HagEstad Law Group, PLLC logo

MT

Montana

(406) 203-9303

AZ

Arizona

(623) 999-1728

Background decorationProtecting Your Legal Interests in Montana & Arizona

Montana Estate Planning Lawyers: Secure Your Future With HagEstad Law Group, PLLC

Welcome to HaGestad Law Group, PLLC, a leading Montana estate law firm. Our team of experienced Montana estate attorneys is dedicated to helping you navigate the complex world of estate law and achieve your goals. Contact us today to learn more about how we can help you protect your legacy.

30+

Years of Combined Experience

500+

Clients Served

Millions

of dollars saved for our clients

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

We needed some legal advice for real estate information and we were able to get quick and accurate service that helped us with the purchase . Highly recommend this professional team!

Marie Payne

5

From the moment I called, very friendly, welcoming, helpful staff,meet with David he was awesome, answered all my concerns and gave me additional advice.I definitely recommend these guys

Natalie Dorsey

5

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Estate Law Services We Provide

Estate & Probate Law

Estate Plan

Our Montana estate planning attorneys can help you create comprehensive estate plans that address your unique circumstances. Our services include drafting wills and trusts, establishing powers of attorney, developing business succession planning, and more. We will work with you to create a plan that meets your needs and ensures that your wishes are fulfilled after your passing.

Wills and Trusts

Our Montana estate attorneys can help you draft wills and trusts that accurately reflect your wishes to distribute your assets after your passing. We will work with you to create a plan that minimizes taxes and expenses associated with transferring assets and ensures that your loved ones are taken care of according to your wishes.

Power of Attorney

A power of attorney is a legal document that gives someone you trust the authority to decide on your behalf if you become incapacitated. Our Montana estate lawyers can assist you in creating a power of attorney document that accurately reflects your wishes and ensures that your medical and financial affairs are taken care of if you are unable to make decisions for yourself.

Asset Protection

Our Montana estate attorneys can help you protect your assets from potential creditors or lawsuits. We will work with you to develop a comprehensive asset protection plan that meets your needs, which may include creating trusts or establishing LLCs.

Medicaid Planning

Medicaid planning is the process of arranging your finances and assets in a way that can help you qualify for Medicaid benefits while protecting your assets. Our Montana estate lawyers can help you navigate the complicated Medicaid rules and regulations and create a plan that ensures you receive the benefits you need while protecting your assets.

What are the Benefits of Estate Planning?

Estate planning can offer many benefits, including:

  • Ensuring that your assets are distributed according to your wishes
  • Minimizing taxes and expenses associated with transferring assets
  • Protecting your loved ones from potential legal and financial complications
  • Ensuring that your medical and financial wishes are carried out if you become incapacitated
  • Providing peace of mind knowing that your affairs are in order

What Does a Montana Estate Planning Attorney Do?

A Montana estate planning lawyer provides a wide range of services to help individuals and families plan for their futures. At HagEstad Law Group, PLLC, our Montana estate attorneys can assist you with:

  • Reviewing and drafting estate planning documents such as wills and trusts
  • Advising clients on complex estate planning matters
  • Helping clients minimize taxes and expenses associated with transferring assets
  • Assisting with Medicaid planning and asset protection
  • Representing clients in estate-related disputes
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.

Background decoration

Schedule Your Free Consultation Today!

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

Our Estate Planning Legal Process

At HagEstad Law Group, PLLC, we understand the importance of having a comprehensive estate plan that protects your assets and ensures your wishes are carried out. Our estate planning legal process is designed to provide you with peace of mind and guide you through every step of the way. Here's an overview of how we approach estate planning:

Our Estate & Probate Law Legal Process

Initial Consultation

During this meeting, our experienced attorneys will listen attentively and provide personalized advice based on your specific needs.

Assessment and Analysis

After gathering all relevant information, we conduct a thorough assessment and analysis of your assets, family situation, and any existing legal documents. 

Document Drafting and Review

Our skilled attorneys meticulously draft the necessary legal documents for your estate plan. Once the documents are prepared, we will review them with you, explaining their purpose, provisions, and potential implications.

Execution and Implementation

After the document review, we guide you through the execution process, ensuring that all legal requirements are met.

Ongoing Support

We offer ongoing support and guidance, providing answers to your questions, addressing any concerns, and assisting with estate administration when the time comes.

Why Put Your Trust In Us?

Why Choose HagEstad Law Group Estate Planning Lawyers?

At HagEstad Law Group, PLLC, our team of experienced Montana estate planning attorneys is dedicated to providing personalized and comprehensive legal services to our clients. When you choose us, you can expect:

Experienced

Proficiency in MT Laws

Our skilled team of estate planning attorneys possesses in-depth knowledge of Montana's probate and estate laws. With our background, we can navigate the complexities of the legal system to ensure your assets are protected and your wishes are honored.

Approachable

Personalized Service

We understand that every client's situation is unique. That's why we offer personalized service tailored to your specific needs and circumstances. Our attorneys take the time to listen, understand your goals, and craft customized estate plans that reflect your wishes and protect your interests.

Affordable

Compassionate & Respectful Approach

Dealing with estate planning can be emotionally challenging. At HagEstad Law Group, we approach sensitive matters with compassion and respect. We strive to create a comfortable environment where you can openly discuss your concerns and receive the support you need during this important process.

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 Our Montana Estate Attorneys

Our team of Montana estate attorneys has decades of combined experience in estate planning and related areas of law. Meet our attorneys and learn more about their experience and qualifications.

Saved Millions

of client's money

Extensive Track Record

of Achieving Client Goals

500+

Clients Served

30+

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

FAQ

FAQ

What is the difference between a will and a trust?

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A will is a legal document that outlines how a person's assets should be distributed after they pass away. A trust is a legal arrangement that can be used to manage assets during a person's lifetime and after their death. Unlike a will, a trust can help minimize the need for probate court and can offer greater flexibility in distributing assets.

Do I need a power of attorney?

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A power of attorney can be a useful tool for anyone, but it is especially important for individuals who are aging or who have health issues. By appointing a trusted person to make decisions on your behalf, you can ensure that your medical and financial wishes are carried out if you become incapacitated.

What is Medicaid planning?

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Medicaid planning is the process of arranging your finances and assets in a way that can help you qualify for Medicaid benefits while protecting your assets. This can be a complex process, but our Montana estate attorneys can help you through the process and ensure that you are able to receive the benefits you need.

How can asset protection help me?

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Asset protection can help you protect your assets from potential creditors or lawsuits. By working with a Montana estate attorney, you can explore different strategies for protecting your assets, such as creating trusts or establishing LLCs.