Colleen Marie & Associates

Colleen Marie & Associates is a dedicated team of professionals providing top-tier estate planning, wills, trusts, health care directives, powers of attorney, deed preparation, notary, and insurance services. Our mission is to understand your unique business and personal needs, offering customized solutions for each individual client. With a strong focus on the importance of early planning and mitigation of costs, our team strives to serve the community genuinely and honestly, one family at a time.

Our Services

*Estate Planning*: Our comprehensive estate planning services include a thorough assessment of your situation, enabling us to create a tailored plan that safeguards your assets, ensuring financial security for you and your loved ones.

*Wills & Trusts*: At Colleen Marie & Associates, we assist clients in creating both simple and complex wills and trusts that effectively protect their assets and minimize the financial and emotional toll of probate.

*Health Care Directives*: By creating a health care directive, you ensure your medical wishes will be honored should you become unable to make those decisions for yourself in the future. We guide you through the process of outlining your preferences and providing the necessary documentation to ensure your desires are carried out.

*Powers of Attorney*: Designating a power of attorney ensures the person you trust will manage your financial, business, and legal affairs if you become unable to do so yourself. Our experts help craft the appropriate legal documents, addressing all relevant matters.

*Deed Preparation*: Our team is experienced in acquiring, preparing, and filing deeds according to your specific instructions. This includes transferring property to a trust, handling transactions due to deaths or divorces, and many other transfer types. With access to copies of deeds from nearly any county in the USA, we save you time and effort.

*Notary Services*: We offer notary services for various documents, authenticated by a licensed notary public to deter fraud and ensure proper document execution.

*Insurance Services*: As a trusted partner for over 25 years, Colleen Marie & Associates offers client-centered insurance assistance, evaluating your unique needs to find the most suitable insurance products.

Working With Colleen Marie & Associates

Understanding the cost of estate planning can be a barrier for many people. That's why we offer services under the Business & Professions Code 6400, allowing Legal Document Assistants (LDAs) to prepare legal documents for consumers. LDAs are not attorneys, but they can assist in the preparation of your legal documents, making the process more affordable and accessible.

As a registered Legal Document Assistant's office, we pride ourselves on the exclusive designation awarded by the National Institute of Certified Estate Planners. By completing the rigorous training and continuing education, our clients receive the latest and most current service available. Additionally, our insurance licensing and NICEP designation allow us to assist with estate funding nationwide.

For any specialized service needs, we accommodate and offer assistance without an attorney, providing a more affordable alternative. In cases where an existing trust needs updating or funding, or if you need help setting up a trust, Colleen Marie & Associates is happy to assist. Furthermore, we ensure your existing insurance policies, such as homeowners insurance, are adequately insured and that the trust is named as an additional insured.

At Colleen Marie & Associates, we believe that estate planning is an act of love. Our team is committed to making the process as simple, accessible, and affordable as possible. For individual attention and guidance through your desired service, contact us at Colleen Marie & Associates today.