Testimonials

Cool, fast, comfortable, direct and to the point. No sugar coating or B.S. Two thumbs up!

I had been dragging my feet for several years but knew I needed to set up a living trust for myself. My parents had talked about doing so also for many years but never got around to it. Tragically, they both became seriously ill and died within a year of each other. I had to go through the probate process for both (they had a very old will, but that was all). I know I didn’t want my daughters to have that experience!

The workshop I attended was extremely educational and the whole process was a “piece of cake” — very easy and reasonably priced. Definitely worthwhile for the peace of mind I now have.

I feel so much better after having finally completed this process. While I stalled on it for years, once we actually met and reviewed our wishes, it was a fairly easy process.

The past 7 years have been a very trying time for our family. As a result, we were presented with a few situations where we required Paul and Chris’ assistance. They both went above and beyond in helping us. They have been fantastic and we could not sing them enough praises. Thank you, thank you! We will gladly refer you to many more.

Good original presentation; very informative. Chris made the process enjoyable.

Thank you for being thorough and for being willing to explain unfamiliar information to us. We truly appreciated the help and guidance. Thank you too for perusing our parents’ trusts and providing your thoughts about next steps to improve the one trust that was completed by a CPA.

I appreciated the clear communication and patience with my process. Great experience. Thank you!

All services were provided with competence and caring. We consider Chris Botti family at this point. We will recommend the firm, Botti & Morison, to all our accounting clients as their needs arise.

Impressed with Paul Morison’s knowledge. Easy to talk to.

I’m very happy with Botti & Morison. Very professional, responsive, knowledgeable. I appreciate their guidance and legal advice.

The material presented in the workshop helped immensely in understanding about the trust. The workbooks provided helped even more. The presenters were personable and approachable, and very good and patient in answering questions that could have been considered trite.

Everything was very professional and satisfactory to us. Thank you!

The workshop was very informative and both Chris and Paul presented the material well. Also, our family trust was well done as it covered areas which we were not familiar with such as minimizing/eliminating capital gain taxes.

Thank you for your excellent service!

Thank you for making the process simple and efficient for us. We appreciate your time and help!

Information was provided fast by Lisa and Julia. Chris was very friendly and made the process stress free. The entire staff was knowledgeable. I was assured that I can reach out anytime if I have questions or if my trustee has questions. Overall very pleased to have done my living trust with Botti & Morison.