Advisor Trust Services
At BOK Financial, we understand that the relationship between an advisor and client is crucial. As your trusted partner, we offer objective trust solutions that enable you to provide comprehensive investment management services while holding your clients' trust assets with your preferred custodian.
Our Services
Selecting a professional trustee is essential in estate planning, as they must navigate complex responsibilities with expertise and impartiality. While appointing a friend or family member as a successor trustee may seem convenient, most lack the necessary time, resources, and knowledge for the role. Instead, consider the advantages of choosing BOK Financial Advisor Trust Services as a corporate trustee. Our experienced team specializes in trust administration, ensuring compliance with legal and fiduciary requirements while avoiding family dynamics that can complicate matters.
What sets us apart
We offer a dedicated department with experienced trust officers to support advisors and their clients. One trust officer is assigned to every account for consistency and accountability.
We're chartered by the Office of Comptroller of the Currency (OCC), meaning we can serve the needs of clients in all 50 states.
Our personalized and responsive service offers advisors innovative and value-added trust solutions. We take the time to develop valuable long-term relationships.
We can manage assets in complex estates, such as real estate, oil and mineral rights, farmland, and more.
BOK Financial Strength and Stability
BOK Financial Advisory Trust Services offers a dedicated department with experienced trust officers to support advisors and their clients. With an emphasis on personalized and responsive services, we take the time to develop valuable long-term relationships.
Our trust services are backed by BOK Financial Corporation® (NASDAQ: BOKF), a diversified and prominent leader in the U.S. financial services industry. BOKF is headquartered in Tulsa, OK, with more than 200 locations nationwide.
Tools and Resources
For Advisors
Advisor trust services overview (Opens in a new tab)
How to engage BOK Financial as trustee or successor trustee (Opens in a new tab)
Questions advisors should ask clients (Opens in a new tab)
Schedule of fees and services (Opens in a new tab)
Directed vs. Delegated (Opens in a new tab): A brief description that clarifies the differences in the investment authority of a trust.
Directed trust sample language (Opens in a new tab): For use when drafting or amending trust documents to create directed investment authority, where state statues allow.
Delegated trust sample language (Opens in a new tab): For use when drafting or amending trust documents to created delegated investment authority. For use when state statutes do not support directed trusts.
Attorneys and their clients (Opens in a new tab)
Special needs trusts (Opens in a new tab)
Administrative agent for trustee (Opens in a new tab)
Testimonials (Opens in a new tab)
Firm profile (Opens in a new tab): To be completed by the RIA firm, if SEC-registered, when actively engaging BOK Financial as trustee for our due diligence review process.
Advisor profile (Opens in a new tab): To be completed by the advisor when actively engaging BOK Financial as trustee for our due diligence review process.
Webinar: "Special Needs Trust" (Opens in a new tab) Planning for families and individuals with special needs. Continuing education credit available.
Webinar: "Trust: Litigation" (Opens in a new tab) Trust and estate planning to minimize the risk of litigation. Continuing education credit available.
For End Client
Personal trust services overview (Opens in a new tab): Client-oriented version.
BOK Financial (Opens in a new tab): Our 100 year history
Schedule of fees and services (Opens in a new tab)
ATS statement explainer (Opens in a new tab)
Guidance for my loved ones upon my death (Opens in a new tab): Client-oriented tool that captures important information as guidance for their family.
2024 America's advisor-friendly trustee listing (Opens in a new tab)
Administrative agent for trustee (Opens in a new tab)
Let's talk
For questions on trust documents or our ability to serve as trustee, contact a member of the Advisor Trust Services department.
Rosemary Hueser
SVP, Market Manager
rhueser@bokf.com
888-957-6678
Randy Kimmel
VP, National Sales Manager
rkimmel@bokf.com
877-957-1078