How a Financial Advisor's Role Can Be Key to a Smooth Estate's Administration | Olga Barajas

Session: 10:20 AM

Session Description

A brief overview of the probate process and how attendees can ensure their clients are prepared. Learn about how attendees, as financial advisors, can help the executor efficiently administer the estate.

Learning Objectives

Understand the probate process, learn about key ways to assist clients in their financial planning with their estate plan in mind, and learn how to help executors administer the estate.

Speaker Bio

Olga Barajas, Attorney, Fahlman, Olson, & Little, PLLC

Olga E. Barajas, an attorney at Fahlman Olson & Little, concentrates her practice on estate planning and probate matters. Olga approaches her practice with compassion, proactivity, and practical solutions, while ensuring her clients are educated and fully understand their individualized plan. As an estate planning attorney, Olga realizes the importance of a tailor-made plan for each individual and family’s specific needs to provide them with the peace of mind that their assets and loved ones are taken care of. A Seattle native and fluent Spanish speaker, Olga earned her Juris Doctorate from the University of Washington School of Law. She is a member of the King County Bar Association and the Real Property, Probate, and Trust Law Section. Olga also previously served as a volunteer mediator for the King County Dispute Resolution Center and the Equal Employment Opportunity Commission.