Colleen Marie, CEP®

Colleen Marie & Associates
1470 Powell Road
Oceanside, CA 92056
(858) 750-7350
Mobile: (619) 888-0753
(858) 724-8200
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CEP® Date Awarded
January 1, 2018

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.

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.

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

*California Association of Legal Document Assistants -
**American Bar Association -
***An LDA cannot give legal advice or appear in court for a client.

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

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