Testimonials

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.