Who's In Control? - a podcast by Dolores Williams

This weeks episode is with Colleen Marie. Colleen moved to California in 1991 and pursued a pre-law educational path toward becoming an attorney.  While working full time in the insurance industry her insurance career blossomed into her own agency and she switched educational credits, graduating 1st in her class as a paralegal in 1994.
Colleen Marie is a bonded and insured Estate Planning LDA, Legal Document Assistant, registered in San Diego, California, and a licensed, bonded, and insured Insurance Agent & Broker. She is able to assist in the self-directed preparation, funding, and the administration of Estate Planning Documents.
Her practice was established in 1994. She is a Voting Member and sits on the Board of Directors of CALDA, the California Association of Legal Document Assistants , www.CALDA.org, She is also registered with certified by the NICEP, the National Institute of Certified Estate Planners  www.nicep.org , and an Affiliate Member of the ABA, American Bar Association, www.americanbar.org.

Colleen is a Christian raised Catholic and loves the Lord. All is for His Glory.

Thanks to our sponsor Coach Kim Yeater.  If you are feeling stuck and want to get unstuck, reach out to Coach Kim for a complimentary strategy session at: Calendly.com/KimYeater

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