Trusts & Estate Planning in Garner, NC

Protect Your Wealth & Your Loved Ones

Why a Trust is a Powerful Estate Planning Tool

A Revocable Living Trust is one of the most effective ways to protect your assets, avoid probate, and ensure a smooth transfer of wealth to your loved ones. At The Happy Lawyer, we help families in Garner, Raleigh, Cary, and surrounding North Carolina areas create customized trust-based estate plans that provide peace of mind and financial security.

What a Trust Can Do for You

  • Avoid Probate – Keep your estate out of court and ensure a private, efficient asset transfer.

  • Maintain Control Over Your Assets – Manage your wealth while living and determine how it’s distributed after your passing.

  • Protect Your Beneficiaries – Shield heirs from lawsuits, divorces, and poor financial decisions.

  • Plan for Incapacity – Ensure trusted individuals can manage your affairs if you become incapacitated.

  • Reduce Estate Taxes – Minimize tax burdens and maximize the legacy you leave behind.

Types of Trusts We Offer

Revocable Living Trust – Avoid Probate & Retain Control

A Revocable Living Trust allows you to manage your assets during your lifetime and seamlessly transfer them to your heirs without probate.

Irrevocable Trusts – Maximize Asset Protection

An Irrevocable Trust can help shield assets from creditors, lawsuits, and excessive estate taxes. Once created, the terms generally cannot be changed, ensuring long-term protection..

Medicaid Asset Protection Trust – Plan for Long-Term Care

A Medicaid Trust helps protect assets while allowing individuals to qualify for Medicaid coverage for nursing home care, ensuring financial security for your spouse and heirs.

Special Needs Trusts – Secure a Loved One’s Future

A Special Needs Trust (SNT) allows individuals with disabilities to receive an inheritance without losing eligibility for government benefits such as Medicaid and Supplemental Security Income (SSI).

Trust vs. Will – Which is Right for You?

While a Last Will & Testament ensures your assets are distributed according to your wishes, it must go through probate. A trust allows for a smoother, faster transfer of assets without court involvement. The Happy Lawyer will help determine which option best suits your estate planning goals.

Why Choose The Happy Lawyer for Trust Planning?

  • Custom Trust Solutions – Every family is unique, and we tailor trusts to meet your needs.

  • Privacy & Probate Avoidance – Keep your estate matters private and out of court.

  • Fixed Fees & Transparent Pricing – No hidden costs—know what to expect upfront.

  • Local Expertise – Serving families throughout Garner, Raleigh, Cary, Clayton, and Wake & Johnston Counties.

Protect Your Legacy with

a Custom Trust Plan

A trust ensures that your wealth is preserved, protected, and passed on efficiently to your loved ones. Let us help you create a customized trust that secures your family’s future.

Serving clients in Wake County, Johnston County, and surrounding North Carolina areas.