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Private Wealth

Estate Administration Services

Naming an estate executor is an important decision in the estate-planning process. Our expert advisors can help you through it all, from start to finish.

Executing Your Estate Plan

We specialize in executor and co-executor designation, probate representation and ideas to help limit your estate taxes. Our trust team professionals handle estate settlement and administration with sensitivity and respect. By appointing us as an experienced, neutral third party to manage your estate, services will include:

  • At BOK Financial, we work with each of our clients one-on-one, in order to develop a strong financial relationship. That's how we determine the best services to suit each person's needs. Each person looking for assistance with executing an estate plan needs something different. Talk with us today, and together we'll develop a plan.
  • As executor, co-executor or in probate, we'll expertly perform any necessary estate administration tasks. From funeral arrangements to establishing a power of attorney, we work hard to ensure that your wishes are met.

  • Transferring securities and assets is more than wealth accumulation. It's about contributing to what (and whom) you value. Proper estate execution of your will and assets can help your legacy live on.

  • When inexperienced family members hire legal, accounting, investment and real estate management professionals, costs can quickly accelerate. Experienced trust services professionals well-versed in legal and tax knowledge are often less expensive by comparison. Talk with us today to learn more.

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