Why Choose Bott & Associates, Ltd.

A Lasting Relationship, Not Just a One-Time Service

When you join our client family at Bott & Associates, you gain more than a legal plan. You gain an ongoing relationship with a team that cares about you, your family, and your future. Our work does not stop once documents are signed. We stay connected and offer resources and opportunities to keep your plan up to date as life changes.

Continuous Support for Every Stage of Life

Once you become a client, you can count on us to be here when questions arise. Whether you experience a new milestone, need to make adjustments, or simply want reassurance that your documents still reflect your wishes, we are only a call or visit away. We believe in building long-term relationships so you always have a trusted place to turn for legal guidance.

Ongoing Education and Client Events

We believe the more informed our clients are, the better they can make decisions for themselves and their loved ones. That is why we host educational seminars, workshops, and client appreciation events throughout the year. These gatherings give you the chance to learn about important legal topics, stay updated on changes in the law, and connect with our team in a relaxed setting.

Regular Estate Plan Reviews

Life rarely stands still, and neither should your estate plan. Every three years, we invite our clients to a complimentary review meeting. We will go through your documents together, discuss any changes in your personal or financial circumstances, and make updates as needed. This way, your plan continues to match your current needs and goals.

Additional Benefits

Here is just a sample of the benefits of working with our office:

• FREE Living Trust Identification Cards. These wallet-sized laminated cards with our office address and phone number on one side, and the name and date of your Trust on the other will serve as a handy, on-the-spot reference whenever you buy new investments, open a new account or conduct a transaction for your Trust.
• FREE unlimited telephone support. Answers to our estate planning clients’ questions are never more than a free telephone call away. Whether you need specific help with your own Trust or just want information on other estate planning strategies, give our helpful staff a call.
• FREE My Legacy Workbooks for clients to complete and share with their families about their childhood, influences and memories.
• FREE subscription to our quarterly newsletter, Your Estate Matters, where you’ll learn about estate planning topics and other informative subjects relevant to you and your family’s needs.
• FREE Client Seminars. We regularly offer seminars and presentations exclusively for our clients on various estate planning topics.
• FREE announcements of dates, times and topics for future educational seminars available to the general public.
• FREE eAlerts with news and announcements delivered monthly for our friends and clients with email addresses.
• FREE regular Legacy and Estate Plan checkups, with more frequent reviews available if you so desire.
• FREE DocuBank subscription for 1 year.
• FREE parking in our office building whenever you visit.

Finally, as a member of the American Academy of Estate Planning Attorneys, our firm has a wide range of benefits to offer you. For example, we can provide you with access to a nationwide network of qualified attorneys who can assist you with out-of-state transfers of title, provide help should you move to another state, or simply offer a referral to an out-of-state friend or family member who needs estate planning help.

In addition, the Academy provides its members with substantial legal, technical and practice management support to ensure we provide high quality estate planning service to our clients.

Our Commitment to Your Peace of Mind

Choosing a law firm is about more than legal skills. It is about working with people who truly listen, care, and stay by your side for the long haul. At Bott & Associates, we are committed to being that dependable partner for you. We value the trust you place in us and work every day