Clients with complex needs or situations beyond the scope of basic planning will be referred directly to qualified attorneys for legal services.

Submitting information through our platform or working with Fortis Planning LLC does not create an attorney-client relationship. Any legal advice or representation must come directly from the licensed attorney who reviews and approves the documents.

Clients remain responsible for the accuracy and completeness of the information provided for use in generating documents.