Testimonials

Karen was amazing. She explained everything slowly and made it easy to understand. She was always available for questions and seemed to go out of her way to help. It was a very positive experience.

I started with Paul M. when I was married. I went back to Paul for my trust because I had faith in him and the firm. In 2018 I finalized it. I moved out of state and the process went just as smoothly with Chris. Thank you to Lu & Amanda as well, they were great.

Thank you for helping me. I feel comfort in knowing my family will be able to move forward without the added stress. Your professionalism has been stellar. Keep encouraging people to do this. It was hard to get motivated, but your workshop pushed me forward.

It was nice dealing with a professional, informative attorney.

I appreciate the work Karen put into my restated trust. I reside in Texas but wanted to keep my California trust.

The process was way simpler than I thought it would be. Should have done this earlier – but we got it done now! My kids will be set and hopefully will alleviate the nastiness that often comes after death among relatives.

Working with Karen Dion was such a pleasure. She is delightful and very professional. She is quite an asset to the firm.

Overall, I was impressed with this Firm and felt that I could trust my needs in their hands. The Workshop was very helpful, and as I spoke with Karen Dion, I had a good feeling that we could get my plan “fixed” and up to date. Karen is my blessing throughout this process as I had lots to do to get to the final stage. I am forever grateful!

Overall positive experience. There is nothing that comes to mind that could have made the process any better.

Thanks for preparing my Estate Planning document. I found the company very professional. It was easy to work with Botti & Morison attorney and staff. Thanks.

Chris was excellent to work with. He established confidence with his expertise during the workshop and follow-up communications. Including in person appointments. He kept the concepts & process simple. We have already recommended him to our sister in law.

The overall experience was very good! The seminar very good! The materials and information provided were very good. The packet of information needed by us was not as complicated as I thought it might be. Mr. Botti was very cordial, informing and you could tell, very sharp at his profession. Thanks :)

From workshop to final signing. Gail and myself thank you. Mrs. Dion is The Best!!

We had our initial trust done 15 years ago and honestly just went with it while not really understanding all the legal implications. The workshop was very helpful in providing general info but also answering specific questions. We feel that we (and our assets) are protected and our wishes will be properly executed after completing our trust with Karen.

Great overall experience, will definitely recommend to friends and family.

Easy to understand the ins and outs. Very patient with all our questions. Such a complex issue, B&M handled the workshop with humor and great examples. Thank you.