TRUST SERVICES IN OKLAHOMA

Trust Company is Oklahoma’s largest and oldest independent trust company. We serve as trustee or co-trustee for most types of trusts, personal representative in probate proceedings, guardian of property, or agent for you individually.

FINDING THE RIGHT CORPORATE TRUSTEE

Administering a trust is a major fiduciary responsibility. It requires discretion, dedication and accountability. The trustee carries out your directions as spelled out in the trust document. While you may chose an individual from among your relatives or friends, a corporate trustee can be a wiser choice. We offer:

Expertise
Reliability
Dedication
Experience
Integrity and privacy
Independence

HOW CAN WE HELP YOU?

A TRUST CAN HELP YOU

PROTECT ASSETS

AVOID PROBATE & GUARDIANSHIP

MAXIMIZE CONTROL

MAINTAIN PRIVACY

TRANSFER ASSETS SEAMLESSLY

CUSTOMIZE SOLUTIONS FOR SPECIFIC NEEDS

CREATE FAMILY LEGACIES

CREATE CHARITABLE GIVING LEGACY

CONSIDER ESTABLISHING A TRUST IF YOU

Own titled assets and want to avoid guardianship and probate at your incapacity or death;
Have a blended family;
Wish to streamline the asset distribution;
Have heirs who have trouble with finances;
Are a business owner or professional in need of asset protection or business succession strategies;
Have a special needs child or grandchild, and want to ensure assets will cover basic care;
Want to withhold assets from stepchildren;
Want privacy in your family’s financial matters;
Desire to give back to the organizations and causes that have been important in your life, in a sustained way.

BUILDING YOUR LEGACY

Building and protecting your assets is a lifelong endeavor. You saved and invested wisely. But if you don’t properly prepare, it can all be squandered at your death or incapacity.Your heirs may disagree over the inheritance. The will can be contested. Scammers can try to take advantage of your loved ones. The state may step in to distribute the assets despite your wishes. As a fiduciary, our obligation is to always act in our clients’ best interest.

We can serve as:

Trustee or co-trustee;
Personal representative in probate proceedings;
Guardian of your property;
Agent for you individually

You built your legacy over a lifetime. Let us help you make it last for many generations to come.