Lake Norman Wealth Counsel

11330 Vanstory Dr, Huntersville, NC 28078, USA

About Lake Norman Wealth Counsel

5 / 5

from reviews

Is this your business?

    Colleen Moore
    -
    March 08, 2022

    My husband and I recently established a comprehensive estate plan with Andrew Sabourin and he was such a pleasure to work with. The estate plan he recommended for us was very personalized to our situation, and he made the process very easy and painless. We went into our first meeting with Andrew with very little knowledge or understanding of Wills and Trusts. After working with Andrew, we feel confident about our financial future and the plans we put into place to leave our resources to our daughters in the most efficient way. Andrew is more than just an attorney. He makes you feel like a new friend. I wouldn't hesitate to recommend him to anyone looking for assistance with estate planning needs.

    Rachel Mitchell
    -
    October 05, 2022

    My husband and I had our first child late last year and decided that it was important to establish a will and have a plan for a guardian for our son should something happen to both of us. Andrew was great to work with, he was super responsive from the beginning, and took time to answer all of questions/concerns. He guided us on what he thought would be the best option for us (will vs trust) but ultimately let us make the decision without any pressure. He made us feel confident in all of the decisions we made, and asked really great guiding questions to talk us through various scenarios. These are not fun conversations to have, but are so necessary, and we had a great experience with Andrew and highly recommend.

    Joan Donnellan
    -
    August 23, 2022

    My husband and I met with Andrew Sabourin to discuss creating a family trust and will. He was very knowledgeable, professional, a listened to our personal needs. He walked us through the process step by step, and was patient and responsive to our many questions and phone calls. He created a family trust reflecting our family’s personalized needs. it was a pleasure working with Andrew through this entire process and we highly recommend him for any estate planning needs.

    Kristin O'Brien
    -
    June 04, 2022

    Andrew was wonderful to work with. It's not fun or comfortable talking about what happens in the event that you die, but Andrew helped us lay out a plan we're happy with. Oddly, I feel very at ease now that we've taken all the steps to make our deaths as easy as possible on our loved ones. After experiencing the legal hoops and you have to jump through and tax ramifications of poor planning when your next of kin doesn't properly plan, I recommend everyone reach out to Andrew!

    Dwayne Foster
    -
    January 09, 2023

    My wife and I worked with Andrew to have a full Estate Plan created. This entire process was new to us but Andrew did a great job of breaking down all of our options and walking us through the process step by step. He was also very attentive and responded very quickly to any questions we had no matter how small they may have been. I've already suggested Andrew's services to a few of my friends and will continue to do so in the future.

    Lake Norman Wealth Counsel

    Our Address

    11330 Vanstory Dr, Huntersville, NC 28078, USA

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