Testimonials

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.

Prompt, precise advice and service. Thank you!

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.

Thank you for making the process so easy and professional. Paul was a great help.

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. Other firms were a little less costly, but we felt the personalized service was worth every penny.

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. I would highly recommend their services to anyone interested in preserving their assets.

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.

Paul was very professional and explained everything in a manner that made the process easier. We appreciate your time and help.

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. Workshop was extremely informative. Attorney we worked with was very knowledgeable and provided info quickly and understandable for all our questions.

Thank you. Looking forward to a lifetime of communication and friendship.

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, information was explained well.

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!

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.

Chris, we truly appreciate your professionalism and responsiveness. It was a pleasure working with you as you guided us through this process.

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, we thought it would be much harder. We learned a lot in the process and thankful to have peace of mind. Thank you!

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 appreciate your patience and your willingness to explain everything in great detail. We never felt pressured about anything.

It was a difficult process made very easy thanks to Chris Botti!

My experience was truly exceptional as well as my wife’s experience. We weren’t quite sure what to expect and had many questions. The patience to answer our many questions gave us confidence to continue establishing our “Family Trust.” The knowledge given to us has already been shared with others. Please continue to help others because you truly care.

Thank you for providing a trustworthy venue and area that we can lay our lives down on the line for our beneficiaries. I really appreciate your service, your kindness and all you have done for me and the future of my estate and I can’t thank you enough. I’m trying to pass the word along and get people to attend your workshop!

This has been a most pleasant experience from beginning to end. The workshop was not only informative, it was also enjoyable. We were impressed with your knowledge and friendliness. We felt you were very willing to help us understand our trust, and help us in the future.

You made the whole process easy and painless. I originally took my parents to the workshop because they were planning for their retirement, but soon I realized I needed to do this for my family as well.

It was so easy. I wish I had done it a long time ago. The peace of mind is tremendous.

The workshop was excellent. I came away with a clear understanding of why I need a Will and Trust. Everything I’ve worked for is now protected.

As a single parent with many responsibilities, I’m extremely grateful that you made a complicated issue so simple. I’m relieved to have set up my Will and Trust.

Although I never really wanted to deal with it, it’s such a relief knowing I’ve taken care of my family. It’s a great feeling knowing my Living Trust will spare my family the costs and delays of probate.

We thought that creating a trust would be time consuming and expensive. Botti & Morison made the whole experience easy and inexpensive.

We appreciate how the whole process was made easy.

Very informative and friendly. Easy to reach attorney to answer all questions. Great listening skills with understandable answers to questions.

For the past few years I have known that I needed to prepare for the future but was not sure what to do. I found a so-called estate planner and was forwarded a stack of paperwork to fill out – all was very confusing, therefore I just ran them through the shredder and forgot about the will until I received a flyer from Botti & Morison. Attending the seminar and working with the attorneys gave me peace of mind and great pleasure to know if something happens to me today – my loved ones will not suffer trying to figure out what my wishes or assets were. Thank you so very much.

We were able to complete the process with Chris Botti in a safe and respectful way during the COVID-19 pandemic.

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. Only wish I had done it years ago and not waited. Would highly recommend!

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.

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. 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.

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 and we appreciate his patience.

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. 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. 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, 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.