Colleen Marie & Associates

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Colleen Marie is a bonded and insured LDA (NC95), Legal Document Assistant, registered in San Diego, California, allowing her to assist clients in the entire State of California. She is also licensed, bonded, and an Insurance Broker through the California Department of Insurance (0B30757). Her business was established in 1994. Colleen is a Voting Member, on the Board of Directors, of CALDA, the California Association of Legal Document Assistants , www.CALDA.org, a Certified Estate Planner and NICEP member, the National Institute of Certified Estate Planners, www.nicep.org, a Member of the NEA, the National Ethics Association, www.ethics.net and an Affiliate Member of the ABA, American Bar Association, www.americanbar.org.

 

As an LDA, Colleen Marie provides services directly to the consumer. Visit her website and read the reviews at www.cmassociates.com.. Schedule your Free Meeting Today. Colleen can be reached at 858-750-7350 or colleen@cmassociates.com.

 

Colleen Marie might be a good match for you. She can see you in your home or in her office. There is NO COST for the initial meeting so you can decide if working with Colleen is a good fit for you. Colleen can assist with the preparation of your Will, Trust, Power of Attorney, Heath Care Directives, Deed Transfers, Notary Services and the Amending of your existing documents, at your direction. As an insurance broker she can assist you with placing your personal & real property, retirement annuity, 401K Rollovers, commercial business and professional insurance.

 

Legal Document Assistant LDA# NC95

Broker Lic#: AZ 2608963 • CA 0B30757 • CO 569202 • ID 2608963 • MN 40550668 • MO 8484801 • NJ 1646910

NV 2608963 • OH 2608963 • OR 2608963 • RI 2608963 • SC 911735 • TX 1809600 • UT 702314 • WA 997922

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We are not attorneys and cannot provide legal advice. We can only provide self-help services at your specific directions.

Thank you for allowing me to serve you!

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