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Shawnee

Fiduciary Services

As a fiduciary, integrity is paramount. Our understanding of the laws and complexities surrounding the management of a trust can make a world of difference in assuring that the intentions of the grantor and the needs of the beneficiary are met. Where property is involved, our real estate and oil and gas management teams provide all services related to mineral and real property transactions, and manage the day-to-day financial activities of these trust holdings.

BancFirst professionals are also uniquely experienced in and provide comprehensive investment management services as well as complementary services that include management of monthly expenses, estimated income tax payments and scheduled periodic distributions.

BancFirst Trust & Investment Management employs a host of respected professionals including attorneys, certified public accountants, certified trust and financial advisors, as well as holders of the Chartered Financial Analyst designation. Each of our professionals has one mission – to serve the needs of the client with absolute integrity.

Our Scope of Services

  • Estate Planning
  • Estate & Probate Settlement
  • Guardianship Administration
  • Trust Administration
  • Revocable & Irrevocable Trusts
  • Special Needs Trusts
  • Foundation and Charitable Trusts
  • Portfolio Management
  • Real Property Management
  • Oil & Gas Mineral Management

We're Here to Listen

If you’re looking for a trusted financial partner for your fiduciary needs, let’s talk today.

Oklahoma City & Central Oklahoma • 405-270-4778

Jon Bowers

Pat Mahoney

Kristin Haynes - Dixon

Sara Wilson

Mike Reynolds

James Dickson

Tulsa & Northeast Oklahoma • 918-664-6660

Monty Curry

James Maddux

Phillip Jennings

Duncan, Ardmore & Southern Oklahoma • 580-251-7027

Nancy Hemphill

Geoff Johnson

Carolyn Pollock

Susan Henderson

Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, BancFirst; Subject to investment risks, including possible loss of the principal amount invested.