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:
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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.
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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.
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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.
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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
918-293-7584
Family Office Services
214-525-7696
Fiduciary Services
918-293-7583
Investments
918-293-7572
Mineral Management
918-779-6616
Real Estate Services
918-779-6611
Additional Contact Information
Arizona
Private Banking
480-596-4354
Family Office Services
214-525-7696
Fiduciary Services
480-596-4322
Financial Planning
480-596-4343
Investments
480-596-4343
Mineral Management
918-779-6616
Real Estate Services
918-779-6611
Additional Contact Information
Colorado
Private Banking
303-539-2886
Family Office Services
214-525-7696
Trust Services
303-864-7220
Financial Planning
303-864-7241
Mineral Management
918-779-6616
Real Estate Services
303-864-7267
Investment Management
303-864-7234
Additional Contact Information
Kansas | Missouri
Private Banking
913-307-1821
Family Office Services
214-525-7696
Fiduciary Services
913-307-1842
Investments / Financial Planning
913-234-6659
Mineral Management
918-779-6616
Real Estate Services Statewide
913-307-1849