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MT

Montana

(406) 203-9303

AZ

Arizona

(623) 999-1728

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Phoenix, AZ Estate and Probate Lawyers

Secure your legacy and protect your loved ones with the help of the experienced Phoenix estate and probate attorney team at HagEstad Law Group. We offer free consultations and personalized legal guidance to ensure that your assets are safe and your wishes are honored.

30+

Years of Combined Experience

500+

Clients Served

Millions

of dollars saved for our clients

The Hagestad law group was amazing in the whole process for our living trust. I found them on yelp they had great reviews and gave them a try. They were fair on their quote and made the process easy and took the time to answer any and all of our questions. From the front desk, staff and lawyer everyone was so friendly and welcoming, gave honest advice and options with pros and cons to those options so I really appreciated that. I would highly recommend them and will definitely be referring to family and friends!

Jasmine Wyatt

5

5 stars. HagEstad Law Group were great! David H., Shelly (Michelle K) and Mindy they were all great. Very professional. David H. answered all of our questions and he's a wonderful guy. We instantly connected with him. They were able to put together our documents in a week's time due to time constraints. The follow up were awesome. I would recommend them to anyone who needs Estate Planning.

Rowena Brizuela

5

If you want quality and honest attorney help David HagEstad is the one for you. He makes sure his clients get the best quality representation and advocacy. I will be referring all of my friends and family to HagEstad Law Group, PLLC

Raymond Grim

5

Pillar

Estate and Probate Law Services
We Provide in Phoenix, AZ

Estate & Probate Law Services

Estate Planning Lawyers

Our estate planning attorneys work closely with you to develop a comprehensive plan for your assets, ensuring your wishes are respected and your loved ones are protected.

Probate Lawyers

Navigating the probate process can be daunting. Our Phoenix probate lawyer will guide you through each step, from filing the necessary documents to finalizing the distribution of assets.

Trust and Estate Administration

Our attorneys are well-versed in administering estates and trusts, ensuring the proper management and distribution of assets in accordance with your wishes.

Estate and Trust Litigation

When disputes arise, our experienced litigators are ready to advocate for your interests, whether it involves challenging a will, defending against claims, or resolving trustee disputes.

Living Wills and Healthcare Directives

Clearly outline your healthcare preferences with a legally sound living will and healthcare power of attorney. We can help you navigate end-of-life decisions and ensure that your wishes are respected.

Will Contests

We understand the sensitive nature of will disputes. Our attorneys can provide strong legal advocacy in the event of a challenge, striving to uphold the testator's true intentions.

Guardianship and Conservatorship

Protecting minors and incapacitated adults is paramount. We routinely guide families through the process of establishing guardianships and conservatorships that prioritize the well-being of those in need.

Durable Power of Attorney

It may be wise to designate a trusted individual to manage your financial and legal affairs if you become incapacitated. We can ensure that your chosen agent has the legal authority (and good sense) to act on your behalf.

Designating Power of Attorney in Phoenix

A power of attorney (POA) gives you, as the principal, the power to appoint a trusted individual (also known as an agent or attorney-in-fact) to make decisions on your behalf. This authority can extend to financial, legal, or healthcare matters.

A POA is especially vital in case of incapacitation, as it serves to ensure that your affairs are managed according to your preferences, even if you can't make decisions yourself. It's important to note that a POA is different from a will and ceases to be valid upon the principal's death.

Who Are Personal Representatives in Arizona Probate Law?

Designating Power of Attorney in Phoenix

When someone passes away in Arizona, their estate often goes through probate, a legal process overseen by a special court.

As part of this process, a personal representative named in the will or appointed by the court (sometimes called an executor) takes on the responsibility of managing the deceased individual’s estate. This includes identifying and valuing assets, paying debts and taxes, and distributing the remaining assets to beneficiaries.

In Arizona, the personal representative has two years from the date of death to initiate probate proceedings.

Is Probate Necessary in Arizona Law?

Probate is not always required in Phoenix. Arizona law allows for alternative processes, such as Small Estate Affidavits, when real property equity is less than $100,000 or personal property value is less than $75,000. This simplifies the distribution of assets without undergoing the full probate administration process.

Common Probate Disputes in Arizona

Probate disputes can arise for various reasons, making it necessary to involve the courts to resolve the issues. Some of the most common causes of probate disputes include:

  • Missing or outdated documents: If the will is not found or is out of date, the court must determine how the deceased's estate assets should be divided according to Arizona law.
  • Contested validity or terms of a will: Disagreements about a will's validity or specific terms may prompt family members or beneficiaries to contest the will, requiring the court's intervention to resolve the issue before estate assets can be distributed.
  • Executor mistakes or misconduct: If the estate's executor makes an error or intentionally subverts the deceased's intentions, legal action may be necessary to ensure the deceased's wishes are carried out.
  • Coercion or undue influence: If the deceased signed a will under duress or while experiencing undue influence, the will cannot be considered valid. The courts will examine the evidence to determine if a will is valid or should be discarded.
  • Testator's incapacity: If the testator lacked the necessary capacity to validly execute a will, the will can be challenged and found invalid. Legal assistance is crucial in determining the next steps in this situation.

Why Do You Need an Attorney for Estate and Family Law?

Estate and family law issues are often emotionally charged and legally complex. An experienced attorney can provide invaluable guidance, ensuring your rights are protected and your wishes respected. From drafting comprehensive estate plans to resolving probate disputes, a skilled attorney can help you navigate the legal process and achieve the best possible outcome for your family.

HaGestad Law Group, PLLC

Schedule Your Free Consultation Today!

Don’t hesitate to contact our team and set up a free consult to learn more about our estate and probate services. 

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Schedule Your Free Consultation Today!

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

Our Arizona Estate Law Legal Process

At HagEstad Law Group, our estate law legal process involves a systematic approach to ensure that your needs are met effectively and efficiently. Our process includes:

Our Estate & Probate Law Legal Process

Initial Consultation

We begin by discussing your unique situation, goals, and concerns in order to fully understand your needs and expectations.

Comprehensive Analysis

Our experienced attorneys analyze your case, taking into account your specific circumstances, assets, and family dynamics to develop a tailored strategy.

Strategic Planning

Our team will evaluate your assets, family structure, and long-term objectives to craft a comprehensive estate plan that meets your goals and complies with Arizona law.

Customized Estate Plan

We create a personalized estate plan, including wills, trusts, and other necessary documents to protect your assets and ensure a smooth transition for your loved ones.

Ongoing Support

As your life circumstances change, we provide ongoing support to update and modify your estate plan as needed, ensuring that it remains effective and aligned with your wishes.

Probate and Trust Administration

If necessary, our attorneys assist with probate and trust administration, guiding you through the complex legal processes and advocating for your best interests, even if it comes to legal representation in Arizona court.

Why Put Your Trust In Us?

Why Choose HagEstad Law Group Estate Law Firm?

Experienced

Know-How and Experience

Our team of seasoned attorneys is focused on estate planning, ensuring that you receive top-tier legal counsel tailored to your unique circumstances. With years of experience, we have handled a wide array of estate matters, giving us the knowledge and skillset necessary to provide effective solutions.

Approachable

Personalized Approach

We understand that estate planning is a highly personal and sensitive matter. That's why we take the time to listen to your goals, concerns, and aspirations. By developing a deep understanding of your needs, we can create customized strategies that align with your wishes and protect your assets for generations to come.

Affordable

Comprehensive Services

At HagEstad Law Group, we offer a full suite of estate law services to cater to your diverse needs. From drafting wills and trusts to navigating complex probate proceedings, our Phoniex estate attorneys are here for you.

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

Our Phoenix, AZ Probate & Estate Attorneys

HagEstad Law Group's experienced and dedicated attorneys are committed to providing exceptional legal counsel and personalized service in Phoenix, AZ.

Our team of skilled professionals focuses on various aspects of estate and probate law, ensuring that your needs are met with the highest level of accuracy and care. We take pride in our commitment to client satisfaction and strive to build long-lasting relationships based on trust, integrity, and results.

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 your wishes for the distribution of your assets and the care of any minor children after your death. A trust, on the other hand, is a legal arrangement where a designated trustee manages assets on behalf of beneficiaries. Trusts can help minimize estate taxes and provide more control over asset distribution.

Can I avoid probate with a living trust?

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Yes, a properly funded living trust can help you avoid probate, as the assets within the trust are transferred directly to the named beneficiaries upon your death, bypassing the probate process.

What happens if I die without a will in Arizona?

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If you die without a valid will in Arizona, your estate will be distributed according to the state's intestacy laws. These laws determine the distribution of assets to your surviving spouse, children, or other relatives, based on a pre-defined order.

How long does the probate process take in Arizona?

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The probate process in Arizona can vary in length, depending on the complexity of the estate, the existence of a valid will, and any disputes or issues that may arise. The process can generally take anywhere from a few months to several years.

How much does it cost to hire an estate and probate lawyer in Phoenix, AZ?

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The cost of hiring an estate attorney in Phoenix, AZ, varies depending on the complexity of your case, the attorney's experience, and the specific services required. It is recommended to discuss fees and costs during your free consultation to better understand the potential expenses involved.

Is a will enough for estate planning in Arizona?

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While a will is a crucial foundation for an estate plan, it might not be sufficient to address all your needs. A will only comes into effect upon your death and primarily focuses on asset distribution — it doesn't cover situations like incapacity during your lifetime or offer the same level of asset protection and tax benefits as a trust.

For a more comprehensive approach, consider additional estate planning tools, such as a revocable living trust, which allows you to manage your assets during your lifetime and seamlessly transfer them to beneficiaries after your death, thereby avoiding probate and minimizing estate taxes.

You should also consider a durable power of attorney, which designates someone to make financial and legal decisions on your behalf if you become incapacitated. Similarly, a healthcare power of attorney allows someone you trust to make care-related decisions for you if you can’t communicate your preferences.

I have a blended family. How can I ensure that my estate plan reflects my wishes and minimizes potential conflicts?

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Blended families often require careful estate planning to address the complexities of multiple marriages, children from previous relationships, and step-parent/step-child dynamics.

Clearly outlining your wishes for distributing assets and addressing potential points of conflict within your plan is critical. We can help you navigate these sensitive issues and create a plan that provides for your loved ones while minimizing the risk of disputes.