California Association of Legal Document Assistants

First name

Colleen

Last name

Marie

Suffix

LDA

Photo

Email

colleen@cmassociates.com

Business Name

Colleen Marie & Associates

Website

www.cmassociates.com

Schedule an appointment

https://www.cmassociates.com/contact/

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

CALDA Certified Specialist

Estate Planning

Estate Planner Badge

LDA County

San Diego

LDA County Registration No.

NC95

LDA Expiration Date

6/25/2025

LDA Services

Adding Spouse to the Title
Affidavit of Small Estate
Assignment of Personal Property
Collection
Deed of Trust
Fictitious Business Name Statement
Financial Planner
Grant Deeds
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
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 , 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, 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.

Colleen Marie

Colleen Marie & Associates

Member profile details