Estate Settlement Services

Smooth and Timely Settlement of Your Estate or Trust

Mourning the loss of a loved one is a stressful experience for families and loved ones. Hiring a team of professionals as full-time administrators of a trust or estate allows your family to focus on being together in a time of mourning.

Arvest Wealth Management's Estate Settlement services provide an experienced, trained and impartial team of individuals who will oversee the complex details of your estate administration and court process. Our professional services ensure the smooth and timely settlement of your estate or trust.

Estate management services by Arvest Wealth Management.

The Benefits of Working with Arvest include:

  • Professional, experienced administration of your assets
  • Locating legal documents/assessing fiduciary responsibility
  • Professional income and estate tax coordination and completion
  • Gathering/safeguarding/valuation of assets for estate purposes and determining proper ownership (financial/real estate/personal assets)
  • Managing discretionary issues - timing and process
  • Coordinating payment of claims and debts of the estate
  • Financial accounting to and communication with beneficiaries
  • Impartial dispute resolution
  • Ongoing administration for future generations (when needed)
FIND A TRUST OFFICER

Contact Arvest Wealth Management

  • Find your local arvest branch
Estate Settlement Services
Estate Settlement Services by Arvest Wealth Management.
Smooth and Timely Settlement of Your Estate or Trust

Mourning the loss of a loved one is a stressful experience for families and loved ones. Hiring a team of professionals as full-time administrators of a trust or estate allows your family to focus on being together in a time of mourning.

Arvest Wealth Management's Estate Settlement services provide an experienced, trained and impartial team of individuals who will oversee the complex details of your estate administration and court process. Our professional services ensure the smooth and timely settlement of your estate or trust.

FIND A TRUST OFFICER

The Benefits of Working with Arvest include:

  • Professional, experienced administration of your assets
  • Locating legal documents/assessing fiduciary responsibility
  • Professional income and estate tax coordination and completion
  • Gathering/safeguarding/valuation of assets for estate purposes and determining proper ownership (financial/real estate/personal assets)
  • Managing discretionary issues - timing and process
  • Coordinating payment of claims and debts of the estate
  • Financial accounting to and communication with beneficiaries
  • Impartial dispute resolution
  • Ongoing administration for future generations (when needed)
FIND A TRUST OFFICER

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.

The Investment Management Group (IMG) is comprised of Arvest Wealth Management registered investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management’s investment advisory wrap fee programs.

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Additional Arvest Wealth Management Disclosures are available here.
For more information about FINRA, please visit www.finra.org.
For more information about SIPC, please visit www.sipc.org.
For more information about the SEC, please visit www.sec.gov.

Trust services provided by Arvest Bank.

Arvest Wealth Management home office located at 921 West Monroe Avenue, Lowell, AR 72745; mailing address P.O. Box 1515, Lowell, AR 72745.