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When our family trust was in need of updating and amendment, my wife and I contacted Christopher Botti with a list of amendments that we thought would be necessary. In a timely manner, Mr. Botti amended our family trust and provided us with a draft copy of our amended trust along with a Helpful Hints for review page and a How To paper to assist us in reviewing our updated trust. Before signing, we met with Mr. Botti as we had a few questions regarding our trust and found him to be very personable, knowledgeable and professional. He answered all of our questions to our satisfaction. We would highly recommend the services of Christopher Botti to anyone in need of developing or amending a family trust.
Cliff ElblWe 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 bloteOver a decade ago I had the pleasure of taking a Botti and Morison estate planning seminar. It was incredibly informative and just what I needed to learn about the importance of estate planning. To protect what I work hard to achieve and ensure that my estate plans and desires for my family are protected in case of death. I worked directly with Chris Botti and he was completely professional, worked with my needs and answered all of my questions. Even over the years, when changes arose, they were happy to help and update my estate plans. I highly recommend Botti and Morison and they are great to have in your corner to protect your estate and family. Bill Diaz.
Qik QbnBotti and Morison Estate Planning attorneys are a terrific firm. They provide top-notch service at a fair price. We have used them for over 10 years and have always been pleased. They are professional, timely and good communicators. We highly recommend Chris Botti and his team.
Cindy DoyonBotti & Morison are premier estate planning professionals in Ventura CA. They have deep expertise and will create trusts, wills and medical instruments that will protect you, your assets and heirs. The value of their services far exceeds their reasonable fees. Do not ignore this important life planning process. I recommend Botti & Morison highly.
Baird BrightmanChris Botti of Botti & Morrison 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. Chriss 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 JoyI recently did my living trust with Chris and he was great. Made it very easy to get it done, he was very helpful, and answer all my questions. I know that if I have any other questions in regard to my trust I can reach out to him again with out the extra charges.
Gabriella RodriguezThoroughly knowledgeable and professional. Patient for delays in our decision making process which stretched out a few years.
Carlton TurnerPaul was very knowledgeable, patient, and understanding. He made the process go smoothly. My living trust is one thing that was worrying me and now its off my mind. If I have mire questions hes available to answer them. Thank you
Gioconda HawkinsI attended a workshop with Botti & Morison and was very impressed with the information presented. Chris was very helpful and thorough. It took me a while to decide to start the process because I thought it would be difficult and time consuming, but they made the process easy. I highly recommend Botti & Morison.
Ana CamposRecently updated my estate plan with Botti&Morison. Chris was extremely helpful and did a great job updating my plan.I would not go anywhere else for legal advice d a g
Jim ClarkBotti and Morison did our estate planning. They did an awesome job!!! What a relief that everything is organized and taken care of. If you haven't done your estate planning yet I would suggest you contact Botti and Morison. You won't be sorry.
Jill GrieveEstablished our trust with Paul 17 years ago and have done two updates. Always been highly professional, informative and friendly process. Expect to be with them until the end.
robert pipczynskiI had a great experience with Botti & Morisond and would recommend then to all of my friends.
Paul BrownWe had an excellent experience working with Chris Botti. He answered all our questions completely and the process went very smoothly. We were very happy with the entire Trust process with Chris Botti and his staff.
Paul BelliPaul Morison and Chris Botti of Botti & Morison Estate Planning did an excellent job explaining the 'must know ins & outs' of estate planning in their 'FREE' FIVE STAR RATED' ESTATE PLANNING SEMINAR. I strongly recommend to everyone that they attend a Botti & Morison Estate Planning Seminar real soon. One of the most important facts that my wife and I learned from attending a free Botti & Morison Estate Planning Seminar is that, if you fail to have a proper legal will and a proper estate plan in place upon your passing, the value of your estate will be quickly eaten away in probate fees and estate taxes. Do yourself and your heirs a great favor today by scheduling an appointment to attend a Botti & Morison Estate Planning Seminar. You and your heirs will be so very happy that you did. I know that my wife and I are!
Greg SlaughterChris Botti made revamping our family trust such a breeze! Though we were nervous to start this daunting task, we were quickly set at ease by his thorough knowledge and competent handling of our treasured assets, walking us through the process step by step. I felt I could call anytime with questions, and he and his capable staff always got me just what I needed in a timely way. I am a VERY happy customer, and I will be trusting his office with all my future needs!
Sharon FryBotti and Morrison did an excellent job creating our family trust and then revising it 14 years later. They were very thorough and were always available to answer questions without charging for every correspondence as sometimes happens with law firms. They were always very prompt and always answered our questions to our complete satisfaction. We were very pleased and I highly recommend them.
BASQUE711BOTTI & MORISON REC 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. Ones 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 servicesall 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.
B A DonleyGreat experience, Chris Botti took care of all my needs and was very thorough with the details of my estate. I feel that Im in great shape with my estate plan and health directives.
Susan RoodI'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! Top notch office staff too.
Nadja ByrneChris is professional, competent and has a relaxed manner that makes a serious appointment enjoyable. Great personality and integrity. Highly recommend him. Barbara lewis
Barbara LewisReliable, reasonable, right on time. Recommended for putting. your estate in order.
James BecraftI've had a very positive experience with Botti & Morison. Paul is respectful, kind, knowledgeable and always listened carefully. I never felt rushed when meeting with Paul and was thankful for that. I'm grateful a friend referred me to them and feel very relieved to have completed my will and trust. I have recommended them to another friend and will do so again in the future. I wish them success!
Tracy BlackwoodTo 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 ChakshiriMy wife and I were pleased with the professional yet personal attention we received in working with Chris Botti. I attended their seminar several years ago to learn more about estate planning. Although I put off for a long time following up with scheduling an appointment to work on our estate plan, they never forgot to send regular reminders. In hindsight, had I taken advantage of their policy to never charge for advice, which ironically was one of the things that appealed to me about their firm, I would have realized that some of my questions that had caused me to procrastinate were not as big of obstacles as I had thought, and we would have been able to sleep easier much earlier by putting some fairly easy safeguards in place for our children. Because I had decided to pay a deposit at the time of the seminar, there was no question about the fee for the service being charged at the original lower rate offered years ago. But even setting that aside, although there are do-it-yourself options to creating trusts and wills, we had decided that guaranteeing our wishes with respect to our loved ones after we're gone was important enough to go to an expert to make sure it is done right. Mr. Botti has decades of experience, and it was evident in the documents that he helped us put in place and answers to our questions that our estate plan reflected up-to-date legal considerations and was comprehensive in covering all scenarios that we deemed important. We are satisfied that we made the right decision to go with Botti & Morison.
Winn GlendeMy experience with Botti & Morison has been very nice. They have handled my Trust with my personal interests at heart. Recently with the Prop 19 debacle, Paul contacted me several times re the affect it would/could have on my Son and together we were able to come up with the best of a bad situation for us. They are very helpful, easy to talk to and a pleasure to work with. Thank you both
Sheri PerryWe felt terribly overwhelmed by this most difficult task of formalizing our trust. To us, due to our family dynamics, it seemed like there were no good and equitable solutions to our dilemma. Paul Morrison very patiently and methodically explained our options, clarified the reality of our situation, and presented it in such a way it seemed like it was just could easily and quickly be done. Indeed, we were able to address all of our issues and our final documents reflect what we really are very comfortable passing along to our family.
Terry SterankoBotti & Morison is an excellent Estate Planning group. We have had nothing but fantastic service for the past 17 years. They have helped our extended family members as well. We can't say enough about this company. Chris Botti is great to work with - professional, friendly and very knowledgeable. He has gone above and beyond to help our family navigate estate planning.
Liz ForbessWe 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
Chuck TribbeyI knew I had to get a Living Trust but wasn't sure how to go about it and actually it wasn't something I really wanted to deal with. Happened to attend one of the Botti & Morison's webinar workshops and they seemed so down to earth. They explained everything simply and clearly. I had to spend a bit of time filling in the questionnaire but shortly after I sent it back, I had my Estate Plan done. It covers everything so my son won't have to deal with probate court. I have my trust, transfer docs, will, power of attorney and advance health care directive. Thanks Paul. You made this an easy process. Highly recommend them!
Helen SolomonMore Reviews
Great Experience
May 18, 2023
Great overall experience. Will definitely recommend to friends and family.
Such a Complex Issue
May 18, 2023
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 Attorneys are Very Informative and Helpful
April 21, 2023
The workshop answered the questions we had about our need to have a trust. The attorneys were very informative and helpful.
Appreciate His Knowledge of Medi-Cal & Nursing Homes
March 28, 2023
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.
Excellent
March 25, 2023
All service rendered was excellent.
Professional and Knowledgeable
March 6, 2023
A very professional and knowledgeable firm.
Wonderful Overall Experience
March 6, 2023
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!!!
Two Thumbs Up
March 6, 2023
Cool, fast, comfortable, direct and to the point. No sugar coating or B.S. Two thumbs up!
I Had to Go Through the Probate Process
March 6, 2023
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
February 2, 2023
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.
Went Above and Beyond
February 2, 2023
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.
Made the Process Enjoyable
February 2, 2023
Good original presentation; very informative. Chris made the process enjoyable.
Truly Appreciated the Help and Guidance
January 11, 2023
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.
Great Experience
December 13, 2022
I appreciated the clear communication and patience with my process. Great experience. Thank you!
We Consider Chris Botti Family
November 23, 2022
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
November 7, 2022
Impressed with Paul Morison’s knowledge. Easy to talk to.
Good Job, Well Done
November 7, 2022
Very Professional, Responsive, Knowledgeable
November 7, 2022
I’m very happy with Botti & Morison. Very professional, responsive, knowledgeable. I appreciate their guidance and legal advice.
Material Presented in Workshop Helped Immensely
November 7, 2022
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.
Very Professional
November 7, 2022
Everything was very professional and satisfactory to us. Thank you!
Eliminating Capital Gain Taxes
October 24, 2022
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!
We Appreciate Your Time and Help!
October 24, 2022
Thank you for making the process simple and efficient for us. We appreciate your time and help!
Made the Process Stress-Free
October 24, 2022
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
October 24, 2022
Thank you for making this process simple. We appreciate you!
Handled Professionally and Courteously
October 13, 2022
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.
The Best Thing We Ever Did!
October 13, 2022
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.
Thank You!
September 6, 2022
All of you have been fantastic! Thank you!
Put Us at Ease
September 6, 2022
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.
Third Amendment
September 6, 2022
Been 17 years since I attended the workshop. This is the third amendment to the trust. Been great.
Great to Deal With
September 6, 2022
You were great to deal with and supplied the information I was looking for. Thanks.
Needed To Do This For a Long Time
August 17, 2022
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!!
Wasn't Sure What to Expect
August 17, 2022
Easiest process ever; wasn’t sure what to expect. Staff impressively responsive, professional and courteous. Especially the attorney 🙂
Extraordinary Service
July 20, 2022
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
June 27, 2022
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 decided to have a new trust done
June 27, 2022
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.
Professional, Kind, Thorough and Easy
June 10, 2022
Profession, kind, thorough and easy. Thank you for helping us through this process.
The Workshop was a Great Asset
June 10, 2022
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!
Chis is Great
June 10, 2022
It is all confusing in many areas but Chris is patient and answers all my questions. I feel good that it is done.
Great Knowledge
June 9, 2022
Paul was a nice person to work with and has a great knowledge of trusts and wills.
Easy to Work With
June 9, 2022
Chris has always been easy to work with even though our trust is old and complicated.
Our wilderness guide through the indecipherable maze of estate planning
June 9, 2022
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
June 8, 2022
Wonderful experience — so easy. Thank you very much!!
We Can Check Off This Important Task
June 8, 2022
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!!
I Feel Safer
June 8, 2022
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.
Peace of Mind is Everything and I Have it in Spades
June 8, 2022
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.
Positive Experience
June 8, 2022
It was a very good, positive experience. Mr. Morison was thorough and knowledgeable.
Thank You!
June 8, 2022
Thank you for all your help and guidance. Take Care!
A Great Experience Dealing with Such Important Documents
June 8, 2022
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.
Love the notebook and organization
April 15, 2022
Well organized in every aspect. Outstanding presentations. Very good service by staff and attorneys. Love the notebooks and organization of contents.
Exceeded expectations
April 15, 2022
All aspects of your offices and processes met or exceeded our expectations.
Very Worthwhile
April 15, 2022
We feel this was all very worthwhile and wholly appreciate how you made it easy and comfortable.
Very good experience!
February 25, 2022
Very good experience! I will recommend you!
We are thankful for your service.
February 25, 2022
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.
Your firm helped fix an old trust.
February 25, 2022
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.
Thank you for a positive experience and peace of mind.
February 8, 2022
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.
Thank you for all you did for us.
February 8, 2022
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.
February 8, 2022
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.
February 8, 2022
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.
February 8, 2022
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.
February 8, 2022
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.
February 8, 2022
Very pleased with everything. Glad we did this and have peace of mind.
My experience with Botti & Morison was excellent.
February 8, 2022
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.
February 8, 2022
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.
Thank you!
February 8, 2022
Prompt, precise advice and service. Thank you!
He explained everything in detail and answered all of our questions.
February 8, 2022
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.
February 8, 2022
Thank you for taking the time to explain all the paperwork and the importance of a living trust.
Paul was a great help.
February 8, 2022
Thank you for making the process so easy and professional. Paul was a great help.
The simplicity of the free workbook pressed the 'Go' button.
February 8, 2022
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.
February 8, 2022
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.
My family and I appreciate the peace of mind knowing our affairs are in order.
February 8, 2022
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.
February 8, 2022
Mr. Botti was very patient and efficient. I would highly recommend their services to anyone interested in preserving their assets.
Thank you.
February 8, 2022
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.
We appreciate your time and help.
February 8, 2022
Paul was very professional and explained everything in a manner that made the process easier. We appreciate your time and help.
Smooth almost effortless on my part.
February 8, 2022
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.
February 8, 2022
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.
February 8, 2022
Thank you. Looking forward to a lifetime of communication and friendship.
It was the right move at the right time for us.
February 8, 2022
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.
February 8, 2022
I felt that I could Trust you, information was explained well.
Positive and informative.
February 8, 2022
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!
Chris was awesome.
February 8, 2022
Appreciate all the knowledge and ease of completing our trust. Chris was awesome. Thank you.
Thank you for the peace of mind!
February 8, 2022
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.
February 8, 2022
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.
February 8, 2022
We found the entire process simple, complete, very helpful and our relationship with Paul was excellent.
Thank you!
February 8, 2022
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.
February 8, 2022
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.
February 8, 2022
Answered all questions. Very cordial, efficient with quality.
I would highly recommend Botti & Morison.
February 8, 2022
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.
I am grateful for the empathy and professionalism of Chris Botti especially at such a difficult time.
February 8, 2022
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.
February 8, 2022
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 wish I had taken advantage sooner of the firm's policy of not charging for advice.
February 8, 2022
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.
We enjoyed his service and personality!
February 8, 2022
Paul Morison is fun to talk to and explained everything in a very understandable way. We enjoyed his service and personality!
7 years!
February 8, 2022
Thank you so much for being patient and persevering with us! (7 years!)
I greatly appreciate your patience and guidance through the entire process.
February 8, 2022
I greatly appreciate your patience and guidance through the entire process.
Thank you very much!
February 8, 2022
We are grateful to have finally completed our estate plan. Now we need to work through the next steps. Thank you very much!
We appreciate your ability to add humor to a legal, complicated topic.
February 8, 2022
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.
February 8, 2022
Chris, we truly appreciate your professionalism and responsiveness. It was a pleasure working with you as you guided us through this process.
Attorney Paul Morison has been so forthcoming and unfailingly patient and responsive to my questions.
February 8, 2022
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.
February 8, 2022
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!
You made it much easier than I anticipated.
February 8, 2022
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 never felt pressured about anything.
February 8, 2022
We appreciate your patience and your willingness to explain everything in great detail. We never felt pressured about anything.