Client Reviews & Testimonials

I am Forever Grateful!

February 5, 2026

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!

Peggy M.

Positive Experience

February 5, 2026

Overall positive experience. There is nothing that comes to mind that could have made the process any better.

Reid P.

Easy to Work With

February 5, 2026

Thanks for preparing my Estate Planning document. I found the company very professional. It was easy to work with Botti & Morison attorney and staff. Thanks.

Amena A.

Excellent to Work With

February 5, 2026

Chris was excellent to work with. He established confidence with his expertise during the workshop and follow-up communications. Including in person appointments. He kept the concepts & process simple. We have already recommended him to our sister in law.

Richard & Denise B.

Mr. Botti is Very Sharp at His Profession

February 5, 2026

The overall experience was very good! The seminar very good! The materials and information provided were very good. The packet of information needed by us was not as complicated as I thought it might be. Mr. Botti was very cordial, informing and you could tell, very sharp at his profession. Thanks :)

Patricia & Ramon U.

Excellent!!

January 5, 2026

From workshop to final signing. Gail and myself thank you. Mrs. Dion is The Best!!

Mark S. & Gail L.

We Are Protected and Our Wishes Will Be Properly Executed

December 15, 2025

We had our initial trust done 15 years ago and honestly just went with it while not really understanding all the legal implications. The workshop was very helpful in providing general info but also answering specific questions. We feel that we (and our assets) are protected and our wishes will be properly executed after completing our trust with Karen.

Jamie & Matthew P.

Great Overall Experience

December 15, 2025

Great overall experience, will definitely recommend to friends and family.

Jay & Eva W.

Easy to Understand

December 15, 2025

Easy to understand the ins and outs. Very patient with all our questions. Such a complex issue, B&M handled the workshop with humor and great examples. Thank you.

William & Christina M.

Very Pleased

November 11, 2025

Louis & Hilda G.

Very Happy

November 11, 2025

Very happy with your services and support.

Fred & Paula L.

Great to Have Professional Help

November 11, 2025

Thanks, great to have professional help completing this. Timing was everything.

Jack & Barbara L.

Our Excellent Ratings Say it All!

November 11, 2025

Martin & Lauren K.

Putting Documents in Place to Give My Daughter the Best Chance

November 11, 2025

I have always been a reliable mother when my daughter needs me. But I will be gone when she will need me the most. It is the best I can do for her to form relationships with trusted people who will help her when I can’t. And secondly, put documents in place to give her the best chance for a good future. I feel that my association with Botti & Morison achieves both these goals and I thank God for His goodness to guide me here.

Hilda N.

There is A Lot Involved

November 11, 2025

It is a relief to have a final Trust, and individuals who understand & have the answers. There is a lot involved & if it weren’t for this Trust and its direction, I would have missed completing many things.

Diana D.

This Was a Big Goal

November 11, 2025

Thank you for helping us to set up our family trust! This was a big goal & your office helped us to accomplish this, giving our family peace of mind knowing we are prepared.

Code & Samantha M.
Our Firm
State Bar of California Board Certified Specialist
Testimonials
Top Rated Estate Planning Firm

“We were very pleased with our total experience with Botti & Morison. It was a relatively painless process that has given us a greater peace of mind.”

– Judy & Jack S.

“It was a pleasure working with Ms. Karen Dion, Esq. Karen provided excellent, efficient, quality estate planning explanation and advice.”

Nabil & Inman M.

“We found the workshop helpful as there is a lot to know and it motivated us to start the process.”

– Cary & Madeline H.