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.

    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!

    Roland Minogue
    -
    July 26, 2022

    Andrew and Team came highly recommended to me in relation to the Trust work I was looking to execute. Our experience has been fantastic, with detailed business plans and high level service along the way. I am very pleased with the plan that Andrew produced for my family and suggest that you check in with him for similar needs.

    William Magee
    -
    May 15, 2022

    Andrew, at Lake Norman Wealth Counsel, is a pleasure to work with. Understandably, setting-up a family trust can be a complicated and at times an intimidating process. Andrew takes a lot of the anxiety out of the process. He explains each event very thoroughly and in detail. Most importantly, as his client, he stays with you and follows-up every step of the way and I (we) never felt as if we've been thrown to the wolves. LNWC is focused on family wealth planning, as such, we never felt as if we were sandwiched in-between other legal matters. We would definitely recommend Lake Norman Wealth Counsel for anyone considering planning a will or family trust.

    Lake Norman Wealth Counsel

    Our Address

    11330 Vanstory Dr, Huntersville, NC 28078, USA

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