ADVISOR TRUST SERVICES

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:

  • Personal trust administration
  • Specialty asset management and administration
  • Charitable and philanthropic trust administration
  • Executor or co-executor representation
  • Probate management
  • Estate settlement and administration
  • Trusteed IRA services

RESOURCES FOR ADVISORS

Advisor Trust Services Overview: Advisor-oriented overview.

How to Engage BOK Financial as Trustee or Successor Trustee

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.

Delegated and Directed Trust Fee Schedule

Other Fee Schedules: Fee schedules for Special Needs Trust, Taxes, Real Estate, and Mineral Management are available upon request.

Special Needs Trust Fee Schedule

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.


CLIENT-ORIENTED RESOURCES

Personal Trust Services Overview: Client-oriented version.

Trust and Estate Management Overview: Client-oriented overview of services.

Delegated and Directed Fee Schedule

Other Fee Schedules: Fee schedules for Special Needs Trust, Taxes, Real Estate, and Mineral Management are available upon request.

BOK Financial: Our 100 Year History.

2020 America's Advisor-Friendly Trustee ListingBOK 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. 

Dedicated Team

We offer a dedicated department with over 130 experienced trust officers to support advisors and their clients. One trust officer is assigned to every account for consistency and accountability.

Financial Strength

Our trust services are backed by BOK Financial Corporation (BOKF), a regional financial services holding company with more than $30 billion in assets. BOKF has a proven track record of success with more than 20 years of positive earnings.

Nationally Chartered

We're chartered by the Office of Comptroller of the Currency (OCC), meaning we can serve the needs of clients in all 50 states.

Client Focus

Personalized and responsive advisors offer innovative and value-added trust solutions. We take the time to develop valuable long-term relationships.

Let's Talk

For specific questions on trust documents or our ability to serve as trustee, contact the Advisor Trust Services department at 888-957-6678.

Rosemary Hueser
SVP, Manager of Advisor Trust Services
rhueser@bokf.com
888-957-6678

Mike Flinn
VP, National Sales Manager
mflinn@bokf.com
877-957-1078

© 2020 BOK Financial. Services provided by BOKF, NA. Member FDIC.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE