Barger & Battiest Law, APC Reviews

Eric Proos 2026.03.03

     

As a fellow lawyer working in a closely related part of the law, I know how important it is to have a proper estate plan in place. Danielle and Dani not only have one of the best named law firms, but they provide superior work. The handle both complex and simple estate planning tasks. I have referred them to a few contacts and will continue to do so. I highly recommend!

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Reply from Barger & Battiest Law, APC 2026.03.03

Thank you Eric for your support!

Olivia Watson 2025.08.21

     

Estate planning can feel overwhelming and intimidating, but Dani, Ashlee and their whole team made the process so clear and approachable from start to finish. They took the time to explain complex concepts in a way that was easy to understand, never made us feel rushed, and patiently answered all our questions. Because of that, we felt confident in the decisions we made and know that our plan truly reflects what’s best for our family and for our daughter’s future. On top of their expertise, everyone we interacted with was kind, responsive, and genuinely a pleasure to work with. I wouldn’t hesitate to recommend them to anyone looking for thoughtful, thorough, and trustworthy estate planning support.

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Jennifer McAlpine 2025.08.06

     

We returned to this law firm to update our family trust & related documents. We highly recommend Barger and Battiest Law! From the start, this firm makes the process very seamless. Ashlee & Kaseba are awesome--they are warm, friendly and professional, with impeccable follow-up. We found Dani to be extremely competent, knowledgeable, approachable and patient. She met with us a few times while updating the trust and answered all of our questions & made us feel at ease. Thanks again Dani and team--you are amazing and it was a pleasure working with you!

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Alan Kinzel 2025.07.23

     

Danielle has extraordinary knowledge of estate planning and related fields to provide exceptional advice. She has helped my family and others I have referred in ways that are over and beyond what I and others have expected. Again, very knowledgeable.

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Reply from Barger & Battiest Law, APC 2025.07.23

Thank you Alan for your continued support!

Tim Seavey 2025.05.21

     

Dani and her team were so organized, friendly, and helpful in my estate planning process. I’m so grateful for the way she so clearly explained elements of an estate plan like medical directives, wills, and trusts that seemed daunting and complex before talking with her. I felt comfortable and confident in her team’s A-Z process for taking care of my assets and family. I highly recommend them to anyone looking for an estate planning attorney in San Diego.

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Ed Brumbaugh 2025.03.31

     

I'm writing this review at the close of a long probate. After my mother passed, it became apparent that she had left quite a mess. I wish I could have handed Ms Battiest a textbook will and probate but unfortunately she was handed quite a challenging tangle. And add to all that, everything was handled completely long distance. But throughout the long probate process Ms Battiest and her team were always available for everything from simple questions to complex legal DocuSign documents to the maze of California/San Diego probate laws and processes. Dani Battiest and her team showed compassion for my situation and at every step of the long process, led me to feel complete confidence in their knowledge and professionalism. Of all my choices to manage my probate, I feel extraordinarily fortunate to have been referred to Ms Battiest's law firm. I heartily and without reservation recommend this law firm.

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Elder Lee 2024.10.23

     

Dani and her team are amazing! They made the whole process easy to understand, easy to follow, easy to complete. Now we know our estate is in order and our children will be prepared to carry out our wishes as documented. We highly encourage everyone to do this sooner than later for your heirs so they have one less burden to cope with at your passing.

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Arthur Rin 2024.09.28

     

Dani Battiest, Kaseba, and Ashlee were amazing, their warm greetings and tranquil settings made our understanding of the estate planning effortless. Dani's patience, empathy and interest deserves commendation. Thank you Dani, Kaseba, and Ashlee for making us feel valuable!

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Bruce Stewart 2024.08.07

     

Been working with Dani for years. Very competent, very thorough and detailed in preparing documents. Asks important questions and is attentive to client's needs. Working with Dani has always been a pleasure, and we are happy with the results of estate planning. Thanks Dani, you're the best!

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robert duggan 2024.07.26

     

After my estate attorney of 45 years, unfortunately passed away, who handled our family's sizable estate, we needed to go through the unbearable process of trying to find a new estate attorney. Recommendations from friends, bankers and other attorneys, sent us on a path of all kinds. Big firms (too stuffy), new estate attorney, (know more then they did), So, I relied upon my CPA of 40 years who she recommended (thank God), Danielle Barger. What a breath of fresh air. She sat us down and explained everything in plain language for my wife and I and our two adult son's. Laid out ALL of the options and give us a lot of food for thought! Which we truly appreciated. It has put our minds at ease, that she is there when the time comes to help our family navigate the complexities of today's complicated tax systems. Thank you Danielle!!!! Bob D. La Mesa, Ca

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Reply from Barger & Battiest Law, APC 2024.07.27

Thank you Bob for the kind words, I love being able to make a family feel comfortable knowing their planning is in place. DPB

CC 2024.03.21

     

My husband and I recently met with Dani Battiest for the creation of a family trust and all applicable documents. The service and product provided by Ms. Battiest was outstanding. During our meetings with Ms. Battiest we were never rushed and our numerous questions and concerns were always addressed. The creation of a trust is not easy and extremely personal to the makers. Ms. Battiest helped us maneuver and explore ideas most beneficial to our needs. Ms Battiest is very knowledgeable, professional and a credit to her profession. Yes …. We highly recommend her for all your trust needs.

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J V 2023.08.22

     

I was referred to Danielle Barger by a financial planner and I'm so thrilled with this referral! Danielle is a true professional - punctual, efficient, knowledgeable, with excellent follow through. She sent follow up e-mails, filed paperwork and provided deliverables on time, and everything was so neatly packaged, filed, and executed, right down to the final thank you note. The process of establishing an estate plan and trust could not possibly have gone more smoothly. I feel so much better knowing that should anything ever happen to myself or my family, Danielle would handle it in a flash and all documents are in order. I'm telling everyone I know about her and cannot recommend her highly enough!

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Reply from Barger & Battiest Law, APC 2023.08.25

Thank you for the kind words and support, you were a pleasure to work with!

Lisa Klerman 2023.07.28

     

Danielle Barger is nothing short of phenomenal. She is smart, personable, up to date on all trust and estates matters, articulates concepts clearly, and goes the extra mile for her clients. I highly recommend her!

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Reply from Barger & Battiest Law, APC 2023.08.02

Thank you Lisa for your kind words, you and your family have been a pleasure to work with.

Roger Porzak 2023.07.14

recommends

Knowledgeable, professional and friendly.

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Roger Porzak 2023.07.14

     

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Gerard Charest 2023.07.14

     

After many years of delaying the dreaded formalization of estate planning, we finally decided to make it our top priority so we met with Danielle and told her what we would like to do. After carefully and thoughtfully listening to what we wished to accomplish, she then asked us all of the critical questions to best access our estate planning needs while thoroughly explaining the benefits of each action we would take. She couldn’t have been more accommodating to our legal needs and she was also quick to answer follow-up questions we had after our initial meeting. Danielle and the staff of Barger and Battiest Law made the process of setting up our family trust, pour-over-wills, durable powers of attorney, HIPPA, and health care directives very easy for us. I highly recommend consulting with Barger and Battiest Law for all of your estate planning needs

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Nima Amini 2023.07.13

     

I myself am a lawyer with over 20 years of experience in private practice. Dani assisted me with a Heggstad petition and I found her to be a very kind/courteous, responsive and knowledgeable lawyer. She was able to provide actionable advice and I found her to be very well experienced in matters of estate planning and family law. I really appreciated the fact that she communicated clearly with me on deliverables and timing, and always delivered on time. With her help, I was able to quickly get a petition prepared, submitted and approved by the court with no issues. I would not hesitate to recommend her to anyone that is in need of assistance with estate planning or family law matters.

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Mark McLarry 2023.04.21

     

We worked with both Danielle and Dani and they were great! Communication was easy and they were able to finish our legal needs in a timely manner...

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Marc Rubin 2023.04.19

     

Great Experience. I am a retired tax and estate planning attorney from another state that doesn't have community property. We have a moderately complicated estate plan. Many estate planners have canned solutions and try to shoehorn you into their form documents. Dani was not like that. She listened to our concerns, made knowledgable and thoughtful solutions to our situation and did an excellent job of putting those solutions into writing. If I were still practicing law, I'd try to hire her.

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Chris Smith 2023.04.12

     

Terrible experience with Dani. She lacked the basic knowledge to do a simple estate plan.

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Reply from Barger & Battiest Law, APC 2023.04.13

Our office holds free consultations to determine if we are a good fit to work together. I declined the representation due to conflicts I was unwilling to take on and the firm belief that the representation would leave us both displeased. I appreciate your review confirming that my decision was a good one. I wish you the very best in finding an estate planning attorney you feel is qualified to handle your simple matter.