About Me

Colleen Marie & Associates

Colleen Marie

With over 25 years of experience in both the Insurance and Estate Planning industry, I can confidently say that planning is an act of love. As a bonded and registered Legal Document Assistant, it is my goal to provide a personalized service to my clients in order to help them facilitate the preparation of their legal documents.

I believe in making communication easy and accessible for YOU. At CM & Associates we can see you at your home, online or at the office. Our hours are flexible from Monday- Friday, 8 AM-8PM. We strive to provide our customers with the most cost-effective opportunities. Because of this, there is no cost for our initial meeting. We look forward to the opportunity to serve you.


CEP® Date Awarded: 01-2018

Life and Health Experts Gold Partner Seal

Voting Member on the Board of Directors at CALDA

Member of the National Ethics Association

Affiliate Member of the ABA

Colleen Marie & Associates

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