WHY FAMILIES CHOOSE FORTIS PLANNING
Why Choose Fortis Planning?
We come to you when signatures matter.
Estate planning should start with understanding—not pressure. We help families learn about trusts, wills, powers of attorney, and related planning tools, then coordinate a clear next step based on their questions and priorities.
Based in Oregon • Serving families in many states across the U.S.
WHY FAMILIES CHOOSE FORTIS PLANNING
Why Choose Fortis Planning?
We come to you when signatures matter.
Estate planning should start with understanding—not pressure. We help families learn about trusts, wills, powers of attorney, and related planning tools, then coordinate a clear next step based on their questions and priorities.
Based in Oregon • Serving families in many states across the U.S.
ESTATE PLANNING EDUCATION & COORDINATION
Trust-Based Estate Planning for Families Who Want Clarity and Control
We come to you when signatures matter.
Fortis Planning helps families understand and coordinate trusts, wills, powers of attorney, and legacy planning: with a clear, educational process designed to protect the people and property that matter most.
Based in Oregon • Serving families in many states across the U.S.
THE FORTIS DIFFERENCE
Clear Education. Thoughtful Coordination.
Families come to Fortis Planning with different goals, questions, and levels of experience with estate planning. We make the process easier to understand and help keep important details organized.
Education Before Decisions
We explain trusts, wills, powers of attorney, and other planning tools in clear language, helping you understand how they may support the goals you have for your family.
Plan Around Your Priorities
Your family, property, and wishes are unique. We help you identify what matters most, compare planning approaches, and coordinate next steps around the future you envision.
Help With the Details
From coordinating with licensed legal professionals to organizing trust funding, we help keep the process moving and important details in view along the way.
Support That Continues
Planning continues after documents are signed. We remain available for educational questions, annual reviews, and updates when your family, assets, or goals change.
A CLEAR ROLE IN YOUR PLAN
Education and Coordination. Legal Advice From Attorneys.
Fortis Planning is not a law firm and does not provide legal advice. We help families understand general estate-planning concepts and coordinate with licensed legal professionals when needed. Attorneys provide legal advice and prepare or review legal documents for the applicable state.
WHAT PEOPLE ARE SAYING
Trusted Education. Straightforward Answers.
"You can trust implicitly..."
"Chris Moore's the kind of man you can implicitly trust to have your interests at heart. A man of faith and integrity, Chris tackles estate planning strategies on your behalf with the mission focus and honor of a US Marine, which he was (and remains in heart).
- Bill O'Donnell
"Highly recommend..."
"As a business advisor, I highly recommend Chris and his services. Having all your assets and financials in order is a TOP priority today. For both your business and your personal affairs. Get the knowledge and strategies that match all the ongoing changes don't leave it to chance because you are busy. "
- Pamela S. Weir
"Critical to preserving wealth..."
"Chris has a heart for what he does and it shows in his excitement when he talks about it. Integrity unshakeable and he can help you in ways you'd probably never think of but that are critical to preserving wealth for yourself and your posterity."
- Chuck Harmon
WHY FAMILIES CHOOSE FORTIS PLANNING
ONGOING GUIDANCE
After your documents are signed, the details still matter. We help you understand trust funding, stay connected to your plan, and review it as your family, assets, or priorities change. When legal questions arise, we coordinate with licensed legal professionals.
Licensed & Insured
Confidential & Secure
Detail-Oriented & Accurate
Focused & Respectful
Getting Started
YOUR NEXT STEP
You don’t need to have everything figured out before we talk. Share what you want to protect, the questions you have about your planning options, or the decisions you’re trying to make. We’ll listen and help you identify a clear next step.
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.