Trust Services
American Bank and Trust Company offers a complete spectrum of trust and investment services. All of our accounts are administered in Tulsa to ensure you receive personal service from professionals who are able to understand your personal needs and financial goals. Once these have been determined, they will work with you to tailor a financial or estate plan to meet your needs and goals.
Whether you are considering starting a family or thinking about retirement, we are available to personally meet with you to discuss your financial future. Our services can help you achieve financial security while providing the peace of mind that comes from knowing your assets are being professionally managed and would continue to be managed in the event of your death or incapacity.
To meet these needs, American Bank and Trust Company provides services for the following types of fiduciary accounts:
- Revocable Trusts
- Irrevocable Trusts
- Charitable Trusts
- Custodial Accounts
- Safekeeping Agencies
- Investment Management Accounts
- Investment Advisory Accounts
- Farm & Ranch Management Accounts
- Probate Estate Administration
- Guardianships/Custodianships
- Individual Retirement Accounts
In addition to these services, we are also able to provide additional services to the business community by serving as trustee, investment manager or escrow agent for both qualified and non-qualified employee benefit plans.
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