Estate planning at BancFirst
How to protect 16 BancFirst accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through BancFirst's Trust & Investments Division
BancFirst Call Center
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Trust & Investments Division
BancFirst Trust & Investments, 100 N Broadway Ave, Oklahoma City, OK 73102
Customer Service / Trust & Investments
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
BancFirst has 16 accounts, each with different rules for what happens when the account holder dies. Of those, 11 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
BancFirst handles beneficiary designations in branch and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at BancFirst: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 16 account types at BancFirst.
View details →When someone dies
Death claim process
Contact BancFirst's Trust & Investments Division to file a claim. 5-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact BancFirst's Trust & Investments Division at (405) 270-4778.
Because BancFirst serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. BancFirst's Trust & Investments division provides estate planning, estate and probate settlement, trust administration (revocable, irrevocable, charitable, and special needs trusts), guardianship administration, investment management, real property management, and oil and gas mineral management. Staff includes attorneys, CPAs, Certified Trust and Financial Advisors, and Chartered Financial Analysts. Contact Trust & Investments at (405) 270-4778 (Oklahoma City), (918) 664-6660 (Tulsa), or (580) 251-7027 (Duncan, Ardmore, and Southern Oklahoma).
Sources
Data sourced from BancFirst primary sources (15 pages reviewed). How we research.
BancFirst Call Center
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Trust & Investments Division
BancFirst Trust & Investments, 100 N Broadway Ave, Oklahoma City, OK 73102
Customer Service / Trust & Investments
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Estate planning articles
Learn how to protect your BancFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.
