Testimonials

Estate and Family Trust Planning is a very difficult process for me. I don’t know how I would have been able to complete the process without the patient and professional support of Karen Dion.

Thank you Karen!

She was patient with a protracted process involving four people and did so with efficiency, knowledge and a great sense of humour when we were in the office. It took awhile to get all the information from another party and she was very helpful with that process. I would recommend her highly.

Karen was amazing throughout the entire process. She took the time to explain our options and made sure we made the best choice for our future wishes to be implemented. We would highly recommend Botti & Morison to anyone wanting to establish their own trust.

Appreciate Karen’s patience and understanding of my situation.

It was a pleasure working with Ms. Karen Dion, Esq. Karen provided excellent, efficient, quality estate planning explanation and advice. The estate planning documents were enormous but with Karen’s help in answering our questions on the draft versions, we had a better understanding of the final documents. The overall process from the workshop to signing of the final documents was efficient and timely.

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

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.

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?

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.

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.

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

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.

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

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

Mr. Paul Morison, I want to thank you for your patience. We took forever to complete, and you having to come twice to Santa Barbara we are grateful for your attendance. We don’t have to worry any longer. Thank you also for your excellent work.