Testimonials

Karen was thorough with explaining everything. She was very helpful with how to set up the deed.

My husband (85) and I (82) had reached a point in our lives when we needed to have our affairs in order. We had a family trust in place but it needed to be examined and updated. Your firm especially Karen Dion made that task less stressful and intimidating.

Your firms experiential background and knowledge base were presented in an “understandable, professional manner” free of jargon and a myriad of details.

After the signing of documents, your provision of a list of “follow up details” we were required to complete was an additional service that further made us aware we had chosen an exceptional body of professionals to assist us in completing a thoughtful, comprehensive list of our final wishes. Thank you.

Thank you Karen for your assistance and patience with our situation and questions.

So relieved to have this done.

The whole process was excellent start to finish. Very professional and all my questions were answered. The presentation explained the importance of each section and how they all tie together. In the end, I now have a comprehensive package that will make life easier for those I leave behind. Thank you Chris!

Attending the workshop was quite valuable. I had my own questions but other attendees did too which helped to provide information that I hadn’t thought of asking about. Go to a workshop!

Binder is great. Thank you for your assistance.

I was very impressed with Christopher’s workshop presentation that I decided to have his firm handle my living trust at the conclusion of the workshop. It was very apparent to me that Karen is very passionate about her work. She answered all my questions in great detail and very professional. Truthfully a great experience. Thank you.

The seminar was clear & concise. Our lawyer made sure all info was correct and that we understood everything. The process was painless and the cost was reasonable. Your organization created my father’s trust – which has been seamless as well. Thank you!

My wife and I had an excellent experience working with the Botti & Morison Estate Planning team. Highly recommend to all others.

No hard sells. I was able to pay over the span of months with only friendly reminders. All questions were welcomed and they were answered until I understood. I am extremely pleased with the experience and would highly recommend to family and friends.

My experience has been very positive. My husband (now deceased) and I originally came to Botti & Morison due to an ad I saw for a workshop in 2018. This workshop enabled my husband to see the importance of putting our assets into a Living Trust.

A year after my husband passed away, I returned to make some changes to the Trust and Mr. Botti met with me and I revised the Trust. I would recommend this firm to anyone I know!

We had a very good experience with Chris helpful with answering and explaining all of our questions.

Great Experience, everyone very nice. I think we avoided doing this for so long because we thought we wouldn’t be able to afford it.

I enjoyed working with Karen Dion to create my trust. She made the process easy and fulfilling!

Thank you for everything… Paul made the process painless and everything was done in a timely manner!