Client Reviews & Testimonials

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.

Karen Was Very Helpful

September 19, 2025

Karen was thorough with explaining everything. She was very helpful with how to set up the deed.

Valerie W.

We Had Chosen an Exceptional Body of Professionals

September 19, 2025

My husband (85) and I (82) had reached a point in our lives when we needed to have our affairs in order. We had a family trust in place but it needed to be examined and updated. Your firm especially Karen Dion made that task less stressful and intimidating.

Your firms experiential background and knowledge base were presented in an “understandable, professional manner” free of jargon and a myriad of details.

After the signing of documents, your provision of a list of “follow up details” we were required to complete was an additional service that further made us aware we had chosen an exceptional body of professionals to assist us in completing a thoughtful, comprehensive list of our final wishes. Thank you.

Mary & Salvatore S.

Thank you Karen

September 19, 2025

Thank you Karen for your assistance and patience with our situation and questions.

Catherine D.

So Relieved

September 19, 2025

So relieved to have this done.

John & Susan T.

Explained the Importance of Each Estate Plan Section

September 19, 2025

The whole process was excellent start to finish. Very professional and all my questions were answered. The presentation explained the importance of each section and how they all tie together. In the end, I now have a comprehensive package that will make life easier for those I leave behind. Thank you Chris!

James & Christine F.

Go to a Workshop!

September 19, 2025

Attending the workshop was quite valuable. I had my own questions but other attendees did too which helped to provide information that I hadn’t thought of asking about. Go to a workshop!

Kathleen F.

Binder is Great

August 6, 2025

Binder is great. Thank you for your assistance.

Larry & Donna D.

Karen is Very Passionate About Her Work

August 6, 2025

I was very impressed with Christopher’s workshop presentation that I decided to have his firm handle my living trust at the conclusion of the workshop. It was very apparent to me that Karen is very passionate about her work. She answered all my questions in great detail and very professional. Truthfully a great experience. Thank you.

David K.

Process Painless & Cost Reasonable

August 6, 2025

The seminar was clear & concise. Our lawyer made sure all info was correct and that we understood everything. The process was painless and the cost was reasonable. Your organization created my father’s trust – which has been seamless as well. Thank you!

Lori & Michael A.
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.