Testimonials

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.