Dani L. Battiest, Esq.

Dani L. Battiest is a Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California Board of Legal Specialization), a designation reserved for those attorneys who are able to meet California’s comprehensive education and experience requirements in the field of Estate Planning, Trust and Probate Law. Dani began her legal career in Estate Planning and Business Law in 2010 and has continued to strengthen her knowledge and expertise in these concentrated practice areas for over ten years.  In addition to crafting exceptional estate plans for her clients and representing clients before the Court in decedent matters, Dani provides business planning services. She firmly believes that for the business person, business planning and estate planning go hand in hand to protect assets and provide for a smooth succession to heirs. Dani has proven her commitment to providing valuable legal services to her clients, helping them make important life decisions for their families and businesses time and time again.

Dani is a member of the California State Bar Association, Southern District Court of California, the North County Bar Association, the San Diego County Bar Association, Wealth Counsel, Resource and Referral Co-op (where she serves as the group’s Co-President and Founder) and the Phi Alpha Delta Law Fraternity.

As a proud San Diego native Dani has a long history of giving back to her community by volunteering her time to nonprofit organizations. Dani also enjoys giving estate planning seminars around San Diego County, including at churches and small businesses. Personally, Dani finds great joy in caring for her young family, which includes her husband (a retired U.S. Marine with over 20 years of service to our country) and their three young daughters. In her free time, Dani loves to play games, cook, camp and throw parties for family and friends to enjoy!

I recommend Dani L. Battiest with complete confidence to anyone dealing with the often complicated issues relating to setting up trusts and wills. 5 stars all the way!Richard T.


Estate Planning

Everyone has an estate, let us help you get yours squared away

Trust Administration

You've been appointed trustee. What now?

Probate and Trust Proceedings

When court is unavoidable, we are here to lighten your burden and fight for you

Business Law

Specialized planning for the Small Business Owner

Asset Protection

Should you consider asset protection tools in your Estate Plan?