Oklahoma's Estate Administration Partner
We act as an impartial professional to manage the estate and its distribution. This neutrality actively prevents family conflict by ensuring all actions are based strictly on legal documents and procedures.
Asset transfer is complex, but we make it clear. We provide personalized coordination to each beneficiary and clearly communicate what they can expect next.
We believe in unified professional teamwork. Collaborating with your attorney and CPA ensures every action is legally sound and financially optimized, streamlining the process and minimizing delays.
Every asset is documented and categorized. We engage certified, independent professionals to provide fair market valuations of all significant holdings.
We have deep expertise managing complex interests, including real property, family owned businesses, and Oklahoma specific oil and gas holdings.
We professionally handle the retitling and management of investment assets during the settlement period to preserve their value until final distribution.
The aftermath of a loss is often overwhelming and emotional. Serving as a corporate fiduciary, Trust Company of Oklahoma acts as a neutral personal representative to ensure an efficient, timely, and impartial estate settlement. We handle the heavy lifting of inventory and valuation, allowing families the space to grieve without the burden of administrative complexity.
We take on the legal liabilities and duties of the settlement process, providing the precision required to protect the estate from complex claims and litigation.
Our expert team prepares and files complex final income and estate tax returns. We develop strategies to minimize liabilities, ensuring the estate does not overpay on taxes.
We objectively manage, negotiate, and resolve all legitimate creditor claims and outstanding debts against the estate in compliance with state law.
We maintain court ready records while providing transparent and timely accountings to all required parties and jurisdictions to ensure compliance and clarity.
Our advisors include CFP® professionals, CFA® charterholders, attorneys, and CPAs, all working collaboratively to ensure your wishes are followed.
We are here to help you make sense of it all.