Oxnard, CA
Very pleased with our Attorney with Botti & Morrison. Our trust planning was concluded in a simple and non-stressful setting. All our questions were answered and any or all changes to documents were handled with honesty and professionalism. One thing I look for in a attorney is, will their firm be their in 20 years. I believe they will be, which will help in my trust changes as I need it amended, in future years. Highly recommend their team.
Thank you so much. We've been around for 20+ years and don't plan on going anywhere!! We've put a strong team in place and love to hear these types of comments. We're always here for you!!
I knew my current "Estate" plan was not going to work for me, so I took the opportunity to attend a "workshop" in Ventura to see what I could learn and get this deed done! This was worth every minute. I spoke with Karen, and I knew we could work together. Their staff is top notch! I gathered all of my information; completed the workbook and scheduled a date to meet with Karen to create a new plan and Will/Trust to ensure that nothing was overlooked in order to avoid probate for my surviving relatives. Best choice and very reasonably priced!
Thanks so much, Peggy, and thanks for the kind words. We love hearing from our clients, and we are so glad to hear that the workshops are helpful. Let us know if you need anything else. Take care.
I hired Botti & Morrison in 2025 To prepare a comprehensive estate plan for me. This work was done in their Ventura office by Karen, who couldn’t have been better to work with. The Estate planning documents that she created included the development of an irrevocable family trust, which knew I needed. I didn’t initially realize that there were other legal documents that I really needed to accompany the family trust. Those were all included in my final estate plan package. Before I hired Botti & Morrison, I did a bit of research, and found they have a stellar reputation. For my experience with them, I certainly endorse that. I also very much appreciate that they were upfront with the total package cost. There were no up sell attempts or surprises once I committed. if you have a chance to attend one of their estate planning seminars, I highly recommend you take advantage of it.
Thanks, Reid, always a pleasure to see and work with you.Take care and let us know if you need anything else.
Great experience here. Karen was very professional and helpful in the estate/will planning process. She spent a lot of time explaining and offering helpful insight to our specific needs. I highly recommend Botti and Morison for your estate planning.
Thank you Bridgett. Karen is super diligent, detailed, and cares deeply for her clients. We're thrilled you are all set with your Estate Plan - we are always here for you!
We attended an estate planning workshop, & found it to be very informative. The presenters helped clarify the processes & advantages of estate planning for us in language we could understand. We preferred to do business with Botti & Morrison because they are specialists in this area. We were happy they took care of the documents & filing required, & especially liked the fact that we can contact their firm with any questions or changes to our Trust WITHOUT any additional fees. We also received a discount because we attended the workshop. I would highly recommend their firm for estate planning purposes.
Thank you so much, Peggy. It was a pleasure working with you, let us know if you have any other questions or updates on your trust.
Karen is completely professional, without any patronizing affect. She patiently explained all terms and processes, thoroughly investigating our particular situation, needs and desires for providing for our children and future security, What’s more, she continues to avail herself to us for questions as we finish organizing our estate, transfer assets and fund our trust.. We are still invited to call or email with any difficulties, at no extra charge. We so appreciate the streamlining of this process and the forethought of Botti and Morrison’s Trust processes.
Thanks so much Erin, it's a pleasure to work with you and your family. Let us know if you need anything else.
Just finalized my estate plan with Botti & Morison and couldn't be happier! Their free workshop was fantastic - super informative and gave me a clear understanding of estate planning basics. The whole process, from the workshop to finalizing the documents, was professional and put my mind at ease. Their team is incredibly knowledgeable and explained everything clearly. They were also very patient with my questions throughout. Plus, big points for their compassionate approach - estate planning can be a sensitive topic, and they made the whole experience feel comfortable. Most importantly, I now have a rock-solid plan that reflects our family's wishes and ensures our loved ones will be taken care of for generations to come. This peace of mind is priceless! If you're looking for an exceptional estate planning experience, look no further than Botti & Morison! Highly recommend!
Thanks so much Dzi, great having you both as clients and workshop attendees!
Botti and Morison estate, planning attorneys in Ventura County Fantastic estate planning company They’re with you every step of the way Super friendly and helpful And they pay attention to all the details. The peace of mind after completion is some thing I should’ve done decades ago Thank you again Sincerely David And Mars
Thanks so much David & Mars. It's a pleasure working with you. You know where we are if you have any questions or need anything else. <br>Take care.
Botti & Morison have been wonderful to work with. Extremely knowledgeable and easy to work with in handling our very complicated business. Chris Botti was terrific and brought all our old and outdated documents up to date in a very quick time period. I feel he did an outstanding job. I would highly recommend Botti and Morison.
Thanks so much Susan - it was a pleasure working with you. Let me know if you need anything else.
Botti and Morison provided courteous , professional, and knowledgeable help to our family. All our questions were answered and concerns addressed immediately. Highly recommended
Thank you, John, we certainly appreciate it. We are always here for you.
Outstanding experience - highly recommended. Made the process easily understandable and painless.
Thanks so much, Greg. Always a pleasure. Let us know if you need anything else.
Wonderful experience. Experienced and knowledgeable. The staff is super friendly. Highly recommend!
Thanks so much. Always a pleasure to help our clients. Let us know if you have any more questions!
Botti and Morison Estate Planning attorneys are a terrific firm. They provide top-notch service at a fair price. We have used them for over 10 years and have always been pleased. They are professional, timely and good communicators. We highly recommend Chris Botti and his team.
Hi Cindy. We value our clients and particularly those, like you, who have been with us through the years. It's always a pleasure to see and hear the value we bring to our clients' lives. Thanks for the great review!
Thanks so much Heather!! It's always such a pleasure to receive a 5-star review. So happy we can help!
Botti & Morison are premier estate planning professionals in Ventura CA. They have deep expertise and will create trusts, wills and medical instruments that will protect you, your assets and heirs. The value of their services far exceeds their reasonable fees. Do not ignore this important life planning process. I recommend Botti & Morison highly.
Thanks so much Baird - we truly value you as a client and now part of the B&M family. Take care and happy holidays to you and yours!
I attended a workshop with Botti & Morison and was very impressed with the information presented. Chris was very helpful and thorough. It took me a while to decide to start the process because I thought it would be difficult and time consuming, but they made the process easy. I highly recommend Botti & Morison.
Thank you so much Ana. Great to see that have another satisfied client! Let us know if you need anything else.
Botti and Morison did our estate planning. They did an awesome job!!! What a relief that everything is organized and taken care of. If you haven't done your estate planning yet I would suggest you contact Botti and Morison. You won't be sorry.
Thanks so much for your kind words, Jill. It's our pleasure to serve you. Let us know if you need anything else.
Chris and his team are very efficient, informative and responsive. I really like that they are local within Ventura and the office is close to home.
Thanks so much Stephanie. We are here to help - let us know if you need anything else!
Established our trust with Paul 17 years ago and have done two updates. Always been highly professional, informative and friendly process. Expect to be with them until the end.
Hi Robert, thanks for the great vote of confidence. Always here for you.
I had a great experience with Botti & Morisond and would recommend then to all of my friends.
Thanks Paul. Always a pleasure - let us know if you need anything else.
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