Estate planning at BOK Financial
How to protect 17 BOK Financial accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through BOK Financial's BOK Financial Fiduciary Services / Private Wealth
Phone1-844-517-3308
Mailing Address
BOK Financial, One Williams Center, 101 E 2nd St, Tulsa, OK 74103
Mortgage Servicing
WebsiteLearn more →
BOK Financial Fiduciary Services / Private Wealth
Phone918-293-7583
Arizona Fiduciary Services
Colorado Trust Services
Kansas/Missouri Fiduciary Services
Advisor Trust Services
WebsiteLearn more →
Death Claims
Phone1-844-517-3308
Mailing Address
BOK Financial, P.O. Box 2300, Tulsa, OK 74192
Mortgage Servicing Death Claims
WebsiteNotify online →
Verified Feb 2026
BOK Financial offers 17 consumer accounts that interact with estate planning in distinct ways. Of those, 16 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary designations at BOK Financial can be managed in branch, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
BOK Financial provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 17 account types at BOK Financial.
View details →When someone dies
Death claim process
Contact BOK Financial's BOK Financial Fiduciary Services / Private Wealth to file a claim. 8-step process, 6 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact BOK Financial's BOK Financial Fiduciary Services / Private Wealth at 918-293-7583.
BOK Financial operates in select states, so estate planning procedures may vary by location. Confirm availability in your state before initiating trust funding or account changes.
Frequently asked questions
Yes. Contact BOK Financial ExpressBank at 1-844-517-3308 or visit a branch to designate beneficiaries on your IRA. IRA beneficiary designations use a separate form from the POD form used for deposit accounts. You can name individuals or a trust as your IRA beneficiary.
Yes. You can retitle your BOK Financial deposit accounts (checking, savings, money market, and CDs) to a revocable living trust. Visit a branch or call 1-844-517-3308 to start the process. You will need your trust document or a Certificate of Trust and government-issued ID for all trustees. Allow 1-2 weeks for processing.
No. IRAs cannot be titled to a trust. However, you can name your trust as the beneficiary of your IRA. Consult a tax advisor before doing this, as there are significant tax implications for trust beneficiaries under the SECURE Act distribution rules.
BOK Financial administers revocable trusts, irrevocable trusts, charitable trusts, court-created trusts, and special needs trusts. Services include distributions to beneficiaries, tax filings, bill paying, and detailed financial records. Trust administration is available in all 50 states through their national banking affiliate.
Yes. BOK Financial offers executor, co-executor, and full estate settlement services. Their professionals handle estate administration including asset valuation, expense payments, investment management, tax coordination, and asset distribution.
Yes. BOK Financial has more than 135 trust, fiduciary, and investment officers with an average of 20+ years of experience. One trust officer is assigned to every account for consistency, accountability, and individualized attention.
Phone1-844-517-3308
Mailing Address
BOK Financial, One Williams Center, 101 E 2nd St, Tulsa, OK 74103
Mortgage Servicing
WebsiteLearn more →
BOK Financial Fiduciary Services / Private Wealth
Phone918-293-7583
Arizona Fiduciary Services
Colorado Trust Services
Kansas/Missouri Fiduciary Services
Advisor Trust Services
WebsiteLearn more →
Death Claims
Phone1-844-517-3308
Mailing Address
BOK Financial, P.O. Box 2300, Tulsa, OK 74192
Mortgage Servicing Death Claims
WebsiteNotify online →
Verified Feb 2026
Estate planning resources for BOK Financial customers
Tools and documents to help protect your BOK Financial accounts.
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