Every day, 4,000 to 7,000 baby boomers pass away in the United States. That is nearly four people every minute.

- 60 percent will die with only a will.
- 20 percent will die with nothing at all.

That means 80 percent of families will be dragged into probate court.

It does not have to be that way.

At Fortis Planning, we educate families and business owners so they can make the best decisions for themselves and their loved ones. We coordinate every step of the estate planning process from education/awareness, to the right documents, attorney review (per sate), to notarization, and even funding the trust so assets are actually protected. We do not just set up documents and walk away. We follow up every year to make sure your plan never becomes outdated.

Our mission is simple: protect families, preserve businesses, and prevent probate.

We started Fortis Planning after seeing too many stories of families torn apart and businesses destroyed simply because there was no plan or a plan that was incomplete.

We watched surviving spouses left with nothing but legal bills, children forced into years of court battles, and thriving businesses collapse overnight because the owner’s wishes were never written down.

That was the moment we decided enough is enough.

Estate planning does not have to be overwhelming. With the right guidance it becomes a gift, the gift of peace, clarity, and protection for those you love most. That is why we do what we do.