HagEstad Law Group, PLLC logo

MT

Montana

(406) 203-9303

AZ

Arizona

(623) 999-1728

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Trusts & Estates Attorney in Billings, MT

Secure your legacy and protect your loved ones with the help of HagEstad Law Group, PLLC. Our experienced attorneys in Billings, MT, offer free consultations and deep legal knowledge in trusts and estates, giving you much-needed peace of mind as you see to these important affairs.

30+

Years of Combined Experience

500+

Clients Served

Millions

of dollars saved for our clients

I have known David Hagestad for years. He has helped with real estate sales and issues for me and my family! Would definitely hire him again for any future needs!!

Chorissa Haydin

5

HagEstad Law Group has helped with the process of the will for our daughter and other family members. Elaborated on every inch of detail and very professional. Thank you, David!

Josh Rincones

5

David and his law firm helped me settle on some real estate discrepancies. He is very professional and polite. I highly recommend his services!!

Jay Lofland

5

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Legal Services We Provide in Billings, MT

Estate & Probate Law

Estate Planning

Estate planning can be complex. Our skilled attorneys can guide you through the process of creating effective plans, ensuring that your assets and your family's future are well-protected. We’ll tailor your estate plan to meet your unique needs and goals.

Living Wills

Drafting a living will is crucial for documenting your wishes regarding medical treatment. Our team provides compassionate and comprehensive legal advice and will make sure your directives are clear and legally sound.

Trusts

Our trust lawyers are highly skilled in establishing and managing various types of trusts. We focus on creating structures that protect assets, minimize taxes, and ensure smooth wealth transfer to your beneficiaries.

Power of Attorney

Assigning power of attorney is a significant decision. Our attorneys can help you select a trusted individual to manage your affairs, which will guarantee that your interests are faithfully represented in the event of unforeseen circumstances.

Advance Healthcare Directives

We can assist with drafting advance healthcare directives that will legally establish your medical and end-of-life preferences, offering thoughtful guidance to interpret and record your wishes precisely.

Probate and Estate Administration

Our probate and estate administration services streamline the asset distribution process. We provide trustworthy probate support to executors with the aim of promoting a smooth transition and adherence to the decedent's wishes.

Estate and Trust Administration

Our team excels in the administration of estates and trusts. We handle all associated aspects, from asset management to beneficiary communication, with efficiency and care.

Estate Litigation

If you’re embroiled in estate litigation, our lawyers are ready to defend your interests. We handle estate-related disputes skillfully and discreetly, whether it's contesting a will or addressing fiduciary duties.

Contested Wills

Dealing with a contested will can be stressful. Our attorneys provide steadfast representation and support and are focused on resolving disagreements while honoring the decedent’s true wishes and intentions.

Probate Litigation

Our probate litigation services are meant to effectively address your individual challenges. We benefit clients with an intimate understanding of probate laws and a commitment to protecting key rights.

Guardianship and Conservatorship

We lead clients through the process of establishing guardianship and conservatorship, making plans for the protection of minors and incapacitated individuals. Our compassionate approach balances essential legal obligations with consideration for unique family dynamics.

Why Do You Need a Trusts and Estates Lawyer in Helena, Montana?

Why You Need a Trusts and Estates Lawyer in Billings, Montana

Handling estate matters without legal guidance can be daunting and, in some cases, even unwise. By working with a capable trusts and estates lawyer with HagEstad Law Group, you can ensure that your estate is managed and distributed according to your wishes and that your family's future is in good hands.

HaGestad Law Group, PLLC

Schedule Your Free Consultation Today!

Our attorneys can answer your questions and provide the legal advice you need to make informed decisions.

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Protect What’s Yours — Contact HagEstad Law Group Today

The future won’t wait, and neither should you. Contact our dedicated team today to schedule a free consultation and get the legal advice you need.

Our Estate Planning Process

Our legal process is designed to simplify complex procedures, provide total clarity, and ensure a smooth journey from consultation to resolution.

Our Estate & Probate Law Legal Process

Initial Consultation

Every case we accept begins with a comprehensive consultation. This is an opportunity for us to understand your unique circumstances and objectives and any specific concerns you might have. It's also a chance for you to get to know our approach and how we can meet your estate planning needs.

Tailored Strategy Development

Following our initial meeting, our team will work diligently to develop a custom estate planning strategy that will allow you to achieve your goals. We’ll consider all aspects of your situation, including your finances, family dynamics, and long-term objectives, to create a plan that not only addresses your current needs but also anticipates future changes.

Document Preparation and Review

Once we've agreed on a strategy, our attorneys will begin preparing the necessary legal documents, which may include wills, trusts, powers of attorney, and healthcare directives. We’ll ensure that every document is complete and precise and adheres to Montana's strict legal standards.

You'll be involved throughout this process, with ample opportunity to provide input and feedback.

Implementation and Management

With your estate plan properly documented, the next step is to implement it. This may involve setting up trusts, re-titling assets, and completing other crucial steps to act on your plan. Our team will be available to manage and oversee these processes at all times, confirming that everything aligns with the strategy we've developed together.

Continued Support and Guidance

Estate planning is an ongoing process, which means our relationship doesn't end once your documents are signed. We’ll offer continued support and guidance, adapting your plan to reflect changes in your life and the law. Regular reviews guarantee that your estate plan continues to serve your interests and those of your loved ones.

Why Put Your Trust In Us?

Why Choose Our Estates and Trusts Law Firm?

Retaining the services of the experienced trusts and estates attorneys at HagEstad Law Group offers a wealth of benefits. Here are a few of the most notable.

Experienced

Extensive Knowledge of Estate Planning Law

Our comprehensive knowledge of Montana’s estate and trust laws sets us apart. Our attorneys are not only well-versed in the legal aspects but also understand the emotional and financial complexities involved. This versatility allows us to provide solutions that are both legally robust and empathetic.

Approachable

Personalized Approach

Each client's situation is unique, so we don't offer one-size-fits-all solutions. Instead, we’ll take the time to understand your individual needs and tailor our services accordingly, ensuring that your estate plan accurately reflects your wishes.

Affordable

Commitment to Clients

We’re deeply committed to promoting the interests of our clients. We understand the trust you’re placing in us and strive to honor it by providing attentive, responsive, and effective service. Our goal is to build relationships with our clients that last throughout their lives.

Background
G. Patrick HagEstad

G. Patrick HagEstad

G. Patrick HagEstad

  • Licensed in Arizona and Montana
  • AV Preeminent Rated in Litigation, Insurance, and Professional liability by Martindale-Hubbell
David J. HagEstad

David J. HagEstad

David J. HagEstad

  • Licensed in Arizona, Montana, and Texas.
  • President of Surprise Professional Center Office Condo Association
David J. HagEstad

Brien B. Birge

Brien B. Birge

  • Licensed in Arizona and Montana
  • Specialized in Estate Planning & Insurance Litigation
David J. HagEstad

Patricia N. Morse

Patricia N. Morse

  • Licensed in Montana
  • Specialized in Estate Planning Matters & Insurance Defense Litigation
David J. HagEstad

Michael P. HagEstad

Michael P. HagEstad

  • Licensed in Montana
  • Specialized in Practice on Insurance Defense Litigation

Meet the Estate Planning Attorneys at HagEstad Law Group

HagEstad Law Group, PLLC is home to a stable of distinguished legal professionals. Our team has a strong focus on trust and estate law and is uniquely qualified to offer strategic, personalized solutions. Get to know our attorneys and their impressive backgrounds.

Saved Millions

of client's money

Extensive Track Record

of Achieving Client Goals

500+

Clients Served

30+

Years of Combined Experience

FAQ

FAQ

Can I create an estate plan on my own?

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While it’s possible to create an estate plan on your own, doing so comes with certain risks. Estate planning is a complex area of law, with guidelines and restrictions that vary by state. A DIY approach might cause you to miss critical legal requirements or fail to protect your interests fully. 

Seeking professional legal guidance guarantees that your plan is comprehensive, compliant with current laws, and tailored to your specific circumstances. An experienced attorney will be able to foresee potential issues and offer solutions that a non-professional might not consider.

How often should I review my estate plan?

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An estate plan should be a living document that reflects the periodic changes that take place regarding your life circumstances, assets, and relationships.

We recommend reviewing your estate plan every three to five years or after significant life events like marriage, divorce, the birth of a child, or a substantial change in financial status. Doing so will ensure that your plan remains relevant and effective and offers the protection and peace of mind you and your loved ones deserve.

Got Legal Needs? Tell Us About Them!

At HagEstad Law Group, PLLC, we are here to help you with all your legal needs.

We understand that legal issues can be complex and overwhelming, but you don't have to navigate them alone!

Contact HagEstad Law Group Today!

Discuss your legal needs with us.

* Communication through our website does not establish an attorney-client relationship between you and HagEstad Law Group, PLLC