Client Reviews & Testimonials

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.

Jerry L.

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.

James & Susan B.

Exceeded expectations

April 15, 2022

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

Paul & Nancy W.

Very Worthwhile

April 15, 2022

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

Norman & Anna S.

Very good experience!

February 25, 2022

Very good experience! I will recommend you!

Ken & Beth J.

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.

Marc & Jenny B.

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.

Greg & Maria H.

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.

Ryan & Heidi A.

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.

Mark & Carolyn M.

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.

Charles & Kathryn T.

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.

Delcie J.

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.

Margaret L.

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.

Claude & Mary Kay C.

Very pleased with everything.

February 8, 2022

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

Loren & Bonnie T.

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.

Fred N.

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.

Gary & Lynne N.
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.