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Private Wealth

Estate Planning

We look after your interests as you would. Make a plan and we'll help carry on your legacy.

Planning Ahead Requires the Right Partner

Are you considering a trust or thinking of establishing a private foundation? At BOK Financial, we provide both trust administration and estate administration. Our professionals will work closely with you to reduce transaction expenses and minimize uncertainties for your beneficiaries.

  • Arranging for the disposal of your estate gives you peace of mind. Taking control of your assets clarifies your intentions and alleviates the administration of a probate.

  • Making a plan for the future without you eases the burden on your beneficiaries. Proper estate planning can greatly mitigate or eliminate transaction costs, as well as reduce taxes overall.

  • BOK Financial is uniquely positioned to answer your queries and meet your needs. We offer full estate settlement services, along with executor, co-executor and probate services.

Personal Trust

This long-range financial planning tool protects your assets. Avoid probate and save on estate taxes. Help protect your assets during your lifetime and provide future financial security for your beneficiaries.

A revocable trust is also known as a “living” trust, this is an agreement that you create during your lifetime. You direct how your assets are to be administered during your lifetime and for the benefit of others after your death. You may change this agreement anytime. Often considered by people at a stage in their life when they want professional advice in managing assets in the event of their incapacity or extended illness.

This is an agreement that you create which may not be changed after its creation. You can use a trust like this for specific tax reasons and to provide benefits for others. It often becomes irrevocable upon the death of the creator of a revocable trust. At BOK Financial, we will spend time getting to know your family’s needs and exercising discretion in a neutral fashion.

Receive tax benefits while meeting your philanthropic goals. We're experienced serving as trustee of various split interest charitable trusts with charitable beneficiaries. We also provide valuable investment advice as well as tax and regulatory compliance for private foundations.

Our advisors have extensive experience serving as trustee and conservator for special needs and settlement type trusts for minors, the elderly and persons with disabilities. We also oversee sophisticated discounted sales of partnership interests to grantor (defective) trusts, grantor retained annuity trusts (GRATs) and other tax driven trusts.

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call and we will contact you.

Arkansas

Private Banking
918-293-7575

Fiduciary Services
918-293-7583

Investments
918-293-7572

Mineral Management
918-779-6616

Real Estate Services
918-779-6620

Additional Contact Information


Arizona

Private Banking
480-596-4337

Fiduciary Services
480-596-4322

Financial Planning
480-596-4343

Investments
480-596-4343

Mineral Management
918-779-6616

Real Estate Services
918-779-6620

Additional Contact Information


Colorado

Private Banking
303-863-4417

Trust Services
303-864-7260

Financial Planning
303-524-3157

Mineral Management
918-779-6616

Real Estate Services
303-864-7267

Wealth Management
303-539-0089

Additional Contact Information


Kansas | Missouri

Private Banking
913-307-1821

Fiduciary Services
913-307-1842

Investments / Financial Planning
913-234-6659

Mineral Management
918-779-6616

Real Estate Services Statewide
913-307-1849

Additional Contact Information