Estate planning at BOK Financial
How to protect 18 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
Wealth Management Estate Planning
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
Wealth Management Estate Planning
WebsiteNotify online→
Verified Apr 2026
How your BOK Financial accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 17 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
BOK Financial lets account holders update beneficiary designations 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 has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 18 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. 4-step process, 6 required documents, and contact information for survivors.
View details →BOK Financial's BOK Financial Fiduciary Services / Private Wealth can answer questions about beneficiaries, trusts, or death claims at 918-293-7583.
BOK Financial is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
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.
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.
IRA beneficiary designations use a separate form from POD designations on deposit accounts. Contact ExpressBank at 1-844-517-3308 or visit a branch to request the IRA beneficiary designation form. You can name individuals or a trust as your IRA beneficiary. Review your beneficiary designations periodically and after major life events such as marriage, divorce, or the birth of a child.
Yes. While BOK Financial has a regional banking presence in eight states (Arkansas, Arizona, Colorado, Kansas, Missouri, New Mexico, Oklahoma, and Texas), trust administration services are available in all 50 states through their national banking affiliate. BOK Financial can serve as trustee, co-trustee, or agent for the trustee.
BOK Financial has specialized expertise in managing complex assets within trusts, including real estate, oil and mineral rights, farmland, and other specialty assets. Their specialty asset management team works alongside trust officers to handle valuations, income collection, and disposition of these non-traditional holdings.
Sources
Data sourced from BOK Financial primary sources (17 pages reviewed). How we research.
Phone1-844-517-3308
Mailing Address
BOK Financial, One Williams Center, 101 E 2nd St, Tulsa, OK 74103
Mortgage Servicing
Wealth Management Estate Planning
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
Wealth Management Estate Planning
WebsiteNotify online→
Verified Apr 2026
Estate planning articles
Learn how to protect your BOK Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.
