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: Estate Planning, Living Trust to Avoid Probate, Education Trusts for Grandchildren,
Executor for Probate of Wills, Life Insurance Trusts, Charitable Trusts,
Guardianships, Personal Portfolio Management, Mineral Management, Attorney-In-Fact under a Durable Power of Attorney and Trustee for employee profit and pension plans.
Trust Services Living Trusts Educational Trusts Ways to Transfer Property Glossary of Estate Planning Terms Estate Planning for Family Business Owners How to Plan for Illness and Incapacity in Oklahoma
How to Choose the Right Trustee
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)332-5132 or toll free 1(888)332-5132.
|Annual CLE/CPE Seminar 2013 Tax & Real Estate Update Seminar|
Seminar Materials are available to download here.
PDF of Edward Hobbs' Capitalization presentation.
|Important Information About Procedures for Opening A New Account|
In order to prevent the use of the U.S. Banking system in terrorist and other illegal activity, federal regulations require all financial institutions to obtain, verify and record identification from all persons opening new accounts or being added as signatories to existing accounts. This institution cannot waive these requirements.