At Colleen Marie & Associates, we are a group of professionals who pride ourselves on providing top tier services. These include Estate Planning, Wills, Trusts, Health Care Directives, Powers of Attorney, Deed Preparation, Notary and Insurance services for our clients. We work with you individually and carefully, at your direction, in order to evaluate your unique business and personal needs to find the most suitable solution for you.

Here at Colleen Marie & Associates, we receive the exclusive designation awarded by the National Institute of Certified Estate Planners, to those who complete the rigorous training and continuing education required. This ensures that our clients receive the latest and most current service possible. Our insurance licensing and NICEP designation allows us to assist with estate funding nationwide. We focus on mitigating these costs through early planning. Together, we can achieve this.

Estate Planning is planned protection for you and your loved ones. One of the barriers to getting a plan done is the cost. If this is a concern, consider using an LDA. Under Business & Professions Code 6400, a Legal Document Assistant is authorized to prepare legal documents for consumers. LDAs are NOT attorneys; however, they can assist you in the preparation of your legal documents, at your direction.

Do NOT delay properly planning and funding your estate. Our motto is: “The worst decision you make on your very worst day is better than the best decision the court makes for you on their very best day” ™

For more than two decades, Colleen and her team have been assisting people of all ages. We work with individuals and businesses alike. Our goal is to simplify the process and make it as affordable as possible.

For the individual attention needed for your desired service, contact us at Colleen Marie & Associates. We make communication easy and accessible for YOU.