Estate Planning

We are pleased to provide Estate Planning services in tandem with Estate Planning Tech (EPT), a leading provider of personalized solutions combining the efficiencies of technology and the expertise of their attorneys. Your Fortress representative will be working with you and the EPT team to achieve your desired outcome for the structuring and distribution of your assets. Fortress Private Ledger and Estate Planning Tech are separate entities and not affiliated with one another. By completing this form, you are acknowledging that Fortress Private Ledger is operating as a Registered Investment Advisor providing Estate Planning advice and is not providing legal advice nor practicing law as part of this engagement.

See What Is Included In Your Estate Plan

Securities and Investment Advisory Services offered through Fortress Private Ledger, LLC. Member FINRA/SIPC. Fortress Private Ledger and Estate Planning Tech are separate entities. Fortress Private Ledger is operating as a Registered Investment Advisor providing Estate Planning advice and consulting. Client acknowledges Fortress Private Ledger is not providing legal advice nor practicing law as part of this engagement.