Estate planning and settlement at BOK Financial
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-844-517-3308
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.
Beneficiary designations at BOK Financial can be managed in branch, by phone, and by mail, typically taking 15 to 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.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 18 account types at BOK Financial.
Preparing your estate →Death claim process
Report the death to BOK Financial's ExpressBank at 1-844-517-3308. The page lists the steps and the documents to send.
When someone dies →BOK Financial's BOKF, NA Fiduciary Services can answer questions about beneficiaries, trusts, or death claims at 1-918-293-7560. Email inquiries can be sent to rhueser@bokf.com.
BOK Financial is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Sources
Data sourced from BOK Financial primary sources (33 pages reviewed). How we research.
BOK Financial customer support
ExpressBank
Phone
ExpressBank — Bank of Oklahoma (Tulsa)
ExpressBank — Bank of Oklahoma (Oklahoma City)
ExpressBank — Bank of Oklahoma (all other areas)
ExpressBank — Bank of Texas (Dallas)
ExpressBank — Bank of Texas (Fort Worth)
ExpressBank — Bank of Texas (Houston)
ExpressBank — Bank of Texas (San Antonio)
ExpressBank — Bank of Texas (all other areas)
ExpressBank — Bank of Albuquerque (Albuquerque)
ExpressBank — Bank of Albuquerque (all other areas)
Mortgage Servicing — BOK Financial
Mortgage Servicing — Bank of Oklahoma
Mortgage Servicing — Bank of Texas
Mortgage Servicing — Bank of Albuquerque
BOK Financial Private Wealth — Estate Planning
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your BOK Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
