TRUST SERVICES

Trust Company of Oklahoma has been a state chartered trust company since 1981, serving individuals and families as trustee or co-trustee. We are 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 your property, and agent for you individually.

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.

One proven method to protect and direct your assets is to create a trust. A trust is an effective tool to instruct how and when assets pass to your beneficiaries.

YOU SHOULD 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.

WHY HAVE TCO SERVE AS CORPORATE TRUSTEE?

Administering a trust is a major fiduciary responsibility. It requires discretion, dedication and accountability. The trustee carries out the provisions given by you, and follows 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

© Copyright 2019 - Trust Company of Oklahoma. All Rights Reserved.