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Colleen Marie

Colleen Marie & Associates


Member profile details

First name
Last name
Business Name
Colleen Marie & Associates
Schedule an appointment
Phone Primary
Phone Business
Phone Mobile
Phone Fax
Address Line 1
1470 Powell Road
CALDA Certified Specialist
  • Estate Planning
Estate Planner Badge
LDA County
San Diego
LDA County Registration No.
LDA Expiration Date
LDA Services
  • Adding Spouse to the Title
  • Affidavit of Small Estate
  • Assignment of Personal Property
  • Collection
  • Conservatorship
  • Corporations, Partnerships, LLCs
  • Deed of Trust
  • Expungement
  • Fictitious Business Name Statement
  • Financial Planner
  • Grant Deeds
  • Guardianship
  • Health Care Directives
  • Legal Document Services TenantLandlord
  • Legal Services Business Formation
  • Legal Services Estate Planning
  • Legal Services Other
  • Legal Services Probate
  • Legal Services Real Property
  • Living Trusts
  • Mediation
  • Name Changes
  • Notary
  • Obtaining EIN
  • OTHER: Insurance
  • Powers of Attorney
  • Pre-nuptial & Post-nuptial Agreements
  • Promissory Note
  • Quit Claim Deeds
  • Reconveyance Deed
  • Removing from the Title
  • Rental Agreements
  • Settlement Agreements
  • Trust Administration
  • Wills
Member Biographical Information
Colleen Marie, CEP® is a bonded and insured Estate Planning LDA, Legal Document Assistant, registered in San Diego, California, and a licensed, bonded, and insured Insurance Agent & Broker. She is able to assist in the self-directed preparation, funding, and the administration of Estate Planning Documents and she is a Mobile Notary. Her practice was established in 1994. She is a Voting Member and sits on the Board of Directors of CALDA, the California Association of Legal Document Assistants , She is also registered with and certified by the NICEP, the National Institute of Certified Estate Planners , and is an Affiliate Member of the ABA, American Bar Association,

She has assisted clients and attorneys with Estate Planning, Estate Funding and Administration since 1994 and is licensed in property, casualty (personal home, auto, etc. and commercial/professional liability, workers compensation & business insurance), life, retirement and health insurance. She and the team of professionals focused on assisting clients with protecting their assets with the proper estate planning legal documents and financial products such as their retirement, 401K, 403B, IRA and annuity plans, long term care, health, disability and Medicare supplement options. Colleen has worked in the insurance industry since 1990 and has been called upon in litigation as a subject matter expert.

She is originally from New Jersey. Her dad was the first of his family, from Ireland, to be born in the United States. Her mom is still dancing & teaching Argentine Tango. Colleen moved to California in 1991. Her husband of 25 years is a retired Captain from USMC and has a 2nd career as a workers compensation claims specialist.

After moving to California, in 1991, she pursued a pre-law educational path while working full time in the insurance industry. The insurance career blossomed into an Insurance Agency and the educational credits to graduation as a Paralegal Valedictorian in 1994. Following that she became an LDA, Legal Document Assistant. The LDA designation allows her to work directly with the public without attorney supervision. An LDA cannot give legal advice or appear in court for a client.

She is Christian raised Catholic and loves the Lord. All is for His Glory.

    © Copyright 2019

    California Association of Legal Document Assistants

Contact Us:
(916) 791-9100
P.O. Box 2582 |  Granite Bay  |  CA 95746

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