HagEstad Law Group, PLLC logo



(406) 203-9303



(623) 999-1728

Background decorationProtecting Your Legal Interests in Montana & Arizona

Montana Trust Administration Lawyers

At HagEstad Law Group, PLLC, our Montana trust administration attorneys provide trusted guidance for navigating the complexities of trust administration. We are dedicated to protecting your interests and ensuring a smooth process from start to finish.


Years of Combined Experience


Clients Served


of dollars saved for our clients

We finally got it together and decided to get our wills updated and our trust established. HagEstad Law made the process easy! If you're on the fence, talk to them. If you're ready ... they are the only call you need to make! From the first phone call with Mindy at the front desk, to Shelly's exceptional skills and responsiveness with the paperwork, to David's knowledgeable and insightful legal counsel - every step of the way - we were at ease and informed.

JudyAndGreg R.


Definitely recommend! Such a great Law group! David pays a great deal to details and is a honest guy!

William B.


It was a wonderful experience to work with TheHagEstad Law Group. David, Michelle, and Mindy are true professionals and made us feel relaxed and confident that they would meet our needs. They are patient listener's who cared about meeting our needs. We highly recommend The HagEstad Law Group.

G R.


What Is Trust Administration in Montana?

Trust administration in Montana involves the management of trust property by the trustee according to the terms of the trust, benefiting the designated beneficiaries after the settlor's passing. If all assets are properly designated or owned within the trust, formal court action is usually unnecessary. However, several crucial steps must be taken to safeguard the trustee and effectively administer the trust estate.

The process starts with a mandatory notice to all qualified beneficiaries, allowing them an opportunity to challenge the trust's validity. The successor trustee then conducts an appraisal and inventory of trust assets. Subsequently, the successor trustee pays creditors, files tax returns, provides accounting to interested parties, and distributes trust assets to beneficiaries based on the trust's provisions.

Montana Trust Administration Services We Provide

At HagEstad Law Group, PLLC, our team of experienced Montana trust administration attorneys offers comprehensive services in the field of trust administration. We are well-versed in matters related to various types of trusts, including

  • Living trusts: Our team provides comprehensive support in managing and distributing assets held in living trusts, ensuring the wishes of the grantor are carried out effectively.
  • Generation-skipping trusts: We guide you through the administration of generation-skipping trusts, helping you navigate complex tax implications and distribute assets to beneficiaries.
  • Credit shelter trusts (CST): Our experienced attorneys handle the administration of credit shelter trusts, maximizing tax benefits and preserving your wealth.
  • Incentive trusts: We assist in the administration of incentive trusts, ensuring compliance with the trust's specific provisions and goals.
  • Charitable remainder trusts: Our experienced team assists in the administration of charitable remainder trusts, ensuring compliance with charitable distribution requirements and maximizing your philanthropic impact.
  • Irrevocable life insurance trusts: We handle the administration of life insurance irrevocable trusts, assisting you in managing policy proceeds and distributing assets to beneficiaries.
  • Qualified Terminable Interest Property (QTIP) trusts: Our attorneys offer knowledgeable assistance in QTIP trust administration, ensuring proper allocation of assets and compliance with applicable regulations.
  • Qualified Personal Residence Trusts (QPRT): We provide guidance in the administration of QPRTs, helping you manage and transfer residential properties while minimizing tax liabilities.

Why Do You Need A Montana Trust Administration Lawyer?

For Trustees

As trustees, individuals responsible for administering a trust must make distributions correctly and efficiently. Our trust administration lawyers ensure compliance and minimize the risk of challenges to the Montana trust administration laws.

For Beneficiaries

As beneficiaries receive distributions from the trust, it is vital to ensure efficient trust administration, reducing costs and maximizing your share of the remaining assets. Our attorneys provide assistance to beneficiaries, ensuring smooth administration and protecting your interests.

HaGestad Law Group, PLLC

Schedule Your Free Consultation Today!

To get your questions answered by a member of our team, schedule a consultation with us today.

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 Trust Administration Legal Process

Administering a trust requires careful attention to detail, legal compliance, and effective communication. Our trust administration process includes:

Our Estate & Probate Law Legal Process

Initial Assessment

Our attorneys review the trust provisions, beneficiary designations, and any relevant legal documents to gain a comprehensive understanding of the trust administration process.

Notice to Qualified Beneficiaries

This notice informs them of the trust administration process, their rights, and the timeline for challenging the validity of the trust if applicable.

Appraisal and Inventory

We work closely with professional appraisers and experts to ensure accurate valuation and proper documentation of all trust properties.

Creditor Payments

Our attorneys ensure proper communication and compliance with applicable laws regarding the payment of valid creditor claims.

Tax Compliance

Our attorneys help the successor trustee navigate tax obligations, including filing any necessary tax returns and addressing income, estate, and gift tax matters related to the trust.

Accounting and Reporting

These accountings detail all trust income, expenses, distributions, and other financial transactions.

Distribution of Trust Assets

Once all necessary steps have been completed, we work with the successor trustee to ensure the proper distribution of trust assets to the beneficiaries according to the terms of the trust.

Why Put Your Trust In Us?

Why Choose HagEstad Law Group Trust Administration Lawyers?

Our professional negligence lawyers at HagEstad Law Group, PLLC offer the following benefits:



Our trust administration lawyers possess extensive knowledge and experience in Montana trust law.


Personalized Approach

We understand that each trust administration is unique and offer tailored solutions to meet your specific needs.


Efficient Process

We streamline the trust administration process, minimizing costs and maximizing the distribution of assets.

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

Meet Our Montana Trust Administration Attorneys

With HagEstad Law Group, PLLC, you'll have a skilled team of Montana trust administration attorneys by your side. Our attorneys combine their talent in trust law with a commitment to providing personalized and effective legal solutions. Get to know our trust administration attorneys. 

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



What is the role of a trustee in trust administration?

Arrow icon

The trustee is responsible for managing and distributing trust assets according to the terms of the trust document. They must act in the best interests of the beneficiaries and fulfill their fiduciary duties.

Can I handle trust administration without legal assistance?

Arrow icon

While it is possible to handle trust administration on your own, working with a knowledgeable trust administration attorney can ensure compliance with legal requirements, minimize risks, and streamline the process.

What happens if a beneficiary challenges the validity of a trust during administration?

Arrow icon

If a beneficiary contests the trust's validity, the trustee must respond appropriately and potentially seek resolution through the court. Our attorneys can guide you through this process and protect your interests.

How long does the trust administration process typically take?

Arrow icon

The duration of trust administration can vary depending on the complexity of the trust, the size of the estate, and other factors. Our attorneys strive to complete the process efficiently while ensuring compliance with legal requirements.

What are the potential tax implications in trust administration?

Arrow icon

Trust administration can involve various tax considerations, including income taxes, estate taxes, and gift taxes. Our attorneys have the knowledge to navigate these complexities and help minimize tax liabilities.