Trusts and Estates

ESTATE PLANNING AND PROBATE

Fortis attorneys prepare estate-planning documents such as wills, trusts, health-care directives and powers of attorney. Our experts can review your current estate-planning documents and recommend any necessary changes.  

STRATEGY 

Estate planning can be complex in its legal execution. However, its purpose is quite simple: ensuring that your detailed instructions are carried out for how your wealth is dispersed after you pass. Understanding our clients’ estate planning and business succession goals is a top priority at Fortis Law Partners. 

Our holistic approach includes analyzing your current circumstances and preparing all the necessary estate planning or business succession planning documents you will need. Our attorneys work closely with our clients’ accountants and financial advisors to ensure comprehensive planning. Additionally, we understand and utilize a variety of estate-planning techniques to help you avoid probate, reduce or eliminate your estate taxes, and preserve your wealth for future generations.

WILLS, LIVING TRUSTS AND MORE

Fortis attorneys help families preserve wealth through the use of a variety of methods, including wills, living trusts, powers of attorney, guardian designations for minor children, and healthcare declarations. Our goal is to avoid complicated probate proceedings after death, as well as costly and emotional conservatorship or guardianship hearings during one’s lifetime. If such proceedings are needed, though, we strive to handle them as efficiently and inexpensively as possible.  

ADVANCED ESTATE PLANNING

Advanced estate planning focuses on reducing estate taxes and income taxes, and it can protect assets while transitioning significant wealth or unique assets. Without such planning, a substantial portion of your wealth may be at risk and bring the forfeiture of cherished assets, whether they be family homes or even family businesses.

PROBATE AND ESTATE ADMINISTRATION

When a loved one passes away our attorneys can help you navigate the process of administering a will or a trust. We strive to make the process as simple and smooth as possible.