Estate Planning. Wills & Trusts.
Insurance. Colleen Marie Prep
Estate Planning. Wills & Trusts.
Insurance. Colleen Marie Prep

Decided to do your own legal paperwork?

Services

Estate Planning

At Colleen Marie & Associates, we work with attorneys to utilize available resources that will help your family avoid the expensive financial and emotional costs of probate. We assist with document preparation and make both a self-directed and an attorney directed product available for individuals, partners, spouses and families. As an LDA, CMA does not need the assistance of an attorney; however, we can help attorneys if they request it.

Insurance Policy

At Colleen Marie & Associates, we have been helping families and businesses with their insurance needs for more than 25 years. We are not just sellers of insurance. We have a client-centered practice and take pride in our ability to evaluate your unique individual needs with the goal of finding the most suitable insurance products particularly for you.

Insurance Dispute Resolution

Our firm is composed of licensed insurance professionals who are able to immediately analyze your dispute, whether it is with your medical, home, auto, business, or life insurance. We are often able to resolve the dispute with a simple phone call. When the issue is more complex, we are good at problem solving and negotiation.

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At Colleen Marie & Associates, we are a group of professionals who pride ourselves on making the best estate planning and estate funding products and services available to our clients. We work with you individually and carefully evaluate your unique business and personal needs to find the most suitable solution for you.

The exclusive designation awarded by the National Institute of Certified Estate Planners assures you that the latest and most exclusive training is current. Our licensing allows us to assist with estate funding nationwide. A focus on Colleen Marie funding and mitigating those costs can be achieved with early planning.

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” ™

We are also skilled in dispute resolution and are conveniently available to meet and learn how we can effectively intercede, on your behalf, with the insurer. We have a track record of success in obtaining favorable outcomes for our clients.

For more than two decades, we 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 estate planning, Colleen Marie funding and insurance needs, contact us at Colleen Marie & Associates. We can travel to all those throughout San Bernardino, Riverside, and San Diego Counties and meet online with those in other parts of California and out of state.

Need A Specialized Service? We Can Accommodate!

Assistance Without An Attorney

As a legal document assistant (LDA), CMA is bonded, insured and licensed to provide self-directed services to clients who want to get their estate planning completed. LDA’s are not attorneys and cannot give legal advice but are more affordable.

Update and Fund Your Trust

If you already have a trust set up but need it to be up to date and funded, CMA can help. We can also assist you in putting together a trust.

Insurance Policy

An important component of funding your trust is making sure that any current insurance policy, such as homeowners insurance is additionally insured and that the trust is named as an additional insured.

Colleen Marie & Associates

Estate Planning is an act of love. Let’s see how we can assist you.

Phone

(858) 750-7350

Fax

(858) 724-8200

Location

1470 Powell Rd.
Oceanside, CA