Client Reviews & Testimonials

Excellent Experience

August 6, 2025

My wife and I had an excellent experience working with the Botti & Morison Estate Planning team. Highly recommend to all others.

Brian & Becky L.

Would Highly Recommend

June 23, 2025

No hard sells. I was able to pay over the span of months with only friendly reminders. All questions were welcomed and they were answered until I understood. I am extremely pleased with the experience and would highly recommend to family and friends.

Paula P.

I Would Recommend Botti & Morison

June 23, 2025

My experience has been very positive. My husband (now deceased) and I originally came to Botti & Morison due to an ad I saw for a workshop in 2018. This workshop enabled my husband to see the importance of putting our assets into a Living Trust.

A year after my husband passed away, I returned to make some changes to the Trust and Mr. Botti met with me and I revised the Trust. I would recommend this firm to anyone I know!

Linda M.

A Very Good Experience

June 23, 2025

We had a very good experience with Chris helpful with answering and explaining all of our questions.

James & Marie M.

Great Experience

June 23, 2025

Great Experience, everyone very nice. I think we avoided doing this for so long because we thought we wouldn’t be able to afford it.

Christine H.

Easy & Fulfilling

June 23, 2025

I enjoyed working with Karen Dion to create my trust. She made the process easy and fulfilling!

Julie S.

Made the Process Painless

January 16, 2025

Thank you for everything… Paul made the process painless and everything was done in a timely manner!

Kerry V.

You Really Know Your Business

January 16, 2025

Joyce & Christopher L.

The Workshop Presentation by Atty. Botti was Excellent

January 16, 2025

For many years we have been receiving an invitation to attend the Botti & Morison Estate Planning Seminar. We are so glad we got the chance to attend the seminar which was very enlightening & informative. The workshop presentation by Atty. Botti was excellent. It gave us a great peace of mind to have our Living Trust completed. Thank you Atty. Botti.

Darrell & Myriam R.

Botti & Morison Have Done an Excellent Job at Walking Me Through the Process

January 16, 2025

The process of establishing a trust from start to finish is an overwhelming process for the lay person. From the initial decision to begin the legal steps to finding a reputable trust and estate attorney, to finalizing the documentation is time-consuming and difficult. I think Botti & Morison have done an excellent job at walking me through the process as simply as possible. Thank you for your help?

Kenneth O.

Karen Did a Great Job

January 16, 2025

Karen did a great job preparing our trust documents. She was knowledgeable and helpful. If there were questions or issues, she followed up promptly and took time to explain scenarios and options.

Shawn & Bernadine J.

Karen Made it Seamless

January 16, 2025

Karen Dion was great. Personable and made it seamless to go through this process. I was relieved when things got done – very thorough. I would recommend her.

Karen F.

Perfect Timing

January 16, 2025

The workshop made us realize we had to do a trust and the timing we perfect. We enjoyed working with Karen Dion.

Terry & Cynthia C.

We Definitely Recommend Botti & Morison

January 16, 2025

The seminar was very informative and was interesting and thought-provoking on your specific scenarios that need an estate plan. On our appointment Chris Botti was very thorough and patient with all our questions. He made us consider what were the possible ways to handle our family dynamic. After our documents were prepared, we asked for another appointment via a phone call and he answered a few questions we still had on some potential circumstances that could arise to our satisfaction. He is very easy to talk to and accommodated our schedule needs with his availability. We would definitely recommend Botti & Morison.

Ronald & Susan

Friendly Attorney

January 16, 2025

Chris answered all our questions courteously and competently. Very personable and friendly attorney.

Will & Gina R.

Thank You

January 16, 2025

Thank you for making this an easy process. Best of luck to you on your well-deserved retirement!

Robert & Vicki I.
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.