Lake Norman Wealth Counsel

We had a fantastic experience working with Andrew Sabourin with Lake Norman Wealth Counsel on our revocable trust. He took the time to explain everything clearly and thoroughly, making a process that can feel overwhelming very manageable. His knowledge and experience were evident every step of the way, especially given our family’s unique situation. He guided us through what he handled directly, including the deeds, and clearly explained how to complete the remaining items ourselves, which made it very easy to finalize everything. He stayed in contact throughout the process and was always responsive and continues to be there when we might need him. We couldn’t recommend him more highly.

We recently completed our Estate plan with Andrew. He was wonderful to work with; he is personable and very thorough. He answered every question we had and offered information and suggestions that we hadn't thought of. We met 3 times in office and had several email communications with him in between meetings. We never felt pressured by Andrew and were very satisfied with his knowledge and understanding of all things related to Wills,Trusts, and Estate affairs. We highly recommend Lake Norman Wealth Council and Andrew. .

Andrew's guidance and expertise allowed us to create an estate plan that met all of our needs. He listened to our wishes and patiently explained our options. Andrew was quick to respond with answers to questions that came up throughout the process and helped us navigate the way to create a plan that would ensure the best outcome for our family.

Andrew is very Thorough , and does a great job explaining trusts, and how to fund it. He is Very easy to deal with. We Provided a lot of information to him before we first met, and he had taken the time to thoroughly review it for our first meeting. Very happy we chose Lake Norman Wealth for our will and trust creation. I highly recommend Andrew for your estate planning needs.

Andrew was very easy to work with and used “normal” words to help us navigate our financial planning changes. I would recommend him to anyone! Super knowledgeable, helpful and organized.