Colleen Marie, CEP®, LDA
Colleen Marie & Associates

In addition to being a bonded and insured Estate Planning Legal Document Assistant (LDA), Colleen is also a licensed, bonded, and insured Insurance Agent & Broker. She is a Voting Member and sits on the Board of Directors of CALDA*, and is an Affiliate Member of the ABA**.

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  graduate as a Paralegal Valedictorian in 1994. Following that she became a Legal Document Assistant***; allowing her to work directly with the public without attorney supervision.

Colleen has assisted clients and attorneys with Estate Planning since 1994 and is licensed in property, casualty (personal & commercial), life, retirement and health insurance. She is able to assist in the self-directed preparation, funding, and the administration of Estate Planning Documents. She and the team of professionals focused on assisting clients with their annuity, long term care, health, disability and Medicare supplement options.