Advisor Trust Services
At BOK Financial, we understand that the relationship between an advisor and client is crucial. As your trusted partner, we offer objective trust solutions that enable you to provide comprehensive investment management services while holding your clients' trust assets with your preferred custodian.
Our Services
Selecting a professional trustee is essential in estate planning, as they must navigate complex responsibilities with expertise and impartiality. While appointing a friend or family member as a successor trustee may seem convenient, most lack the necessary time, resources, and knowledge for the role. Instead, consider the advantages of choosing BOK Financial Advisor Trust Services as a corporate trustee. Our experienced team specializes in trust administration, ensuring compliance with legal and fiduciary requirements while avoiding family dynamics that can complicate matters.
What sets us apart
We offer a dedicated department with experienced trust officers to support advisors and their clients. One trust officer is assigned to every account for consistency and accountability.
We're chartered by the Office of Comptroller of the Currency (OCC), meaning we can serve the needs of clients in all 50 states.
Our personalized and responsive service offers advisors innovative and value-added trust solutions. We take the time to develop valuable long-term relationships.
We can manage assets in complex estates, such as real estate, oil and mineral rights, farmland, and more.
BOK Financial Strength and Stability
BOK Financial Advisory Trust Services offers a dedicated department with experienced trust officers to support advisors and their clients. With an emphasis on personalized and responsive services, we take the time to develop valuable long-term relationships.
Our trust services are backed by BOK Financial Corporation® (NASDAQ: BOKF), a diversified and prominent leader in the U.S. financial services industry. BOKF is headquartered in Tulsa, OK, with more than 200 locations nationwide.
Tools and Resources
For Advisors
Advisor trust services overview
How to engage BOK Financial as trustee or successor trustee
Questions advisors should ask clients
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.
Administrative agent for trustee
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.
Advisor profile: To be completed by the advisor when actively engaging BOK Financial as trustee for our due diligence review process.
Webinar: "Special Needs Trust" Planning for families and individuals with special needs. Continuing education credit available.
Webinar: "Trust: Litigation" Trust and estate planning to minimize the risk of litigation. Continuing education credit available.
For End Client
Personal trust services overview: Client-oriented version.
BOK Financial: Our 100 year history
Guidance for my loved ones upon my death: Client-oriented tool that captures important information as guidance for their family.
2024 America's advisor-friendly trustee listing
Administrative agent for trustee
Let's talk
For questions on trust documents or our ability to serve as trustee, contact a member of the Advisor Trust Services department.
Rosemary Hueser
SVP, Market Manager
rhueser@bokf.com
888-957-6678
Randy Kimmel
VP, National Sales Manager
rkimmel@bokf.com
877-957-1078