• elderly man walking with grandson

TRUST SERVICES

Building and protecting your assets is a lifelong endeavor. Unfortunately, if you don’t properly prepare, it can all be lost after your death.
Families can disagree. Wills can be contested. Scammers can take advantage of your loved ones. The state may step in to distribute the assets.
One proven method to protect and direct the distribution of assets is to create a trust.

WHAT IS A TRUST?

A trust is a written arrangement in which a person or an institution takes care of property for themselves or someone else’s benefit. It is an effective tool to direct how and when assets pass to your beneficiaries.

CONSIDER ESTABLISHING A TRUST IF YOU

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

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

CORPORATE TRUSTEE

Trust Company of Oklahoma has been a state chartered trust company since 1981. We are Oklahoma’s oldest and largest independent trust company.

Our team includes attorneys, CPAs, Certified Financial Planners (CFP) and Certified Trust and Financial Advisors (CTFA). Our experienced professionals know how to navigate difficult financial and family situations with understanding and professional objectivity.

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.

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