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A New Year, A Time for Change and Growth

As we welcome 2025, we reflect on life's transitions and our own growth.


As you may have heard, Paul Morison retired after many years of dedicated service. While Paul’s retirement marks a new chapter, rest assured you are in excellent hands, and our commitment to safeguarding your future remains stronger than ever.


We remain fully equipped to meet all your estate planning needs. Christopher Botti, our co-founding partner and a Board Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California, leads our practice alongside our experienced attorneys, Karen Dion and Jolene Lewis.


Our firm takes pride in delivering a True Team Approach to every client. This means when you work with one of our attorneys, you are truly benefiting from the collective expertise, insight, and dedication of our entire team. This collaborative dynamic ensures that your estate planning needs are met with precision, care, and exceptional legal service.


In addition to our attorneys, our team of skilled paralegals and support staff is committed to providing professionalism and personalized attention. Please don't hesitate to contact us if you have any questions.


The start of a new year is the perfect time to reflect on your own future. Changes in family dynamics, financial circumstances, or tax laws could mean it's time for a review of your Estate Plan documents. We invite you to explore our blog post below or attend one of our workshops for guidance and encourage you to take proactive steps to secure your legacy.


Warm regards,

The Botti & Morison Team

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New Blog Post

Is Your Estate Plan Up To Date?


Estate planning is a critical step in protecting your family and ensuring your wishes are carried out, but it’s not a one-and-done process. Life is constantly changing, and those changes often have a significant impact on your estate plan. That’s why periodic reviews are essential.



Read more...

Featured Video

Christopher Botti

Explains How an Advance Health Care Directive

Avoids Conservatorship


Subscribe to our YouTube channel for more Estate Planning videos.

Upcoming Workshops

estate-planning-workshop.jpg


The set of Estate Planning Workshops will be held in

Paso Robles, San Luis Obispo, Ventura, and Bakersfield.


Perhaps you, a family member, or a friend would benefit from attending. 


Here are the dates and times for our next set of workshops:


Paso Robles Workshops:

Oxford Suites 

800 4th Street  

Paso Robles, CA 93446 

Tuesday, January 21st, 7:00 p.m. to 9:00 p.m. - OR -

Wednesday, January 29th, 10:00 a.m. to 12 noon


San Luis Obispo Workshops:

Embassy Suites 

333 Madonna Road 

San Luis Obispo, CA 93405 

Wednesday, January 22nd, 10:00 a.m. to 12 noon - OR -

Saturday, January 25th, 10:00 a.m. to 12 noon - OR -

Tuesday, January 28th, 7:00 p.m. to 9:00 p.m. 


Ventura County Workshops:

Ventura Beach Marriott 

2055 E. Harbor Blvd.

Ventura, California 93001

Wednesday, February 19th, 10:00 a.m. to 12 noon - OR -

Saturday, February 22nd, 10:00 a.m. to 12 noon - OR -

Tuesday, February 25th, 7:00 p.m. to 9:00 p.m.


Bakersfield Workshops:

DoubleTree by Hilton

3100 Camino Del Rio Court

Bakersfield 93308

Tuesday, March 11th, 10:00 a.m. to 12 noon - OR -

Saturday, March 15th, 10:00 a.m. to 12 noon - OR -

Wednesday, March 19th, 7:00 p.m. to 9:00 p.m.


Note that we will be available to answer individual questions at the conclusion of the presentation; therefore, please allow for additional time.


To register, please click here or feel free to forward this email to anyone who might be interested in attending. Seating is limited.

Register to A Workshop

Estate Planning Resource Links

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Our Offices

We have offices in the following locations and also meet with clients virtually when requested.

Our Office Locations
Questions? Email Us

Or please call 877-585-1885

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