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.

Contact Us

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.