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 Bank of Oklahoma, 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.
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.
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.
Let's Talk
We look forward to helping you protect and manage your wealth. Give us a call and we will contact you.
Private Banking
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2558
Family Office Services
214-525-7696
Trust Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348
Fiduciary Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348
Financial Planning
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2565
Investments
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2565
Mineral Management
918-779-6616
Real Estate Services
918-779-6611