Personal > Trust services > TRUST SERVICES

Trust Seminar

2017 Annual CLE/CPE Seminar
Hot Topics for CPAs and Attorneys

October 27, 2017

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Trust Services

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
  • Special Needs Trust
  • Executor for Probate of Wills
  • Life Insurance Trusts
  • Charitable Trusts
  • Guardianships
  • Mineral Management
  • Attorney-In-Fact under a Durable Power of Attorney and Trustee for employee profit and pension plans

Mineral Management

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. The Trust Department is a member of the National Association of Royal Owners (NARO).

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 contact Eric Cook, Vice President and Trust Officer at (580) 332-5132 and 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.

Learn more about Mineral Management Services

Free Consultations

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 (888) 332-5132.

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.

Trust Brochures

Below is a list of brochures available on request:

  • Trust Services in the Trust Department
  • Living Trusts
  • Educational Trusts
  • Most Common Ways to Transfer Property
  • A Guide on How to Plan for Illness and Incapacity in Oklahoma
  • Estate Planning for the Family Business Owner
  • Estate Planning for Women
  • Estate Planning-Common Mistakes to Avoid
  • Glossary of Estate Planning Terms
  • How to Choose the Right Trustee
  • Statement of Fees for Trust Services

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