city
HagEstad Law Group, PLLC logo

MT

Montana

(406) 203-9303

AZ

Arizona

(623) 999-1728

Background decorationProtecting Your Legal Interests in Montana & Arizona

Sun City, AZ Estate Lawyers

Experience exceptional legal counsel in Sun City, AZ for your estate planning needs. Our dedicated team of estate lawyers provides custom-tailored solutions to protect your assets and secure your family's future.

30+

Years of Combined Experience

500+

Clients Served

Millions

of dollars saved for our clients

There is a lot of talk in law firms about the ease of use, this one has ben the best I have had experience with. They listened to me, addressed my questions promptly, and provided excellent council. The quality is great and the customer service makes them a standout.

Sean Merritt

5

We would highly recommend the HagEstad Law Group. David was thoughtful and thorough in helping us work through our legal documents, patient with all of our questions, and follow up was timely. We felt very good about the legal advice being provided. Michelle and Mindy were also great to work with and we appreciated how they all made us feel valued and appreciated as clients.

Terri Jackson

5

From initial contact through the entire Estate Planning process our experience was great, efficient and affordable. Each HagEstad employee was courteous, knowledgeable and professional. I would highly recommend HagEstad Law Group.

John Bigelow

5

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Estate & Probate Law Services We Provide in Sun City, Arizona

Estate Planning

Estate Planning

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Probate & Estate Administration

Probate & Estate Administration

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Trust Administration

Trust Administration

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Estate & Trust Litigation

Estate & Trust Litigation

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What Makes Sun City Communities Such Great Places to Retire?

What Makes Sun City Communities Such Great Places to Retire?

Sun City communities are wonderful places. You can throw a rock in any direction and hit green; great local eating and shopping; proximity to Phoenix and the surrounding areas; Sedona and Flag are a short drive North. Oh, and the cost of living is still lower than pretty much anywhere in the East Valley. Win, win, win, and win.

Did I mention the golf courses? We probably did. But there are lots of reasons to love Sun City communities, not just golf.

Custom Tailored Wills, Trusts, and Estates for Sun City Residents

Sun City communities are retirement developments with an average median age of almost 73. The majority of Sun City residents moved in from elsewhere (probably to escape rising taxes and shoveling snow). Retirees love Sun City communities because it was built just for them. It is, and has always been, a community tailored to retirees. At HagEstad Law Group, we believe that the legal services available to you should be just as custom tailored.

The major issue that we at HagEstad Law Group have found is that Sun City residents either don’t have an Estate Plan, or it has not been updated in many years. We are not judging you, but we are here to help.

New Sun City residents need to have their existing Estate Plan reviewed and updated when they move to Sun City. If you have a Will or trust that you established in another state, you need to be sure to have it updated with the newly acquired Arizona assets. It may make sense to revise the Will or Trust to make it a domestic Arizona Trust or Will. Doing so will make the enforcement of those documents much easier for your family and loved ones after you pass away.

If you do not have an Estate Plan, HagEstad Law Group will custom-tailor your Estate Plan to meet your individual needs. Your city was made with you in mind, and your Estate Plan should be too! Why? Because an Estate Plan is so much more than a Will or a Trust. You will likely need a Medical Power of Attorney, Living Will, or Financial Power of Attorney to allow others to help you make medical and financial decisions later in life or should something happen. These are all items that your attorney at HagEstad Law Group will go over with you. Our approach is comprehensive. We want to maximize your Estate Plan, minimize tax burdens and help you gain peace of mind knowing that your financial house is in order well beyond your lifetime.

You Have Spent Your Life Acquiring These Assets. Now It’s Time to Protect Them

Something that is important for Sun City residents to understand is that you have spent your life working to acquire these assets, now it is time to make sure they are protected for future generations.

In just a few short steps, you can put in safeguards to protect inheritances from creditors, build generational wealth, and provide for your spouse, children, and grandchildren for years to come.

Sun City Communities are Fun, but an Estate Plan-less Probate is Not

We understand that this is not a fun conversation to have, but it is an important one. You are a smart, thoughtful person, we understand that because you wouldn’t be reading this page at all, let alone be reading this far down if you weren’t. Because of that, we are not going to beat around the bush about this. You are going to pass away. What happens to your assets at that point is out of your control unless you make your voice heard. So, call HagEstad Law Group, your local Wills, Trusts, and Estates attorneys, and let's get it done.

HaGestad Law Group, PLLC

Schedule Your Free Consultation Today!

Schedule a consultation and let our attorneys answer your questions and lay out your legal options.

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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 Estate Law Legal Process

At HagEstad Law Group, we understand that navigating estate law can be complex and overwhelming. That's why our team of dedicated estate lawyers in Sun City is here to guide you through the legal process with ease. 

Our Estate & Probate Law Legal Process

Initial Consultation

We'll listen to your needs and explain how our process can help you protect your assets and secure your family's future.

Customized Estate Plan

We'll develop a comprehensive plan tailored to your unique circumstances and goals.

Document Preparation

Our experienced attorneys will draft all necessary legal documents, including Wills, Trusts, Powers of Attorney, and more.

Review and Execution

We'll guide you through the review and signing of your estate planning documents, ensuring your intentions are properly documented.

Ongoing Support

We're here to provide ongoing support, review, and updates to your estate plan as your life circumstances change.

Why Put Your Trust In Us?

Why Choose HagEstad Law Group Sun City Estate Lawyers?

Choosing the right estate lawyer is crucial for ensuring the success and effectiveness of your estate plan. At HagEstad Law Group, we pride ourselves on being the trusted choice for Sun City residents seeking outstanding estate legal services. Here are some reasons why you should choose us:

Experienced

Experienced Professionals

Our team of estate lawyers has extensive experience in helping Sun City residents with their estate planning needs.

Approachable

Custom-Tailored Solutions

We understand the unique needs of Sun City residents and provide personalized estate planning strategies to protect your assets and loved ones.

Affordable

Comprehensive Approach

We go beyond simple Wills and Trusts, offering a range of legal services including Powers of Attorney, Living Wills, and more.

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

Meet Our Sun City Professional Estate Attorneys

At HagEstad Law Group, our Sun City estate attorneys are dedicated to providing personalized legal services to meet your unique needs. With years of experience and a commitment to excellence, our team will work tirelessly to protect your assets and ensure your estate plan reflects your wishes.

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

Why do Sun City residents need to have their existing Estate Plans reviewed and updated when moving to Sun City?

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It's essential to update your Estate Plan to reflect your new Arizona assets and ensure its enforceability for your family and loved ones after you pass away. Our attorneys can assist you with the necessary revisions.

What other documents are typically included in an Estate Plan?

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In addition to Wills and Trusts, you may need a Medical Power of Attorney, Living Will, or Financial Power of Attorney. Our comprehensive approach covers all these aspects to protect your interests.

Why is it important to protect your assets through estate planning?

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By implementing proper safeguards, you can protect your assets from creditors, build generational wealth, and provide for your loved ones, ensuring a secure future for your family.

How can HagEstad Law Group help with estate planning in Sun City?

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Our experienced estate lawyers will guide you through the entire process, offering personalized legal solutions that meet your specific needs. We prioritize your peace of mind and ensure your financial house is in order for generations to come.