Personal Trust Administration

We distribute to beneficiaries, perform tax filings, pay bills and keep detailed financial records to help protect you and your family.

Administering a Trust

BOK Financial administers all types of trusts, including revocable, irrevocable, charitable, court-created or special needs. We have the expertise to maximize tax savings, avoid probate and secure your financial future. Our professional team provides the following:

Collection and valuation of assets
Payment of expenses and distributions in accordance with trust instruments
Management and/or custody of investments
Tax return preparation and coordination of tax and estate planning with outside accountants or attorneys

Benefits

PEACE OF MIND

We will administer your trust to make your intentions clear and indisputable. Take confidence knowing that you have the strength of BOK Financial Corporation behind you, a multi-billion dollar financial services company.

LOCAL, PERSONAL RELATIONSHIP MANAGERS

BOK Financial has more than 135 trust investment officers within our regional footprint.

Nationwide Capabilities

We provide trust services in all 50 states through our national banking affiliate.

Fair and Impartial

As an independent third party corporate trustee, we are not motivated by family issues. Nothing clouds our ability to serve as an effective fiduciary in matters of family and finance.

Cost-efficient

Our fee structure is competitive with other trust companies and banks, both regionally and nationally.

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.

Personal Trust Administration

Administering a Trust

Benefits

Let's Talk

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