Testimonials

Appreciated having a local Ventura presence and experience. Appreciated having estate planning as your prime focus. Appreciated the binder and organization

We used them for years since 2001 with our mom and ourselves, and needed guidance for our special needs son and inheritance to children was a concern. We love the whole team. Thank you so much for being there for us.

Mr. Botti is a very kind man. He is very professional, straight to the point. Not pushy at all.

The initial meeting was very clear and informative. The staff was very knowledgeable both on the phone and in person. I had a wonderful experience.

I “thank you”, Karen Dion, for your “very welcoming” services, complete explanations, patience, thorough & simple reassurances, & great finishing timing too! I am very grateful & appreciative, very much, for all your help for myself and my family.

We couldn’t be more pleased with Karen Dion.

This is a difficult topic to address. Your presentation was straightforward and informative, and helped us to move ahead. The process was less stressful than we anticipated and we were well taken care of. Thank you!

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.