Our trust solutions can help you focus on what's most important — your clients. As you work with them to create a solid financial foundation, we'll work with you to deliver what they need.
As a professional advisor, you work closely with your clients to create a solid financial foundation and we uphold your most important asset – the relationship you have with your clients. BOK Financial enhances the advisor/client relationship by providing objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian.
At BOK Financial, we believe clients always come first. To help you develop your advisor-client relationships, we listen first, ask questions and then help you select the right services to fit the client's needs, including:
Advisor Trust Services Overview: Advisor-oriented overview.
Directed vs. Delegated: A brief description that clarifies the differences in the investment authority of a trust.
Directed Trust Sample Language: For use when drafting or amending trust documents to create directed investment authority, where state statues allow.
Delegated Trust Sample Language: For use when drafting or amending trust documents to created delegated investment authority. For use when state statutes do not support directed trusts.
Advisor Profile: To be completed by the advisor when actively engaging BOK Financial as trustee for our due diligence review process.
Firm Profile: To be completed by the RIA firm, if SEC registered, when actively engaging BOK Financial as trustee for our due diligence review process.
Trust Education Recordings: Education sessions for advisors to gain knowledge in the area of trust and estate planning offering CFP® CE credits.
Personal Trust Services Overview: Client-oriented version.
Trust and Estate Management Overview: Client-oriented overview of services.
BOK Financial: Our 100 Year History.
2020 America's Advisor-Friendly Trustee Listing: BOK Financial named as one of America's most advisor-friendly trust companies by leading industry source, Wealth Advisor.
Estate Planning Primer: Five key estate planning documents and glossary of estate planning terms.
Guidance For My Loved Ones Upon My Death: Client-oriented tool that captures important information as guidance for their family.
For specific questions on trust documents or our ability to serve as trustee, contact the Advisor Trust Services department at 888-957-6678.
SVP, Manager of Advisor Trust Services
VP, National Sales Manager
© 2020 BOK Financial. Services provided by BOKF, NA. Member FDIC.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE