Barger and Battiest Law, APC.

Barger and Battiest Law, APC. Estate Planning and Administration Legal Services, including Wills, Trusts, Trust Administration and Probate Administration. Dani L.

Battiest is a partner at Barger and Battiest Law, APC who devotes her practice to estate planning and business law. Estate planning services include:
- Revocable and Irrevocable Trusts
- Advance Health Care Directives
- Durable Powers of Attorney
- Inheritance Planning
- Irrevocable Life Insurance Trusts
- Pour-over Wills

We’ve added a new DB to the DB Squared Law family in August! Welcome Dominic!
10/07/2023

We’ve added a new DB to the DB Squared Law family in August! Welcome Dominic!

Short yet productive business trip to Atlanta last month for Danielle and I! (The husbands golfed 🙃)
04/13/2023

Short yet productive business trip to Atlanta last month for Danielle and I! (The husbands golfed 🙃)

We are excited to welcome attorney Danielle Stroud to our team! Prior to joining Barger and Battiest Law, Danielle co-fo...
03/28/2023

We are excited to welcome attorney Danielle Stroud to our team! Prior to joining Barger and Battiest Law, Danielle co-founded Cannavino & Stroud, APC, an estate planning practice where she helped individuals and families by planning for their futures and providing support during the most difficult times. To learn more about Danielle Stroud visit her bio at: https://dbsquaredlaw.com/about/danielle-r-stroud/

03/24/2023

Barger and Battiest Law, APC. is looking for a superstar with trusts and estates experience to fill a full-time paralegal position! Are you driven to succeed, goal-oriented and motivated by success? Do you want a position that you can grow from and feel encouraged by as part of a vibrant team? If so, then we want you!

Job responsibilities include:
• Intake of new clients, preparing engagement letters and handling payment requests
• Perform administrative support functions, such as scanning documents, e-mailing documents to clients, maintaining client files, meeting with clients to notarize documents, etc.
• Draft estate planning documents using Wealth Counsel software
• Knowledge of probate laws, rules of court and local rules and procedures for filing documents, as well as filing deadlines
• Prepare and file various probate pleadings and related notices for service
• Track court and other case deadlines
• Prepare and record real property related documents
• Field calls and scheduling as backup support, as needed

Skills and Qualifications:
• Flexible team player with a team-centric approach to work and life
• Professional communication and customer service skills
• Computer skills and competence in Microsoft Office
• Strong administrative skills and attention to detail
• Ability to follow procedures and directions
• Willingness to communicate with court clerks, recorder’s office and third parties to obtain information
• Professional appearance and professional communication with clients and co-workers
• Paralegal certificate required
• Notary Commission is preferred

This is an opportunity to be part of a friendly family-oriented office who is invested in your personal and professional success!

Full-time: Monday - Friday 8:30am - 5pm (flexible on start time)
Work Location: In office with hybrid work from home option available

Benefits:
• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

** IMPORTANT: TO APPLY ** You will be evaluated and vetted based on your ability to follow instructions.

To Apply: Please email a cover letter and a resume to dbattiest@dbsquaredlaw.com with subject line: I’m interested in the paralegal position! In the cover letter, answer the following questions: 1) Outside of faith and/or family, what is your passion in life? 2) What was your favorite/least favorite job and why?

The Secure Act and Your Retirement PlanDanielle and I held our very first webinar last Tuesday over Zoom to give an over...
05/02/2020

The Secure Act and Your Retirement Plan

Danielle and I held our very first webinar last Tuesday over Zoom to give an overview of the Secure Act and how it may impact retirement plan holders and beneficiaries. If you are interested in watching you'll find the link to a recording of the webinar below:

https://us02web.zoom.us/rec/share/wcNqN-DbyHpJQs_UxWPWeLEOFNzcaaa8gXcc_aZcnR617nK13Ainu9EcjiHQh2Q6

Password (if needed): 4u +

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, confer...

Assistance League of North Coast "Beer Fest" Charity Event was a success! Special thank you to Booze Brothers Brewery an...
09/21/2017

Assistance League of North Coast "Beer Fest" Charity Event was a success! Special thank you to Booze Brothers Brewery and the Society of Barley Engineers!

12/22/2016
Great year with Goode, Hemme & Peterson! 🎄🎉
12/18/2016

Great year with Goode, Hemme & Peterson! 🎄🎉

Had a great time representing the Assistance League of North Coast at the  cotton candy booth!
10/01/2016

Had a great time representing the Assistance League of North Coast at the cotton candy booth!

Estate Planning seminar fun!
09/29/2016

Estate Planning seminar fun!

Address

5075 Shoreham Place, Suite 280
San Diego, CA
92122

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