Thoroughly knowledgeable and professional. Patient for delays in our decision making process which stretched out a few years.Carlton Turner
Paul 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 youGioconda Hawkins
I 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 Campos
Recently 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 gJim Clark
Botti 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 Grieve
Established 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 pipczynski
I had a great experience with Botti & Morisond and would recommend then to all of my friends.Paul Brown
We 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 Belli
Paul 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 Slaughter
Chris 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 Fry
Botti 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.BASQUE711
BOTTI & 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 Donley
Great 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 Rood
I'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 Byrne
Chris is professional, competent and has a relaxed manner that makes a serious appointment enjoyable. Great personality and integrity. Highly recommend him. Barbara lewisBarbara Lewis
Reliable, reasonable, right on time. Recommended for putting. your estate in order.James Becraft
I'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 Blackwood
To 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 Chakshiri
My 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 Glende
My 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 bothSheri Perry
We 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 Steranko
Botti & 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 Forbess
We 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. ChuckChuck Tribbey
I 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 Solomon
The whole experience was great!
The whole experience was great! Would recommend that you attend the workshop. The workshop was very informative and it covered all aspects of the trust. During the workshop, I ever felt pressure at all. I have been contemplating a trust for a long time and they made the process very easy. They have thought of everything to ensure you have a solid trust. I would highly recommend Botti and Morison to any one that needs a trust. Thank you for always being so patient with us during the entire process.
Very patient, kind, thorough.
Very patient, kind, thorough. Only wish I had done it years ago and not waited. Would highly recommend!
Paul made us feel comfortable and at ease.
First of all Paul made us feel comfortable and at ease – even though he was all business in explaining and answering questions, etc. about our trust. It feels great to have one of the most important decisions of year life to be taken care of. Many thanks again to Paul.
The entire process so far has been so easy and we both feel better now that things are set up.
I enjoyed and learned a lot from your seminar, so much information. I would like to attend another one to get more familiar with all the in’s and out’s. The entire process so far has been so easy and we both feel better now that things are set up. We enjoyed the professional and ‘realness’ of how you interacted with us.
We were very pleased with our experience.
We were very pleased with our experience. The whole process was explained to us and we never felt we were being rushed. Christopher was amazing! He was extremely knowledgeable and patient answering all of our questions.
Once I met with Paul Morison I immediately felt peace of mind.
I was referred by a family friend who is very knowledgable about Estate Planning. Once I met with Paul Morison I immediately felt peace of mind knowing I had a capable company providing legal documents to secure my investments. I’m divorced with two children and concerned about who their guardians would be and that they would inherit the assets and real estate without others and courts making that decision on my behalf. It’s a great peace of mind. They were so helpful guiding me through such an important step in life. I highly recommend Botti & Morison to individuals who need to make these decisions and know their family and children will be taken care of in their absence, or event of their death.
The overall experience is great. Thank you.
It was a pleasure working with Chris
It was a pleasure working with Chris and we appreciate his patience.
I have peace of mind and always understood when I called to ask for answers.
I was able to ask questions about my parents’ trust and not worry about being charged, that was very important to me. I shared that information with my family and friends. I have peace of mind and always understood when I called to ask for answers.
Our journey began attending Botti & Morison Estate Planning workshop.
Our journey began attending Botti & Morison Estate Planning workshop. The information provided was highly informative, including many excerpts presented to prevent probate proceedings. In fact, it was this catchphrase that captivated our attention, and we learned it was necessary to move forward with an Estate Plan. The experience advocated by Botti & Morrison made the journey a pleasant and easy to understand the underlying legal jargon of such an important legal document. Our initial meeting with Paul Morrison felt like meeting with a family member. His presentation flows smoothly and explains in detail the high points of Estate Planning in a most professional demeanor, all the while filled with humor and practicality. All the information on our Estate Plan received is precise and complete as advertised. Although there is a bit of homework on our part to finalize our Estate Plan journey, we are confident Paul will be guiding us in the right direction along the way should we have any questions. Our final meeting with Paul made us feel our Estate Plan remains perpetually among the best estate planners. We are delighted with peace of mind moving forward and can honestly share with anyone Paul made us feel like family and with honesty throughout the process. We appreciate all you have done for us, Paul. Thank you very much!
The entire process of creating our estate plan was so much easier than we thought it was going to be.
The entire process of creating our estate plan was so much easier than we thought it was going to be. Paul was extremely easy to work with, and helped us focus our thoughts on the most important matter we had to decide – guardianship for our two sons. Working as a commercial airline pilot, I really appreciated the “checklist” approach taken by Botti & Morison; it gave us tremendous peace of mind in knowing that our children would be cared for, and that our estate was protected from probate. And, as a bonus, it feels good to take steps to ensure that if anything happened to us, our assets would be made available for the benefit of our sons, not absorbed into a government bureaucracy. We’ve recommended Botti & Morison to several of our friends, and have the utmost confidence in their skill and expertise.
The workshop was informative and helpful
The workshop was informative and helpful, Chris was available when needed to answer all questions. He was patient to listen and answer all questions, never did we feel hurried or rushed when discussing our trust with him.
Chris was professional in handling information and in all aspects of meeting with us, and was also very personable and easy to talk with.
We highly recommend Botti & Morison and have referred both our parents.