Personal Trust Administration
We distribute to beneficiaries, perform tax filings, pay bills and keep detailed financial records to help protect you and your family.Contact Us
Administering a Trust
Bank of Albuquerque administers all types of trusts, including revocable, irrevocable, charitable, court-created or special needs. We have the expertise to maximize tax savings, avoid probate and secure your financial future. Our professional team provides the following:
- Collection and valuation of assets
- Payment of expenses and distributions in accordance with trust instruments
- Management and/or custody of investments
- Tax return preparation and coordination of tax and estate planning with outside accountants or attorneys
We will administer your trust to make your intentions clear and indisputable. Take confidence knowing that you have the strength of BOK Financial Corporation behind you, a multi-billion dollar financial services company.
Bank of Albuquerque has more than 135 trust investment officers within our regional footprint.
We provide trust services in all 50 states through our national banking affiliate.
As an independent third party corporate trustee, we are not motivated by family issues. Nothing clouds our ability to serve as an effective fiduciary in matters of family and finance.
Our fee structure is competitive with other trust companies and banks, both regionally and nationally.
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.