Estate Planning Solutions

"Securing your Estate today, for your loved one's Tomorrow"

Our Estate Planning Services

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Last Will and Testament

For Expatriates, having a Will in the Country of Residence is crucial to ensure that their assets are managed and distributed according to their wishes, minimising legal complications, and protecting their family's future.

Using Fortis' Estate Planning Solutions can help you create a will that addresses the unique challenges and opportunities of living abroad.

Powers of Attorney

For Expatriates, having Powers of Attorney is essential to ensure that trusted individuals can manage Healthcare, Financial, and Legal Matters on their behalf, especially in emergencies.

This legal tool provides peace of mind, knowing that your affairs will be handled according to your wishes and in your best interest, regardless of your physical location. Fortis' Estate Planning Solutions can help get you covered.

Trust Planning

For Expatriates, Trusts are essential tools for managing and protecting assets. They offer a way to ensure that your wealth is distributed according to your wishes, provide protection against local inheritance laws such as forced heirship, and help minimise estate taxes.

Trusts also offer flexibility and control over your assets during your lifetime and beyond, providing peace of mind and financial security for you and your beneficiaries.

By establishing a trust, expatriates can effectively navigate the complexities of international estate planning and safeguard their legacy.

Probate Solutions

For Expatriates, Probate is a crucial process to ensure the proper administration and distribution of their estate according to their wishes and local laws.

Without proper probate planning, expatriates risk lengthy legal procedures, increased costs, and potential disputes among heirs.

Proper probate planning can help expedite the process, reduce legal complications, and provide clarity and peace of mind to both the expat and their beneficiaries.

This ensures a smoother transition of assets and honors the individual's final wishes, even across different legal jurisdictions

If you’d like more information about how we can help you, get in touch Today.

Get in Touch

"Book a Consultation, Today"

At Fortis Wealth, we specialize in helping expatriates secure their financial future with confidence and clarity.

With over 12 years of experience in Financial Services, Estate Planning, and Alternative Investments, our expertise is tailored to meet the unique needs of expatriates, ensuring that they can create, build, and protect their wealth no matter where they are in the world.

Our Mission is to provide expatriates with high-quality financial advice, estate planning, and investment opportunities.

We aim to empower our clients with the knowledge and tools they need to achieve their financial goals and safeguard their future.

We are committed to delivering exceptional service, ensuring transparency, and building lasting relationships based on trust and mutual respect.

Our Approach is to offer a Free Consultation and Review Service to assess how we can add value to your financial journey.

Our client-centric approach focuses on understanding your specific goals and providing bespoke solutions that align with your expatriate lifestyle.

We pride ourselves on being transparent about all fees, charges, and any associated risks with our advice or products, ensuring you make informed decisions.