Personal Trust Administration
We distribute to beneficiaries, perform tax filings, pay bills and keep detailed financial records to help protect you and your family.
Administering a Trust
Bank of Oklahoma administers all types of trusts, including revocable, irrevocable, charitable, court-created or special needs. We have the expertise to maximize tax savings, avoid probate and secure your financial future. Our professional team provides the following:
Benefits
We will administer your trust to make your intentions clear and indisputable. Take confidence knowing that you have the strength of BOK Financial Corporation behind you, a multi-billion dollar financial services company.
Bank of Oklahoma has more than 135 trust investment officers within our regional footprint. Our trust professionals have an average of 20 years of experience or more.
We provide trust services in all 50 states through our national banking affiliate.
As an independent third party corporate trustee, we are not motivated by family issues. Nothing clouds our ability to serve as an effective fiduciary in matters of family and finance.