Client Reviews & Testimonials

Botti & Morison Estate Planning Attorneys, Ltd.
San Luis Obispo Location Testimonials

Throughout the years, we have helped San Luis Obispo County people achieve their estate planning goals and secure favorable outcomes in their probate proceedings. Hear what our clients have to say about our services at our San Luis Obispo estate planning law firm.

Botti & Morison Client Testimonial
“After some initial communication issues our experience with Chris Botti and his wife Nicole was great. They really care about their customers and it showed in the follow up and how they took care of things. Much appreciated and I would recommend them highly .”
– Robert T.

Botti & Morison Client Testimonial
“We received a mailer from Botti & Morison regarding estate planning. I had an existing trust but as life goes, it needed to be updated years ago. We attended the workshop that was offered by their firm. We were glad we went, we learned so much about estate planning and having a trust in place at this workshop that I had not been familiar with. We decided to get a joint trust established with Botti and Morison and they did an amazing job. Chris was attentive, sympathetic, professional, engaging, and most of all experienced with our concerns. I would recommend that all families have a trust in place and no better place to have it completed than Botti & Morison. You will have peace of mind that it was completed with a competent and experienced law firm. The cost was reasonable and competitive with other law firms we checked out. We are happy we chose them!”
– Jose T.

Botti & Morison Client Testimonial
“Our experience with Botti and Morison was superb. Mr. Morison was helpful and able to answer all of our questions and provided great advice. The entire process was efficient and timely. We are so thankful that we worked with Botti and Morison.”
– Sandra B.

Botti & Morison Client Testimonial
“Over a decade ago, we attended a Botti & Morrison estate planning seminar and subsequently developed our trust and other estate documents with Chris Botti. The process was easy, personal and thorough. Chris’s knowledge and communication were exceptional and we were comfortable that our desires were covered. With changes in regulations, tax laws and additions to our extended family, we recently updated our trust utilizing Botti & Morrison again. Chris was a great resource in explaining how our trust should be modified to protect our estate plans. The binder of documents they provide contains everything needed to administer our estate. The experience with Botti & Morrison was outstanding… twice.”
– Danny D.

Botti & Morison Client Testimonial
“My husband and I would highly recommend Botti & Morison after our experience having them handle our living trust. Their workshop was very informative (and fun) and the process of setting up our trust was easy. There was someone there, always, to answer questions. And we are confident that any needs we might have arise would be handled in the same professional manner. Plus, they are just very nice people.”
– Dorothy J.

Botti & Morison Client Testimonial
“At our age, we really felt the need to get our estate in order. I had received a mailer from Botti and Morison with a seminar near us. They explained what could happen without pre-planning. They made it seem easy and straight forward. We were walked through the whole process personally. We are very happy with the services provided and feel the fees were very reasonable. Thank you Botti & Morison.”
– Norine E.

Botti & Morison Client Testimonial
“We attended a seminar put on by Botti & Morison which we found very informative and thorough. Following the process, finalizing our living trust was surprisingly easy. During our personal meetings, Paul covered in detail every single paragraph and answered all of our questions in a matter that we could understand. With his professional expertise, he also provided us with direction that helped us come to a decision on personal issues. We appreciated his friendly and professional demeanor during the process, and commitment to always be available to answer any questions we might have in the future. Also, we appreciate the office staff who has received our emails and answered all of them in a very timely and professional manner.”
– Sergio R.

Botti & Morison Client Testimonial
“Our experience with Chris Botti was extremely positive. We first attended one of Chris & Paul’s workshops and we were thoroughly impressed with their knowledge/experience. Then we worked directly with Chris on putting together our estate plan. Chris was extremely helpful in guiding us through the process and made everything smooth and easy for us. We are extremely happy with the results of Chris’s efforts for us and feel very comforted in knowing that he will be there for us in the future.”
– Adam G.

Botti & Morison Client Testimonial
“Provided Trust Services as advertised. Easy to talk with, no high pressure tactics and quick reliable services. They provide both a finished (in Binder) product as well as a portable copy of documents. Note: when notifying banks of your trust you should take the complete copy of the trust with you. Simply showing them a Certificate of Trustee Authority did not work at our banks (mechanic, wells fargo, pacific premier).”
– Michal M.

Botti & Morison Client Testimonial
“We experienced very personal and efficient service by the legal professionals and by their staff, we are very pleased with their service for Family Trust.”
– Pat B.

Botti & Morison Client Testimonial
“Chris Botti of Botti & Morison have provided us with excellent estate planning over the years. His estate planning advice and documents have given us a detailed plan regarding our estate and wishes. Chris’s professional service and friendship has always been top notch. We consider him a part of our family. My advice is to attend a seminar, and develop a plan for ease of mind.”
– Charles J.

Botti & Morison Client Testimonial
“Thoroughly knowledgeable and professional. Patient for delays in our decision making process which stretched out a few years.”
– Carlton T.

Botti & Morison Client Testimonial
“I’ve had the pleasure of working with Paul Morison of Botti & Morison since 2018 after attending one of their awesome workshops. They simplify and put you at ease of how to get your Estate Planning accomplished. Extremely knowledgeable, quick response, personable and great rates. Plus these guys are available without charging when it comes to just asking questions before, during and after completing your documents, how many attorneys do that!”
– Nadja B.

Botti & Morison Client Testimonial
“Chris is professional, competent and has a relaxed manner that makes a serious appointment enjoyable. Great personality and integrity. Highly recommend him. ”
– Barbara L.

Botti & Morison Client Testimonial
“Reliable, reasonable, right on time. Recommended for putting your estate in order.”
– James B.

“To be educated and protected, partner with Botti and Morison. At the height of the pandemic, my concern for my family’s present and future welfare began to weigh on me. I knew I had to seek out ways to preserve and protect everything my family has worked so hard to build. I attended a seminar, and made an appointment to meet. Every conversation was handled professionally, and I always walked away learning something new–if not several things! Proper estate planning, as they say, is truly a gift to your family. The only regret I have is that I didn’t seek them out sooner to secure their assistance in arranging my affairs – highly recommend!”
– Alexander C.

“We went to 2 seminars and decided to have Botti and Morrison do our estate plan. We have worked with Chris Botti for a few years. We have been very happy. Chris is personable, professional, and responds quickly. As they say in their seminars, we have never been charged for a consultation, phone call, or email.”
– Chuck T.

*The content of client testimonials does not constitute a guarantee or prediction regarding the outcome of any legal matter.

San Luis Obispo Estate Planning Law Firm

Botti & Morison Estate Planning Attorneys, Ltd.

Botti & Morison is a proud member of every community we serve as evidenced by our A+ record with the Better Business Bureau. We are proud of our success and look forward to continuing our relationships with each local community. Botti & Morison is here to help you and your family establish the peace of mind that comes with a customized estate plan.

Address
2436 Broad Street
San Luis Obispo, CA 93401

Phone
Direct: (805) 544-0410
Toll-Free: (877) 585-1885

Hours
Monday: 9:00am – 5:00pm
Tuesday: 9:00am – 5:00pm
Wednesday: 9:00am – 5:00pm
Thursday: 9:00am – 5:00pm
Friday: 9:00am – 5:00pm

Estate Planning Attorneys Serving San Luis Obispo County

If you’re seeking advice from a qualified San Luis Obispo estate planning attorney, look no further than Botti & Morison Estate Planning Attorneys, Ltd. With over 60 years of combined estate planning experience, our attorneys have the skills, resources, and knowledge needed to assist you in any estate, trust, and/or probate issue.

Contact a San Luis Obispo estate planning lawyer today and learn how you can protect your assets/wealth upon death or possible incapacitation. Call (805) 544-0410 or submit an online contact form to set up your first consultation.

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