Our trust officers will review the estate planning options of an individual in a free, one-hour conference. Our Trust Department does not prepare wills, trust agreements, or other legal documents. We always refer potential clients to their attorney for legal advice and document preparation.
Call the Trust Department for an appointment or for more information at (580) 436-8323 or (580) 436-8322.
Vision Bank's Trust Department has been committed to financial security and prudent management practices since 1942. Each trust's financial objective is reviewed for proper diversification and asset allocation to meet the needs of the individual beneficiary.
The following are the principle capacities in which we are prepared to render services to our customers:
- Revocable Living Trusts
- Probate of Will
- Charitable Trusts
- Testamentary Trusts
- Educational Trusts
- Special Needs Trusts
- Court-Settlement Trusts
- Guardianship of the Assets
We have been managing mineral properties in Oklahoma and Texas since the 1940's. Experienced trust officers have decades of experience in reviewing lease offers, processing division orders, and complying with trust agreement provisions as to the inheritance of the producing or non-producing mineral tracts.
If your estate involves mineral interests within the United States that need to be managed by a professional for the benefit of your heirs, please call (580) 436-8323 or (580) 436-8322 to schedule an appointment to discuss mineral issues. All conferences are free; however, we do not draft legal documents. If you do not have an estate planning attorney, we can assist you in contacting one.