Trust and Estate Management Services
Long-term solutions for high-net-worth individuals.
Creating a legacy that endures beyond your lifetime affords you the ability to have a lasting impact on future generations, from your immediate family to entire communities. Together with MidFirst Bank’s trust professionals, you can work to develop the right trust and estate strategies to ensure your objectives can be met both now and well into the future.
Regardless of your net worth, basic estate planning documents in the form of a will or a revocable trust allow for the continued control of your property after death and a clear and efficient estate settlement process. If you have accumulated substantial wealth, you may need more extensive planning to arrange for the transfer of assets to your heirs or to other parties, which is why MidFirst Private Bank offers expert advice in:
- Estate Planning
- Trust Administration
- Estate Administration & Settlement
- Financial Planning
- Investment Management
- Mineral Management
Our fiduciary professionals provide the care, consideration, and custom solutions that every trust and estate planning situation requires.
Trust Administration
As your corporate trustee, MidFirst Private Bank is equipped to safeguard, manage, and distribute your assets if you become unable or unwilling to do so, or if you simply no longer wish to shoulder this responsibility. With years of service as a fiduciary, MidFirst Private Bank is qualified to act in a sole trustee, co-trustee, or agent for your trustee capacity.
Estate Planning
Estate planning is a personal process that establishes the groundwork for the passing of legacy and wealth to your family and other designated people, institutions, or causes. MidFirst Private Bank is committed to working with your trusted professional partners, your family, and you to design a functional plan that provides for you during your life and arranges for the appropriate transfer of assets to your designated beneficiaries after your passing.
Estate Administration & Settlement
MidFirst Private Bank adheres to the legal and ethical standards that accompany fiduciary service. At their core, our trust professionals are committed to executor service that is rooted in integrity, ensuring that our clients’ wishes are honored and that their assets are properly stewarded.
Financial Planning
Preparing for what is to come reduces fear and aids in the development of strategies that are best suited to produce a positive outcome. From the purchase of a vacation home to gaining a confidence that your nest egg can support your early retirement, any fiscal decision can create uncertainty. As you approach significant financial transitions during your lifetime, MidFirst Private Bank is dedicated to working with you to better understand and manage the implications associated with your upcoming choices, as well as finding the best investment solutions to help you achieve your goals.
Custody
MidFirst Private Bank’s trust professionals will help meet your objectives now and well into the future.
Special Needs Trusts & Guardianships
Our team and structure ensures continuous administration of your trust. We are an impartial third party that will act in the interest of the trust.
Mineral Management
With locations and client relationships throughout the largest oil and gas plays in the country, MidFirst Bank has the knowledge and expertise to manage your oil and gas interests.
IRAs
Retirement may be one of the most significant financial transitions you will face in your lifetime. Prepare for it today by working with MidFirst Private Bank to understand and manage both the financial and tax implications associated with retirement, and find the best investment options for your goals and vision of your family’s future.