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Trusts & Estates Attorney in Helena, MT

Understanding the intricacies of estate law can be challenging, but HagEstad Law Group, PLLC, is here to guide you as you plan for the future and take steps to protect your assets.

With our deep-rooted knowledge of estate laws and a steadfast commitment to serving our clients, we aim to provide a sense of security in the midst of uncertainty.

From our comprehensive services to our tailored advice, our legal acumen ensures that you're not just adequately prepared but also confident in your estate planning decisions. Take advantage of a free consultation and discover how our firm grasp of the legal landscape in Montana can help safeguard your legacy.


Years of Combined Experience


Clients Served


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


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


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



Legal Services We Provide in Helena, Montana

Estate & Probate Law

Estate Planning

In an ever-changing world, it's essential to have a plan that reflects your wishes for the future. A knowledgeable Helena, MT, estate planning attorney can guide you through the estate planning process, ensuring that your assets are managed and distributed as you intend.

Living Will

Life is unpredictable, and unforeseen circumstances often arise. As such, a living will is never just a will — it's your voice when you might not otherwise have one. Our team can help you articulate your medical preferences, guaranteeing that your wishes are respected in critical moments.

Trust Lawyers

Trusts are powerful tools for managing and protecting assets. Whether you're setting up a new trust or overseeing an existing one, our skilled trust lawyers will always prioritize your interests and ensure that the decisions you make are in line with Helena's estate planning standards.

Power of Attorney

Empowering someone with the authority to act on your behalf is a decision that requires careful consideration. We can assist you in understanding the attendant implications, rights, and responsibilities, ensuring that the chosen individual can be trusted to act in your best interests.

Advance Health Care Directive

Our attorneys will see that your medical treatment preferences are honored, even if you're unable to communicate them. We'll help you draft a comprehensive Advance Health Care Directive, detailing your treatment wishes and appointing another person to make medical decisions on your behalf if necessary.

Probate and Estate Administration

Managing a loved one's estate after their passing can be a daunting task. We streamline the probate and estate administration process, making sure assets are distributed per the deceased's wishes while adhering closely to Helena's legal guidelines.

Estate and Trust Administrations

Effectively handling estates and trusts requires a deep understanding of local laws and a keen eye for detail. Our team can provide reliable guidance for estate and trust administrations, promising compliance, efficiency, and the utmost care in protecting your assets.

Estate Litigation Lawyers

Estate disputes can be emotionally taxing and legally complex. When you're on the defense, it's crucial to have a knowledgeable attorney by your side. Our estate litigation lawyers combine a thorough comprehension of the Helena estate planning process with extensive legal capabilities to look out for your interests.

Contested Will

Contesting a will is difficult and often opens the door for further legal struggles. We can help you mount an effective challenge, providing sound advice and representation and ensuring that your rights and interests receive fair consideration before the court.

Probate Litigation

If you're dealing with probate litigation, you can count on our seasoned team to defend your rights. Whether it's guaranteeing legal compliance, providing representation in court, or leveraging our resources to seek a favorable resolution, our attorneys offer dependable legal advice and sound practical judgment.

Guardianship and Conservatorship

Protecting the rights and assets of those who are unable to make decisions for themselves is a delicate yet crucial undertaking. Our team can help educate you on the various aspects of guardianship or conservatorship in Helena, keeping the individual's circumstances and other important considerations at the forefront.

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

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

Trust and estate matters can often be complicated in cities like Helena, influenced by federal statutes, local nuances, and the region's unique legal history.

Navigating the labyrinthine provisions of Montana estate law without the aid of an estate planning attorney can lead to unforeseen challenges and setbacks, potentially jeopardizing your personal or business interests.

For this reason, a trusts and estates attorney isn't just a legal representative — they're your local guide, deeply familiar with the nuances of Helena's estate planning law.

As Helena continues to grow and change, so do its regulations and legal implications. That's why it's imperative to work with a legal team that possesses sound judgment, a compassionate outlook, and a genuine desire to help you protect your well-being and that of your family.

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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Secure Your Legacy with Confidence

Trust HagEstad Law Group, PLLC, for your trust and estate planning needs and enjoy the confidence that comes with knowing your future is in good hands.

Our Legal Process

At HagEstad Law Group, PLLC, we've streamlined our approach to make sure you're informed, involved in key decision-making, and faithfully represented at every juncture.

With a commitment to legal education, transparency, and meeting our client's unique needs, we aim to demystify the common legal processes and procedures Helena residents depend on to establish order in their lives.

Our Estate & Probate Law Legal Process

Initial Consultation

During your no-cost consultation, we'll have a chance to engage with you in an in-depth dialogue, listening to your concerns, understanding your unique challenges, and outlining the most viable legal options your situation presents.

Strategy Development

Drawing on our extensive experience and profound understanding of Helena's estate laws, we'll craft a robust, personally tailored defense strategy designed to address and overcome any challenges that might arise, always putting your priorities at the helm.


Once your attorney has devised a strategy for your situation, they'll put it into action in such a way that every detail aligns with your goals and preferences. We aim to put you in the strongest legal position possible through rigorous preparation and skillful execution.

Continuous Monitoring

Your case is never just another file to us. We emphasize regular communication, as it's important to us that you be fully informed and equipped to make decisions with complete understanding. As part of our focus on your case, we'll also make changes to all relevant documents and legal motions as needed.

Closure and Feedback

We want you to enjoy a satisfying sense of closure as your legal journey comes to an end. We value your experience as a client and welcome whatever feedback you're willing to provide, as these insights drive our continuous evolution and help us remain at the top of our field.

Why Put Your Trust In Us?

Why Choose Our Estates and Trusts Law Firm?


Exhaustive Knowledge of the Law

Our deep-rooted understanding of Montana's estate laws stands unmatched in the legal arena of the northwest. We consider it our duty to stay abreast of all legal changes, no matter how small, to ensure that our clients always benefit from the most current and effective legal strategies.


Dedicated Client Focus

Every client is unique, and so are their goals, values, and challenges. You aren't just another case to use. We'll invest the necessary time and energy to understand your specific needs and craft solutions that are truly personalized and geared toward your success.


Unparalleled Experience

With a legacy built over decades of successful representation, our track record in Helena is a testament to our knowledge, efficiency, and unwavering commitment to our clients.

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

Learn More About the Trusted Attorneys atHagEstad Law Group

The strength and success of HagEstad Law Group, PLLC, stem from the dedication of our remarkable attorneys. Located in Helena, MT, our team combines legal know-how with a bond to uphold the highest standards of the law.

Whether it's helping draft a will or overseeing complex estate planning and litigation, our lawyers are the backbone of our reputation. Take some time to explore their backgrounds, accomplishments, and the strong sense of duty they bring to every case.

Saved Millions

of client's money

Extensive Track Record

of Achieving Client Goals


Clients Served


Years of Combined Experience

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



Why should I consider estate planning?

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Estate planning is far more than just drafting a will. It's about guaranteeing that your assets and wealth are distributed according to your specific wishes upon your passing.

By engaging in this proactive process, you can provide procedural clarity, reduce potential disputes among heirs, and ensure a smoother transition for your loved ones. Estate planning can also offer tax advantages and reduce the costs and stresses associated with probate.

What's the difference between a will and a trust?

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A will and a trust both serve to detail how your assets should be distributed after your death. However, there are several key differences.

A will becomes a public document upon one's death and directs the distribution of assets, including property and debts. By contrast, trusts remain private and can be set up to bypass the probate process, making for fast, efficient asset distribution.

Additionally, trusts offer more control over when and how assets are apportioned, such as setting conditions or establishing staggered timelines for heirs to receive their inheritance.

What's the benefit of a living will?

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A living will, often known as an advance directive, provides clear instructions for medical treatments and interventions in scenarios where you may be incapacitated or unable to communicate your decisions.

This vital document serves to ensure that your specific medical wishes are known and followed, eliminating ambiguities and potential conflicts about treatment choices among family members or medical providers.

How often should I review my estate plan?

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An estate plan isn't a one-time proposition. Rather, it's a fluid, dynamic document that should evolve as the circumstances of your life change.

It's advisable to review your estate plan regularly and update it as you see fit, especially after significant life events like marriage, divorce, the birth of a child, or the acquisition of significant assets.

Regular reviews by an experienced attorney will confirm that your plan remains aligned with your current wishes and the most recent legal standards.