The First National Bank & Trust Co. is now Brooks Bank. New name, same people, same community banking you trust. Learn More

Trusted Guidance for Lasting Impact

Since 1965, families in the Oklahoma City area have relied on Brooks Bank's professionals for estate planning, investment management, charitable giving, and oil and gas management.

Your Future, Our Commitment

Trust & Estate Services

Brooks Bank's Trust Department has served families around Oklahoma City, Chickasha, Tuttle, and surrounding areas since 1965 with financial planning, investment management, estate planning, trust and estate administration, and comprehensive oil and gas management. As an independent fiduciary, our loyalty is to you. We offer knowledge, experience, and customized trust management services along with a reputation for fairness, honesty, and compassion. Whether you are planning for the future, managing complex assets, or settling an estate, our trust professionals are ready to listen and help you build a plan that meets your personal goals. Call us at 405-825-6300 to arrange a personal meeting.

Our Wealth Management and Trust Services

From estate planning and trust administration to investment management, charitable giving, and mineral interest oversight, Brooks Bank provides the full range of fiduciary services families need.

Estate Services

Trust administration, trust and estate planning, and estate settlement with experienced fiduciary professionals who put your interests first.

Investment Management

Personalized investment strategies tailored to your goals, risk tolerance, and time horizon, managed by local professionals.

Charitable Giving Services

Donor-advised funds, charitable trusts, and nonprofit management to help you support the causes and communities you care about.

Oil & Gas Management

Comprehensive mineral, royalty, and working interest management free from conflicts of interest and held to fiduciary standards.

Investments and insurance offered through the Trust Department of Brooks Bank are not insured by the FDIC, are not deposits or other obligations of, and are not guaranteed by, any bank or any bank affiliate. Investments are subject to risks, including possible loss of principal amount invested.

Trusted Stories ‍in Motion

Tim Osborn

Osborn Farms

A True Believer in Brooks Bank

"They will work with you if you fall on hard times. If you're honest, any way they can, they will help you get through that rough spot. So I am a true believer in Brooks Bank. Your money's safe there."

Heather Hill

Hill’s Land & Construction

It's All About Families and Community

"If you include my grandpa, it's probably over 50 years that we've banked at that same location. I've used them my entire life. It's not about just banking when it's Brooks Bank. It's truly about families and community."

Blake Elliott

Standley Systems

They Changed the Trajectory of Our Company

"Brooks Bank helped finance a big opportunity that we had which really took us from servicing and operating in just a small portion of Oklahoma to being able to cover all 77 counties and do it at a scale where it worked really well for us. And that changed the whole trajectory of our company."

Faqs

Frequently Asked Questions

What is the primary difference between a Will and a Trust in Oklahoma?

A will takes effect only after death and must go through the Oklahoma probate process. A trust can take effect during your lifetime, allows your assets to pass to beneficiaries without probate, and provides for management of your assets if you become incapacitated. Many estate plans include both. A Brooks Bank trust officer can help you determine the right approach.

Can I change or revoke my trust after it has been established?

If your trust is a revocable trust, you retain the ability to modify, amend, or revoke it at any time during your lifetime. Irrevocable trusts have more limited options for changes. Our trust professionals can help you understand the flexibility built into your specific trust structure.

What are the benefits of using a corporate trustee in Oklahoma?

A corporate trustee like Brooks Bank provides professional investment management, objective decision-making, continuity through life changes, and accountability to fiduciary standards. Unlike an individual trustee, a corporate trustee will not become ill, relocate, or face conflicts of interest among family members. Our trust professionals work alongside your attorney and accountant to ensure your wishes are carried out.

How are Trust and Estate management fees typically calculated?

Fees are typically based on the value of assets under management and the complexity of the services provided. Brooks Bank's trust team will provide a clear fee schedule during your initial consultation so there are no surprises. Call 405-825-6300 to discuss.

Do I need to be high net worth to utilize professional Trust Services?

No. Brooks Bank's trusts and estates services are available to individuals and families at a range of asset levels. Whether you are planning for a modest estate or managing significant wealth management needs, our Oklahoma City Brooks Bank trust professionals can help you build a plan that meets your needs. Call 405-825-6300 to schedule a consultation.

How do Oklahoma trust laws protect my legacy and assets?

Oklahoma trust law provides a robust framework for protecting assets, avoiding probate, and ensuring your wishes are honored. A properly structured trust allows your assets to pass to beneficiaries without going through the probate process, which can save time and money. A Brooks Bank trust officer can explain how Oklahoma-specific provisions apply to your situation.