Trustee or Co-trustee Services

Professional Trust Management Can Benefit
Your Estate

Being named as trustee may initially be regarded as quite a compliment. And in many ways, it is. However, serving as a trustee comes with many responsibilities and requires a significant time commitment.

It is not uncommon for people who are named as an individual trustee to be uncomfortable in their new role. Managing a trust is often a full-time job and an individual may be too busy with his or her own affairs to manage it properly. Also, an inexperienced individual can make an innocent mistake costing beneficiaries thousands of dollars and/or expose the trustee to personal liability.

Trustee Services from Arvest Wealth Management.

 

Individual trustees often turn to a corporate trustee, such as Arvest Bank, for assistance and professional management. We invite you to take advantage of our professional expertise and experience, while staying involved in the management of a trust.

The Benefits of Working with Arvest:

Experience and Resources
Arvest Bank offers a full complement of trust services. Our employees bring a wealth of experience to every trust they administer, and are able to provide you with investment advice and a wide range of resources (including expertise in tax, accounting, and real estate management).

Investment Expertise
Our investment officers have many years of experience managing trust assets. With their collective knowledge, experience and resources they will recommend the investment strategy that best meets the requirements of the trust, the laws governing trust investments, and the needs of the beneficiaries.

Continuity
Our administration teams work together for you seamlessly. You need not worry about your primary contact at the bank being unavailable at any given time. The team members will respond to your needs immediately.

Objectivity
Arvest Bank is objective and neutral. A family member or family friend can sometimes find it difficult to be impartial.

Peace of Mind
Your life will be easier because you’ve hired a team of experts who will remain objective and professional in the full-time administration of the trust and its assets.

FIND A TRUST OFFICER

Contact Arvest Wealth Management

  • Find your local arvest branch
Trustee or Co-Trustee Services
Trustee Services from Arvest Wealth Management.
Professional Trust Management Can Benefit Your Estate

Being named as trustee may initially be regarded as quite a compliment. And in many ways, it is. However, serving as a trustee comes with many responsibilities and requires a significant time commitment.

FIND A TRUST OFFICER

It is not uncommon for people who are named as an individual trustee to be uncomfortable in their new role. Managing a trust is often a full-time job and an individual may be too busy with his or her own affairs to manage it properly. Also, an inexperienced individual can make an innocent mistake costing beneficiaries thousands of dollars and/or expose the trustee to personal liability.

Individual trustees often turn to a corporate trustee, such as Arvest Bank, for assistance and professional management. We invite you to take advantage of our professional expertise and experience, while staying involved in the management of a trust.

The Benefits of Working with Arvest:

Experience and Resources
Arvest Bank offers a full complement of trust services. Our employees bring a wealth of experience to every trust they administer, and are able to provide you with investment advice and a wide range of resources (including expertise in tax, accounting, and real estate management).

Investment Expertise
Our investment officers have many years of experience managing trust assets. With their collective knowledge, experience and resources they will recommend the investment strategy that best meets the requirements of the trust, the laws governing trust investments, and the needs of the beneficiaries.

Continuity
Our administration teams work together for you seamlessly. You need not worry about your primary contact at the bank being unavailable at any given time. The team members will respond to your needs immediately.

Objectivity
Arvest Bank is objective and neutral. A family member or family friend can sometimes find it difficult to be impartial.

Peace of Mind
Your life will be easier because you’ve hired a team of experts who will remain objective and professional in the full-time administration of the trust and its assets.

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.