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Our Office

  • Huntersville Office

    Address

    11330 Vanstory Dr.
    Huntersville, North Carolina 28078

    Phone

    704-464-8809

Reviews and Testimonials

  • " I have had the pleasure of working with Attorney Sabourin and would recommend him to anyone requiring legal advice or representation. He is well informed, prepared, professional and serves his clients with patience and compassion."

    - E H. – 5 out of 5 stars Yelp

  • "I asked Andrew to write my will. He was extremely honest with me regarding the price, and very fair. He explained everything, and made sure all my questions were answered. He made the entire process painless. I would highly recommend him."

    - Deborah S. – 5 out of 5 stars Yelp

  • "Andrew Sabourin was a pleasure to work with. He was very personable and responsive throughout the entire process, and answered all our questions. He was easy to communicate with, whether via phone call, email or in person. He is very professional, and made the process and paperwork feel easy. I would highly recommend him!"

    ...
    Show More - Angela C – 5 out of 5 stars Google


  • " Attorney Sabourin handled our legal matter with superior professionalism and was responsive in a very timely manner and very supportive from the first phone call and remained consistent throughout the entire process. He is easy to talk to, very knowledgeable, and it was a pleasure working with him. My husband and I would highly recommend Attorney Sabourin."

    ...
    Show More - Gina C.– 5 out 5 stars Google


  • " Attorney Sabourin handled our legal matter with superior professionalism and was responsive in a very timely manner and very supportive from the first phone call and remained consistent throughout the entire process. He is easy to talk to, very knowledgeable, and it was a pleasure working with him. My husband and I would highly recommend Attorney Sabourin."

    ...
    Show More - Anonymous – 5 out of 5 stars Lawyers.com

Thorough Huntersville Lawyer Handles Estate Planning

North Carolina attorney helps with wills, TRUSTS, advance directives and related issues

Careful estate planning now can give you peace of mind in the future. Lake Norman Wealth Counsel in Huntersville, North Carolina understands the sensitive nature of these discussions. We can apply our years of experience to draft documents that distribute assets the way you desire and accurately communicate your wishes regarding medical care and decision-making.

Drafting wills that form the basis of your estate plan

When people think of estate planning, wills usually come to mind first, and for good reason. A properly drafted will can help you accomplish many goals, such as distributing assets to the people and organizations you choose, selecting a person to manage the distribution of your assets (an executor/personal administrator) and nominating a guardian for minor children. Our firm drafts wills and amendments to wills (codicils) that clearly express your intent. We fully understand all the requirements for valid wills in North Carolina and will advise you throughout the process.

Living trusts can save your family time and money

Living trusts can be helpful in managing your estate while you’re alive and simplifying estate administration for your family when you’re gone. Advantages of living trusts include:

  • Maintaining your privacy, because trusts do not go through probate
  • The ability to choose a person to manage the trust if you become incapacitated
  • Reduced estate administration costs, since a living trust is not probated
  • The ability to provide for minor children by giving them a share of the estate when they reach a certain age
  • The ability to structure dispositions in a way that achieves more favorable tax treatment

We can help you navigate the many nuances of establishing or modifying a living trust.

THE IMPORTANCE OF FUNDING YOUR REVOCABLE OR IRREVOCABLE TRUST

Funding, funding, funding!! Funding is the process in which you title your assets you own so that they are now owned by your Trust. It also means you properly designate the Trust to be the beneficiary of any designated beneficiary accounts like life insurance or retirement accounts.

The importance of funding your Revocable or Irrevocable Trust cannot be stressed enough! At Lake Norman Wealth Counsel, we understand this. Without properly funding your Trusts, they will not work as intended nor avoid probate.

At Lake Norman Wealth Counsel, we provide the necessary funding instructions, certificate of trusts, and custom complex beneficiary designation forms. We communicate effectively with your financial advisers, banks and other account administrators. We promise to continue to advise you on funding even after we deliver your original estate plan and trust packages so the Trusts we created for you work as intended.

ADDITIONAL INFORMATION ON THE DIFFERENCES BETWEEN WILLS, TRUSTS AND DYING WITHOUT AN ESTATE PLAN/WILL

Please read some additional information on the differences between having a Will, a Trust based Estate Plan or having no Plan at all:

Wills, Trusts and Dying Intestate: How they Differ

Wills vs. Trusts: A Quick & Simple Reference Guide

What happens if you die without a Will?

Do It Now: Name a Guardian for Your Minor Child(ren)

Living wills let you direct your own medical care

While living trusts deal with your property, living wills deal with your future medical treatment. Also known as advance directives, living wills state what choices you would make about your medical treatment if you were able to communicate. These choices direct doctors and health care providers on whether to continue or to withhold life-sustaining measures, for example. Advance directives must comply with North Carolina law to be valid. We can provide valuable guidance to help you employ these useful tools.

Powers of attorney give designated people authority

Powers of attorney come in two forms: financial and health care. They are similar in that they both allow you to appoint a specific person to make decisions for you when you cannot. A financial power of attorney empowers a person you choose to write checks from your accounts, make decisions about selling your property and more. A health care power of attorney allows a person you choose to make all health care decisions for you, such as determining who receives your medical records and giving consent for surgery.

Learn about estate planning with a free consultation at our Huntersville office

Reach out to Lake Norman Wealth Counsel in Huntersville, North Carolina for comprehensive estate planning services. We offer a free initial consultation. Call us at 704-727-2026 or contact us online.