Testimonials

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, Botti & Morison handled the workshop with such humor and great examples. Thank you.

The workshop answered the questions we had about our need to have a trust. The attorneys were very informative and helpful.

I trust Chris to guide me through the estate-planning process. His intelligence, expertise and compassion helped me have confidence in him and the process. It’s great I can talk to him for free with a question or email him. I appreciate his knowledge of Medi-Cal & nursing homes and predict I will call on him in the future in that regard. Staff is also lovely and helpful.

All service rendered was excellent.

A very professional and knowledgeable firm.

Wonderful overall experience. So glad I found your firm given my circumstances (health). I feel my children are in good hands should anything happen to me.. They will have caring and responsive experts to turn to. Overall, super happy with the process and love the firm and the people (Paul is just wonderful!)

Thank you so very much!!!

Cool, fast, comfortable, direct and to the point. No sugar coating or B.S. Two thumbs up!

I had been dragging my feet for several years but knew I needed to set up a living trust for myself. My parents had talked about doing so also for many years but never got around to it. Tragically, they both became seriously ill and died within a year of each other. I had to go through the probate process for both (they had a very old will, but that was all). I know I didn’t want my daughters to have that experience!

The workshop I attended was extremely educational and the whole process was a “piece of cake” — very easy and reasonably priced. Definitely worthwhile for the peace of mind I now have.

I feel so much better after having finally completed this process. While I stalled on it for years, once we actually met and reviewed our wishes, it was a fairly easy process.

The past 7 years have been a very trying time for our family. As a result, we were presented with a few situations where we required Paul and Chris’ assistance. They both went above and beyond in helping us. They have been fantastic and we could not sing them enough praises. Thank you, thank you! We will gladly refer you to many more.

Good original presentation; very informative. Chris made the process enjoyable.

Thank you for being thorough and for being willing to explain unfamiliar information to us. We truly appreciated the help and guidance. Thank you too for perusing our parents’ trusts and providing your thoughts about next steps to improve the one trust that was completed by a CPA.

I appreciated the clear communication and patience with my process. Great experience. Thank you!

All services were provided with competence and caring. We consider Chris Botti family at this point. We will recommend the firm, Botti & Morison, to all our accounting clients as their needs arise.

Impressed with Paul Morison’s knowledge. Easy to talk to.

I’m very happy with Botti & Morison. Very professional, responsive, knowledgeable. I appreciate their guidance and legal advice.

The material presented in the workshop helped immensely in understanding about the trust. The workbooks provided help even more.

The presenters were personable and approachable, and very good and patient in answering questions that could have been considered trite.

Everything was very professional and satisfactory to us. Thank you!

The workshop was very informative and both Chris and Paul presented the material well. Also, our family trust was well done as it covered areas which we were not familiar with such as minimizing/eliminating capital gain taxes.

Thank you for your excellent service!

Thank you for making the process simple and efficient for us. We appreciate your time and help!

Information was provided fast by Lisa and Julia. Chris was very friendly and made the process stress free. The entire staff was knowledgeable. I was assured that I can reach out anytime if I have questions or if my trustee has questions. Overall very pleased to have done my living trust with Botti & Morison.

Thank you for making this process simple. We appreciate you!

We contacted Botti & Morison after making final arrangements with Peoples Funeral Chapel in Hanford. We attended a presentation and decided an Estate Plan was in our best interest.

We had the Botti & Morison office in Valencia make up our original plan. When my wife passed away I decided to update the plan. Both original and updated plans were handled professionally and courteously.

This was the best thing we ever did! By having all of our affairs in order it has given us peace of mind. Christopher Botti is absolutely wonderful! He has all the answers! He made our estate planning easy as can be. We even had to go back to him and do an amended will. I thought it was going to be hard but he made it just as easy. When the final binder came in it was done perfectly.

All of you have been fantastic! Thank you!

From the beginning Paul put us at ease with the process of putting together our trust. He was extremely knowledgeable, making us feel that the task ahead would go smoothly.

Been 17 years since I attended the workshop. This is the third amendment to the trust. Been great.

You were great to deal with and supplied the information I was looking for. Thanks.

Our family (including my brother) has greatly benefitted from your Estate Planning Services, finishing some much needed legal services that we needed to do for a long time. Your classes made understanding of a complicated process very accessible and most importantly for me, understandable. Thank you for all of your expertise and friendly services!!

Easiest process ever; wasn’t sure what to expect. Staff impressively responsive, professional and courteous. Especially the attorney 🙂

The law firm of Botti & Morison– particularly Paul Morison–has been extraordinary in educating us on the value of a properly structured family trust. Professional, knowledgeable, meticulous, highly responsive and great value for the money are all qualities we continue to enjoy while working with Botti & Morison. Mr. Morison walked us through the multiple benefits of a trust and how to avoid costly probate. One’s circumstances change throughout life (i.e., heirs pass away, relatives are added to wills, etc.). Eight years later Paul Morison still communicates with us to see if we are in need of any additional services—all for one extremely reasonable price we paid in 2014. Where does one find that kind of professionalism and service these days? Botti & Morison”s free estate planning seminar convinced us they certainly knew their “book of business”, and was the law firm we wanted handling our family trust.

Thank you, Paul. You made the experience of creating my trust a comfortable and enjoyable one. Take good care and we will keep in touch as needed.

I had a living trust set up for me many years ago. A paralegal collected all the information and after a couple of weeks, I went to pick it up. In my mind, I had a lot of questions about the contents but I did not know who to ask. I just kept the comments for years. I knew I had to update it since a lot of changes have happened in my life.

Thanks to the seminar held by Attorneys Botti & Morison, most of my questions were answered and I decided to have a new living trust done. I am so happy with Attorney Botti, he is very accommodating, he answered all my questions even further when we met face to face in the office. He even assured me that I can call him if I have more questions. So far, I am all clear and hopefully I will not bother him again. I will definitely recommend Attorney Botti to my friends.

Profession, kind, thorough and easy. Thank you for helping us through this process.

We had a great experience with Botti & Morison. The workshop was a great asset to building knowledge on how probate works. My husband and I felt no pressure and they were very well informed. A very smooth, easy process.

Thank you both for helping with our estate planning!

It is all confusing in many areas but Chris is patient and answers all my questions. I feel good that it is done.

Paul was a nice person to work with and has a great knowledge of trusts and wills.

Chris has always been easy to work with even though our trust is old and complicated.

We highly recommend Chris Botti. He was our wilderness guide through the indecipherable maze of estate planning. His explanations were always clear and in terms that always made sense, even for us. And he was always available to answer questions.

Wonderful experience — so easy. Thank you very much!!

It was a pleasure to work with Paul on this important task we had been planning for years to complete. The information and answers to our questions made the process less stressful and easy to manage. Thanks to Paul we can check off this important task as we move into our later years. Thank you!!

Thank you so much for the opportunity to meet in person. It felt more personal and I feel safer knowing if something happened they could contact you.

The most important question asked of me was “Who do you trust?” Had that question not been asked, I might not have been so sure as to who that was and where it may have taken me. Thank you, Christopher Botti, for that very important question.

Everything about this experience was an education in itself. So many different scenarios have taken place since this trust was established and I’m so thankful and grateful to Botti & Morison for making me see and understand the value of making this happen as soon as possible.

Peace of mind is everything and I have it in spades because of these two attorneys. Thank you so much.

It was a very good, positive experience. Mr. Morison was thorough and knowledgeable.

Thank you for all your help and guidance. Take Care!

Paul was very helpful with simplifying the legal terminology into terms that I could understand. So much appreciated! Was very accommodating with appointment scheduling. Overall, a great experience dealing with such important documents. Have already given his name and contact number to a couple of friends and family.

Well organized in every aspect. Outstanding presentations. Very good service by staff and attorneys. Love the notebooks and organization of contents.

All aspects of your offices and processes met or exceeded our expectations.

We feel this was all very worthwhile and wholly appreciate how you made it easy and comfortable.

Very good experience! I will recommend you!

Mr. Morison walked us through the important steps of this process with a communication style that was clear and easy for us lay people to follow. We were provided with sufficient information in a timely manner. The office staff, Lisa in particular, was responsive and efficient in helping set up appointments. We are thankful for your service.

Thank you! All our questions were answered. I felt I could ask any question and not made feel like it was a dumb question. My in-laws had a trust made back in early 90’s. Then four years ago my husband went to another trust attorney with his parents’ trust and was told everything was okay. Once both passed away, he realized they got the wrong info. but your firm helped us fix it.

I was drawn to the organization of your Estate Planning binder. The service was professional, efficient and thorough. Thank you for a positive experience and peace of mind; we now have a solid plan and guardians identified.

Everyone needs to get their house in order. We “were” like most – just kept putting the trust off until next week. The workshop answered our questions, and the easy way to fill out the questions plus the price is very very good, I have checked elsewhere. Thank you for all you did for us.

It was a pleasure working with Chris Botti on our estate plan. He was very professional and informative and pleasant in guiding us through the intricacies of an estate plan.

Our family deeply appreciates Mr. Botti’s professionalism, sensitivity and the clarity he afforded us throughout our estate planning experience with him. We will recommend him highly to anyone we know who is in the need of estate planning assistance.

Paul was very responsive to our needs. We had special concerns considering second marriage issues. He put our minds at ease and handled each issue appropriately.

We had a very satisfying appointment with Paul. He was very informative, explained everything in detail, very patient answering all our questions and explained his services very well; and took his time explaining what a “Living Trust” is all about. I was very impressed when Paul said he would come to our home to finalize the paperwork because my husband would not travel to his office. Both Claude and I are very happy with Botti & Morison’s service. Thank you.

Very pleased with everything. Glad we did this and have peace of mind.

My experience with Botti & Morison was excellent – everything was explained to me in a way that was simple for me to understand. Paul Morison is a very enjoyable person to talk to. On one occasion I met Paul at the front entrance door of the building and I believe he was just leaving to have lunch but instead he skipped lunch to answer my questions upstairs in his office. I will definitely recommend Botti & Morison to anyone who is considering getting a family trust.

Paul Morison led us through this process with patience and humor. The staff was helpful and efficient – especially Elizabeth, who got our completed documents to us in record time.

Prompt, precise advice and service. Thank you!

After attending the seminar we decided we needed a living trust. After we sat down with Paul, we were confident in our decision. He explained everything in detail and answered all of our questions.

Thank you for taking the time to explain all the paperwork and the importance of a living trust.

Thank you for making the process so easy and professional. Paul was a great help.

At age 80, it was something I knew needed doing. Your seminar invitation caught my interest, your workshop convinced me, the price was right. The simplicity of the free workbook pressed the ‘Go’ button.

We had attended similar seminars in the past, but were most impressed with yours. Other firms were a little less costly, but we felt the personalized service was worth every penny.

Your firm offers great value and proficiency in preparing and explaining the documents. The service you provide and ease of access to attorneys is commendable. My family and I appreciate the peace of mind knowing our affairs are in order.

Mr. Botti was very patient and efficient. I would highly recommend their services to anyone interested in preserving their assets.

Just at the right time, just lost my father when we received your information in the mail. Even though my parents had a trust for several years, the death of Dad hastened our decision to do a family trust. Thank you.

Paul was very professional and explained everything in a manner that made the process easier. We appreciate your time and help.

Really great job. Smooth almost effortless on my part. Everything was explained well and my concerns and questions were answered fully. Thank you!!

Very positive experience. Workshop was extremely informative. Attorney we worked with was very knowledgeable and provided info quickly and understandable for all our questions.

Thank you. Looking forward to a lifetime of communication and friendship.

We have already referred 2 couples to your seminar and know of at least one who is currently going through the estate planning process. We will continue to tell folks about you! Thank you so much for being there! It was the right move at the right time for us.

I felt that I could Trust you, information was explained well.

Positive and informative. Paul is engaging, listens well and shows he cares about his client. Initially my thoughts about estate planning were about who inherits what. I found that the advance health care directive is just as important. Being referred by someone I know prompted me to get this done and during this time of COVID-19 timing was important. I’m relieved it all came together. Participating in the webinar was terrific and I learned a lot more than I thought I would. Thanks for helping me and giving me peace of mind!

Appreciate all the knowledge and ease of completing our trust. Chris was awesome. Thank you.

Thank you for the great experience. The process was painless and made easy. I also appreciate the follow up to ensure we got the process done during these crazy times. The reminder phone calls were a great nudge to get it done. You guys were great. Thank you for the peace of mind!

A very good experience overall. We were very overwhelmed with many difficult decisions; however, Paul was able to clearly explain, in detail to us, all of our options. He was very straight-forward and pointed out considerations we had not yet thought of. We felt it was fast, thorough and all of our needs were met.

We found the entire process simple, complete, very helpful and our relationship with Paul was excellent.

We spoke with Chris about providing a workshop for our congregants who own homes. We look forward to hosting a workshop to assist the congregants in protecting their assets, minor children and directing their health decisions. Thank you!

I enjoyed the process and working with Chris very much. I’m happy to have a thorough and complete revision to our trust that should ease the transfer of assets to my daughters.

Answered all questions. Very cordial, efficient with quality.

I would highly recommend Botti & Morison. I worked directly with Chris Botti. I needed to change my will into a trust. Chris Botti walked me thru the whole process and was very personable and thorough in explaining everything to me. I also felt it was priced below what I had anticipated, which was an added plus.

My husband died 4/27/20 suddenly. We had no idea what the “rules” were. Nothing prepared us for what the impact was on receiving medial care. It was a JOLT! I am grateful for the empathy and professionalism of Chris Botti especially at such a difficult time.

Chris Botti was more than patient with us. He answered all my questions. Due to a blended family, he made the decisions seem easier than was anticipated. Thank you so much!

I am glad I attended the workshop even though at the time I did so mainly for informational purposes to learn about estate planning. Several years passed before we actually acted on the information. Much of the delay had to do with uncertainty we had at the time regarding decisions we felt needed to be made before proceeding. I wish I had taken advantage sooner of the firm’s policy of not charging for advice, which ironically was one of the reasons I chose Botti & Morison. I appreciate their patient yet persistent follow up. Mr. Botti was very helpful in explaining our options and giving guidance as we talked through our desires and questions. The resulting documents are very thorough and provide great peace of mind. They reflect current law and cover all contingencies. We appreciate Mr. Botti’s mix of personal care and competent professionalism.

Paul Morison is fun to talk to and explained everything in a very understandable way. We enjoyed his service and personality!

Thank you so much for being patient and persevering with us! (7 years!)

I greatly appreciate your patience and guidance through the entire process.

We are grateful to have finally completed our estate plan. Now we need to work through the next steps. Thank you very much!

We enjoyed the group presentation as both of you broke this information down into smaller parts (steps) making it easier to obtain a grasp of consequences. We appreciate your ability to add humor to a legal, complicated topic. Both of you made this process something we could understand and feel confident that our trust has been done properly.

Chris, we truly appreciate your professionalism and responsiveness. It was a pleasure working with you as you guided us through this process.

Your professional and staff services at Botti & Morison have been outstanding in every respect. Attorney Paul Morison has been so forthcoming and unfailingly patient and responsive to my questions (of which there have been more than a few!) on our path toward finalizing my trust. Thanks too to Nicole and Debbie for their guidance and assistance. And I cannot fail to mention Susie, who answered the phone when I first called to make an appointment with Paul. She tactfully offered that she might be able to help me with some of my inquiries, and “bore the brunt” of my onslaught of questions beautifully. I called her two or three times and she never faltered! I hope she is doing well. It’s been so gratifying all around to interact with Botti & Morison, and I am so thankful and pleased I entrusted my trust to you.

The whole process was easy, we thought it would be much harder. We learned a lot in the process and thankful to have peace of mind. Thank you!

Thank you for helping me complete my estate plan. You made it much easier than I anticipated. You answered all of my questions and I am pleased that you will be available in the future in case I have more questions or changes. Thank you!!

We appreciate your patience and your willingness to explain everything in great detail. We never felt pressured about anything.