Testimonials

Just at the right time, just lost my father when we received your information in the mail. Even though my parents had a trust for several years, the death of Dad hastened our decision to do a family trust. Thank you.

Paul was very professional and explained everything in a manner that made the process easier. We appreciate your time and help.

Really great job. Smooth almost effortless on my part. Everything was explained well and my concerns and questions were answered fully. Thank you!!

Very positive experience. Workshop was extremely informative. Attorney we worked with was very knowledgeable and provided info quickly and understandable for all our questions.

Thank you. Looking forward to a lifetime of communication and friendship.

We have already referred 2 couples to your seminar and know of at least one who is currently going through the estate planning process. We will continue to tell folks about you! Thank you so much for being there! It was the right move at the right time for us.

I felt that I could Trust you, information was explained well.

Positive and informative. Paul is engaging, listens well and shows he cares about his client. Initially my thoughts about estate planning were about who inherits what. I found that the advance health care directive is just as important. Being referred by someone I know prompted me to get this done and during this time of COVID-19 timing was important. I’m relieved it all came together. Participating in the webinar was terrific and I learned a lot more than I thought I would. Thanks for helping me and giving me peace of mind!

Appreciate all the knowledge and ease of completing our trust. Chris was awesome. Thank you.

Thank you for the great experience. The process was painless and made easy. I also appreciate the follow up to ensure we got the process done during these crazy times. The reminder phone calls were a great nudge to get it done. You guys were great. Thank you for the peace of mind!

A very good experience overall. We were very overwhelmed with many difficult decisions; however, Paul was able to clearly explain, in detail to us, all of our options. He was very straight-forward and pointed out considerations we had not yet thought of. We felt it was fast, thorough and all of our needs were met.

We found the entire process simple, complete, very helpful and our relationship with Paul was excellent.

We spoke with Chris about providing a workshop for our congregants who own homes. We look forward to hosting a workshop to assist the congregants in protecting their assets, minor children and directing their health decisions. Thank you!

I enjoyed the process and working with Chris very much. I’m happy to have a thorough and complete revision to our trust that should ease the transfer of assets to my daughters.

Answered all questions. Very cordial, efficient with quality.

I would highly recommend Botti & Morison. I worked directly with Chris Botti. I needed to change my will into a trust. Chris Botti walked me thru the whole process and was very personable and thorough in explaining everything to me. I also felt it was priced below what I had anticipated, which was an added plus.