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Colleen Marie

Colleen Marie & Associates

 

Member profile details

First name
Colleen
Last name
Marie
Photo
Business Name
Colleen Marie & Associates
Schedule an appointment
Phone Primary
858-750-7350
Phone Business
858-750-7350
Phone Mobile
619-888-0753
Phone Fax
858-724-8200
Address Line 1
1470 Powell Road
City
Oceanside
State
CA
Zip
92056
LDA County
San Diego
LDA County Registration No.
NC95
LDA Expiration Date
6/25/2023
LDA Services
  • Adding Spouse to the Title
  • Affidavit of Small Estate
  • Assignment of Personal Property
  • Conservatorship
  • Deed of Trust
  • Expungement
  • Fax Filing Agency/Court Filing
  • Fictitious Business Name Statement
  • Financial Planner
  • Grant Deeds
  • Guardianship
  • Health Care Directives
  • 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
  • Probate Administration
  • Probate Filing
  • 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. 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 , www.CALDA.org. She is also registered with and certified by the NICEP, the National Institute of Certified Estate Planners www.nicep.org , and is an Affiliate Member of the ABA, American Bar Association, www.americanbar.org.

She has assisted clients and attorneys with Estate Planning since 1994 and is licensed in property, casualty (personal and commercial), life, retirement and health insurance. She and the team of professionals focused on assisting clients with their annuity, 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 90 and still teaching Argentine Tango in Manhattan. She moved to California in 1991. Her husband of 22 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
office@calda.org
P.O. Box 2582 |  Granite Bay  |  CA 95746

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