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
Phone(844) 545-3059
Mailing Address
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Oklahoma City area
Southwest Oklahoma
Tulsa area
Online Banking Support
Mortgage Lending
Lost/Stolen Debit Card
WebsiteLearn more→
Trust & Investments Division
Phone(405) 270-4778
Mailing Address
BancFirst Trust & Investments, 100 N Broadway Ave, Oklahoma City, OK 73102
Tulsa & Northeast Oklahoma
Duncan, Ardmore & Southern Oklahoma
WebsiteLearn more→
Customer Service / Trust & Investments
Phone(844) 545-3059
Mailing Address
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Trust & Investments (OKC)
Trust & Investments (Tulsa)
Mortgage Lending
Verified Apr 2026
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, special needs, and court-created trusts), guardianship administration, investment management, and oil and gas mineral management. The division is the statewide leader in trust and investment 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 (Southern Oklahoma).
BancFirst Trust & Investment Management has more than $6 billion in assets under administration, making it one of the largest trust and investment firms in Oklahoma. The division provides estate planning, trust administration, investment management, retirement services, and corporate trust services. Staff includes attorneys, CPAs, Certified Trust and Financial Advisors, and Chartered Financial Analysts. Regional offices are located in Oklahoma City at (405) 270-4778, Tulsa at (918) 664-6660, and Southern Oklahoma at (580) 251-7027.
Sources
Data sourced from BancFirst primary sources (14 pages reviewed). How we research.
BancFirst Call Center
Phone(844) 545-3059
Mailing Address
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Oklahoma City area
Southwest Oklahoma
Tulsa area
Online Banking Support
Mortgage Lending
Lost/Stolen Debit Card
WebsiteLearn more→
Trust & Investments Division
Phone(405) 270-4778
Mailing Address
BancFirst Trust & Investments, 100 N Broadway Ave, Oklahoma City, OK 73102
Tulsa & Northeast Oklahoma
Duncan, Ardmore & Southern Oklahoma
WebsiteLearn more→
Customer Service / Trust & Investments
Phone(844) 545-3059
Mailing Address
BancFirst, 100 N Broadway Ave, Oklahoma City, OK 73102
Trust & Investments (OKC)
Trust & Investments (Tulsa)
Mortgage Lending
Verified Apr 2026
Estate planning articles
Learn how to protect your BancFirst accounts and other assets with trusts, beneficiary designations, and estate planning documents.
